Podcast Episodes
Back to SearchSMPL Stock: Simply Good Foods Beat Earnings but Sales Fell — Cheap Turnaround or Value Trap?
Simply Good Foods (SMPL) Q3 FY2026 — Simply Good Foods (Quest, Atkins, OWYN) beat with adjusted EPS of $0.42 vs $0.35, but net sales fell 6% to $357M…
3 months, 1 week ago
AZZ Stock: The Boring Industrial That Beat, Raised Guidance, and Jumped 7%
AZZ Inc. (AZZ) Q1 FY2027 — AZZ — North America's largest independent hot-dip galvanizer — grew Q1 sales 6.3% to a record $448.5M, beat with adjusted …
3 months, 2 weeks ago
PSMT Stock: The ’Costco of Latin America’ Keeps Compounding — But Is It Too Expensive?
PriceSmart (PSMT) Q3 FY2026 — PriceSmart grew Q3 revenue 12.5% to ~$1.48B with comparable sales up 10.7%, but adjusted EPS of $1.28 landed just short…
3 months, 2 weeks ago
LEVI Stock: Levi Strauss Beat and Raised Guidance — So Why Did It Drop 5%?
Levi Strauss (LEVI) Q2 FY2026 — Levi Strauss beat on Q2 sales (+8% to $1.56B) and adjusted EPS ($0.28, +27%), raised full-year guidance for the fourt…
3 months, 2 weeks ago
HELE Stock: Helen of Troy Fell 80% and Beat Earnings — So Why Did It Drop 10%?
Helen of Troy (HELE) Q1 FY2027 — Helen of Troy — owner of OXO, Hydro Flask, Osprey and Vicks — grew Q1 sales +8% and beat a rock-bottom estimate, but…
3 months, 2 weeks ago
GIS Stock: General Mills Yields 6.6% After a 30% Drop — Value Buy or Value Trap?
General Mills (GIS) Q4 FY2026 — FY2026 net sales fell 5% (organic -2%) and adjusted EPS dropped 16% to $3.55 amid soft volumes, private label, and GL…
3 months, 2 weeks ago
FDS Stock: FactSet Got Cut in Half on AI Fears — Is This Wide-Moat Compounder a Buy?
FactSet (FDS) Q3 FY2026 — FactSet fell ~60% from its 2025 high (~$450) to ~$185 on AI-disruption fears — but Q3 revenue rose 6.4%, organic ASV grew 7…
3 months, 2 weeks ago
MSM Stock: MSC Industrial Ripped 40% on a Real Recovery — But Is It Too Late to Buy?
MSC Industrial (MSM) Q3 FY2026 — Q3 sales rose 7.8% to $1.05B and EPS jumped 41% to $1.44 as adjusted operating margin expanded to 10.6% — and the st…
3 months, 2 weeks ago
UNF Stock: UniFirst Is Being Bought by Cintas — Is the 8% Merger Spread Worth the FTC Risk?
UniFirst (UNF) Q3 FY2026 — UniFirst is being acquired by Cintas for $155 cash + 0.772 Cintas shares (~$295 today), but the stock trades near $274 — a…
3 months, 2 weeks ago
LNN Stock: Lindsay Is a Quality Compounder in a Farm Slump — But Is It Too Expensive?
Lindsay (LNN) Q3 FY2026 — Revenue fell 5% to $160.8M and EPS slipped to $1.53 as the ag down-cycle pressured irrigation, while infrastructure grew 8%…
3 months, 2 weeks ago