Latest news with #HeinekenNV
Yahoo
2 days ago
- Business
- Yahoo
Is Danone (DANOY) Outperforming Other Consumer Staples Stocks This Year?
Investors interested in Consumer Staples stocks should always be looking to find the best-performing companies in the group. Is Danone (DANOY) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Consumer Staples peers, we might be able to answer that question. Danone is a member of our Consumer Staples group, which includes 178 different companies and currently sits at #13 in the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual sector groups by measuring the average Zacks Rank of the individual stocks within the groups. The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Danone is currently sporting a Zacks Rank of #2 (Buy). The Zacks Consensus Estimate for DANOY's full-year earnings has moved 8.1% higher within the past quarter. This is a sign of improving analyst sentiment and a positive earnings outlook trend. Based on the latest available data, DANOY has gained about 25.2% so far this year. Meanwhile, stocks in the Consumer Staples group have gained about 6.6% on average. This shows that Danone is outperforming its peers so far this year. Another Consumer Staples stock, which has outperformed the sector so far this year, is Heineken NV (HEINY). The stock has returned 30% year-to-date. For Heineken NV, the consensus EPS estimate for the current year has increased 1.2% over the past three months. The stock currently has a Zacks Rank #2 (Buy). Breaking things down more, Danone is a member of the Food - Miscellaneous industry, which includes 41 individual companies and currently sits at #149 in the Zacks Industry Rank. Stocks in this group have lost about 4.1% so far this year, so DANOY is performing better this group in terms of year-to-date returns. Heineken NV, however, belongs to the Beverages - Alcohol industry. Currently, this 17-stock industry is ranked #93. The industry has moved +5.3% so far this year. Investors interested in the Consumer Staples sector may want to keep a close eye on Danone and Heineken NV as they attempt to continue their solid performance. 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 Danone (DANOY) : Free Stock Analysis Report Heineken NV (HEINY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Business Insider
05-06-2025
- Business
- Business Insider
Heineken NV (0O26) Gets a Buy from Kepler Capital
In a report released on June 3, Richard Withagen from Kepler Capital maintained a Buy rating on Heineken NV (0O26 – Research Report), with a price target of €92.00. The company's shares closed last Tuesday at €78.04. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Withagen is an analyst with an average return of -0.8% and a 46.50% success rate. Withagen covers the Consumer Defensive sector, focusing on stocks such as Davide Campari-Milano SpA, Heineken NV, and Pernod Ricard. Currently, the analyst consensus on Heineken NV is a Strong Buy with an average price target of €93.38, implying a 19.66% upside from current levels. In a report released yesterday, UBS also maintained a Buy rating on the stock with a €93.00 price target.
Yahoo
26-05-2025
- Business
- Yahoo
Heineken N.V. reports the progress of transactions under its current share buyback programme
Heineken N.V. reports the progress of transactions under its current share buyback programme Amsterdam, 26 May 2025 - Heineken N.V. (EURONEXT: HEIA; OTCQX: HEINY) hereby reports transaction details related to the first €750 million tranche of its €1.5 billion share buyback programme as communicated on 12 February 2025. From 19 May 2025 up to and including 23 May 2025 a total of 75,602 shares were repurchased on exchange at an average price of € 78.24. During the same period, 78,216 shares were repurchased from Heineken Holding N.V. Up to and including 23 May 2025, a total of 1,862,136 shares were repurchased under the share buyback programme for a total consideration of € 144,646,560 (including shares repurchased from Heineken Holding N.V.). Heineken N.V. publishes on a weekly basis, every Monday, an overview of the progress of the share buyback programme on its website: EnquiriesMedia Investors Christiaan Prins Tristan van Strien Director of Global Communication Global Director of Investor Relations Marlie Paauw Lennart Scholtus / Chris Steyn Corporate Communications Lead Investor Relations Manager / Senior Analyst E-mail: pressoffice@ E-mail: investors@ Tel: +31-20-5239355 Tel: +31-20-5239590 Regulatory informationThis press release is issued in connection with the disclosure and reporting obligations as set out in Article 5(1)(b) Regulation (EU) 596/2014 and Article 2(2) of the Commission Delegated Regulation (EU) 2016/1052 that contains technical standards for buyback programs. Editorial information:HEINEKEN is the world's most international brewer. It is the leading developer and marketer of premium and non-alcoholic beer and cider brands. Led by the Heineken® brand, the Group has a portfolio of more than 340 international, regional, local and specialty beers and ciders. With HEINEKEN's over 85,000 employees, we brew the joy of true togetherness to inspire a better world. Our dream is to shape the future of beer and beyond to win the hearts of consumers. We are committed to innovation, long-term brand investment, disciplined sales execution and focused cost management. Through "Brew a Better World", sustainability is embedded in the business. HEINEKEN has a well-balanced geographic footprint with leadership positions in both developed and developing markets. We operate breweries, malteries, cider plants and other production facilities in more than 70 countries. Most recent information is available on our Company's website and follow us on LinkedIn and Instagram. Attachment HNV_SBB 2025_Weekly update_26-May-2025Error 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
Business Standard
08-05-2025
- Business
- Business Standard
United Breweries Q4 PAT rises 20% YoY to 98 crore
United Breweries' consolidated net profit jumped 19.88% to Rs 97.76 crore in Q4 FY25, compared to Rs 81.55 crore posted in the corresponding quarter last year. Revenue from operations (excluding excise duty) rose 8.89% YoY to Rs 2,322.98 crore in the March 2025 quarter. Profit before tax (PBT) grew 20.33% to Rs 132.07 crore in the fourth quarter of FY25, compared with Rs 109.76 crore posted in the same quarter the previous year. Volume in the fourth quarter increased 5%, despite temporary suspension in Telangana & industry-wide challenges from duty structure changes in Karnataka. The premium segment grew by 24% in the quarter. Within the segment, the company saw strong growth for Kingfisher Ultra & Kingfisher Ultra Max and Heinekenr, and it continues to drive premium volume growth. During the quarter, gross profit margin improved by 37 bps to 42.1% in Q4 FY25. Investments in capex during the quarter were Rs 254 crore, primarily in supply chain initiatives to cater for future growth. We remain committed and optimistic to unlock growth in the category & shape the future of beer in India driven by increasing disposable income, favorable demographics & premiumization, stated the firm in an exchange filing. Meanwhile, the board has recommended a dividend of Rs 10 per equity share of face value of Rs 1 each for the financial year ended March 31, 2025, subject to approval of the members at the ensuing Annual General Meeting. United Breweries, controlled by Dutch multinational company Heineken NV, is primarily engaged in the manufacture, purchase, and sale of beer and non-alcoholic beverages.
Yahoo
24-04-2025
- Business
- Yahoo
The Dollar's Slide Is Raising Red Flags for Corporate Earnings
(Bloomberg) -- Rising tariffs and the weakening dollar are casting a shadow on companies' profit guidance this earnings season, with more damage seen unfolding over the coming quarters. Trump Gives New York 'One Last Chance' to End Congestion Fee Why Car YouTuber Matt Farah Is Fighting for Walkable Cities Backyard Micro-Flats Aim to Ease South Africa's Housing Crisis The Racial Wealth Gap Is Not Just About Money To Fuel Affordable Housing, This Innovation Fund Targets Predevelopment Costs Companies across Europe are already sounding the alarm following the dollar's slide to three-year lows versus the euro and to a 10-year trough against the Swiss franc. That's another headache for stock markets grappling with the risk of an economic slowdown due to President Donald Trump's policies on trade. Given that Stoxx 600 index members get 60% of their sales from overseas, such a large dollar slide is unwelcome, as it would sharply reduce the worth of US earnings once converted back into local European currencies. As a result, US-exposed stocks in the region are falling with the dollar and many investors are turning to domestically-geared firms as an alternative. Among those flagging the exchange-rate headache is SAP SE, the continent's most valuable firm. Describing the greenback's weakness as a medium-term earnings headwind, the software maker's chief financial officer told investors the hit should become evident next year as currency hedges start to expire. At Dutch beermaker Heineken NV, meanwhile, the euro's strength against a range of currencies is expected to curtail this year's revenue by €1.72 billion ($2 billion). French medical-diagnostics company BioMerieux and British retailer WH Smith Plc also highlighted exchange-rate risks during their earnings reports. 'European companies will have to wake up to the idea that their price competitiveness can no longer rely on a stronger US dollar,' said Florian Ielpo, head of macro research at Lombard Odier Investment Managers. While the current earnings season won't capture the effect of tariffs unveiled on April 2, 'the third quarter will be the eye of the storm,' Ielpo predicted. Meanwhile, forecasters expect the trade war to hurt the greenback further and potentially stoke a recession in the US. That's knocked the S&P 500 8.6% lower so far in 2025, and largely trimmed this year's advance in European equities. Each 5% rally in the euro and other local currencies against the dollar shaves 1.5 to two percentage points off earnings growth in the MSCI Europe gauge, Morgan Stanley strategists estimate, describing the currency moves as 'a broad-based drag.' US Impact The exchange-rate shifts haven't really hit home in the US yet: The dollar was stronger against the euro in the first quarter than the same period a year ago. But it's since weakened precipitously, threatening to curb sales as the year goes on. Some forecasters and traders expect the greenback will weaken to $1.20 per euro from about $1.14 now. For American companies that sell abroad, dollar weakness can be a boon — shares in companies that make most of their sales outside the US, such as Coca Cola Co. and Philip Morris International Inc., have bucked this month's stock-market rout. Yet, only a third of revenue for S&P 500 constituents comes from overseas. For the remaining, domestic-focused companies, such as retailers, a falling greenback is usually bad news, because it raises prices for imports and erodes consumers' purchasing power, UBS Group AG strategists note. Bloomberg Intelligence analysts George Ferguson and Melissa Balzano single out the US airline sector, noting yields could fall on the lucrative transatlantic travel segment, 'as the euro-dollar exchange rate slips out of favor for US passengers.' 'Weaker demand may manifest as early as the third quarter, as some fliers scale back vacation plans based on dollar costs, while the debate about trade has Europeans looking for destinations other than the US,' they added. Estimate Cuts As economic gloom deepens, strategists are cutting their earnings estimates for the year. As for the S&P 500, earnings-per-share growth is seen as 7.3%, down from 11.4% at the start of the year, data compiled by Bloomberg Intelligence shows. Meanwhile Europe's Stoxx 600 earnings growth estimates have been cut to minus 2% from 3% in January, according to Barclays Plc strategists. Meanwhile, currency-driven earnings downgrades are coming thick and fast in export-led European sectors. Vontobel, for instance, cut its estimates for Richemont, Swatch Group AG and Lindt & Spruengli AG because of the dollar's depreciation against the Swiss franc. Bank of America Corp. lowered its predictions for German cosmetics maker Beiersdorf AG by 2%, while Barclays slashed profit-growth forecasts for Unilever Plc, Nestle SA and Lindt. 'Focus on domestically driven businesses,' Jacob Falkencrone, global head of investment strategy at Saxo Bank A/S, told clients in a note. 'European exporters are fighting a strong euro, eroding profits just as they're squeezed by tariffs.' In the US, firms comprising over 60% of the S&P 500 report this week and next, including Microsoft Corp. and Eli Lilly & Co. Some multinationals will, no doubt, welcome dollar weakness, counting on it to cushion exports. Accenture Plc, Alphabet Inc. and Microsoft were among firms named by BNP Paribas Exane as having more than 50% exposure to non-dollar revenues. Still, many investors remain skeptical, warning that Trump's trade war could dampen global demand for goods and services. 'US exporters should benefit on the weakness of the dollar but may well suffer from tariffs and anti-US sentiment,' said James Athey, a fund manager at Marlborough Investment Management Ltd. 'I think it is hard to make many cases for improved earnings outlooks anywhere.' --With assistance from Phil Serafino and James Cone. As More Women Lift Weights, Gyms Might Never Be the Same Why US Men Think College Isn't Worth It Anymore Eight Charts Show Men Are Falling Behind, From Classrooms to Careers India's 110% Car Tariffs Become Harder to Defend in Trump Era The Guy Who Connected Donald Trump to the Manosphere ©2025 Bloomberg L.P. Sign in to access your portfolio
