Nathalie Pellenkoft Shares of United Natural Foods ( UNFI ) set another record high on Thursday as progress on its turnaround efforts, Amazon ( AMZN ) relationship, and “beatable” FY28 targets led Wells Fargo to view the stock as a buy with an upgrade to Overweight from Equal Weight and a 40% hike to the firm’s target price. Analyst Edward Kelly lays out his argument for growth in UNFI’s natural a...
Nathalie Pellenkoft Shares of United Natural Foods ( UNFI ) set another record high on Thursday as progress on its turnaround efforts, Amazon ( AMZN ) relationship, and “beatable” FY28 targets led Wells Fargo to view the stock as a buy with an upgrade to Overweight from Equal Weight and a 40% hike to the firm’s target price. Analyst Edward Kelly lays out his argument for growth in UNFI’s natural and organic position, which gives investors a unique way to “play the healthy living trend.” UNFI also stands to see meaningful efficiency gains from AI integration “as the scaled player in a logistics-heavy business with a large warehouse network, private fleet, and high cost of labor,” Kelly says. With already low margins, AI efficiencies will magnify even small wins, with every 5 basis points of margin expansion adding 230 basis points to EBITDA growth. “Deleverage efforts are on track, upside to 3-year targets through 2028 looks increasingly likely, and shares are simply too cheap with a double-digit percentage yield,” Kelly adds. While most Wall Street analysts remain on the sidelines, Seeking Alpha authors mostly view United Natural Foods as a Buy, while Seeking Alpha’s Quant rating gives the stock a Strong Buy endorsement with a near-perfect Quant score of 4.96. From the same time last year, UNFI has appreciated by more than 70%, outperforming the S&P 500 by 55 percentage points. More on United Natural Foods United Natural Foods, Inc. (UNFI) Presents at UBS Global Consumer and Retail Conference Transcript United Natural Foods' Margin Growth Might Be Underestimated United Natural Foods' Dip Offers An Opportunity For An Upgrade Top and bottom quant-rated midcap consumer staple stocks after latest quarterly results UNFI raises adjusted EBITDA outlook to $710M while advancing supply chain AI and deleveraging
Terms of reference are to seek fullest disclosure of information and to produce a report by spring 2028 UK politics live – latest updates The government has announced the formal start of the promised official inquiry into the violent policing at the Orgreave coking plant during the 1984-85 miners’ strike and the discredited prosecutions of 95 men that followed. Yvette Cooper, who was then the home...
Terms of reference are to seek fullest disclosure of information and to produce a report by spring 2028 UK politics live – latest updates The government has announced the formal start of the promised official inquiry into the violent policing at the Orgreave coking plant during the 1984-85 miners’ strike and the discredited prosecutions of 95 men that followed. Yvette Cooper, who was then the home secretary, announced the inquiry in July with Pete Wilcox , the bishop of Sheffield, as the chair. The government has since worked on appointing an expert panel to consider the evidence. Continue reading...
krblokhin/iStock Editorial via Getty Images Noodles & Company ( NDLS ) ripped a 55% gain in early trading on Thursday after topping estimates with its Q4 earnings report. Revenue was only up 0.8% off a smaller store base, but comparable restaurant sales increased 6.6% system-wide. Restaurant contribution margin in the quarter increased to 14.1% from 11.2%, driven by a combination of menu price, ve...
krblokhin/iStock Editorial via Getty Images Noodles & Company ( NDLS ) ripped a 55% gain in early trading on Thursday after topping estimates with its Q4 earnings report. Revenue was only up 0.8% off a smaller store base, but comparable restaurant sales increased 6.6% system-wide. Restaurant contribution margin in the quarter increased to 14.1% from 11.2%, driven by a combination of menu price, vendor rebates, and lower discounting, partially offset by higher food costs associated with our new menu offerings and modest inflation. Noodles ( NDLS ) management said the chain has built meaningful and sustained momentum, with system-wide comparable sales growth escalating to over 9% in the current quarter. "In the first quarter thus far, we have delivered continued increases in traffic and same-store sales with system-wide comparable sales growth over 9% and traffic over 4%. March will mark our seventh consecutive period of traffic growth, and notably, period 2 of 2026 delivered one of the strongest comparable sales performances in the company's 31-year history," highlighted CEO Joseph Christina. Shares of Noodles ( NDLS ) traded as high as $9.61 earlier in the session to threaten the 52-week high of $10.00. More on Noodles & Company Noodles & Company (NDLS) Q4 2025 Earnings Call Transcript Noodles & Company outlines 2026 revenue target of up to $493M with comp sales growth of 6% to 9% amid portfolio optimization Noodles & Company Non-GAAP EPS of -$0.43 beats by $0.29, revenue of $122.8M beats by $0.4M Seeking Alpha’s Quant Rating on Noodles & Company Historical earnings data for Noodles & Company
Investing.com -- A pullback in major memory names has prompted fresh investor anxiety, but Mizuho tech specialist Jordan Klein argues the weakness looks more like an opportunity than a turning point.
Investing.com -- A pullback in major memory names has prompted fresh investor anxiety, but Mizuho tech specialist Jordan Klein argues the weakness looks more like an opportunity than a turning point.
格隆汇3月26日｜加拿大能源及比特币矿商New West Data有意在美国进行IPO，以应对高性能运算(HPC)需求急增。该公司总部设于加拿大卡加利，通过油井生产天然气并发电，用于比特币挖矿。公司首席执行官Sean McDonough表示，上市将有助融资扩张，包括收购更多油井及电力资源，进一步发展数据运算基础设施，相关并购规模或超过1亿美元。
格隆汇3月26日｜加拿大能源及比特币矿商New West Data有意在美国进行IPO，以应对高性能运算(HPC)需求急增。该公司总部设于加拿大卡加利，通过油井生产天然气并发电，用于比特币挖矿。公司首席执行官Sean McDonough表示，上市将有助融资扩张，包括收购更多油井及电力资源，进一步发展数据运算基础设施，相关并购规模或超过1亿美元。
FILE PHOTO: In this photo released by the Iranian Presidency Office, President Ebrahim Raisi waves as he visits an exhibition of the Revolutionary Guard navy capabilities while accompanied by the guard's navy commander Alireza Tangsiri, in the southern port city of Bandar Abbas, Iran, Friday, Feb. 2, 2024. Iranian Presidency Office | AP Israel's Defense Forces said Thursday that Iranian naval comm...
FILE PHOTO: In this photo released by the Iranian Presidency Office, President Ebrahim Raisi waves as he visits an exhibition of the Revolutionary Guard navy capabilities while accompanied by the guard's navy commander Alireza Tangsiri, in the southern port city of Bandar Abbas, Iran, Friday, Feb. 2, 2024. Iranian Presidency Office | AP Israel's Defense Forces said Thursday that Iranian naval commander Alireza Tangsiri had been killed in a "precise strike" in the port city of Bandar Abbas, accusing him of being responsible for efforts to close the strategically vital Strait of Hormuz. The IDF said in a social media post that Tangsiri "oversaw maritime terrorism carried out against countries in the Middle East, as well as against U.S. and other nations' energy infrastructure." U.S. Central Command later confirmed Tangsiri's death in a post on X. Tangsiri's death from the Israeli airstrike "makes the region safer," said CentCom commander Admiral Brad Cooper, adding that strikes on the Iranian navy would continue. Iran has not yet commented on the report. Shipping traffic through the Strait of Hormuz has virtually ground to a halt since the U.S. and Israel launched airstrikes on Iran on Feb. 28. Iran has retaliated by targeting ships trying to pass through the waterway, with several incidents reported in recent weeks. Alongside Tangsiri, the IDF said it had killed the head of the Islamic Revolutionary Guard Corps's (IRGC) Navy Intelligence Directorate, Behnam Rezaei. Israeli Prime Minister Benjamin Netanyahu said the country's forces continue to strike at the targets of Iran's regime. "Last night, we eliminated the commander of the Revolutionary Guards' navy. This man has a lot of blood on his hands, and in addition, he is the one who led the closure of the Strait of Hormuz," Netanyahu said on X, according to a Google translation. "This is another example of the cooperation between us and our friend the United States, for the common goal of achieving the objectives of ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Dow Jones Industrial Average ETF Trust (Symbol: DIA) where we have detected an approximate $464.3 million dollar outflow -- that's a 1.1% decre
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the SPDR Dow Jones Industrial Average ETF Trust (Symbol: DIA) where we have detected an approximate $464.3 million dollar outflow -- that's a 1.1% decre
Robert Way/iStock Editorial via Getty Images Introduction I started buying shares in Alibaba ( BABA ) back in 2023, when I thought that there was an asymmetric opportunity considering the great business that it was and a share price of around $70. After selling 2/3 of my position at around $178, I kept the rest riding until I sold it yesterday for around $130 to buy a new Chinese company that pres...
Robert Way/iStock Editorial via Getty Images Introduction I started buying shares in Alibaba ( BABA ) back in 2023, when I thought that there was an asymmetric opportunity considering the great business that it was and a share price of around $70. After selling 2/3 of my position at around $178, I kept the rest riding until I sold it yesterday for around $130 to buy a new Chinese company that presents the same opportunity as back then, JD.com ( JD ). I bought JD at around $29, and I believe that it can go much, much higher. Let’s dive in. Current Dynamics We need to take a macro backdrop to grasp what has been happening at JD, as the national strategy has shifted toward high-quality development with China entering the first year of its 15 th five-year plan , based on qualitative improvement. This is all happening amid a complex macroeconomic landscape, such as the downturn in the property sector and the current trade tensions with the US. Thus, forecasts are estimating that real GDP growth for the year will be more in line with 4.5% as the new economy sector bypasses the drag from the property side. There is also the tariff question, which has signaled to us a period of potential decoupling between the US and China, and though JD has traded poorly based on the dynamic, I believe that it is important to grasp the company’s overall positioning. See, JD.com's main revenue base still remains in China, and with its China +1 strategy, it means that JD localizes supply chains in international markets like Europe in order to hedge against cross-border disruptions. On the company side, JD posted a strong resilience through 2025 as it is entering the new year on a path to margin expansion and increased user engagement, with JD Retail reporting net revenues of RMB 1,309.1B ($187.2B), a 13% Y/Y improvement despite Q4 only growing by 1.5% Y/Y due to high base effects on the electronics side and a shift toward higher-margin but lower-volume sales in certain segments. This is a ma...
There was confusion about whether the satirist would be getting the Kennedy Center's top humor award after White House press secretary Karoline Leavitt called it "fake news." Now it's confirmed. (Image credit: Evan Agostini)
There was confusion about whether the satirist would be getting the Kennedy Center's top humor award after White House press secretary Karoline Leavitt called it "fake news." Now it's confirmed. (Image credit: Evan Agostini)
Stock market breadth was actually pretty solid despite the S&P 500’s early struggles. The market benchmark would be up 0.3% if every stock in the index had the same market capitalization. The Dow was up 75 points, or 0.2%.
Stock market breadth was actually pretty solid despite the S&P 500’s early struggles. The market benchmark would be up 0.3% if every stock in the index had the same market capitalization. The Dow was up 75 points, or 0.2%.
Furniture company stock MillerKnoll (NASDAQ: MLKN) collapsed 21% through 10:15 a.m. ET Thursday, under the weight of an earnings miss that happened last night. Heading into the company's fiscal Q3 2026 report, analysts forecast MillerKnoll would earn $0.45 per share on sales of $942 million. In fact, the company reported $0.43 per share on sales of only $926.6 million. Image source: Getty Images. ...
Furniture company stock MillerKnoll (NASDAQ: MLKN) collapsed 21% through 10:15 a.m. ET Thursday, under the weight of an earnings miss that happened last night. Heading into the company's fiscal Q3 2026 report, analysts forecast MillerKnoll would earn $0.45 per share on sales of $942 million. In fact, the company reported $0.43 per share on sales of only $926.6 million. Image source: Getty Images. Continue reading
Market Catalysts Host Julie Hyman tracks several of the day's top trending stock tickers, including how memory chip stocks are reacting to new AI research from Alphhabet's Google (GOOG, GOOGL), Henkel's (HEN3.DE) acquisition of haircare brand Olaplex (OLPX), and Navan (NAVN) shares soaring by over 20% this morning
Market Catalysts Host Julie Hyman tracks several of the day's top trending stock tickers, including how memory chip stocks are reacting to new AI research from Alphhabet's Google (GOOG, GOOGL), Henkel's (HEN3.DE) acquisition of haircare brand Olaplex (OLPX), and Navan (NAVN) shares soaring by over 20% this morning
Earnings Call Insights: Rockwell Medical (RMTI) Q4 2025 Management View President, CEO & Director Mark Strobeck highlighted that 2025 was a defining year, stating, “We successfully navigated changes in our customer base, changes in our customer purchasing volumes and changes in our distribution footprint all while maintaining profitability on an adjusted EBITDA basis for the second consecutive yea...
Earnings Call Insights: Rockwell Medical (RMTI) Q4 2025 Management View President, CEO & Director Mark Strobeck highlighted that 2025 was a defining year, stating, “We successfully navigated changes in our customer base, changes in our customer purchasing volumes and changes in our distribution footprint all while maintaining profitability on an adjusted EBITDA basis for the second consecutive year.” He emphasized significant operational changes, alignment of infrastructure with demand, and delivering one of the highest quarterly gross margins in company history. Strobeck also noted positive cash flow from operations in the fourth quarter and a higher year-end cash position. Strobeck detailed progress in diversifying the customer base, noting Rockwell now serves approximately 300 customers in the U.S., including all five leading dialysis providers, and supplies to over 30 countries. He cited key agreements: continued supply to Fresenius with growth expected in 2026, an extended agreement with DaVita through the end of 2026 with increased pricing, a multiyear deal with Innovative Renal Care now covering 70% of their clinics, and a new agreement with Concerto Renal Services covering 100% of their facilities. He also highlighted the rapid onboarding of 30 new West Coast customers following a competitor’s supply chain exit. The company further diversified its product portfolio, introducing a single-use bicarbonate cartridge, FDA 510(k) approved, with sales expected to reach approximately $1 million in 2026. Strobeck described structural operational improvements, stating, “Our margin expansion, especially in the fourth quarter of 2025 is not the result of temporary actions or onetime benefits. Instead, these changes reflect structural improvements in how we run our business.” The appointment of Rashad Brown as Vice President of Manufacturing and Supply Chain was highlighted, with Strobeck emphasizing anticipated further improvements in manufacturing efficiencies. Strobec...