Ivan Bajic/iStock via Getty Images The Simply Good Foods Company ( SMPL ) gave out a concerning fiscal Q2 report from the December-February period. The ready-to-consumer protein food company is clearly struggling in a tightening competitive landscape, causing previous growth to turn to considerable earnings pressure. Forward earnings visibility is now incredibly low, highlighting that investors ne...
Ivan Bajic/iStock via Getty Images The Simply Good Foods Company ( SMPL ) gave out a concerning fiscal Q2 report from the December-February period. The ready-to-consumer protein food company is clearly struggling in a tightening competitive landscape, causing previous growth to turn to considerable earnings pressure. Forward earnings visibility is now incredibly low, highlighting that investors need caution with SMPL. The stock declined significantly after earnings, and mostly for good reason in my opinion. I maintained a Hold rating in my previous October 2024 article on the stock, titled " Simply Good Foods: OWYN Integration Bolsters Growth Prospects." The stock has since lost 67% of its value, while the S&P 500 has returned 18%; forward expectations have clearly gone down. My Rating History on SMPL (Seeking Alpha) SMPL Q2 Review: Losing to Arising Competition SMPL's Q2 report didn't have many positives to note. The company had already previously gone from a growth company to a company with slightly declining revenues in previous quarters, but the new report sharpened such concerns. Revenues declined by -9.4% to $326.0 million, missing Wall Street's consensus by $17.9 million. Retail takeaway, better reflecting underlying consumption trends, also declined by -6.4% in the quarter. The Quest brand's retail takeaway still grew by 2.4%, but OWYN's takeaway declined by -2.4% and Atkins' by -23.4%. Atkins remains a high concern for SMPL, as the brand's on-shelf performance is still weak, ultimately leading to significant distribution losses. At the same time, other brands' momentum is also slowing down fast. Author's Illustration Using TIKR Data A poor sales performance was accompanied by margin pressure. The gross margin declined by 460 basis points to 31.6% due to higher cocoa prices and other input cost inflation, which SMPL didn't manage to shift onto pricing. A temporary effect from OWYN product quality issues also weighed on the gross margin. Despite much smaller ...
HeliRy/E+ via Getty Images DHT Holdings ( DHT ) estimates time charter equivalent earnings for its fleet at $78,800 per day for the first quarter of 2026, with higher rates of $91,700/day from very large crude carriers (VLCCs) operating in the spot market and $61,300/day from those on time charter. These estimates are based on 1,994 revenue days during the quarter, of which 1,152 days were spot da...
HeliRy/E+ via Getty Images DHT Holdings ( DHT ) estimates time charter equivalent earnings for its fleet at $78,800 per day for the first quarter of 2026, with higher rates of $91,700/day from very large crude carriers (VLCCs) operating in the spot market and $61,300/day from those on time charter. These estimates are based on 1,994 revenue days during the quarter, of which 1,152 days were spot days. The estimated TCE earnings on a discharge-to-discharge basis for the company’s VLCCs operating in the spot market, i.e. adjusted for the impact of IFRS 15 Revenue from Contracts with Customers, were $106,000 per day. Thus far in the second quarter of 2026, around 49% of the available spot days have been booked at an average rate of $189,500 per day on a discharge-to-discharge basis. In total, 71% of the available revenue days, including both spot and time-charter days, have been booked at an average rate of $115,400 per day. DHT shares were up 2.1% premarket to $17.55. More on DHT Holdings DHT Holdings: Solid Fundamentals And Strategic Vessel Management Justify Valuation DHT: BW Overhang Almost Gone, Q2 Dividend Could Top 20% DHT Holdings, Inc. (DHT) Q4 2025 Earnings Call Transcript Strait of Hormuz oil tanker traffic blocked after Israeli strikes, Iranian media says DHT secures VLCC time charter at dayrate above $100K
When it comes to investing in the broader U.S. market, ETFs like Vanguard S&P 500 ETF (VOO) from Vanguard, the SPDR S&P 500 ETF Trust (SPY) from State Street, and Invesco QQQ Trust (QQQ) from Invesco PowerShares are among the most popular choices. Using the TipRanks’ ETF Comparison Tool, we have compared VOO, SPY, and QQQ to determine the best ETF for investors in 2026. VOO or SPY or QQQ: Key Diff...
When it comes to investing in the broader U.S. market, ETFs like Vanguard S&P 500 ETF (VOO) from Vanguard, the SPDR S&P 500 ETF Trust (SPY) from State Street, and Invesco QQQ Trust (QQQ) from Invesco PowerShares are among the most popular choices. Using the TipRanks’ ETF Comparison Tool, we have compared VOO, SPY, and QQQ to determine the best ETF for investors in 2026. VOO or SPY or QQQ: Key Differences While VOO and SPY both track the S&P 500 (SPX), QQQ follows the Nasdaq-100 (NDX), giving it
Coventry University reported Navodya De Silva, 25, to Home Office after £8,000 arrived late, causing termination of visa A Sri Lankan university student says her life has been ruined because a one-day delay in paying her tuition fees led to her being thrown off her degree course and at risk of deportation. Navodya De Silva, 25, secured a place at Coventry University to study international hospital...
Coventry University reported Navodya De Silva, 25, to Home Office after £8,000 arrived late, causing termination of visa A Sri Lankan university student says her life has been ruined because a one-day delay in paying her tuition fees led to her being thrown off her degree course and at risk of deportation. Navodya De Silva, 25, secured a place at Coventry University to study international hospitality and tourism management, with overseas student fees for the three-year undergraduate course of £42,000. Continue reading...
GitLab stock jumped in premarket trading Wednesday after the software company said it would be expanding a collaboration with Google Cloud. GitLab share price rallied 6.7% ahead of the open—it’s a welcome boost. Amid broad AI disruption fears, GitLab’s stock has fallen 47% since the start of 2026, as of Tuesday’s close.
GitLab stock jumped in premarket trading Wednesday after the software company said it would be expanding a collaboration with Google Cloud. GitLab share price rallied 6.7% ahead of the open—it’s a welcome boost. Amid broad AI disruption fears, GitLab’s stock has fallen 47% since the start of 2026, as of Tuesday’s close.
In December, the late Nigerian superstar became the first African musician to get a Grammy lifetime achievement award. Now he's making history as well at Rock & Roll Hall of Fame. (Image credit: Leni Sinclair/Getty Images)
In December, the late Nigerian superstar became the first African musician to get a Grammy lifetime achievement award. Now he's making history as well at Rock & Roll Hall of Fame. (Image credit: Leni Sinclair/Getty Images)
HOT TOPICS China threatens countermeasures against potential U.S. tariffs Chinese foreign ministry spokesperson Guo Jiakun dismissed reports that China is providing military support to Iran as fabrications and warned that Beijing will take countermeasures if the U.S. uses the pretext to impose an additional 50% tariff on Chinese goods. Trump declares U.S. war on Iran is close to over
HOT TOPICS China threatens countermeasures against potential U.S. tariffs Chinese foreign ministry spokesperson Guo Jiakun dismissed reports that China is providing military support to Iran as fabrications and warned that Beijing will take countermeasures if the U.S. uses the pretext to impose an additional 50% tariff on Chinese goods. Trump declares U.S. war on Iran is close to over
Klaus Vedfelt/DigitalVision via Getty Images In quantum computing, thematic beta overpowers fundamentals, especially given most of the players are far from a stable commercialization stage. That means, quantum computing as a pack has been under pressure over the past few months, irrespective of how well each company is individually placed. That makes pair trading as potentially the most hedged way...
Klaus Vedfelt/DigitalVision via Getty Images In quantum computing, thematic beta overpowers fundamentals, especially given most of the players are far from a stable commercialization stage. That means, quantum computing as a pack has been under pressure over the past few months, irrespective of how well each company is individually placed. That makes pair trading as potentially the most hedged way to express a relative thesis - that takes out quantum beta and fundamentals can influence outcomes when beta is low or over the long term. Recently, I had written about such a trade (IonQ versus Rigetti) - two companies pursuing the same gate-based quantum computing path and in early stages of development and pilot partnerships. D-Wave Quantum ( QBTS ) is operating at a different level. It is not waiting for ideal fault tolerance end states - QBTS is using annealing based systems to deliver usable outcomes today (in use cases like optimization where imperfect quantum systems can still add value). The emphasis is on early commercialization alongside fault tolerance improvements. I had written a thesis around why I believed QBTS is a Sell in December last year. The issue I spotted was that valuations seemed to already price in a bigger and more durable opportunity than what annealing-based systems can currently support. That thesis has worked well so far (QBTS is down by ~35% since) and could continue to do well, given market appetite for long duration risks is getting tighter. My stance is unchanged, but it makes more sense now to express that relative view through a hedged pair trade, particularly as a lot of downside has been captured already and technical rebounds could be equally brutal, even if temporary. From that perspective, Quantum Computing ( QUBT ) looks like a fair hedge. While it is far earlier in its commercial journey, QUBT is also trying to monetize quantum systems before it reaches ideal end state fault tolerance levels, using a photonics-led and manufactur...
Former US Fed chair says lowering rates to reduce debt service cost can lead to inflation getting out of control Business live – latest updates The former US Federal Reserve chair Janet Yellen has attacked Donald Trump’s push for lower interest rates, comparing it to the actions of a “banana republic”. The US president has repeatedly urged the central bank to slash interest rates, in the hope of c...
Former US Fed chair says lowering rates to reduce debt service cost can lead to inflation getting out of control Business live – latest updates The former US Federal Reserve chair Janet Yellen has attacked Donald Trump’s push for lower interest rates, comparing it to the actions of a “banana republic”. The US president has repeatedly urged the central bank to slash interest rates, in the hope of cutting the government’s borrowing costs on its $39tn (£29tn) debt. Continue reading...
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Laurent Ramsey, Managing Partner at the Pictet Group and Chairman of Pictet Asset Management; Burcu Ozcelik, RUSI Senio...
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Laurent Ramsey, Managing Partner at the Pictet Group and Chairman of Pictet Asset Management; Burcu Ozcelik, RUSI Senior Research Fellow for Middle East Security & Greg Fleming, President and CEO of Rockefeller Capital Management. (Source: Bloomberg)