
Analysts Offer Insights on Consumer Cyclical Companies: Starbucks (SBUX) and Camping World Holdings (CWH)
Elevate Your Investing Strategy:
Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
Starbucks (SBUX)
In a report released yesterday, Andrew Charles from TD Cowen maintained a Hold rating on Starbucks, with a price target of $95.00. The company's shares closed last Tuesday at $92.96.
According to TipRanks.com, Charles is a 5-star analyst with an average return of 9.1% and a 54.2% success rate. Charles covers the NA sector, focusing on stocks such as Restaurant Brands International, First Watch Restaurant Group, and Darden Restaurants. ;'>
The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Starbucks with a $96.29 average price target, which is a 3.3% upside from current levels. In a report issued on July 14, Citi also maintained a Hold rating on the stock with a $100.00 price target.
Camping World Holdings (CWH)
Roth MKM analyst Scott Stember reiterated a Buy rating on Camping World Holdings yesterday and set a price target of $18.00. The company's shares closed last Tuesday at $17.64.
According to TipRanks.com, Stember is a 4-star analyst with an average return of 8.8% and a 56.9% success rate. Stember covers the NA sector, focusing on stocks such as Standard Motor Products, Winnebago Industries, and Fox Factory Holding. ;'>
The word on The Street in general, suggests a Strong Buy analyst consensus rating for Camping World Holdings with a $21.33 average price target.
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Globe and Mail
5 minutes ago
- Globe and Mail
Amazon Stock Falls Despite Q2 Earnings & Revenues Beat Estimates
AMZN delivered second-quarter 2025 earnings of $1.68 per share, which increased 36.6% from the year-ago quarter and beat the Zacks Consensus Estimate by 26.32%. AMZN's net income increased 34.8% year over year to $18.2 billion in the second quarter. Net sales of $167.7 billion rose 13% year over year, ahead of management's guidance of $159-$164 billion and beat the Zacks Consensus Estimate by 3.32%. Excluding the $1.5 billion unfavorable impact from year-over-year changes in foreign exchange rates throughout the quarter, net sales increased 12% compared with the second quarter of 2024. Top-line growth was driven by solid momentum across the North America and International segments alongside steady growth in the Amazon Web Services ('AWS') segment. Amazon's strong global presence, growing Prime momentum and increasing efforts toward gaining strong traction among small and medium businesses are likely to drive its financial performance in the days ahead. However, geopolitical tensions, foreign exchange headwinds, inflation, interest rates and regional labor market constraints are concerning. Top-Line Details of AMZN Product sales (40.7% of sales) increased 10.8% year over year to $68.2 billion. Service sales (59.3% of sales) jumped 15.1% from the year-ago quarter to $99.4 billion. By segment, North America revenues (59.7% of sales) rose 11.1% from the year-ago quarter to $100 billion, which beat the Zacks Consensus Estimate by 2.3%. International revenues (21.9% of sales) gained 16.1% year over year to $36.7 billion, which beat the consensus mark by 8.55%. AWS revenues (18.4% of sales) rose 17.5% year over year to $30.8 billion, which beat the consensus mark by 0.71%. Strengthening relationships with third-party sellers remained another positive. In the reported quarter, sales generated by third-party seller services rose 11% on a year-over-year basis to $40.3 billion, which beat the Zacks Consensus Estimate by 3.64%. Sales from robust advertising services increased 23% year over year to $15.6 billion, which beat the consensus mark by 5.3%. AMZN experienced 8% year-over-year growth in its physical store sales, which were $5.59 billion in the reported quarter, up 7% year over year. The figure beat the consensus mark by 2.05%. The company's online store sales were $61.4 billion, up 11% year over year. The figure beat the Zacks Consensus Estimate by 4.63%. Amazon's Retail and Consumer Business in Q2 Amazon's Prime services demonstrated robust momentum in second-quarter 2025, with subscription services revenues reaching $12.2 billion, representing 12% year-over-year growth from the prior year's $10.8 billion. The figure beat the consensus mark by 2.48%. This performance underscores the continued strength of Prime's value proposition amid competitive pressures and economic uncertainties. The service's competitive positioning remained strong, with Prime Video maintaining market leadership dynamics and enhanced content offerings driving engagement. Infrastructure investments in delivery capabilities and digital services continued to support member satisfaction and retention. While Prime Day 2025 occurred after the quarter ended (July 8-11), management indicated it was the biggest Prime Day event ever, suggesting continued consumer enthusiasm. This Zacks Rank #2 (Buy) company's strategic focus on high-margin services like advertising and subscription offerings positions Prime services well for sustained growth, despite broader retail sector challenges and increased capital expenditure requirements for AI infrastructure development. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Amazon Strengthens AWS and AI Innovations in Q2 Amazon Web Services revenues climbed 18% in the second quarter, though this growth rate trails Microsoft MSFT Azure's 39% and Alphabet GOOGL -owned Google Cloud's 32% expansion in the same period. Despite maintaining market leadership, AWS faces intensifying competitive pressure as rivals demonstrate superior growth velocity. The cloud division generated $10.2 billion in operating income, indicating margin compression amid heavy infrastructure investments. The quarter marked a pivotal moment for Amazon's AI initiatives, with the company systematically embedding AI across its entire ecosystem. Key innovations included the launch of Kiro, an agentic IDE for developers, Bedrock AgentCore for secure AI operations, and S3 Vectors for cost-efficient AI storage. These tools represent Amazon's strategy to democratize AI capabilities while creating competitive moats through integrated solutions. The company's AI-driven logistics optimizations, including DeepFleet managing over a million robots, are driving operational efficiencies and supporting expansion of same-day delivery to more than 4,000 U.S. cities. Amazon's partnership strategy gained significant momentum during the quarter, with AWS securing new agreements with major enterprises, including PepsiCo PEP, Airbnb, Peloton, Nasdaq, London Stock Exchange, Nissan Motor, GitLab, SAP, Warner Bros. Discovery, and NatWest. These partnerships demonstrate the breadth of AWS' enterprise penetration and its success in positioning itself as the preferred infrastructure provider for digital transformation initiatives. However, the company faces near-term margin pressures from its ambitious AI investments. Amazon's $100+ billion capital expenditure plan for 2025, heavily focused on AI infrastructure, is expected to temporarily reduce AWS' operating margins to 35% from the previous 39.5%. Despite these headwinds, Amazon's advertising business provided a bright spot with 23% growth to $15.69 billion, reflecting successful AI-powered optimization of its advertising platform and growing market share in digital advertising. Operating Details Operating expenses were $148.5 billion, up 11.4% from the year-ago quarter. As a percentage of revenues, the figure contracted 150 basis points (bps) on a year-over-year basis to 88.6%. The cost of sales, fulfillment and technology and infrastructure expenses increased 9.5%, 10.2% and 21.8% year over year to $80.8 billion, $25.9 billion and $27.1 billion, respectively. Sales and marketing and other operating expenses were $11.4 billion and $199 million, up 8.6% and 105% year over year, respectively. General and administrative expenses declined 2.5% to $2.96 billion. Operating income increased 30.7% year over year to $19.1 billion in the first quarter. As a percentage of revenues, the figure expanded 150 basis points (bps) on a year-over-year basis to 11.4%. North America segment operating income was $7.51 billion, up 48.4% from the year-ago quarter. International segment operating income came in at $1.49 billion, up from $273 million reported in the year-ago quarter. AWS segment operating income was $10.1 billion, up 8.8% from the year-ago quarter. Balance Sheet & Cash Flow As of June 30, 2025, cash and cash equivalents were $57.7 billion, down from $66.2 billion as of March 31, 2025. Marketable securities totaled $35.4 billion as of June 30, 2025, up from $28.3 billion as of March 31, 2025. The long-term debt was $52.6 billion at the end of the reported quarter, up from $53.3 billion at the end of the previous quarter. Operating cash flow increased 12% to $121.1 billion for the trailing 12 months compared with $108 billion for the trailing 12 months ended June 30, 2024. Free cash flow decreased to $18.2 billion for the trailing 12 months compared with $53 billion for the trailing 12 months ended June 30, 2024. Guidance Amazon stock dipped more than 7% in after-hours trading after projecting weaker-than-expected operating income for the third quarter and trailing the sales growth of its cloud rivals. Operating income is expected to be between $15.5 billion and $20.5 billion compared with $17.4 billion in the third quarter of 2024. For third-quarter 2025, Amazon expects net sales between $174 billion and $179.5 billion, or to grow in the range of 10-13% compared with third-quarter 2024. This guidance anticipates an unfavorable impact of approximately 130 basis points from foreign exchange rates. Zacks' Research Chief Names "Stock Most Likely to Double" Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest. This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%. Free: See Our Top Stock And 4 Runners Up Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report PepsiCo, Inc. (PEP): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis Report


Globe and Mail
5 minutes ago
- Globe and Mail
Markel's Q2 Earnings Surpass Estimates, Premiums Rise Y/Y
Markel Group Inc. MKL reported second-quarter 2025 net operating earnings per share of $25.46, which beat the Zacks Consensus Estimate by 2.9%. However, the bottom line decreased 1.9% year over year. Markel witnessed improved earned premiums and increased net investment income. Quarterly Operational Update of MKL Total operating revenues of $4 billion beat the Zacks Consensus Estimate by 0.7%. The top line increased 4.9% year over year. Earned premiums increased 3.1% year over year to $2.1 billion in the reported quarter. The figure was higher than our estimate of $2 billion. Net investment income increased 3% year over year to $230 million in the second quarter driven by a higher yield and higher average holdings of fixed maturity securities in 2025. The figure was lower than our estimate of $263.9 million. Total operating expenses increased 6.2% to $3.5 billion, owing to higher losses and loss adjustment expenses, underwriting, acquisition and insurance expenses, product expenses, services and other expenses and amortization of acquired intangible assets. MKL's combined ratio deteriorated 280 basis points (bps) year over year to 96.3 in the reported quarter. Segment Update Markel Insurance: Earned premiums increased 2.9% year over year to $2.1 billion. Total operating revenues rose 2.9% year over year to 2.1 billion. Operating income decreased 51.3% year over year to 60.3 million. The combined ratio for the reported quarter deteriorated 310 bps to 96.9 year over was primarily due to adverse development during the year on its run-off risk-managed directors and officers product lines, as well as on its Global Reinsurance division, which the company has announced is being placed into run-off. Investing: Operating income jumped 724.1% year over year to 822.4 million. This was primarily driven by higher net investment income, net investment gains and services and other revenues. Markel Ventures: Operating revenues of $1.6 billion improved 6.5% year over year, driven by the contributions from the acquisitions of Valor and EPI, as well as improved performance at the construction services businesses. Operating income of $207.8 million increased 17% year over year Financial Update Markel exited the second quarter of 2025 with cash and cash equivalents of $3.7 billion, up 0.8% from the 2024-end level. The debt balance increased 0.8% year over year to $4.4 billion as of June 30, 2025, from the 2024-end level. Shareholders' equity was $17.3 billion as of the second quarter of 2025, up 2.4% from 2024-end. Net cash provided by operating activities was $880.5 million in the first half of 2025, down 27.18% year over year, reflecting lower net premium collections. Zacks Rank Markel currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Performance of Some Other Diversified Operators Honeywell International Inc. HON reported second-quarter 2025 adjusted earnings of $2.75 per share, which surpassed the Zacks Consensus Estimate of $2.64. The bottom line increased 10% year over year on an adjusted basis. On a reported basis, the company's earnings were $2.45 per share, up 4% year over year. Total revenues of $10.35 billion beat the consensus estimate of $10.02 billion. The top line increased 8% from the year-ago quarter, driven by strength in the Aerospace Technologies segment. Organic sales increased 5% year over year. 3M Company MMM reported second-quarter 2025 results, wherein revenues and earnings surpassed the Zacks Consensus Estimate. 3M delivered adjusted earnings of $2.16 per share, which surpassed the Zacks Consensus Estimate of $2.01. The company reported earnings of $1.93 per share in the year-ago quarter. The company reported net revenues of $6.34 billion in the quarter. The metric increased 1.4% year over year. Organic sales inched up 0.6%. Foreign currency translation had a positive impact of 0.8% while acquisitions/divestitures did not have any material impact. MMM's adjusted revenues of $6.16 billion beat the consensus estimate of $6.12 billion. On an adjusted basis, organic revenues increased 1.5% year over year. Danaher Corporation 's DHR second-quarter 2025 adjusted earnings of $1.80 per share beat the Zacks Consensus Estimate of $1.64. The bottom line increased 4.7% year over year. Danaher reported net sales of $5.94 billion, which beat the consensus estimate of $5.84 billion. The metric increased 3.5% year over year, driven by impressive performance of all the segments. DHR's core sales increased 1.5% year over year in the quarter. Foreign-currency translations had a positive impact of 2%. Zacks' Research Chief Names "Stock Most Likely to Double" Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest. This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%. Free: See Our Top Stock And 4 Runners Up Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Honeywell International Inc. (HON): Free Stock Analysis Report 3M Company (MMM): Free Stock Analysis Report Danaher Corporation (DHR): Free Stock Analysis Report Markel Group Inc. (MKL): Free Stock Analysis Report


Globe and Mail
5 minutes ago
- Globe and Mail
Should You Buy, Hold, or Sell AMD Stock Ahead of Q2 Earnings?
Advanced Micro Devices AMD is set to release its second-quarter 2025 results on Aug. 5. AMD expects second-quarter 2025 revenues of $7.4 billion (+/-$300 million). At the mid-point of the revenue range, this represents year-over-year growth of approximately 27%. The Zacks Consensus Estimate for AMD's second-quarter revenues is pegged at $7.41 billion, suggesting year-over-year growth of 26.96%. The consensus mark for second-quarter earnings is pegged at 47 cents per share, unchanged over the past 30 days. The earnings estimate indicates a decline of 31.88% on a year-over-year basis. AMD beat the Zacks Consensus Estimate for earnings in all the trailing four quarters, the average surprise being 2.30%. Advanced Micro Devices, Inc. Price and EPS Surprise Advanced Micro Devices, Inc. price-eps-surprise | Advanced Micro Devices, Inc. Quote Let's see how things have shaped up for the upcoming earnings announcement. AMD's Data Center & Client Segment Revenues to Grow Y/Y AMD's second-quarter performance is expected to have benefited from growth in both its data center and client segments, driven by continued demand for its EPYC processors and Ryzen chips. The data center segment, in particular, has been a major contributor to AMD's success, and the company expects this trend to have continued in the to-be-reported quarter. AMD expects the Data Center segment's revenues to significantly increase, driven by the strong sales of its data center chips that support hyperscalers and power AI and Generative AI applications. The Zacks Consensus Estimate for second-quarter Data Center revenues is pegged at $3.31 billion, indicating an impressive year-over-year increase of 16.7%. AMD expects a double-digit percentage increase in revenues for the client and gaming segment in the to-be-reported quarter. This growth is driven by strong desktop performance, continued demand for gaming products, and the beginning of the commercial ramp, particularly in the notebook and commercial PC markets. The company is likely to see continued growth in its client business, driven by higher demand for Ryzen processors across desktop and mobile platforms. AMD's collaborations, such as the one with Dell Technologies DELL for Ryzen Pro processors in commercial PCs, are expected to have bolstered growth in this segment in the to-be-reported quarter. The Zacks Consensus Estimate for the second-quarter Client segment revenues is pegged at $2.52 billion, indicating year-over-year growth of 69.3%. Weak Embedded Segment to Hurt AMD's Q2 Results AMD's near-term prospects suffer from weakness in the Embedded segment. On a year-over-year basis, this segment's revenues are expected to remain flat in the to-be-reported quarter. The Zacks Consensus Estimate for second-quarter Embedded revenues is pegged at $818 million, indicating a 4.9% year-over-year decline. AMD Outperforms Sector & Industry Advanced Micro Devices shares have surged 45.9% in the year-to-date period, outperforming the Zacks Computer and Technology sector's growth of 11.4% and the Zacks Computer–Integrated Systems industry's rise of 31.4%. The company's shares have also outperformed its peer, Intel Corporation INTC, which is also expanding its footprint in the data center and client segments. Intel's shares have lost 1.3% in the year-to-date period. AMD Stock Performance The AMD stock is not so cheap, as its Value Score of F suggests a stretched valuation at this moment. In terms of the forward 12-month price/sales, Advanced Micro Devices is currently trading at 8.16X, higher than the Computer–Integrated Systems industry's 3.88X and Intel's 1.64X. AMD Valuation AMD Benefits From Rich Partner Base AMD benefits from a rich partner base, which includes Nokia NOK, Microsoft, Oracle, Dell Technologies, Hewlett-Packard, Lenovo, Meta Platforms, and IBM, having Instinct platforms in production. In June 2025, AMD announced that Nokia had adopted its fifth-gen EPYC 9005 Series processors for the Nokia Cloud Platform. These processors will enhance performance per watt for containerized workloads, important to 5G Core, edge, and enterprise applications. The integration supports telecom networks in meeting rising data demands while improving energy efficiency and reducing environmental impact. The demand for AI accelerators like the Instinct MI300 series, especially from hyperscalers, is expected to continue growing, further boosting data center revenues in the second quarter of 2025. In the Data Center AI business, MI300X deployment increased with cloud partners, including Meta Platforms, Microsoft, IBM, Digital Ocean, and Dell Technologies, among others. Conclusion AMD's expanding portfolio and strategic acquisitions are expected to have improved its top-line growth in the to-be-reported quarter amid weakness in the Embedded segment, and fierce competition from NVIDIA. The most significant headwind is the new export controls on MI308 shipments to China, which are expected to reduce revenues by $700 million in the second quarter of 2025. Stretched valuation is another concern. AMD currently has a Zacks Rank #3 (Hold), suggesting that it may be wise to wait for a more favorable entry point to accumulate the stock. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Zacks' Research Chief Names "Stock Most Likely to Double" Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest. This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%. Free: See Our Top Stock And 4 Runners Up Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Intel Corporation (INTC): Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report Nokia Corporation (NOK): Free Stock Analysis Report Dell Technologies Inc. (DELL): Free Stock Analysis Report