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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Sep 3, 2024
Campbell Soup’s Sovos Acquisition Helps Power Fiscal Fourth Quarter Results
Image Source: Campbell Soup. Looking to fiscal 2025, Campbell’s net sales are expected to expand 9%-11% thanks to a twelve-month contribution of Sovos Brands, offset in part by the divestiture of Pop Secret. Organic net sales are expected to be flat to up 2%, which reflects positive volume/mix compared to last year. Adjusted EBIT growth is targeted at 9%-11%, including Sovos and the impact of the divestiture of Pop Secret. Adjusted earnings per share growth is expected in the range of 1%-4%, inclusive of Sovos acquisition and Pop Secret divestiture, to $3.12-$3.22 (versus $3.23 consensus).
Aug 27, 2024
Toll Brothers Expects Demand to Remain Solid Into 2025
Image: Toll Brothers stock has done quite well during the past couple years. For its fiscal year 2024 guidance, Toll Brothers expects deliveries of 10,650-10,750 units (was 10,400-10,800) with an average delivered price per home of $975,000. Its adjusted home sales gross margin is targeted at 28.3% for fiscal 2024 (was 28%), while SG&A as a percentage of home sales revenue is expected at 9.4% for the year. Toll Brothers ended its fiscal third quarter with $893.4 million of cash and cash equivalents and $2.8 billion in total debt. Its net debt-to-capital ratio stood at 19.6% at the end of the fiscal third quarter. Though Toll Brothers’ backlog faced declines in its fiscal third quarter, we liked the increased guidance across its key homebuilding metrics.
Aug 23, 2024
Dividend Increases/Decreases for the Week of August 23
Let's take a look at firms raising/lowering their dividends this week.
Aug 12, 2024
Starbucks' Mixed Results Speak to Cautious Consumer Environment
Image Source: Starbucks' Global Impact Report. Starbucks’ fiscal third quarter results weren’t great. Consolidated revenue fell 1%, comparable store sales dropped, while the firm’s non-GAAP earnings per share faced additional pressures. During the fiscal third quarter, Starbucks opened 526 net new stores, ending the period with 39,477 stores -- broken down into 52% company-operated and 48% licensed. Stores in the U.S. and China made up 61% of its global portfolio. Starbucks is getting squeezed by a cautious consumer and higher labor costs, and while we like the company, we’re just not interested in shares at this time.
Aug 4, 2024
Aug 2, 2024
Dividend Increases/Decreases for the Week of August 2
Let's take a look at firms raising/lowering their dividends this week.
Jul 19, 2024
Netflix Still Has a Long Runway of Growth Ahead of It
Image Source: Netflix. Netflix reported solid second quarter results and raised its forward-looking guidance for the full year 2024. The company is winning the streaming wars and has a long runway of future membership growth given the 80% of TV time it and Youtube don’t already own. Its nascent ads business continues to gain traction, too. Netflix still expects to haul in free cash flow of $6 billion in 2024, as it continues to buy back stock. The company ended the quarter with $14 billion in gross debt versus cash and cash equivalents of $6.7 billion. We think Netflix is performing well, but we're already quite tech heavy in the newsletter portfolios and won't be adding shares to any portfolio at this time.
Jul 19, 2024
Dividend Increases/Decreases for the Week of July 19
Let's take a look at firms raising/lowering their dividends this week.
Jul 12, 2024
Dividend Increases/Decreases for the Week of July 12
Let's take a look at firms raising/lowering their dividends this week.
Jun 21, 2024
Dividend Increases/Decreases for the Week of June 21
Let's take a look at firms raising/lowering their dividends this week.


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