Key Takeaways Hain Celestial reported a Q4 loss of 2 cents per share, missing estimates and falling y/y.Net sales fell 13.2% to $363.3M, with a volume-driven 10.8% organic sales decline.North America sales slid 20.8% on weaker snack demand, while international sales fell 1%.The Hain Celestial Group, Inc. (HAIN) has posted fourth-quarter fiscal 2025 results, with the top and bottom lines declining year over year. Also, both metrics missed the consensus mark. Despite a challenging quarter, the company is movi ...

The Hain Celestial Group (NasdaqGS:HAIN) Q4 2025 Earnings Call September 15, 2025 08:00 AM ET Company ParticipantsAlexis Tessier - Head of Investor RelationsAlison Lewis - Interim President and CEOLee Boyce - CFOConference Call ParticipantsJohn Salera - AnalystMatt Smith - AnalystAnthony Vendetti - AnalystJon Andersen - AnalystJohn Baumgartner - AnalystAndrew Lazar - AnalystKaumil Gajrwala - AnalystOperatorThank you for standing by. My name is Kate, and I will be your conference operator today. At this time ...

The Hain Celestial Group, Inc. (NASDAQ:HAIN) stock tumbled after it reported weaker-than-expected results for its fiscal fourth quarter and year ended June 30, 2025, as impairment charges and soft demand weighed on performance. Fourth-quarter net sales were $363.348 million, down 13% from a year earlier, missing analyst estimates of $371.46 million. Organic net sales decreased 11% on volume and mix declines. Results included $252 million in pre-tax non-cash impairment charges. The company posted an adjust ...

10 September 2025 | 9:36PM HKT China Consumer Staples Aug Check In & ALC/2Q Wrap: Weak demand amid policy/weather drag; Wider divergence with strongest The Staples sector saw general weak demand trend in 2Q to 3Q-to-date amid policy and weather drag, with wider divergence between leaders vs. laggards; meanwhile the value rotation in the stock market in July to date has helped valuation re-rating for sectors under the most pressure (ie. our spirits coverage up 24% on simple avg. in 3Q to date, vs. A-share Li ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Companies with a long history of paying dividends and consistently hiking them remain appealing to income-focused investors. PepsiCo, Black Hills, and Tyson Foods have rewarded shareholders for years and recently announced dividend increases. These companies currently offer dividend yields of around 3% to 4%. PepsiCo PepsiCo Inc. (NASDAQ:PEP) produces, markets, distributes, and sells various beverages and ...

PepsiCo, Inc. (NASDAQ:PEP) is one of the stocks Jim Cramer shared insights on. Cramer called it a “premier growth company” and said: “I know PepsiCo’s never going to be up 100 points in one day, but if you’re building a diversified portfolio of mostly growth stocks, as you should, you can do a lot worse than owning a premier growth company like PepsiCo. And by the way, it still is a premier growth company. Why PepsiCo? First and most cogent, Elliott Management just took a $4 billion stake in PEP. And this ...

股价表现 - 百事公司股价上涨3.6%至153.97美元 创4月以来最大单日涨幅[1][2] - 股价从6月26日五年低点127.60美元反弹 连续三个月上涨但仍较去年同期下跌11.2%[2] - 突破2025年正收益区间 但年内表现仍落后于大盘[2] 投资者活动 - 激进投资者Elliott Management斥资40亿美元建仓 认为存在历史性转型机会[1] - 期权交易异常活跃 总成交量达平时三倍 看跌期权占比74%[3] - 当日看涨期权成交13000张 看跌期权7450张 最活跃合约为9月160看涨期权和10月10日150看跌期权[3] 分析师观点 - 21家覆盖券商中15家给予"持有"或更差评级 仅6家建议"强力买入"[4] - 若Elliott转型成功 存在较大评级上调空间[4] 公司运营 - 公司正通过成本削减措施改善利润率[1] - 近期股价表现持续弱于市场平均水平[1]

投资策略 - 投资目标为通过被动收入实现财务自由 建立多个收入流以覆盖基本生活开支 [1] - 每周投资250美元于股息股票 本次投资标的为可口可乐 卡姆登物业信托和W P 凯瑞 [2] 可口可乐公司分析 - 拥有超过一个世纪的股息支付历史 连续63年增加股息 属于股息之王类别 [4] - 当前股息收益率达3% 超过标普500指数股息收益率约1 2个百分点 [5] - 近期股息增长率维持在低至中个位数水平 [4] - 预计长期有机收入年增长4%-6% 每股收益年增长中至高个位数 [6] - 拥有A级资产负债表 自2016年以来25%的收益增长来自收购 [6] 卡姆登物业信托分析 - 专注于多户住宅物业的房地产投资信托 在全国南部15个主要市场拥有近6万套公寓单元 [8] - 股息收益率约3 8% 过去十五年保持稳定增长趋势 [9] - 投资于就业和人口增长强劲的地铁区域 推动租赁住房需求 [8] - 预计通过收购稳定公寓社区和新开发项目推动收益和股息增长 [10] W P 凯瑞公司分析 - 多元化房地产投资信托 在北美和欧洲持有关键商业地产 包括零售 工业和仓储物业 [11] - 采用长期净租赁协议 内含租金递增条款 产生稳定增长的租金收入 [11] - 2023年底调整股息政策后每季度增加股息 当前收益率达5 4% [12][13] - 去年完成16亿美元新物业投资 预计今年保持类似投资节奏 [13] - 预计每股现金流年增长中个位数 支持同等幅度股息增长 [13] 投资组合效应 - 三家公司提供高于平均水平的股息收益率且持续增长 [14] - 本次250美元投资将增加约10美元年被动收入 [14]

股息增长记录 - 雪佛龙连续38年增加股息 包括多次石油市场低迷时期[2][3] - 联合爱迪生公司实现第51次年度股息增长 标普500公用事业股中最长记录[6] - 企业产品合伙公司连续27年增加分配收益[9] - 安桥公司连续30年提高股息[13] - 真力零件公司连续69年上调股息支付[14] - NNN REIT连续36年增加股息 行业第三长记录[17] - 百事公司连续53年提高股息支付[18] 现金流与财务实力 - 雪佛龙上游业务盈亏平衡点约30美元/桶 行业领先水平[2] - 雪佛龙预计明年起每年增加125亿美元自由现金流[4] - 企业产品合伙公司拥有60亿美元有机资本项目 预计今年底投入商业运营[9] - 安桥公司拥有320亿加元（230亿美元）资本项目储备 预计2029年前投入运营[13] - 联合爱迪生公司计划投资380亿美元用于公用业务维护和发展[7] 业务模式优势 - 联合爱迪生公司公用事业运营产生稳定现金流 需求稳定且受政府监管费率保障[5] - 企业产品合伙公司拥有长期合同和受监管费率结构 提供高度可预测现金流[8] - 安桥公司98%收益来自可预测收入框架[12] - 真力零件公司97年中有91年实现销售增长 79年实现盈利增长[14] - NNN REIT投资单租户净租赁零售物业 租户承担所有物业运营成本[16] 股息收益率水平 - 雪佛龙股息收益率超过4%[4] - 联合爱迪生公司股息收益率近3.5%[7] - 企业产品合伙公司股息收益率近7%[8] - 安桥公司股息收益率近6%[13] - 真力零件公司股息收益率3%[15] - NNN REIT股息收益率超过5.5%[17] - 百事公司股息收益率近4%[18] 增长前景与投资计划 - 雪佛龙收购赫斯公司增强生产和自由现金流增长前景至2030年代[4] - 企业产品合伙公司计划明年投入22-25亿美元增长资本项目[9] - 安桥公司预计2026年前每股现金流年增3% 之后年增约5%[13] - 百事公司预计中长期收入年增中个位数 每股收益年增高个位数[19] - 真力零件公司通过收购推动盈利增长 交易首年即提升每股收益[15]

Company Announcement No 43/2025 – August 26, 2025 EBIT growth of 11% driven by solid topline growth and margin expansion Key Highlights H1 2025 Reported volume and net revenue growth of 4%Reported EBIT increased by 11%, with an 80-bps margin expansion, driven by improved operational efficiency Group performance was in line with our plans, despite a relatively cold weather in Q2 in our key Finnish market. Good July weather in Finland closed part of the Q2 shortfallVery strong performance in Italy, France a ...