Latest news with #FOUR
Yahoo
3 days ago
- Business
- Yahoo
DA Davidson Keeps Buy Rating on Shift4 Payments (FOUR)
On June 5, DA Davidson analysts maintained a Buy recommendation on Shift4 Payments, Inc. (NYSE:FOUR) with a $124 price target. The company has shown solid momentum, and the analysts' decision comes in light of Global Blue's financial results for the fourth fiscal quarter and full-year 2025. Shift4 announced the acquisition of Global Blue for $7.50 per common share in cash back in February 2025. A business person using a mobile point of sale device outside of a retail store. Global Blue disclosed a 20% year-over-year boost in total revenue, coming in at €508 million. The company's adjusted EBITDA grew 36% year-over-year and reached €202 million. However, even with these encouraging financials, DA Davidson analysts mentioned that they do not foresee notable changes to their initial forecasts of Shift4 numbers. Meanwhile, the Buy rating reflects steady confidence by analysts in the company. Shift4 Payments, Inc. (NYSE:FOUR) delivers end-to-end commerce solutions, combining modern POS systems with omnichannel payment processing across industries. With a growing footprint in hospitality, retail, and e-commerce, Shift4 is scaling through tech-forward solutions like SkyTab and Shift4Shop. The company was established in 1999 and is headquartered in Pennsylvania. While we acknowledge the potential of FOUR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 10 High-Growth EV Stocks to Invest In and 13 Best Car Stocks to Buy in 2025. Disclosure: None.
Pink Villa
20-05-2025
- Entertainment
- Pink Villa
'Just like Jennie': TWICE's FOUR teaser draws backlash for allegedly copying BLACKPINK star's Zen look
Another day, another wave of drama in the K-pop world — this time with TWICE at the center of attention. The nine-member girl group recently released a teaser for their upcoming fourth full-length album, FOUR, and while fans were quick to celebrate the visuals, others had a different reaction. Some netizens have accused TWICE of copying BLACKPINK's Jennie, drawing comparisons between the teaser and Jennie's look from her solo track ZEN. In the teaser, all nine TWICE members appear in bold, matching royal blue outfits — mini skirts, cropped tops, high heels, and fierce expressions, with the word FOUR printed in front of the skirts. The video runs for only 13 seconds, but it delivers a fast-paced, stylish runway vibe, paired with an upbeat instrumental that could hint at the sound of the album. Despite its short length, it didn't take long for online discussions to heat up. Some netizens claimed the visuals were too similar to Jennie's iconic outfit — a blue mini skirt and top combo, paired with thigh-high socks and white braided hair — worn in her viral ZEN track. Critics didn't hold back, suggesting that TWICE's concept felt 'uninspired' and accusing the group of lacking originality. Comments like 'this doesn't feel fresh' and 'Jennie's beat wasn't on my 2025 bingo card' began circulating across social platforms. Some even implied that the music in the teaser sounded eerily familiar. But where there's controversy, there's also strong support. TWICE's loyal fanbase, ONCEs, quickly defended the group, praising the visuals, fashion, and overall comeback energy. Fans shared their excitement for the group's return, calling the outfits stunning and expressing confidence that the comeback will live up to expectations. The message was clear: TWICE's unique charm and presence can't be reduced to a comparison. FOUR is a highly anticipated release, marking the group's first full-length album since 2021's Formula of Love: O+T=<3, which featured hits like The Feels and SCIENTIST. With FOUR set to release this July, the excitement around TWICE's return is undeniable. Whether the visual similarities are intentional or just another case of overlapping trends, one thing is certain: TWICE continues to spark conversations, and fans are ready to see what the group delivers next.
Pink Villa
20-05-2025
- Entertainment
- Pink Villa
'Back to skinny': TWICE fan's comment on Jeongyeon's weight loss journey leads to backlash; know what happened
K-pop girl group TWICE is set to make a splash this summer with their 4th full-length album, FOUR. As excitement builds, the group recently dropped a teaser video that quickly went viral, though not entirely for the right reasons. The teaser opens with a dramatic focus on Jeongyeon, one of the group's main vocalists, before slowly zooming out to reveal the rest of the members. This decision was likely meant to build suspense and spotlight individual charisma. It drew immediate attention from fans and casual viewers alike. However, it wasn't long before a particular online comment highlighting Jeongyeon's apparent weight loss began circulating widely. The comment reads, 'Jeongyeon back to being skinny, everyone in their 4 inch stillettos rocking an onika wig, the blackpink shade and the run the world backtrack demo THEY MADDD.' The remark suggested that her physical transformation was one of the key reasons for the teaser's popularity and the heightened excitement around the comeback. While some praised her appearance, the comment quickly became a focal point of controversy. Many fans were quick to express their discomfort. They argued that the emphasis on Jeongyeon's body was both unnecessary and invasive. The discussion reignited broader concerns about how female idols, particularly Jeongyeon, are subjected to unrealistic beauty standards and body-shaming from online communities. Supporters of the group took to forums and social media to voice their frustration. They noted that Jeongyeon has historically been one of the members most frequently targeted with negative comments related to her physical appearance. This scrutiny, they pointed out, often overlooks her talent and contributions to the group. The sensitivity surrounding the topic is compounded by Jeongyeon's well-documented health struggles. In 2021, she stepped back from activities due to physical and mental health concerns, including a herniated disc in her neck and severe anxiety. Reports at the time indicated that medication side effects likely led to weight gain. This makes public commentary about her body even more inappropriate and harmful. Fans have since emphasized the importance of respecting her journey and recognizing the courage it takes to return to the spotlight after such personal challenges. As FOUR approaches its release, many hope the conversation shifts back to the music, the message, and the artistic evolution of TWICE. They want the focus to move away from surface-level commentary about appearances.
Newsweek
17-05-2025
- Business
- Newsweek
Philly Cheesesteak Pastry Recall As Warning To Consumers Issued
Based on facts, either observed and verified firsthand by the reporter, or reported and verified from knowledgeable sources. Newsweek AI is in beta. Translations may contain inaccuracies—please refer to the original content. On Friday the Department of Agriculture's Food Safety and Inspection Service (FSIS) announced that California-based company Fijian Import & Export Co. Inc is recalling 127 pounds worth of Philly cheesesteak pastries after it emerged they were imported into the U.S. without the requisite inspection. Newsweek has contacted Fijian Import & Export Co. for comment via email on Saturday. Why It Matters The FSIS takes responsibility, on behalf of the federal government, for ensuring all meat, poultry and egg products imported into the U.S. are "safe, wholesome, unadulterated, and properly labeled and packaged." What To Know In its announcement, the FSIS said Fijian Import & Export Co. Inc had recalled "127 pounds of ready-to-eat meat pie products from Australia" that were not presented to it for reinspection upon their entry to the U.S. as is required. The products were 5.6 oz. packages titled "FOUR 'N TWENTY TRAVELLER PHILLY CHEESESTEAK PASTRY" that were imported into the U.S. "on or around May 1, 2025." The packages in question had used by date "AUG 20 2025" printed on the packaging along with Australia establishment number "256" and the Australia inspection mark. They were sent to a number of convenience stores in Pennsylvania which put them out for sale. The Fijian Import & Export Co. Inc produced 127 pound Philly cheesesteak pastries that were recalled in association with the FSIS. The Fijian Import & Export Co. Inc produced 127 pound Philly cheesesteak pastries that were recalled in association with the FSIS. FSIS The FSIS said it is "concerned that some product may be in consumers' refrigerators and freezers" and is urging anyone in possession of the impacted items to either discard them or return them to place of purchase for a refund. There have not been any reports of "adverse reactions" associated with eating the product thus far and the FSIS is urging anyone who is "concerned about an injury or illness" they think could be related to contact a healthcare provider. It was discovered that the Fijian Import & Export Co. had not received the required FSIS import inspection during a surveillance operation by the federal agency. What People Are Saying In its announcement the FSIS said: "FSIS is concerned that some product may be in consumers' refrigerators and freezers. Consumers who have purchased these products are urged not to consume them. These products should be thrown away or returned to the place of purchase. "FSIS routinely conducts recall effectiveness checks to verify recalling firms notify their customers of the recall and that steps are taken to make certain that the product is no longer available to consumers. When available, the retail distribution list(s) will be posted on the FSIS website at What Happens Next Anyone with queries related to the product can contact Fijian Import & Export Co. Inc. via Fijianwholesaleco@
Yahoo
13-05-2025
- Business
- Yahoo
Shift4 Payments, Inc. (FOUR): A Bull Case Theory
We came across a bullish thesis on Shift4 Payments, Inc. (FOUR) on Substack by Next 100 Baggers. In this article, we will summarize the bulls' thesis on FOUR. Shift4 Payments, Inc. (FOUR)'s share was trading at $83.26 as of May 7th. FOUR's trailing and forward P/E were 28.51 and 14.51 respectively according to Yahoo Finance. A businesswoman using a digital tablet, making a payment using the company's payment processing technology. Shift4 (FOUR) is quietly emerging as a fintech powerhouse, demonstrating exceptional operational execution despite headline distractions. The company just posted a strong first quarter, with payment volumes surging 35% year-over-year to $45 billion and revenue excluding network fees rising 40% to $369 million. EBITDA came in at $169 million, up 38%, with impressive 46% margins. Free cash flow was solid at $70.5 million, reflecting a healthy 42% conversion. The stock reacted positively, jumping 12% after earnings—a notable rebound following a period of underperformance driven by macro concerns such as tariffs, recession fears, and uncertainty surrounding founder Jared Isaacman's transition out of the CEO role. Isaacman, while stepping down as CEO to potentially take on a NASA mission, is far from exiting the company. He will remain Chairman and retain a 25% stake in the company's Class A shares. More significantly, he is converting his super-voting Class B and C shares into Class A, thereby relinquishing control and aligning his voting power with other shareholders. This move enhances corporate governance and eliminates a longstanding overhang for institutional investors. Taylor Lauber, who was already overseeing operations, will step in as CEO, ensuring strategic continuity. The core execution team remains intact, and the operating strategy continues unabated. Shift4's business model is clearly gaining momentum. The company acquires vertical software companies with established merchant bases and integrates them with its own payment solutions, driving synergies through bundling and cross-selling. This strategy is delivering tangible results. Revel now has over 7,000 locations live on Shift4's payments stack. Givex's loyalty and gift card technology is now embedded into SkyTab, Shift4's POS solution, and has already produced about 100 cross-sells. Eigen gateway customers are also transitioning to full-stack Shift4 payments. These efforts have already delivered $20 million in EBITDA synergies in Q1 alone, illustrating the power of its tightly integrated M&A flywheel. Internationally, Shift4's global expansion is rapidly scaling. Just two years ago, it operated on a single continent. Now it's active across six. In Europe, more than 1,000 restaurants are going live every month. In Latin America, the company is onboarding new enterprise customers, supported by acquisitions like Vectron and Givex that bring local distribution and software capabilities. The recently announced Global Blue deal adds a significant growth lever, unlocking access to over $500 billion in luxury retail flow and positioning Shift4 to benefit from tax-free shopping and dynamic currency conversion. That transaction alone is expected to generate $80 million in revenue synergies by 2027. Importantly, strategic partners like Ant Financial and Tencent will remain on the cap table following the deal's expected close in Q3, signaling continued global alignment. On the capital allocation front, Shift4 remains disciplined. The company repurchased $63 million in stock in Q1, demonstrating confidence in its valuation. Debt related to acquisitions is manageable, covered by a combination of growing EBITDA and free cash flow, and the company maintains a robust cash position of $1.1 billion. This financial flexibility supports continued M&A and shareholder returns without overextending the balance sheet. Compared to peers, Shift4 remains underappreciated. Toast has turned profitable but operates on razor-thin margins. Adyen offers premium infrastructure but trades at a full valuation. Shift4 sits comfortably in between—profitable, scaling quickly, and still mispriced by the market. The company has raised its full-year guidance, now projecting $1.66–1.73 billion in revenue excluding network fees and $840–865 million in adjusted EBITDA, while maintaining a volume outlook of $200–220 billion. With operating leverage becoming more visible, a clean leadership transition, successful global expansion, and M&A synergies translating into real margin growth, Shift4 presents a compelling opportunity. Its fundamentals are outpacing sentiment, offering investors an attractive entry point before the market fully prices in its growth trajectory. Shift4 Payments, Inc. (FOUR) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 38 hedge fund portfolios held FOUR at the end of the fourth quarter which was 27 in the previous quarter. While we acknowledge the risk and potential of FOUR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than FOUR but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
