Dafinchi AI

AVO

Consumer

Adjusted EBITDA increased 3% to $32.6 million, driven by higher avocado production in International Farming.
Adjusted net income grew to $18.2 million or $0.26 per diluted share from $16.7 million or $0.23 last year.
Blueberries segment sales increased to $4.5 million from $1.6 million, with adjusted EBITDA improving accordingly.
Gross profit increased 22% to $45.1 million, with gross margin rising 120 basis points to 12.6%.
International Farming segment gross sales surged 79% to $49 million, with adjusted EBITDA up 163% to $12.1 million.
Marketing & Distribution segment net sales rose 7% to $344.1 million, with adjusted EBITDA declining due to margin normalization.
Record third quarter revenue of $357.7 million, up 10% year-over-year.
SG&A expenses increased 19% due to higher employee-related costs and profit sharing tied to improved segment performance.

CAG

Consumer

Adjusted EPS declined to $0.39 from $0.53 a year ago, impacted by lower operating profit and higher tax rate.
Adjusted gross margin was 24.4%, and adjusted operating margin was 11.8%, both down versus prior year but slightly better than initial expectations.
Adjusted operating margin declined 244 basis points year-over-year, driven by inflation, unfavorable product mix, and higher SG&A.
Capital expenditures were $147 million, dividends paid were $167 million, and $15 million of shares were repurchased to offset dilution.
Conagra Brands reported organic net sales of $2.6 billion, a 0.6% decline year-over-year in Q1 fiscal 2026.
Net debt was reduced by over $400 million in Q1, with net leverage improving to 3.55x.
Segment net sales: Grocery and Snacks declined 1%, Refrigerated and Frozen increased 0.2%, International declined 3.5%, Foodservice grew 0.2%.
Volumes decreased 1.2%, while price/mix increased 0.6%, partially due to trade expense favorability expected to reverse in Q2.

CHWY

Consumer

Adjusted EBITDA was $183.3 million, representing a 5.9% margin and an 80 basis points increase year-over-year.
Adjusted net income increased 34.8% year-over-year to $141.1 million, with adjusted diluted EPS of $0.33 within guidance.
Cash and cash equivalents stood at $592 million, with no debt and total liquidity of $1.4 billion.
Free cash flow was nearly $106 million, supported by $133.9 million net cash from operations and $28 million in CapEx.
Gross margin expanded by approximately 90 basis points year-over-year to 30.4%.
Q2 net sales grew 8.6% year-over-year to $3.1 billion, exceeding the high end of guidance.
SG&A expenses deleveraged by 30 basis points to 19.1% of net sales, driven by fulfillment center ramp and inventory costs.
Share repurchases totaled approximately $125 million in Q2, with $359.8 million remaining capacity.

Consumer

Adjusted EPS grew 12% year-over-year to $1.04, the strongest growth rate since 2023.
Adjusted FIFO operating profit was $1.1 billion for the quarter.
E-commerce sales grew 16%, driven by increased households and order frequency, with delivery sales surpassing pickup sales for the first time.
Excluding the pharmacy mix and sale impact, FIFO gross margin rate decreased 9 basis points, in line with expectations to remain margin neutral.
FIFO gross margin rate increased 39 basis points year-over-year, primarily due to the sale of Kroger Specialty Pharmacy and lower supply chain costs.
Fuel sales and profitability declined due to lower retail prices and fewer gallons sold, with expectations for continued lower gallons sold through 2025.
Identical sales without fuel grew 3.4%, marking the sixth consecutive quarter of improvement.
Operating general and administrative (OG&A) rate improved, decreasing 5 basis points year-over-year, and 41 basis points on an underlying basis after adjustments.

COST

Consumer

Capital expenditures were approximately $1.97 billion in Q4 and nearly $5.5 billion for the full fiscal year, supporting warehouse growth and remodels.
Comparable sales grew 5.7% (6.4% adjusted for gas deflation and FX); e-commerce comparable sales rose 13.6% (13.5% adjusted for FX).
Gross margin improved by 13 basis points to 11.13%, with core margins up 29 basis points year over year.
Inflation remained in the low to mid-single-digit range, with fresh and food & sundries stable and nonfoods seeing a return of inflation.
Membership fee income increased 14% to $1.72 billion, driven by membership growth and fee increases.
Q4 net income was $2.61 billion or $5.87 per diluted share, up 11% year over year; excluding a non-recurring tax benefit last year, net income grew 14%.
Q4 net sales increased 8% to $84.43 billion from $78.18 billion last year.
SG&A rate increased by 17 basis points to 9.21%, impacted by wage increases and liability charges but partially offset by productivity gains.

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