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Helen of Troy Limited HELE is relying on innovation as a key lever to strengthen its brand portfolio. On its fourth-quarter fiscal 2026 earnings call, management highlighted product development and digital capabilities as central to its brand-building strategy, noting that products offering style, utility and personalization continue to resonate with consumers.

The company is accelerating launches aimed at addressing evolving consumer preferences. In Home & Outdoor, Hydro Flask expanded its Micro Hydro franchise with additional sizes and introduced redesigned soft coolers and totes focused on enhanced comfort and durability. OXO is broadening its presence into adjacent categories such as food storage and feeding, while Osprey continues to expand its technical pack offerings for hiking, backpacking and travel.

Innovation remains a major driver in Beauty & Wellness. Revlon’s VersaStyler, launched exclusively at Walmart, has seen early demand surpass expectations with its time-saving all-in-one design. Curlsmith introduced the Curl Fit Reviving Mist, while Olive & June expanded its assortment with new press-on nails featuring hand-painted charms and seasonal colors. Several beauty brands also received recognition through Glamour’s 2026 Best of Beauty Awards.

Beyond product introductions, Helen of Troy is investing in AI-enabled solutions, automation and social commerce platforms such as TikTok Shop and Meta Shop to strengthen consumer engagement. The company is also enhancing analytics and advanced planning capabilities to improve responsiveness and support innovation-led brand development.

These initiatives have been reflected across brands, including Revlon, Olive & June, OXO and Hydro Flask, where new product introductions and consumer engagement efforts were notable during the latest quarter.

Helen of Troy’s Zacks Rank & Share Price Performance

Shares of this Zacks Rank #2 (Buy) company have gained 13.2% in the past month compared with the broader Consumer Staples sector and the industry’s growth of 0.7% and 3%, respectively. HELE has also outperformed the S&P 500 index’s decline of 0.8% during the same period.

HELE Stock's Past Month PerformanceZacks Investment Research

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Is Helen of Troy a Value Play Stock?

HELE trades at a forward price-to-earnings ratio of 7.64X, notably below the industry and the sector’s average of 19.34X and 16.68X, respectively. This valuation positions the stock at a modest discount relative to both its direct peers and the broader consumer staples sector.

Story Continues

HELE P/E Ratio (Forward 12 Months)Zacks Investment Research

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Other Top-Ranked Stocks

The Estee Lauder Companies Inc. EL manufactures, markets and sells skin care, makeup, fragrance and hair care products worldwide. It holds a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The Zacks Consensus Estimate for Estee Lauder’s current financial-year sales and earnings indicates growth of 4.5% and 59.6%, respectively, from the prior-year reported levels. EL delivered a trailing four-quarter earnings surprise of 39.1%, on average.

Tyson Foods, Inc. TSN operates as a food company worldwide. It operates through four segments: Beef, Pork, Chicken and Prepared Foods. TSN currently carries a Zacks Rank of 2. TSN delivered a trailing four-quarter earnings surprise of 18.1%, on average.

The Zacks Consensus Estimate for Tyson Foods’ current fiscal-year sales and earnings indicates growth of 4.7% and 1.9%, respectively, from the year-ago reported numbers.

Hormel Foods Corporation HRL develops, processes and distributes various meat, nuts and other food products to foodservice, convenience store and commercial customers in the United States and internationally. It carries a Zacks Rank of 2 at present. HRL delivered a trailing four-quarter earnings surprise of 3.2%, on average.

The Zacks Consensus Estimate for Hormel Foods’ current fiscal-year sales and earnings indicates growth of 1.5% and 5.8%, respectively, from the prior-year reported levels.

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Die Earnings-Saison dieses Wochenende zeigte eine beeindruckende Leistung der 12 namhaften Unternehmen aus den Bereichen Technologie, Verbrauchsgüter und Autohandel. Von den 12 Unternehmen, die ihre Ergebnisse veröffentlichten, übertrafen 11 Wall Street-EPS- und Umsatzprognosen und erzielten einen Jahreszuwachs, während nur ein Unternehmen hinterherhinkte. Die Umsatzentwicklung blieb stabil, da 11 Unternehmen die Prognosen von Wall Street übertroffen und einen Jahreszuwachs der Umsätze erzielt haben, wobei nur ein Unternehmen die Ziele verfehlte.

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Übersicht über Unternehmen, die am stärksten im Vormarkt handeln: Dollar Tree — Der Discounter ist um mehr als 11% gestiegen, nachdem das Unternehmen angegeben hat, dass es in der ersten Quartal einen bereinigten Gewinn von $1,74 pro Aktie erzielt hat. Analysten, die von FactSet befragt wurden, hatten mit einem Gewinn von $1,53 pro Aktie gerechnet. Die Umsatzerwartungen kamen ebenfalls über Erwartungen, ebenso wie die Prognose für das laufende Quartal und das gesamte Jahr. Das Unternehmen hat auch eine Partnerschaft mit DoorDash angekündigt, um On-Demand-Lieferungen von seinen Geschäften an Kunden zu bringen. Salesforce — Die Aktien waren um 1% gefallen, nachdem der Cloud-basierte Softwarehersteller für das laufende Quartal einen Umsatz zwischen $11,27 Milliarden und $11,35 Milliarden erwartet hat, während Analysten aufgrund von LSEG mit einem Umsatz von $11,36 Milliarden gerechnet haben. Salesforce hat jedoch seine Prognose für das gesamte Jahr angehoben. Agilent Technologies — Die Aktien waren um 9% gestiegen, nachdem der Gesundheitsgerätehersteller seine Prognose für das gesamte Jahr angehoben hatte, um zwischen $6 und $6,10 pro Aktie zu liegen, höher als die vorherigen Schätzungen von zwischen $5,90 und $6,04 pro Aktie. Agilent hat auch ein zweites Quartal auf beiden Zeilen übertroffen.

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Costco Wholesale, das weltweit drittgrößte Einzelhandelsunternehmen und Betreiber von 924 Mitgliedswarenhaus weltweit, wird seine FQ3-Ergebnisse nach dem Donnerstagabend bekanntgeben. Die Investoren beobachten, ob das wertorientierte Modell des Unternehmens weiterhin überzeugt, trotz Tariferhöhungen und ungleichmäßiger Verbrauchertrends.

In seinem letzten Quartal erreichte Costco einen EPS von 4,58 US-Dollar, der knapp die Konsensschätzung überschritt. Der Umsatz stieg auf 69,6 Milliarden US-Dollar, während vergleichbare Verkaufszahlen um 7,4% und digitale vergleichbare Verkaufszahlen um 22,6% zulegten. Die Verkehrstrends blieben besonders stark, mit einem Sprung von 45% bei der App-Verkehrsmenge und einer weiteren Stärkung des Trends im gesamten Quartal.

Die Mitgliedschaftswachstums bleibt das Kernantrieb für die Einnahmenkraft von Costco. Die Mitgliedsbeiträge stiegen um 13,6% auf 1,36 Milliarden US-Dollar, während die Zahl der Beitragszahler auf 82,1 Millionen stieg. Die Exekutivmitgliedschaften erreichten 40,4 Millionen, wobei Exekutivmitglieder 75,8% des gesamten Umsatzes ausmachten und die Dauerhaftigkeit der Einnahmenmodelle von Costco unterstreichen.

Die Tariferhöhungen bleiben eines der größten Wildcards im Quartal. Die Investoren beobachten einen laufenden Rechtsstreit, bei dem Costco möglicherweise zwischen 500 Millionen und 2 Milliarden US-Dollar zurückgewonnen werden könnte, was eine erhebliche einmalige Steigerung der Gewinne bedeuten würde, wenn es positiv ausfällt. Costco hat erklärt, dass die Rückzahlungen an Mitglieder größtenteils durch niedrigere Preise übertragen würden und das wertorientierte Positionieren des Unternehmens während der Zeiten erhöhter Verbrauchersicherheit und Makrovolatilität unterstreichen.

Strategisch setzt sich Costco sowohl auf die physische als auch die digitale Erweiterung fort. Das Unternehmen hat kürzlich eine Kaufauftragszahlungs-Partnerschaft mit Affirm eingeführt, bei der das Management sagte, dass sie frühzeitig vielversprechende Ergebnisse gezeigt haben, während es sich weiterhin auf 942 Standorte bis zum Ende des Geschäftsjahres und mehr als 30 neue Eröffnungen pro Jahr danach konzentriert.

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Die Earnings-Saison dieses Wochenende zeigte ein hohes Niveau an Berichten von 19 namhaften Unternehmen aus den Bereichen Technologie, Konsumgüter, Industrie und Kommunikationsdienste. Alle 19 Unternehmen übertrafen die Erwartungen der Analysten bei den Gewinnen und lieferten auch eine starke Wachstumsleistung im Umsatz.

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Die Hormel Foods Corporation HRL wird wahrscheinlich eine Umsatzsteigerung erleben, wenn sie am 28. Mai die zweite Quartalsergebnisse für das Jahr 2026 vorlegt. Der Zacks-Konsenswert für den Umsatz liegt bei 2,94 Milliarden US-Dollar und weist eine Steigerung von 1,6 % gegenüber dem Vorjahresquartal auf.

Die Konsensmarke für die Gewinne hat sich in den letzten 30 Tagen nicht geändert und liegt bei 35 Cent pro Aktie, was mit dem Vorjahresquartal übereinstimmt. HRL weist im Durchschnitt eine negative Earnings-Surprise von 0,4 % auf.

Hormel Foods Corporation Price, Consensus and EPS Surprise

Faktoren, die das zukünftige Ergebnis beeinflussen könnten:

Die zweite Quartalsergebnisse der Hormel Foods Corporation werden wahrscheinlich von der Stärke ihres Foodservice-Geschäfts profitieren. Das Unternehmen hat in seinem ersten Quartals-Ergebniscall seine soliden Nachfrage nach Premium-Präparaten, Markenpeperoni und Lösungen für Betriebe erwähnt, die sich auf Arbeitskräfte und Effizienz auswirken.

Die internationale Sektion wird ebenfalls zum zweiten Quartal beitragen, unterstützt durch starke Markenexporte und Wachstum in multinationalen Operationen. Die SPAM-Marke wird wahrscheinlich die Verkaufstrends unterstützen, insbesondere in Exportmärkten und China.

Die Zacks-Konsensmarke für den Umsatz der Foodservice-Sektion im zweiten Quartal liegt bei 982 Millionen US-Dollar, was eine Steigerung von 4,9 % gegenüber dem Vorjahresquartal bedeutet. Die Konsensmarke für die internationale Sektorsales liegt bei 187 Millionen US-Dollar und weist eine Steigerung von 4,5 % gegenüber dem Vorjahresquartal auf.

Die strategische Transformation der Hormel Foods Corporation und ihre Portfolio-Shaping-Initiativen sind wahrscheinlich ein weiterer Wind in Richtung. Das Unternehmen setzt sich für höhere Margen und wertvolle Protein-Kategorien ein, während es seine Lieferkette modernisiert und Effizienzmaßnahmen vorantreibt.

Allerdings werden erhöhte Rohstoff- und Logistikkosten wahrscheinlich weiterhin eine Hürde darstellen. Höhere Inputkosten in Schlüsselprotein- und Nusskategorien, gekoppelt mit höheren Frachtkosten und vorsichtigen Verbraucher-Ausgaben, könnten die Margen und das jährliche Earnings-Wachstum beeinträchtigen.

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A spicy deal in the world of Big Food.

McCormick & Company (MKC) and Unilever (UL) announced on Tuesday that they have entered into an agreement to combine McCormick with Unilever's foods business, excluding those in India. The deal values the combined company at about $65.8 billion.

McCormick shares rose 3% in premarket trading. Unilever rose slightly.

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McCormick chairman and CEO Brendan Foley will lead the combined company. Here is my last chat on Yahoo Finance with Foley on the business of spices. McCormick has received $15.7 billion in committed bridge financing from Citigroup Global Markets Inc., Goldman Sachs Bank USA and Morgan Stanley Senior Funding, Inc., and intends to fund the cash component of the purchase price through a combination of cash from its balance sheet and proceeds from new debt issuance. The combined company expects to realize approximately $600 million in run-rate annual cost savings, net of growth reinvestments.

McCormick will get a Unilever food business performing respectably but enduring the same challenges as others in the industry, namely market softness due to evolving consumer preferences.

Unilever's food business grew sales by 2.5% last year, with operating profits gaining at a slightly faster pace of 2.7% due to a more watchful eye on expenses.

Unilever called out "declining markets" in developed countries, with Hellmann's outperforming due to a new flavoured mayonnaise range.

Sales in the Cooking Aids segment increased by a low-single-digit percentage, mostly from higher prices.

The Food Solutions segment saw flat year-over-year sales, as volume gains in North America were offset by declines in China. The company blamed "weaker out of home consumption" and economic pressure.

The combination comes as the packaged food industry battles multiple headwinds and falling valuations. Investors are fretting about sticky inflation weighing on margins and the effect of rising GLP-1 adoption on sales.

"We believe intensifying headwinds and emerging challenges have been building for some time to undermine historical assumptions underpinning the US consumer packaged goods investment case," Deutsche Bank analyst Steve Powers warned in a new note on Monday.

"Some of these dynamics may ultimately prove fleeting, temporary, or more cyclical in nature (e.g., macroeconomic or geopolitically derived factors). However, others (e.g, demographic inflections, underlying balance of power shifts in the value chain) are more likely to prove more structural or longer-lasting, in our view."

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New Item sign at Wegmans Grocery Store in the mayonnaise aisle, Boston, Massachusetts. (Photo by: Lindsey Nicholson/UCG/Universal Images Group via Getty Images)·UCG via Getty Images

Big Food is no stranger to dealmaking, both bulking up and slimming down.

McCormick has aggressively pursued a flavor-first acquisition strategy over the past decade, pivoting from traditional spices toward high-growth, high-margin condiments and professional-grade solutions.

The most transformative move occurred in 2017 with the $4.2 billion acquisition of Reckitt Benckiser’s food division, which brought iconic brands such as French's Mustard and Frank's RedHot sauce into its portfolio. This was followed in late 2020 by an $800 million deal for Cholula Hot Sauce, further solidifying McCormick's dominance in the strong-performing hot sauce category.

Mars completed its acquisition of Kellanova in December 2025 for approximately $35.9 billion. The deal unites Kellanova brands like Pringles, Cheez-It, and Pop-Tarts with Mars’s candy portfolio (M&M's, Snickers) to create a global snacking powerhouse.

Elsewhere, Campbell Soup (CPB) completed its acquisition of Sovos Brands, the parent company of the premium Rao's pasta sauce brand, for roughly $2.7 billion in March 2024.

Hormel (HRL) — known for Applegate organic deli meats, Spam, and Hormel-branded bacon — in 2021 acquired Planters from struggling Kraft Heinz (KHC) for $3.35 billion.

Meanwhile, investors have increasingly scrutinized Big Food conglomerates — viewing them as bloated cost-wise and slow to react to consumer trends. That has led to an activist campaign by Elliott Management against serial acquirer PepsiCo (PEP), for instance.

General Mills (GIS) completed the $2.1 billion sale of its US yogurt business to Lactalis in June 2025 as it focuses on its core cereal and Blue Buffalo pet food businesses.

Brian Sozzi is Yahoo Finance's Executive Editor and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com.

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Lamb Weston Holdings, Inc. LW is likely to witness a top and bottom-line decline when it reports third-quarter fiscal 2026 earnings on April 1. The Zacks Consensus Estimate for revenues is pegged at $1.48 billion, indicating a 2.4% drop from the prior-year quarter’s reported figure.

The consensus mark for earnings has moved down 2 cents in the past seven days to 61 cents per share. The projection indicates a decrease of 44.6% from the figure reported in the year-ago quarter. LW delivered a trailing four-quarter earnings surprise of 25.6%, on average.

Lamb Weston Price, Consensus and EPS SurpriseLamb Weston Price, Consensus and EPS Surprise

Lamb Weston price-consensus-eps-surprise-chart | Lamb Weston Quote

Things to Consider About Lamb Weston’s Upcoming Results

Lamb Weston is likely to have witnessed continued pressure from unfavorable price/mix dynamics in the fiscal third quarter. Pricing actions and trade investments to support customers are likely to have weighed on realized pricing, while an unfavorable shift toward lower-margin channels and private-label offerings is anticipated to have persisted. Our model indicates a 5.6% decline in price/mix for the third quarter of fiscal 2026.

Our model implies that net sales in the North America and International segments are expected to decline 1.2% and 4% year over year, respectively, in the fiscal third quarter.

Margins are likely to have remained under pressure in the to-be-reported quarter. Higher manufacturing costs in international markets have been acting as a key drag, particularly due to ramp-up expenses related to the Argentina facility and underutilization in Europe. In addition, the company is likely to have faced continued cost inflation across labor, transportation and utilities.

Despite these headwinds, Lamb Weston is likely to have benefited from continued volume momentum, supported by customer wins and strong demand in North America. The company’s cost-savings initiatives are likely to have provided some cushion, while improving operational efficiencies and stable demand trends are anticipated to have supported overall performance in the to-be-reported quarter.

Earnings Whispers for LW Stock

Our proven model predicts an earnings beat for Lamb Weston this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.

Lamb Weston currently has a Zacks Rank #3 and an Earnings ESP of +6.90%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

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More Stocks With the Favorable Combination

Here are a few other companies worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this reporting cycle.

Hormel Foods Corporation HRL currently has an Earnings ESP of +1.70% and a Zacks Rank of 2. The consensus estimate for Hormel Foods’ quarterly revenues is pinned at $2.95 billion, which calls for 1.6% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 35 cents, indicating flat year-over-year growth. HRL delivered a trailing four-quarter earnings surprise of negative 0.4%, on average.

Tyson Foods, Inc. TSN currently has an Earnings ESP of +4.00% and a Zacks Rank of 3. The consensus estimate for Tyson Foods’ quarterly revenues is pinned at $13.80 billion, which calls for 5.6% growth from the figure reported in the prior-year quarter.

The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 81 cents, which implies a 12% decrease year over year. TSN delivered a trailing four-quarter earnings surprise of nearly 16.5%, on average.

Monster Beverage Corporation MNST currently has an Earnings ESP of +0.60% and a Zacks Rank of 3. The consensus mark for the upcoming quarter’s revenues is pegged at $2.15 billion, which indicates an increase of 15.7% from the figure reported in the year-ago quarter.

The Zacks Consensus Estimate for Monster Beverage’s quarterly EPS of 53 cents implies an increase of 12.8% from 47 cents reported in the year-ago quarter. MNST delivered a trailing four-quarter earnings surprise of 7.8%, on average.

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RH RH is scheduled to report its fourth-quarter fiscal 2025 (ended Jan. 31, 2026) results on March 31, after market close.

In the last reported quarter, the company’s earnings missed the Zacks Consensus Estimate by 19.7% and declined 31% year over year. Meanwhile, the net revenues topped the same by 0.1%, and grew 8.9% year over year.

RH reported better-than-expected earnings in one of the past four quarters and missed on the remaining three occasions, the average surprise being 49.8%.

How Are RH’s Estimates Placed?

For the fiscal fourth quarter, the Zacks Consensus Estimate for earnings per share (EPS) has moved down to $2.21 from $2.24 in the past seven days. However, the newly estimated figure indicates an increase of 39.9% from $1.58 per share reported in the year-ago quarter.

RH Price and EPS SurpriseRH Price and EPS Surprise

RH price-eps-surprise | RH Quote

The consensus mark for net revenues is pegged at $872.4 million, indicating growth of 7.4% from the year-ago figure of $812.4 million.

Factors That May Influence RH’s Quarterly Results

Revenues

RH’s top line is expected to have increased year over year in the fiscal fourth quarter, driven by continued gains from its product transformation and platform expansion efforts. The company continues to introduce new collections and concepts, which are likely to have supported demand. The rollout of immersive galleries and design ecosystems is expected to have enhanced customer engagement and sales productivity.

The company’s focus on building a global luxury brand through international expansion is expected to have contributed to growth. New galleries in key locations like Paris have been seeing strong demand and traffic, which is likely to have supported revenue visibility and brand awareness across global markets.

Moreover, RH’s expansion into hospitality and interior design services is likely to have created additional revenue streams. The integration of restaurants, design services and retail is expected to have strengthened the overall business model and supported top-line growth.

For the fiscal fourth quarter, RH expects revenues to grow year over year by 7-8%.

However, elevated tariffs and sourcing disruptions are expected to have created some pressure. Tariffs have been driving higher costs and causing delays in product flow, which might have led to some timing-related shifts in revenue recognition.

Margins

On the bottom-line front, RH’s earnings and margins are expected to have improved in the fiscal fourth quarter, supported by pricing actions and cost management efforts. The company continues to take price increases to offset tariff-related costs, which is likely to have supported margin expansion. RH’s ongoing resourcing efforts and vendor partnerships are expected to have aided cost efficiency. Inventory reduction initiatives and better operating discipline are likely to have enhanced margins alongside improved top-line leverage.

For the quarter to be reported, RH expects the adjusted operating margin to be between 12.5% and 13.5%, up from 11.3% reported in the year-ago quarter. Its expectations for adjusted EBITDA margin in the range of 18.7-19.6% also indicate year-over-year growth from 17.1%.

However, tariffs remain a key concern. The company expects an approximate 170 basis points impact on fourth-quarter operating margin from tariffs, while the full-year impact is estimated at around 90 basis points. These cost pressures and ongoing sourcing adjustments might have continued to weigh on margins.

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What the Zacks Model Says for RH

Our proven model does not predict an earnings beat for RH this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.

RH’s Earnings ESP: The company has an Earnings ESP of +1.42%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.

RH’s Zacks Rank: It currently carries a Zacks Rank of 4 (Sell).

Stocks With the Favorable Combination

Here are a few companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.

Hormel Foods Corporation HRL currently has an Earnings ESP of +1.70% and a Zacks Rank of 2. You can see the complete list of today’s Zacks #1 Rank stocks here.

The consensus estimate for Hormel Foods’ quarterly revenues is pinned at $2.95 billion, which calls for 1.6% growth from the figure reported in the prior-year quarter. The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 35 cents, indicating flat year-over-year growth. HRL delivered a trailing four-quarter negative earnings surprise of 0.4%, on average.

Tyson Foods, Inc. TSN currently has an Earnings ESP of +4.00% and a Zacks Rank of 3. The consensus estimate for Tyson Foods’ quarterly revenues is pinned at $13.80 billion, which indicates 5.5% growth from the figure reported in the prior-year quarter.

The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 81 cents, which implies a 12% decrease year over year. TSN delivered a trailing four-quarter earnings surprise of nearly 16.5%, on average.

Monster Beverage Corporation MNST currently has an Earnings ESP of +0.60% and a Zacks Rank of 3. The consensus mark for the upcoming quarter’s revenues is pegged at $2.15 billion, which indicates an increase of 15.7% from the figure reported in the year-ago quarter.

The Zacks Consensus Estimate for Monster Beverage’s quarterly EPS of 53 cents implies an increase of 12.8% from 47 cents reported in the year-ago quarter. MNST delivered a trailing four-quarter earnings surprise of 7.8%, on average.

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Conagra Brands, Inc. CAG is likely to witness a top and bottom-line decline when it reports third-quarter fiscal 2026 earnings on April 1. The Zacks Consensus Estimate for revenues is pegged at $2.77 billion, indicating a decrease of 2.6% from the prior-year quarter’s reported figure.

The consensus mark for earnings has remained unchanged in the past 30 days at 40 cents per share, suggesting a drop of 21.6% from the figure recorded in the year-ago quarter. CAG has a trailing four-quarter earnings surprise of 3.4%, on average.

Conagra Brands Price, Consensus and EPS Surprise

Conagra Brands price-consensus-eps-surprise-chart | Conagra Brands Quote

Factors Likely to Influence CAG’s Q3 Results

Conagra’s third-quarter results are likely to reflect continued pressure on both sales and earnings, as the company entered the period facing a still-cautious consumer backdrop. As per management, in the prior quarter, shoppers, especially lower and middle-income consumers, remained value-conscious, which is likely to have kept demand uneven across parts of the portfolio. The company also began the quarter after weather disruptions and SNAP-related timing issues affected prior-period trends, making the operating environment difficult.

Another factor that may have affected the quarter is the timing of retailer orders and promotions. On its last earnings call, Conagra said that some promotional activity, especially in frozen, moved from the second quarter into the third. This is likely to have supported shipments in certain areas, but results may be shaped more by timing than a clear improvement in demand. Our model suggests a volume dip of 0.6% for the third quarter.

On the profitability front, margins are expected to have remained under pressure from elevated input costs and continued investments in the business. Inflation across commodities and packaging has kept the cost structure high, while increased spending on advertising, promotions and merchandising to support volume growth is likely to have weighed on earnings. We expect the adjusted gross margin to contract 160 basis points in the quarter under review.

On the positive side, underlying trends in frozen and snacks appear to be improving, supported by innovation, better promotional activity and strong supply-chain execution, which may have provided some cushion. Our model indicates a 1.5% volume increase for the Refrigerated & Frozen segment for the quarter under consideration.

Earnings Whispers for CAG Stock

Our proven model doesn’t conclusively predict an earnings beat for Conagra Brands this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.

Conagra Brands currently carries a Zacks Rank #3 and an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Story Continues

Stocks With the Favorable Combination

Here are a few companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.

Hormel Foods Corporation HRL currently has an Earnings ESP of +1.70% and a Zacks Rank of 2. The consensus estimate for Hormel Foods’ quarterly revenues is pinned at $2.95 billion, which calls for 1.6% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 35 cents, indicating flat year-over-year growth. HRL delivered a trailing four-quarter negative earnings surprise of 0.4%, on average.

Tyson Foods, Inc. TSN currently has an Earnings ESP of +8.64% and a Zacks Rank of 3. The consensus estimate for Tyson Foods’ quarterly revenues is pinned at $13.78 billion, which suggests 5.4% growth from the figure reported in the prior-year quarter.

The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 81 cents, which implies a 12% decrease year over year. TSN delivered a trailing four-quarter earnings surprise of nearly 16.5%, on average.

Monster Beverage Corporation MNST currently has an Earnings ESP of +0.60% and a Zacks Rank of 3. The consensus mark for the upcoming quarter’s revenues is pegged at $2.15 billion, which indicates an increase of 15.7% from the figure reported in the year-ago quarter.

The Zacks Consensus Estimate for Monster Beverage’s quarterly EPS of 53 cents implies an increase of 12.8% from 47 cents reported in the year-ago quarter. MNST delivered a trailing four-quarter earnings surprise of 7.8%, on average.

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Conagra Brands (CAG) : Free Stock Analysis Report

Hormel Foods Corporation (HRL) : Free Stock Analysis Report

Tyson Foods, Inc. (TSN) : Free Stock Analysis Report

Monster Beverage Corporation (MNST) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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