U.S. Beverage Stock News

Coty Inc. announced the resignation of board member Johannes Huth, effective July 14, 2025, alongside expectations of revenue declines in its upcoming fourth-quarter fiscal 2025 report due to challenges in China, Travel Retail Asia, and U.S. Consumer Beauty. Despite these headwinds, Coty's ongoing investments in expanding their prestige fragrance portfolio and cost-saving efforts are anticipated to cushion margins, even though analysts expect continued earnings pressure from increased...

Bio-Rad Laboratories announced past second quarter earnings, revealing sales of US$651.6 million and net income of US$317.8 million, shifting from a very large net loss a year earlier. This turnaround in quarterly profitability stood out, as net income and basic earnings per share from continuing operations surged alongside the completion of a substantial share buyback program. We'll examine how Bio-Rad's move from steep losses to significant profitability could influence the company's...

In the past week, Advanced Micro Devices reported second-quarter results showing year-over-year sales growth to US$7.69 billion and net income of US$872 million, despite challenges from U.S. export controls impacting China-related revenues. The company also revealed participation in a new agreement requiring it to share 15% of its China AI chip revenues with the U.S. government, allowing partial resumption of exports that were previously restricted. We'll explore how AMD's renewed access to...

Simpson Manufacturing recently reported second quarter 2025 results, with both revenue and earnings per share surpassing analyst expectations by meaningful margins. An important detail is that management also projected continued revenue growth of 5.0% per year over the next two years, broadly in line with industry forecasts. We'll now explore how these better-than-expected quarterly results and forward-looking growth guidance inform Simpson Manufacturing's current investment narrative. These...

Earlier this month, TopBuild reported its second-quarter 2025 earnings results, showing quarterly sales of US$1,297.4 million and net income of US$151.6 million, and also provided full-year guidance with anticipated sales between US$5,150.0 million and US$5,350.0 million, and net income of US$499.0 million to US$584.0 million. In addition, the company completed a multi-million dollar share repurchase under its February 2025 buyback plan, a move that can impact the company's earnings per...

SoFi Technologies has recently reported adding millions of new customers annually and expanding its suite of financial products, driving robust user adoption and product engagement. The company's ownership of the Galileo technology platform has enabled it to efficiently scale and generate additional profitable revenue streams across its fintech operations. We'll explore how SoFi's significant user growth and deeper product adoption could reshape its long-term investment narrative going...

PENGUIN Solutions recently announced a new agreement with CDW to expand access to its AI infrastructure portfolio for a larger customer base. This collaboration, paired with renewed confidence from research analysts, highlights Penguin Solutions’ efforts to broaden distribution channels and strengthen its position in the rapidly evolving AI infrastructure market. We’ll explore how expanding distribution through CDW could impact Penguin Solutions’ investment narrative and long-term market...

Earlier this month, PepsiCo launched 7UP Pink Lemonade in the UK, accompanied by vibrant murals and pop-up sampling events in London, Liverpool, and Manchester, aiming to connect with consumers seeking more color and positivity in their daily lives. This product launch taps into survey insights showing strong consumer sentiment linking color to mood uplift, especially among Gen Z, highlighting PepsiCo’s focus on aligning innovation with evolving market trends. We’ll examine how the...

Universal Display Corporation recently reported past second quarter earnings, with revenue rising to US$171.79 million and net income reaching US$67.26 million, alongside an increase in its revenue guidance for 2025 to a range of US$650 million to US$700 million. Macroeconomic optimism, especially expectations of interest rate cuts following a favorable inflation report, boosted sector sentiment and amplified Universal Display's positive outlook, leveraging both its operational performance...

Earlier this month, Corebridge Financial completed a US$1.01 billion follow-on equity offering and reported second quarter revenue of US$2.74 billion, with a net loss of US$660 million compared to net income in the prior year period. The company also introduced Power Select AICO, a new index annuity featuring a 200% multiplier, and confirmed a quarterly dividend while continuing its extensive share buyback program. We'll examine how the recent large equity offering impacts Corebridge’s...

Saia shares rallied in the past week following an in-line US inflation report and news that the US and China extended their tariff truce for another 90 days, easing market concerns about trade tensions and future interest rates. This coordinated easing in inflation and international trade tensions is especially material for industrial transportation companies, as it directly improves both the economic outlook and sector sentiment. We'll examine how optimism about a potential interest rate...

In recent days, Fabrinet received a Zacks Rank of #2, reflecting an improved earnings outlook, alongside positive analyst estimate revisions for full-year profits by 4.9% over the past quarter. This heightened pre-earnings optimism comes just ahead of Fabrinet’s upcoming quarterly results, where analysts anticipate both higher revenue and year-over-year earnings growth. Interestingly, Fabrinet’s consistently improving analyst sentiment and its selection as an earnings-beat candidate signal...

Earlier this month, Shopify reported second quarter 2025 earnings, posting revenue of US$2.68 billion and net income of US$906 million, both up significantly from the prior year, and provided guidance for third quarter revenue growth in the mid- to high-twenties percent range year over year. In addition, FST Corp. recently announced completion of DTC and B2B rollout of Shopify Plus, showcasing Shopify’s progress with large clients aiming to integrate and automate their commerce operations at...

Calumet, Inc. recently reported second quarter 2025 financial results, posting sales of US$1.03 billion and a net loss of US$147.9 million, both down versus the prior year period. Despite the larger loss, the company highlighted ongoing regulatory progress and strong operational execution, particularly in its Montana Renewables segment. We will explore how the rise in losses, despite solid renewables execution, may impact Calumet's longer-term investment outlook. The latest GPUs need a type...

In the past week, Commercial Metals has seen heightened investor optimism, driven by ongoing revenue growth and recent insider buying activity despite a five-year decline in earnings per share. An important insight is that continued revenue gains and insider confidence are shaping market expectations, even as earnings have lagged in recent years. We'll consider how renewed confidence from insider buying could influence Commercial Metals' growth-focused investment narrative and...

fuboTV recently reported its first quarter of positive adjusted EBITDA and disclosed a preliminary proxy statement for a proposed business combination with Hulu+ Live TV, along with new product launches such as Fubo Sports and pay-per-view options. This marks a potential turning point for the company, as operational improvements and expanded content offerings may reshape its position within the competitive pay-TV market. We'll look at how achieving positive adjusted EBITDA transforms...

Earlier this week, Victoria’s Secret benefited from a positive inflation report and news of a 90-day tariff truce between the U.S. and China, easing concerns over future cost inflation and trade uncertainties. This combination of macroeconomic improvement and reduced tariff risks is particularly relevant for consumer retailers with global supply chains, such as Victoria's Secret, which face cost sensitivity and margins exposure. We'll look at how easing tariff concerns could influence the...

Permian Resources Corporation recently reported second-quarter 2025 results, highlighting lower net income of US$207.14 million and diluted earnings per share of US$0.28, despite increased production following its New Mexico bolt-on acquisition and affirmed quarterly dividend of US$0.15 per share. The combination of higher production guidance and near-term earnings pressure reveals a company focused on operational growth while managing the impact of weaker commodity prices and increased...

Pegasystems recently announced the launch of an industry-first workflow-powered, agentic self-service solution, integrating Pega Blueprint and Pega Predictable AI for enterprises to automate and enhance customer interactions across all channels. This innovation promises enterprises the ability to unify complex service processes, reduce costs, and provide scalable, AI-driven customer engagement with robust governance, addressing long-standing shortcomings in legacy self-service systems. We'll...

Earlier this year, Cracker Barrel Old Country Store received a Zacks Rank upgrade and saw its full-year earnings estimates rise, reflecting growing analyst confidence and outperforming its Retail-Wholesale sector peers. An important development is Cracker Barrel's strengthening outlook amid industry-wide benefits from menu price increases and operational improvements, underlining its effective adaptation to current restaurant trends. We'll examine how this improved analyst sentiment and...

Intuitive Surgical recently reported strong second-quarter 2025 results, with robust procedure growth and a top-line beat, but flagged rising tariff-related costs, higher operating expenses, and international capital expenditure constraints as factors weighing on margins. This combination of cost pressures and headwinds, despite continued international expansion and new technology development, has created uncertainty about the company's ability to sustain margin growth. We'll explore how...

In early August 2025, Praxis Precision Medicines announced topline results from its Phase 2 RADIANT study of vormatrigine for focal onset seizures and reported a net loss of US$71.13 million for the second quarter, with subsequent special calls and an earnings announcement. This news was shortly followed by Pomerantz LLP launching an investigation into the company, raising further scrutiny amid concerns about treatment-emergent adverse events and discontinuation rates observed in the...

Worthington Steel, Inc. recently rebounded in the second quarter following strong fiscal fourth quarter results ending in May, with more hedge funds adding the company to their portfolios compared to the previous quarter. This renewed investor interest, alongside continued support from firms such as Springview Capital Management, highlights Worthington Steel's appeal as a cyclical opportunity despite previous underperformance. We'll explore how increased hedge fund ownership could shape...

Impinj, Inc. announced its second quarter 2025 results in late July, reporting sales of US$97.89 million and net income of US$11.55 million, alongside issuing third quarter guidance projecting revenue between US$91.0 million and US$94.0 million with an expected GAAP net loss. While sales saw a year-over-year decrease, net income for the quarter improved, highlighting resilience in profitability despite sector-wide challenges and the company's forecast for a near-term loss. With quarterly...