Latest news with #RGR
Evening Standard
5 days ago
- Business
- Evening Standard
10 of London's best restaurants serving dinner with a view
The rather clever trick at 22 Bishopsgate, in which both Lucky Cat and Restaurant Gordon Ramsay High sit, is that from their windows the Shard across the river looks rather puny, though it is in fact taller. London's undulations are in its favour. Lucky Cat and RGR share the 60th floor and from both the views are beyond spectacular — perhaps the finest of any in the capital. There is not a London icon that cannot be seen: it is the sort of scope that might open a movie. Food is markedly different between the two. At the 14-seater RGR High, it is extraordinarily detailed French-leaning fine dining, at a steep price; it is, for most of us, an occasion restaurant, perhaps a one-off. Lucky Cat is somewhere one could be a regular: here there is what the group calls 'Asian-inspired' food, drawing mostly on Japan and Korea. Expect a fine array of sushi and sashimi, dumplings and bao, and other bits like simply-grilled fish. Three tasting menus are offered for the inquisitive or indecisive, running from £80 to £130. Cocktails are a little pricey, but there's wine from a reasonable £9.50 a glass.
Yahoo
14-05-2025
- Business
- Yahoo
RGR Q1 Earnings Call: Flat Sales in Weak Market, Focus Remains on Innovation and Capacity
American firearm manufacturing company Ruger (NYSE:RGR) fell short of the market's revenue expectations in Q1 CY2025, with sales flat year on year at $135.7 million. Its non-GAAP profit of $0.46 per share was 29.2% below analysts' consensus estimates. Is now the time to buy RGR? Find out in our full research report (it's free). Revenue: $135.7 million vs analyst estimates of $148 million (flat year on year, 8.3% miss) Adjusted EPS: $0.46 vs analyst expectations of $0.65 (29.2% miss) Adjusted EBITDA: $14.3 million vs analyst estimates of $18.71 million (10.5% margin, 23.6% miss) Operating Margin: 6.2%, in line with the same quarter last year Free Cash Flow Margin: 7.4%, up from 4.1% in the same quarter last year Market Capitalization: $612.4 million Ruger's first quarter results reflected the impact of a challenging firearms market, with management citing pressure across handguns, rifles, and shotguns. CEO Todd Seyfert emphasized that while industry-wide retail sales declined, Ruger's own performance held steady, supported by demand for recent new product introductions such as the RXM pistol and the Marlin lever-action rifles. Seyfert highlighted operational improvements and the company's ability to adapt production levels to market conditions, noting, 'Our flexible manufacturing model allowed us to adjust production based on demand while maintaining our focus on safety, quality, delivery, and cost.' Looking forward, management outlined plans to accelerate new product launches and expand production capacity, even as broader consumer demand remains uncertain. Seyfert described a 'full pipeline of roadmaps for our product categories' and indicated that capital investments would support getting new models to market faster. He acknowledged industry headwinds but projected that Ruger's financial discipline and U.S.-centric supply chain would help the company maintain stability and pursue growth opportunities, stating, 'We actually feel that we have opportunity to go out in certain categories, be more aggressive, take share, and we have the balance sheet to do that.' Management attributed Ruger's flat sales to continued demand for new products and operational adaptability in a declining market. They also highlighted ongoing investments intended to improve long-term competitiveness. Leadership Transition: The quarter marked Todd Seyfert's first as CEO, following Chris Killoy's retirement. Seyfert has prioritized maintaining Ruger's culture of quality and operational discipline during the transition. Industry-wide Demand Weakness: Management pointed to a nearly 10% year-on-year decline in overall U.S. retail firearm unit sales, with Ruger's results outperforming this trend by remaining flat. Seyfert noted, 'Although the firearms industry may be cyclical, Ruger does not have to be.' New Product Contribution: New product sales made up 31.6% of quarterly revenue. High-demand launches included the RXM pistol, second-generation Ruger American rifle, and Marlin lever-action rifles, indicating ongoing customer interest in recently introduced models. Flexible Manufacturing and Supply Chain: Ruger's U.S.-based manufacturing footprint and sourcing insulated the company from immediate tariff impacts. The company increased raw material inventories to buffer against potential supply disruptions and cost increases. Capital Investment Plans: Management discussed higher capital expenditures—potentially exceeding $30 million for the year—to support faster new product introductions, capacity expansion, and manufacturing upgrades. Seyfert stated, 'We will be more aggressive in terms of the pace of the launches.' Management expects near-term performance to be shaped by ongoing market headwinds, but plans to pursue growth through accelerated product launches, operational investments, and market share gains. Accelerated Product Launches: The company plans to increase the pace of new firearm introductions, aiming to capture customer interest and respond quickly to shifting market preferences. This approach is designed to offset weak industry demand. Capacity Expansion and Efficiency: Planned investments in production capacity and manufacturing upgrades are intended to improve output and reduce production bottlenecks. Management believes this will position Ruger to capitalize on future market recovery and consumer trends. Monitoring Industry Risks: Management acknowledged risks from persistent weak consumer demand, potential supply chain disruptions, and the impact of tariffs. While immediate effects are limited, the company is closely watching input costs and inventory dynamics to maintain margin stability. Rommel Dionisio (Aegis Capital): Asked if higher capital spending signals a more aggressive pace of new product launches. Seyfert confirmed, 'We will be more aggressive in terms of the pace of the launches.' Rommel Dionisio (Aegis Capital): Inquired about marketing and sales investment impact on profitability. Seyfert said near-term spending would be capital-focused, with expense increases tied to future growth in new product introductions. Rommel Dionisio (Aegis Capital): Questioned which product categories offer the most significant launch opportunities. Seyfert declined specifics but stated the pipeline is robust across all platforms. Mark Smith (Lake Street): Asked about the RXM pistol's effect on average selling price (ASP). Seyfert noted a short-term impact from the ramp-up, expecting stabilization as production levels out. Mark Smith (Lake Street): Probed confidence behind capacity expansion amid weak demand. Seyfert cited a combination of strong new product roadmaps and the ability to invest aggressively due to Ruger's solid balance sheet. Looking ahead, the StockStory team will be monitoring (1) the pace and commercial reception of new product launches across Ruger's core and emerging platforms, (2) the effectiveness of capital investments in boosting production efficiency and meeting demand, and (3) any signs of improvement or further deterioration in broader U.S. firearms market trends. Updates on supply chain stability and tariff impacts will also be important indicators of future performance. Ruger currently trades at a forward EV-to-EBITDA ratio of 11.3×. Should you double down or take your chips? See for yourself in our free research report. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market 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 176% over the last five years. 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-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today.
Yahoo
14-05-2025
- Business
- Yahoo
3 Russell 2000 Stocks with Mounting Challenges
Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses. Picking the right small caps isn't easy, and that's exactly why StockStory exists - to help you focus on the best opportunities. Keeping that in mind, here are three Russell 2000 stocks that don't make the cut and some better choices instead. Market Cap: $1.35 billion Originally created to process international tuition payments for universities, Flywire (NASDAQ:FLYW) is a cross border payments processor and software platform focusing on complex, high-value transactions like education, healthcare and B2B payments. Why Do We Think Twice About FLYW? Steep infrastructure costs and weaker unit economics for a software company are reflected in its low gross margin of 63.6% Competitive market means the company must spend more on sales and marketing to stand out even if the return on investment is low Historical operating losses show it had an inefficient cost structure while scaling Flywire's stock price of $11.18 implies a valuation ratio of 2.3x forward price-to-sales. Dive into our free research report to see why there are better opportunities than FLYW. Market Cap: $612.4 million Founded in 1949, Ruger (NYSE:RGR) is an American manufacturer of firearms for the commercial sporting market. Why Should You Dump RGR? Annual revenue declines of 3.9% over the last two years indicate problems with its market positioning Earnings per share have contracted by 26.8% annually over the last four years, a headwind for returns as stock prices often echo long-term EPS performance Eroding returns on capital suggest its historical profit centers are aging At $36.99 per share, Ruger trades at 11.4x forward EV-to-EBITDA. If you're considering RGR for your portfolio, see our FREE research report to learn more. Market Cap: $4.50 billion With approximately 350,000 route miles of fiber optic cable spanning North America and the Asia Pacific, Lumen Technologies (NYSE:LUMN) operates a vast fiber optic network that provides communications, cloud connectivity, security, and IT solutions to businesses and consumers. Why Should You Sell LUMN? Products and services are facing significant end-market challenges during this cycle as sales have declined by 9.4% annually over the last five years 7.4 percentage point decline in its free cash flow margin over the last five years reflects the company's increased investments to defend its market position Shrinking returns on capital from an already weak position reveal that neither previous nor ongoing investments are yielding the desired results Lumen is trading at $4.40 per share, or 1.3x forward EV-to-EBITDA. Read our free research report to see why you should think twice about including LUMN in your portfolio, 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 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. 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 Comfort Systems (+782% five-year return). Find your next big winner with StockStory today for free. Sign in to access your portfolio
Yahoo
08-05-2025
- Business
- Yahoo
3 Stocks Under $50 with Mounting Challenges
The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they're not immune to volatility as many lack the scale advantages of their larger peers. These dynamics can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you separate the good companies from the bad. Keeping that in mind, here are three stocks under $50 to swipe left on and some alternatives you should look into instead. Share Price: $30.96 Founded in 2005 by Aaron Levie and Dylan Smith, Box (NYSE:BOX) provides organizations with software to securely store, share and collaborate around work documents in the cloud. Why Does BOX Fall Short? Muted 7.6% annual revenue growth over the last three years shows its demand lagged behind its software peers Products, pricing, or go-to-market strategy may need some adjustments as its 4.7% average billings growth over the last year was weak Estimated sales growth of 5.4% for the next 12 months implies demand will slow from its three-year trend Box's stock price of $30.96 implies a valuation ratio of 4.1x forward price-to-sales. Check out our free in-depth research report to learn more about why BOX doesn't pass our bar. Share Price: $32.89 Founded in 1949, Ruger (NYSE:RGR) is an American manufacturer of firearms for the commercial sporting market. Why Do We Steer Clear of RGR? Products and services aren't resonating with the market as its revenue declined by 3.9% annually over the last two years Earnings per share have contracted by 26.8% annually over the last four years, a headwind for returns as stock prices often echo long-term EPS performance Diminishing returns on capital suggest its earlier profit pools are drying up Ruger is trading at $32.89 per share, or 10.2x forward EV-to-EBITDA. Dive into our free research report to see why there are better opportunities than RGR. Share Price: $14.88 Established in 2006, SolarEdge (NASDAQ: SEDG) creates advanced systems to improve the efficiency of solar panels. Why Are We Out on SEDG? Demand for its offerings was relatively low as its number of megawatts shipped has underwhelmed Diminishing returns on capital from an already low starting point show that neither management's prior nor current bets are going as planned Limited cash reserves may force the company to seek unfavorable financing terms that could dilute shareholders At $14.88 per share, SolarEdge trades at 0.7x forward price-to-sales. If you're considering SEDG for your portfolio, see our FREE research report to learn more. 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 Axon (+711% five-year return). Find your next big winner with StockStory today for free. 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
San Francisco Chronicle
30-04-2025
- Business
- San Francisco Chronicle
Sturm Ruger: Q1 Earnings Snapshot
SOUTHPORT, Conn. (AP) — SOUTHPORT, Conn. (AP) — Sturm Ruger & Co. (RGR) on Wednesday reported earnings of $7.8 million in its first quarter. On a per-share basis, the Southport, Connecticut-based company said it had profit of 46 cents. The firearm maker posted revenue of $135.7 million in the period. _____
