Latest news with #Parkerhouse
Yahoo
7 days ago
- Business
- Yahoo
1 Safe-and-Steady Stock for Long-Term Investors and 2 to Ignore
Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets. Finding the right balance between safety and returns isn't easy, which is why StockStory is here to help. That said, here is one low-volatility stock that could offer consistent gains and two that may not deliver the returns you need. Rolling One-Year Beta: 0.05 Known for its frozen garlic bread and Parkerhouse rolls, Lancaster Colony (NASDAQ:LANC) sells bread, dressing, and dips to the retail and food service channels. Why Does LANC Worry Us? Annual revenue growth of 5.4% over the last three years was below our standards for the consumer staples sector Modest revenue base of $1.89 billion gives it less fixed cost leverage and fewer distribution channels than larger companies Estimated sales growth of 1.7% for the next 12 months implies demand will slow from its three-year trend Lancaster Colony's stock price of $167.07 implies a valuation ratio of 23.6x forward P/E. If you're considering LANC for your portfolio, see our FREE research report to learn more. Rolling One-Year Beta: 0.86 Founded by a former game parlor and bar operator, Dave & Buster's (NASDAQ:PLAY) operates a chain of arcades providing immersive entertainment experiences. Why Do We Think PLAY Will Underperform? Weak same-store sales trends over the past two years suggest there may be few opportunities in its core markets to open new locations Cash-burning tendencies make us wonder if it can sustainably generate shareholder value Limited cash reserves may force the company to seek unfavorable financing terms that could dilute shareholders At $23.73 per share, Dave & Buster's trades at 8.7x forward P/E. Check out our free in-depth research report to learn more about why PLAY doesn't pass our bar. Rolling One-Year Beta: 0.54 Started as a mail-order tractor parts business, Tractor Supply (NASDAQ:TSCO) is a retailer of general goods such as agricultural supplies, hardware, and pet food for the rural consumer. Why Could TSCO Be a Winner? Rapidly increasing store base reflects a desire to sell in new markets and scale quickly Sales outlook for the upcoming 12 months implies the business will stay on its desirable six-year growth trajectory Industry-leading 35.2% return on capital demonstrates management's skill in finding high-return investments Tractor Supply is trading at $49.58 per share, or 22.4x forward P/E. Is now the time to initiate a position? Find out in our full research report, it's free. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today for free.
Yahoo
30-04-2025
- Business
- Yahoo
Lancaster Colony (NASDAQ:LANC) Misses Q1 Sales Targets, Stock Drops
Specialty food company Lancaster Colony (NASDAQ:LANC) missed Wall Street's revenue expectations in Q1 CY2025, with sales falling 2.9% year on year to $457.8 million. Its GAAP profit of $0.95 per share was 39.8% below analysts' consensus estimates. Is now the time to buy Lancaster Colony? Find out in our full research report. Revenue: $457.8 million vs analyst estimates of $483.3 million (2.9% year-on-year decline, 5.3% miss) EPS (GAAP): $0.95 vs analyst expectations of $1.58 (39.8% miss) Operating Margin: 10.9%, up from 7.5% in the same quarter last year Sales Volumes were flat year on year (1.5% in the same quarter last year) Market Capitalization: $5.32 billion CEO David A. Ciesinski commented, 'We were pleased to report third quarter records for gross profit and operating income. The 2.9% decline in consolidated net sales includes the unfavorable impacts of the perimeter-of-the-store bakery product lines we exited in March 2024 and the shift of some Retail segment sales into our fiscal fourth quarter due to the later Easter holiday. In addition, we experienced a more challenging consumer environment in our fiscal third quarter as evidenced by reduced traffic in the foodservice channel and some softening demand in the retail channel. Despite the headwinds, our Retail segment's licensing program remained a source for growth in the quarter as we began shipping Chick-fil-A® sauce into the club channel; our Texas Roadhouse™ dinner rolls continued to perform very well; and the Subway® sauces we introduced last March delivered incremental sales. Net sales for our category-leading New York Bakery™ frozen garlic bread products also improved. In our Foodservice segment, net sales decreased 3.2%, reflective of the industry-wide decline in store traffic and the impact of menu changes as some customers shifted to value offerings. Higher demand from some of our core national chain restaurant accounts helped to support Foodservice segment sales.' Known for its frozen garlic bread and Parkerhouse rolls, Lancaster Colony (NASDAQ:LANC) sells bread, dressing, and dips to the retail and food service channels. Examining a company's long-term performance can provide clues about its quality. Any business can put up a good quarter or two, but many enduring ones grow for years. With $1.89 billion in revenue over the past 12 months, Lancaster Colony is a small consumer staples company, which sometimes brings disadvantages compared to larger competitors benefiting from economies of scale and negotiating leverage with retailers. As you can see below, Lancaster Colony's 5.4% annualized revenue growth over the last three years was tepid, but to its credit, consumers bought more of its products. This quarter, Lancaster Colony missed Wall Street's estimates and reported a rather uninspiring 2.9% year-on-year revenue decline, generating $457.8 million of revenue. Looking ahead, sell-side analysts expect revenue to grow 4.7% over the next 12 months, similar to its three-year rate. This projection is underwhelming and implies its newer products will not accelerate its top-line performance yet. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) stock benefiting from the rise of AI. Click here to access our free report one of our favorites growth stories. Revenue growth can be broken down into changes in price and volume (the number of units sold). While both are important, volume is the lifeblood of a successful staples business as there's a ceiling to what consumers will pay for everyday goods; they can always trade down to non-branded products if the branded versions are too expensive. Lancaster Colony's average quarterly volume growth was a healthy 1.3% over the last two years. This is pleasing because it shows consumers are purchasing more of its products. In Lancaster Colony's Q1 2025, year on year sales volumes were flat. This result was a meaningful deceleration from its historical levels. We'll be watching closely to see if Lancaster Colony can reaccelerate demand for its products. We struggled to find many positives in these results. Its revenue missed significantly and its EPS fell short of Wall Street's estimates. Overall, this quarter could have been better. The stock traded down 5.3% to $182.72 immediately following the results. Lancaster Colony's earnings report left more to be desired. Let's look forward to see if this quarter has created an opportunity to buy the stock. When making that decision, it's important to consider its valuation, business qualities, as well as what has happened in the latest quarter. We cover that in our actionable full research report which you can read here, it's free. Sign in to access your portfolio
Yahoo
22-04-2025
- Business
- Yahoo
1 Small-Cap Stock to Target This Week and 2 to Ignore
Investors looking for hidden gems should keep an eye on small-cap stocks because they're frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a high-risk, high-reward environment due to the lack of reliable analyst price targets. Luckily for you, our mission at StockStory is to help you make money and avoid losses by sorting the winners from the losers. That said, here is one small-cap stock that could amplify your portfolio's returns and two that may have trouble. Market Cap: $455.2 million Known for its playful atmosphere that features carnival elements, Shoe Carnival (NASDAQ:SCVL) is a retailer that sells footwear from mainstream brands for the entire family. Why Do We Pass on SCVL? Poor same-store sales performance over the past two years indicates it's having trouble bringing new shoppers into its brick-and-mortar locations Smaller revenue base of $1.20 billion means it hasn't achieved the economies of scale that some industry juggernauts enjoy Estimated sales decline of 1.4% for the next 12 months implies a challenging demand environment At $16.78 per share, Shoe Carnival trades at 5.8x forward price-to-earnings. If you're considering SCVL for your portfolio, see our FREE research report to learn more. Market Cap: $5.24 billion Known for its frozen garlic bread and Parkerhouse rolls, Lancaster Colony (NASDAQ:LANC) sells bread, dressing, and dips to the retail and food service channels. Why Does LANC Worry Us? Sales trends were unexciting over the last three years as its 6.7% annual growth was below the typical consumer staples company Modest revenue base of $1.9 billion gives it less fixed cost leverage and fewer distribution channels than larger companies Easily substituted products (and therefore stiff competition) result in an inferior gross margin of 23% that must be offset through higher volumes Lancaster Colony is trading at $191.60 per share, or 27.6x forward price-to-earnings. To fully understand why you should be careful with LANC, check out our full research report (it's free). Market Cap: $8.04 billion With a 50-year legacy of "Leading with Science" and operations on all seven continents, Tetra Tech (NASDAQ:TTEK) provides high-end consulting and engineering services focused on water management, environmental solutions, and sustainable infrastructure for government and commercial clients worldwide. Why Will TTEK Outperform? Annual revenue growth of 24.8% over the last two years was superb and indicates its market share increased during this cycle Average backlog growth of 19.1% over the past two years shows it has a steady sales pipeline that will drive future orders Performance over the past five years was turbocharged by share buybacks, which enabled its earnings per share to grow faster than its revenue Tetra Tech's stock price of $30.11 implies a valuation ratio of 20.4x forward price-to-earnings. Is now a good time to buy? Find out in our full research report, it's free. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like United Rentals (+322% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
01-04-2025
- Business
- Yahoo
Reflecting On Shelf-Stable Food Stocks' Q4 Earnings: J&J Snack Foods (NASDAQ:JJSF)
Let's dig into the relative performance of J&J Snack Foods (NASDAQ:JJSF) and its peers as we unravel the now-completed Q4 shelf-stable food earnings season. As America industrialized and moved away from an agricultural economy, people faced more demands on their time. Packaged foods emerged as a solution offering convenience to the evolving American family, whether it be canned goods or snacks. Today, Americans seek brands that are high in quality, reliable, and reasonably priced. Furthermore, there's a growing emphasis on health-conscious and sustainable food options. Packaged food stocks are considered resilient investments. People always need to eat, so these companies can enjoy consistent demand as long as they stay on top of changing consumer preferences. The industry spans from multinational corporations to smaller specialized firms and is subject to food safety and labeling regulations. The 21 shelf-stable food stocks we track reported a slower Q4. As a group, revenues missed analysts' consensus estimates by 0.5% while next quarter's revenue guidance was 0.5% above. While some shelf-stable food stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2% since the latest earnings results. Best known for its SuperPretzel soft pretzels and ICEE frozen drinks, J&J Snack Foods (NASDAQ:JJSF) produces a range of snacks and beverages and distributes them primarily to supermarket and food service customers. J&J Snack Foods reported revenues of $362.6 million, up 4.1% year on year. This print was in line with analysts' expectations, but overall, it was a disappointing quarter for the company with a significant miss of analysts' adjusted operating income estimates. "J & J Snack Foods total net sales increased 4.1%, reflecting continued growth across all three business segments,' stated Dan Fachner, Chairman, President, and CEO. The market was likely pricing in the results, and the stock is flat since reporting. It currently trades at $132.29. Read our full report on J&J Snack Foods here, it's free. Known for its frozen garlic bread and Parkerhouse rolls, Lancaster Colony (NASDAQ:LANC) sells bread, dressing, and dips to the retail and food service channels. Lancaster Colony reported revenues of $509.3 million, up 4.8% year on year, outperforming analysts' expectations by 2.8%. The business had a very strong quarter with a solid beat of analysts' EBITDA estimates. Lancaster Colony achieved the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 5.4% since reporting. It currently trades at $175.39. Is now the time to buy Lancaster Colony? Access our full analysis of the earnings results here, it's free. Best known for its Grown in Idaho brand, Lamb Weston (NYSE:LW) produces and distributes potato products such as frozen french fries and mashed potatoes. Lamb Weston reported revenues of $1.60 billion, down 7.6% year on year, falling short of analysts' expectations by 4.3%. It was a disappointing quarter as it posted full-year revenue and EBITDA guidance missing analysts' expectations. Lamb Weston delivered the weakest full-year guidance update in the group. As expected, the stock is down 31.5% since the results and currently trades at $53.52. Read our full analysis of Lamb Weston's results here. With Corn Flakes as its first and most iconic product, Kellanova (NYSE:K) is a packaged foods company that is dominant in the cereal and snack categories. Kellanova reported revenues of $3.12 billion, down 1.6% year on year. This print was in line with analysts' expectations. It was a strong quarter as it also produced a solid beat of analysts' gross margin estimates and an impressive beat of analysts' organic revenue estimates. The stock is flat since reporting and currently trades at $82.49. Read our full, actionable report on Kellanova here, it's free. Tracing its roots back to 1921 when Bill and Salie Utz began making potato chips in their kitchen, Utz Brands (NYSE:UTZ) offers salty snacks such as potato chips, tortilla chips, pretzels, cheese snacks, and ready-to-eat popcorn, among others. Utz reported revenues of $341 million, down 3.1% year on year. This number missed analysts' expectations by 2.2%. Taking a step back, it was a satisfactory quarter as it also logged a solid beat of analysts' EBITDA estimates but a significant miss of analysts' gross margin estimates. The stock is down 1.7% since reporting and currently trades at $13.22. Read our full, actionable report on Utz here, it's free. Want to invest in winners with rock-solid fundamentals? Check out our Strong Momentum Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here. Sign in to access your portfolio
Globe and Mail
31-03-2025
- Business
- Globe and Mail
Q4 Earnings Highlights: Kraft Heinz (NASDAQ:KHC) Vs The Rest Of The Shelf-Stable Food Stocks
Quarterly earnings results are a good time to check in on a company's progress, especially compared to its peers in the same sector. Today we are looking at Kraft Heinz (NASDAQ:KHC) and the best and worst performers in the shelf-stable food industry. As America industrialized and moved away from an agricultural economy, people faced more demands on their time. Packaged foods emerged as a solution offering convenience to the evolving American family, whether it be canned goods or snacks. Today, Americans seek brands that are high in quality, reliable, and reasonably priced. Furthermore, there's a growing emphasis on health-conscious and sustainable food options. Packaged food stocks are considered resilient investments. People always need to eat, so these companies can enjoy consistent demand as long as they stay on top of changing consumer preferences. The industry spans from multinational corporations to smaller specialized firms and is subject to food safety and labeling regulations. The 21 shelf-stable food stocks we track reported a slower Q4. As a group, revenues missed analysts' consensus estimates by 0.5% while next quarter's revenue guidance was 0.5% above. While some shelf-stable food stocks have fared somewhat better than others, they have collectively declined. On average, share prices are down 2.4% since the latest earnings results. Kraft Heinz (NASDAQ:KHC) The result of a 2015 mega-merger between Kraft and Heinz, Kraft Heinz (NASDAQ:KHC) is a packaged foods giant whose products span coffee to cheese to packaged meat. Kraft Heinz reported revenues of $6.58 billion, down 4.1% year on year. This print fell short of analysts' expectations by 1.3%. Overall, it was a slower quarter for the company with full-year EPS guidance missing analysts' expectations. 'Although 2024 was a challenging year with our top line results coming in below our expectations, we remained disciplined in protecting profitability while driving industry-leading margins, generating strong cash flow, and returning $2.7 billion in capital to stockholders,' said Kraft Heinz CEO Carlos Abrams-Rivera. The stock is up 2.4% since reporting and currently trades at $30.33. . Known for its frozen garlic bread and Parkerhouse rolls, Lancaster Colony (NASDAQ:LANC) sells bread, dressing, and dips to the retail and food service channels. Lancaster Colony reported revenues of $509.3 million, up 4.8% year on year, outperforming analysts' expectations by 2.8%. The business had a very strong quarter with a solid beat of analysts' EBITDA estimates. Lancaster Colony scored the biggest analyst estimates beat among its peers. The market seems content with the results as the stock is up 4.6% since reporting. It currently trades at $174.10. Is now the time to buy Lancaster Colony? Access our full analysis of the earnings results here, it's free. Weakest Q4: Lamb Weston (NYSE:LW) Best known for its Grown in Idaho brand, Lamb Weston (NYSE:LW) produces and distributes potato products such as frozen french fries and mashed potatoes. Lamb Weston reported revenues of $1.60 billion, down 7.6% year on year, falling short of analysts' expectations by 4.3%. It was a disappointing quarter as it posted full-year revenue guidance missing analysts' expectations. Lamb Weston delivered the weakest full-year guidance update in the group. As expected, the stock is down 31% since the results and currently trades at $53.90. Post (NYSE:POST) Founded in 1895, Post (NYSE:POST) is a packaged food company known for its namesake breakfast cereal and healthier-for-you snacks. Post reported revenues of $1.97 billion, flat year on year. This print met analysts' expectations. More broadly, it was a mixed quarter as it also produced a decent beat of analysts' EPS estimates but a miss of analysts' EBITDA estimates. The stock is up 8.6% since reporting and currently trades at $114.96. Read our full, actionable report on Post here, it's free. Hershey (NYSE:HSY) Best known for its milk chocolate bar and Hershey's Kisses, Hershey (NYSE:HSY) is an iconic company known for its chocolate products. Hershey reported revenues of $2.89 billion, up 8.7% year on year. This number surpassed analysts' expectations by 1.6%. It was a very strong quarter as it also put up an impressive beat of analysts' gross margin and EBITDA estimates. The stock is up 17% since reporting and currently trades at $170.75. Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate. Join Paid Stock Investor Research Help us make StockStory more helpful to investors like yourself. Join our paid user research session and receive a $50 Amazon gift card for your opinions. Sign up here.
