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lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending after hours due to a lowered full-year outlook, despite beating EPS estimates, sparking concern about future profitability and revenue growth. The community is debating the impact of tariffs, competition, and changing consumer preferences, with some seeing a buying opportunity while others anticipate further declines. Discussions also focus on potential bottom levels and whether the company can regain its previous market position amid macro headwinds.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom ($AVGO) is trending as investors react to news of OpenAI selecting them for mass production of AI chips, with some community members speculating about the financial implications of a $10 billion AI customer. The community is also discussing the company's long-term growth potential and comparing it to other major players in the AI chip market like $NVDA. Bullish sentiment seems to be fueled by confidence in Broadcom's leadership and its role in the ongoing AI buildout.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor is trending strongly as community members rally behind the stock, fueled by enthusiasm and discussion around a potential short squeeze and future catalysts. The departure of the former CEO and positive remarks from an activist investor have further amplified bullish sentiment. Traders are closely watching for potential rate cuts and a new CEO announcement, with many anticipating a significant upward movement.

Neonode, Inc. engages in the provision of advanced optical sensing solutions for contactless touch, touch, and gesture sensing. It offers software solutions for scene analysis that feature advanced machine learning algorithms to detect and track persons and objects in video streams for cameras and other types of imagers. It operates through the following geographical segments: United States, Japan, South Korea, China, Germany, Switzerland, and Other. The company was founded by Thomas Eriksson Bjorn on September 4, 1997 and is headquartered in Stockholm, Sweden.

Neonode Inc.

NEON is trending due to a significant drop following news of a settlement in a patent dispute, despite the company receiving proceeds. The community is actively debating whether the stock is oversold and discussing the potential impact of a separate lawsuit against Apple. Many traders are speculating on a potential bounce or squeeze, given the high trading volume and low float.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Traders are closely watching $SNAP amid renewed buyout speculation and chatter around potential AI partnerships, with comparisons to Reddit's valuation fueling optimism. The community is actively discussing the possibility of a short squeeze and a move towards double digits, highlighting the company's large user base and potential for growth. However, some remain skeptical, pointing to profitability concerns and competition in the social media landscape.

Aquestive Therapeutics, Inc. engages in the identifying, developing, and commercializing differentiated products to address unmet medical needs and to solve patients’ therapeutic problems. Its product pipeline include Libervant, AQST-108, AQST-305, Suboxone and Zuplenz. The company was founded in January 2004 and is headquartered in Warren, NJ.

Aquestive Therapeutics Inc

Aquestive Therapeutics is trending following news that the FDA will not require an advisory committee meeting for its anaphylaxis treatment, Anaphylm, boosting confidence in potential approval; the community speculates about partnership deals and the potential for a buyout given the de-risked regulatory path. Discussions revolve around the significance of this decision, with many seeing it as a strong signal for approval and a catalyst for the stock's upward momentum. Some traders express concerns about potential offerings and short-term price volatility, while others remain optimistic about the long-term prospects and potential for big pharma involvement.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as traders discuss the potential impact of upcoming jobs data and Fed policy on tech stocks, with some anticipating a market correction and others suggesting that any news will be interpreted bullishly. Broadcom's earnings and forward guidance are also influencing the conversation, particularly regarding AI-related revenue. Community members are actively debating whether the current market conditions represent a bull trap or a sustained rally.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending following its recent earnings report, with the community actively discussing the company's growth, partnerships, and AI-driven automation strategy. Despite some mixed sentiment and concerns about CEO share sales, many investors view the stock as a long-term play, citing its strong cash position and potential for a rerating. Discussions also revolve around its discounted valuation compared to peers in the software and AI sectors.

Brandy was a curious blend of two well-loved icons from the Boy’s Club comics. When their digital essences combined, the result was Brandy—a creature who embodied the best of both worlds and became an inspiration for everyone. As Brandy engaged with fans, it naturally sparked discussions about everything from the latest trends to the best crypto in the market. BRANDY token launched at 20th of May 2025 is a meme token on the Solana blockchain.

BRANDY

$BRANDY.X is trending as the community discusses its potential as a 'sleeper gem' with 'rocket' potential, with many claiming bags are packed and a countdown has begun. Community members are highlighting the token's 'calm chart' and anticipating 'loud profits,' while also debating the risks of it being a potential scam. The conversation includes mentions of related cryptos like $BTC.X, $SOL.X, and $CLOWN.X.

Samsara, Inc. develops internet connected sensor systems. It combines plug-and-play sensors, wireless connectivity, and cloud-hosted software integrated for deployment. The company was founded by John Bicket and Sanjit Biswas in 2015 and is headquartered in San Francisco, CA.

Samsara Inc - Ordinary Shares - Class A

Samsara Inc

Samsara ($IOT) is trending after hours due to Q2 earnings, revenue beat, and FY26 outlook, causing the stock to surge. Community members are discussing the solid ARR growth, the Rivian partnership, and potential near-term price movement. The company's AI-driven solutions and expansion in the enterprise sector are also key talking points.

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Shares of Dollar Tree (DLTR) climbed more than 3% on Wednesday after the company said it agreed to divest Family Dollar for about $1 billion and reported mixed fourth-quarter earnings. Retail sentiment was inching up.&nbsp;&nbsp;&nbsp;&nbsp;Dollar Tree's adjusted earnings per share of $2.29 came above the consensus of $2.20, while Q4 revenue came in at $5 billion, below the consensus of $8.23 billion, according to The Fly.Net sales increased 0.7% from the year-ago period, while its same-store net sales increased 2%, driven by a 0.7% increase in traffic and a 1.3% increase in average ticket, said the company.The company said it agreed to sell Family Dollar after concluding a review of strategic alternatives. The buyers, Brigade Capital Management LP and Macellum Capital Management, LLC, will team up to acquire the business segment in a deal expected to close in the next quarter.Dollar Tree reportedly bought the business nearly a decade ago for nearly $9 billion, and this sale would mark a deep discount on the business. Dollar Tree expects a roughly $0.30 to $0.35 per share negative impact on full-year earnings from the sale of Family Dollar."In the fourth quarter, our team was focused on successfully closing out the year, bringing the strategic review to a favorable conclusion, and setting Dollar Tree on a path to realize its full potential to create long-term value for our associates, customers, and shareholders," said Mike Creedon, CEO."We finished 2024 on a high note with strong execution at Dollar Tree as growing customer acceptance of our expanded assortment drove sales momentum. With the sale of Family Dollar set to close later this year, we will be able to fully dedicate ourselves to Dollar Tree's long-term growth, profitability, and returns on capital."Sentiment on Stocktwits ended on an 'extremely bullish' note on Wednesday, with message volume in the 'extremely high' zone.<figure class="image"><img style="aspect-ratio:1332/332;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_27_at_1_49_02_PM_png_fea31501e3.webp" alt="Screenshot 2025-03-27 at 1.49.02 PM.png" width="1332" height="332"><figcaption>DLTR sentiment meter and message volume on March 27</figcaption></figure>One bullish trader noted a "nice" hammer pattern emerging in its stock.<stembedurl>https://stocktwits.com/EveryTimeICash/message/609275233</stembedurl>Following the sale development, Truist reportedly raised the firm's price target on Dollar Tree to $84 from $76 with a ‘Buy’ rating.According to the brokerage, while the company's Q4 report contains "some negatives," the "bigger picture view" of the company is "clearly positive."The analyst cited Dollar Tree's sales momentum and predicted a 3%- 5% comp growth rate, which is "better than most."The Family Dollar sale will also provide cash and other tax benefits, providing a single focus to the management team, added the report. The firm also highlighted recent investments that will strengthen the company's balance sheet.Dollar Tree stock is down 7.6% year-to-date. As of Nov. 2, 2024, the retailer operated 16,590 stores in 48 states and five Canadian provinces.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dollar Tree store is seen in Chicago, United States, on October 17, 2022. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

Dollar Tree Stock Surges On Family Dollar Sale, Q4 Earnings: Retail Stays Extremely Bullish

Sentiment on Stocktwits ended on an ‘extremely bullish’ note on Wednesday

Equity

Shares of Better Choice Company (BTTR) have risen nearly 17% in the past five trading days ahead of the pet foods maker’s fiscal fourth quarter earnings, with retail sentiment staying optimistic.According to Finchat, the company is expected to post a loss per share of $4.84 on revenue of $12.90 million for its next earnings results, expected on Thursday. The stock has one ‘buy’ recommendation.For its third quarter, Better Choice reported a 33% quarter-over-quarter sales growth, reaching $11.4 million. Its gross margin improved for the third consecutive quarter to 40%. Its earnings per share had improved 132% year-over-year to $0.73The company also saw its first profitable quarter after many years, with over $200,000 in adjusted earnings before interest and taxes, depreciation and amortization (EBITDA)Sentiment on Stocktwits turned ‘bullish’ on Wednesday compared to ‘bearish’ a week ago. Message volume climbed to ‘low’ from ‘extremely low.’<figure class="image"><img style="aspect-ratio:1332/332;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_27_at_12_28_50_PM_png_1a1acfd48d.webp" alt="Screenshot 2025-03-27 at 12.28.50 PM.png" width="1332" height="332"><figcaption>BTTR sentiment meter and message volume on March 26</figcaption></figure>Better Choice has made several major strategic changes recently.Last week, Better Choice shareholders approved the issuance of up to 30 million shares of Better Choice common stock in connection to the acquisition of SRx Health Solutions Inc. The move sparked some retail chatter on Stocktwits.In January, the company agreed to sell its Halo business in Asia to its existing partner CZC Company for $6.5 million in cash at closing, along with a 3% royalty on sales over the next five years. Better Choice sells dog food, cat food and treats under the Halo brand, focusing on sustainably sourced kibble and canned food derived from real whole meat, and minimally processed raw-diet dog food and treats.Better Choice stock is down 19% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image. Source: Getty Images

Better Choice Stock Surges Ahead of Q4 Earnings: Retail Sentiment Turns Upbeat

Sentiment on Stocktwits turned ‘bullish’ on Wednesday compared to ‘bearish’ a week ago.

Shares of Barfresh Food Group (BRFH) rose 5.12% in after-hours trading on Wednesday ahead of the frozen beverage maker’s fourth-quarter earnings, but retail sentiment stayed downbeat.Wall Street analysts expect the company to post a 14.6% rise in revenue in Q4 to $4.17 million. The company is expected to post a loss per share of $0.01 in Q4. The company has beaten revenue estimates twice in the past three quarters.In February, Barfresh reportedly secured a $3 million strategic financing round for common stock at $2.85 per share, supported by its existing shareholders.The funding was aimed at the expansion of its manufacturing capabilities to meet growing customer demand in its education channel and its new Pop &amp; Go 100% Juice Freeze Pops, which showed promising results in select testing.In the third quarter, Barfresh Food Group reported a loss per share of $0.03 , missing estimates of loss per share of $0.01 but its revenue of $3.64 million beat estimates of $3.61 million, increasing &nbsp;40% year-on-year.In 2024, the company saw improvements in Twist &amp; Go bottled smoothie sales from inventory built ahead of its seasonally high third quarter."Our strategic investments and operational enhancements have driven exceptional results, with record quarterly third quarter revenue exceeding $3.6 million, a 40% year-over-year increase,” CEO Riccardo Delle Coste said at the time of its last earnings.The company saw revenue contribution from its new Pop &amp; Go product and some success from improved sales and distribution.Sentiment on Stocktwits was ‘extremely bearish’ on Wednesday compared to neutral a week ago. Message volume inched up in the ‘extremely low’ zone.<figure class="image"><img style="aspect-ratio:1332/332;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_27_at_11_33_45_AM_png_62ea471548.webp" alt="Screenshot 2025-03-27 at 11.33.45 AM.png" width="1332" height="332"><figcaption>BRFH sentiment meter and message volume on March 26</figcaption></figure>Barfresh stock is up 12.3% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

(Photo by Christoph Soeder/picture alliance via Getty Images)

Barfresh Stock Rises After-Hours Ahead Of Earnings: Retail's Downbeat

 In the third quarter, Barfresh reported a loss per share of $0.03

Shares of Petco Health and Wellness Co. (WOOF) jumped nearly 10% on Wednesday after-hours trading following the pet retailer’s mixed fourth-quarter results, but retail investors were optimistic about continued share gains.While Petco’s loss per share came in at $0.05 compared to the consensus estimate of loss per share of $0.01, its Q4 revenue of &nbsp;$1.6 billion was above consensus estimate of $1.56 billion. However, revenue fell by 7.3% due to the loss of an extra week in the 2023 calendar.Its Q4 net loss narrowed to $13.8 million compared to $22.6 million from the same period last year, and comparable sales increased 0.5% year-over-year."Our results in the fourth quarter demonstrate the progress we've made to return Petco to retail operating excellence," said Joel Anderson, Petco's CEO."While there is more work ahead, I am confident our new leadership team is well-positioned to build on this early momentum, deliver double-digit adjusted EBITDA improvement in 2025 and set the business up for sustainable profitable growth."For fiscal 2025, it expects revenue to be down in low single digits year-over-year, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to range between $375 million and $390 million.Petco recently made major changes to its leadership team aimed at operational improvements and helping it return to profitable growth.The company said it plans to close 20-30 stores in 2025 as part of this effort.Sentiment on Stocktwits jumped to ‘extremely bullish’ from ‘neutral’ a day ago. Message volume also climbed to ‘extremely high’ from ‘low.’<figure class="image"><img style="aspect-ratio:1332/332;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_27_at_7_55_39_AM_png_119443ba84.webp" alt="Screenshot 2025-03-27 at 7.55.39 AM.png" width="1332" height="332"><figcaption>WOOF sentiment meter and message volume on March 26</figcaption></figure>Despite the mixed earnings, a bullish investor called the results a victory predicting a gradual rise in the share price.<stembedurl>https://stocktwits.com/OpenHandClosedFist/message/609349807</stembedurl>In November, Petco named Joe Venezia its Chief Revenue Officer.Petco stock is down 36% year-to-date. For updates and corrections, email newsroom[at]stocktwits[dot]com.

Petco Stock Surges After-Market On Q4 Revenue Beat: Retail’s Optimistic

Petco recently made major changes to its leadership team aimed at operational improvements and helping it return to profitable growth.

Shares of Smithfield Foods (SFD) fell 2% on Tuesday even as the packaged foods company reported better-than-expected fiscal fourth-quarter results, lifting retail sentiment.Smithfield’s Q4 adjusted earnings per share stood at $0.52, beating the consensus of $0.33. Its revenue came in at $3.95 billion, well above the consensus estimate of $3.44 billion.For Q4, it had adjusted operating profit of $315 million, up from adjusted operating profit of $230 million in the fourth quarter of 2023.“We are excited to return to the U.S. public markets as a leading packaged meats company with strong profitability and a solid balance sheet to support our future growth,” said Smithfield president and CEO Shane Smith.“In fiscal 2024, we delivered operating profit of more than $1.1 billion and adjusted operating profit of $1.0 billion, up nearly four times from adjusted operating profit of $258 million in 2023.”The company saw record profits in its Packaged Meats segment, growth in Fresh Pork segment and a $600 million increase in Hog Production segment profitability, it said.According to BofA, Smithfield is the largest vertically integrated U.S. hog producer and fresh pork processor.“Looking ahead, we are focused on continuing to execute the strategies that have more than doubled our Packaged Meats segment operating profit over the past ten years as well as our strategies to further optimize our Fresh Pork and Hog Production operations, Smith said.Sentiment on Stocktwits improved from ‘extremely bearish’ to ‘bearish.’ Message volume remained ‘high.’<figure class="image"><img style="aspect-ratio:1332/332;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_26_at_1_57_59_PM_png_200adf804f.webp" alt="Screenshot 2025-03-26 at 1.57.59 PM.png" width="1332" height="332"><figcaption>SFD sentiment meter and message volume on March 25</figcaption></figure>For 2025, Smithfield sees revenue growth in the low-to-mid-single-digit percentage range and fiscal adjusted operating profit between $1.1 billion and $1.3 billion.Following the earnings, Morgan Stanley assumed coverage of Smithfield with an ‘Overweight’ rating and a $28 price target.According to the analyst, the current valuation overly discounts tariff-related export risks while underappreciating the company's momentum in packaged meats and a "constructive outlook" for hog production, The Fly reported.Smithfield received some positive reviews from Wall Street brokerages before the earnings.BofA analyst Peter Galbo initiated coverage of Smithfield Foods with a ‘Buy’ rating and $28 price target, citing consumers continuing to seek protein rich diets that are likely to favor Smithfield's offerings, particularly pork.Smithfield Foods stock is down 3% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Smithfield Foods Stock Slips Despite Q4 Earnings Beat: Retail Bearishness Softens

The company saw record profits in its Packaged Meats segment, growth in Fresh Pork segment and a $600 million increase in Hog Production segment profitability.

The alleged misconduct, Kroger said, included Morris's “secret communications” with C&amp;S's CEO and others to advance Albertsons's strategy. Shares of Kroger slipped more than 1% on Tuesday after the grocery chain reportedly filed a counter lawsuit against fellow grocer Albertsons, with retail sentiment staying bullish. Kroger was slapped with a lawsuit by Albertsons late last year after its $25 billion merger collapsed due to regulatory hurdles. Kroger alleged in court that while it was working "diligently" toward sealing the merger, Albertsons, along with divestiture buyer C&amp;S Wholesale Grocers, was pursuing its own regulatory strategy through a "secret and misguided campaign." “Albertsons's misconduct shockingly came to light in the middle of the antitrust trials under government cross examination of Susan Morris, Albertsons's recently promoted CEO designate,” the company said in the statement.&nbsp; The alleged misconduct, Kroger said, included Morris's “secret communications” with C&amp;S's CEO and others to advance Albertsons's strategy.&nbsp; That resulted in C&amp;S criticizing the divestiture package it had voluntarily agreed, ultimately causing regulators to believe that C&amp;S was an inadequate divestiture buyer.&nbsp; Kroger has also claimed that Albertsons is not entitled to the $600 million termination fee under the terms of the parties' merger agreement, nor any other damages. After the lawsuit, Albertsons maintains that it is “steadfastly committed” to the merger and that “Kroger did not hold up its end of the bargain,” Grocery Dive reported citing a spokesperson. Sentiment on Stocktwits improved to ‘bullish’ from ‘bearish’ a week ago. Message volume turned ‘extremely low.’Earlier this month, Kroger’s former chairman and CEO, Rodney McMullen, was ousted following a board investigation connected to his personal conduct that the company said was unrelated to the business. Kroger's most recent quarterly earnings per share came in at &nbsp;$1.14, better than the estimate of $1.11. Revenue stood at $34.3 billion, missing the consensus estimate of $34.67 billion. Kroger stock is up 5% year-to-date. For updates and corrections, email newsroom[at]stocktwits[dot]com.

HOUSTON, TEXAS - SEPTEMBER 09: A Kroger grocery store is seen on September 09, 2022 in Houston, Texas. Kroger stock increased six percent as the company has surpassed profit and sales expectations. (Photo by Brandon Bell/Getty Images)

Kroger Countersues Albertsons Over Merger Breakdown, Citing 'Misguided' Campaign — Retail Sentiment Perks Up

The alleged misconduct, Kroger said, included Morris's “secret communications” with C&S's CEO and others to advance Albertsons's strategy.

Shares of Carvana surged 3.8% on Tuesday after Carvana received a ratings upgrade from&nbsp; Morgan Stanley which termed the recent pullback in its shares as an “unique opportunity,” with retail sentiment staying upbeat.Morgan Stanley upgraded Carvana to ‘Overweight’ from ‘Equal Weight,’ raising the price target to $280 from $260.According to the firm, Carvana is a leader in auto retail and fleet fulfillment with a positive risk-reward skew, which along with the recent broader market pullback presents an “opportunistic entry point for a company” it believes to be a generational compounder, citing a 22% revenue CAGR through 2030, and an expected 15% through 2040.Carvana shares have pulled back more than 25% since its 2025 high of $285, due to the broader market fall and sensitivity around high-growth and consumer-exposed names on tariff and geopolitical fears, the analyst note said.The firm warned that while Carvana is more exposed to a lower strata of auto credit relative to the rest of the analyst's auto coverage, it has also “demonstrated execution with profitable growth and addressed leverage concerns.”The firm also praised Carvana's business model, noting its vertically integrated, national inventory sourcing and “reconditioning.” Along with operating leverage, that positions Carvana for upside optionality, as well as a favorable risk-reward skew.Sentiment on Stocktwits inched up in the ‘bullish’ zone on Tuesday. Message volume remained in the normal territory on Tuesday.<figure class="image"><img style="aspect-ratio:1332/332;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_26_at_10_48_42_AM_png_5236d90258.webp" alt="Screenshot 2025-03-26 at 10.48.42 AM.png" width="1332" height="332"><figcaption>CVNA sentiment meter and message volume on March 23.</figcaption></figure>One watcher on Stocktwits said the company had the potential to break the downtrend.<stembedurl>https://stocktwits.com/Dr_Stoxx/message/609200868</stembedurl>Earlier this month, BofA lowered the price target on Carvana to $220 from $270 with a ‘Buy’ rating.The analyst firm had noted the year-over-year unit growth of 50% in Q4 and data pointing to another unit beat in Q1 with the potential to still gain significant share.Carvana stock is down 9% year-to-date. For updates and corrections, email newsroom[at]stocktwits[dot]com.

a Carvana logo is displayed on the screen of an iPad. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Carvana Shares Surge After Morgan Stanley Upgrade: Retail Remains Bullish

Sentiment on Stocktwits inched up in the ‘bullish’ zone on Tuesday.

Shares of McCormick &amp; Co (MKC) were in focus after the condiments and spices maker posted fiscal first-quarter results that came below Wall Street’s expectations, lifting retail sentiment, lifting retail sentiment.Earnings per share were at $0.60, below consensus estimates of $0.64 while Q1 revenue also missed expectations at $1.61 billion.The company said Q1 sales saw volume growth of 2%, which was offset by a 2% unfavorable impact from currency. While its organic sales growth came in at 2%, also driven by volume.“Our continued volume-driven performance reflects the success of our prioritized investments in the areas that are driving the greatest value and will sustain our momentum for the remainder of 2025 and beyond,” said Brendan Foley, chairman, president, and CEO.“We achieved share gains in core categories across key markets and delivered volume growth in both the Consumer and Flavor Solutions segments."Sentiment on Stocktwits improved to ‘extremely bullish’ from ‘bullish’ a day ago. Message volume inched up in the ‘extremely high’ zone.<figure class="image"><img style="aspect-ratio:1332/332;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_26_at_7_48_55_AM_png_ab5e8a9920.webp" alt="Screenshot 2025-03-26 at 7.48.55 AM.png" width="1332" height="332"><figcaption>MKC sentiment meter and message volumes on March 25</figcaption></figure>A bullish watcher thought its stock is the safest to own in a volatile market.<stembedurl>https://stocktwits.com/profit_guru/message/609148069</stembedurl>But another watcher on Stocktwits pointed out how McCormick is among 15 S&amp;P 500 companies that missed Q1 earnings.<stembedurl>https://stocktwits.com/TheEarningsScout/message/609159609</stembedurl>McCormick’s fiscal 2025 outlook has factored in plans to offset costs linked to U.S. import tariffs on China, but the company didn’t include any additional impacts due to continued uncertainty surrounding tariffs.The company reaffirmed its 2025 outlook, saying it expects sales growth to range between 0% and 2%, adjusted operating income growth between 3% and 5%, and adjusted EPS growth between 3% and 5%.McCormick said it plans to continue its cost savings initiatives for investments and operating margin expansion.For 2025, it expects foreign currency rates to unfavorably impact sales by 1%, adjusted operating income by 1%, and adjusted earnings per share by 2%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Three varieties of McCormick spices in plastic table shaker containers. Salt free all purpose, garlic and herb and Perfect Pinch salt free garlic and herb. Variety of prepared and mixed Seasonings to add to any food dish.

McCormick Stock In Spotlight After Q1 Earnings Miss, But Retail’s Bullish

Summary: Sentiment on Stocktwits improved to ‘extremely bullish’ from ‘bullish’ a day ago

Shares of Simply Good Foods (SMPL) rose 1% on Monday as the company received an ‘equal weight’ rating from Morgan Stanley, but retail watchers turned cautious.According to Morgan Stanley analyst Megan Alexander Clapp, who also launched coverage of the U.S. packaged food industry with an in-line view, the packaged foods company’s earnings visibility remains low, and sales growth may "remain muted" with consumption headwinds and constrained pricing power, The Fly reported.Additionally, accelerating commodity inflation and ongoing need for reinvestment limits margin expansion potential, said the report.The firm took a positive view of companies with "advantaged categories, demonstrated pricing power, and thriving brands" &nbsp;but warned about the potentially slower growth and higher reinvestment risks.Among large-caps companies, Morgan Stanley gave an ‘Overweight’ rating for Mondelez (MDLZ), citing its "superior" long-term growth algorithm.Sentiment on Stocktwits was ‘neutral’ on Monday compared to ‘bullish’ a day ago. Message volume was extremely low.<figure class="image"><img style="aspect-ratio:1308/326;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_25_at_1_55_35_PM_png_20b4c18d11.webp" alt="Screenshot 2025-03-25 at 1.55.35 PM.png" width="1308" height="326"><figcaption>SMPL sentiment meter and message volume on March 23</figcaption></figure>Simply Good Foods will report second-quarter earnings in April. Wall Street analysts expect the company to post earnings per share of $0.40 on revenue of $354.52 million.In January, Simply Good Foods reaffirmed its fiscal year 2025 outlook based on solid retail takeaway, visibility into second quarter orders and strong Adjusted EBITDA growth.It has said it expects organic sales growth to be driven primarily by volume and strong advertising and marketing plans.The company did not make any changes to its expectation of gross margin outlook and highlighted productivity and cost savings initiatives for the rest of the year.Simply Good Foods’ stock is down 14% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Simply Good Foods Stock Rises On Morgan Stanley’s ‘Equal Weight’ Stance: Retail Stays Cautious

The firm took a positive view of companies with "advantaged categories, demonstrated pricing power” and thriving brands

U.S.-listed shares of Miniso rose 1.09% in after-hours trading on Monday after the company received a rating upgrade from JPMorgan following its fourth-quarter earnings, but retail sentiment stayed downbeat.JPMorgan upgraded Miniso to ‘Overweight’ from ‘Neutral’ with a price target of $22, up from $15.The Fly reported that JPMorgan expects Miniso's same-store-sales growth for China to rebound, additional margin improvements &nbsp;and a "robust" overseas expansion. &nbsp;Miniso’s overseas markets fared strongly with year-over-year revenue growth coming in at 41.9% for the full year 2024 with the growth of the brand overseas.The analyst also noted Miniso’s expectations of seeing faster revenue growth than 2024 in all its units, the report added, citing the analyst.Miniso’s shares have slumped 24% year-to-date due to market concerns and China’s performance, the analyst noted.Retail sentiment on Stocktwits ended on a 'bearish' note on Monday, while message volume fell in the ‘extremely low’ zone.<figure class="image"><img style="aspect-ratio:1308/326;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_25_at_12_58_47_PM_png_204b8caa6f.webp" alt="Screenshot 2025-03-25 at 12.58.47 PM.png" width="1308" height="326"><figcaption>MNSO sentiment meter and message volume on March 24</figcaption></figure>For its Q4, the company posted earnings per share of $0.36, beating the estimated $0.33. Its revenue came in at $650.1 million, 2.4% lower than the expected estimate.Miniso’s board announced a cash dividend of $0.33 per American Depositary Share or $0.0817 per ordinary share during its latest earnings.Miniso shares are down 20% year-to-date.For updates and corrections email newsroom[at]stocktwits[dot]com.

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Miniso Stock Rises On JPMorgan Upgrade Citing Growth In Overseas Markets, But Retail’s Still Bearish

Miniso’s shares have slumped 24% year-to-date due to market concerns and China’s performance, The Fly reported.