Sector
Everything our editor has picked under this sector, best first.
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$BWEL has been the most aggressive in years on its share buybacks since the last reported financials (6/30/25). While not as significant as I would like, the increased pace of buyback is probably a good sign for FY26 results. https://t.co/tQmmswZS0P
Newest out. Altria: Gradient $MO $PM $BTI $IMBBY $HAYPP https://t.co/kACpd6LeuT
Altria's Q2 2026 smokeables earnings rose 2.4% as cigarette volume declines eased, while oral tobacco revenue fell 5.2% and volumes fell…
$SB #sugar what a day! https://t.co/kWAiFObTRd https://t.co/zeODI0xbe5
Very bullish $ALTO here!
$CELH ugly report https://t.co/ONzrMeYjwF https://t.co/rZCEQKjPk5
Huge double beat by $ALTO - expect some very positive commentary on the call. Excluding derivatives - EPS of $0.20 for the quarter!
Portfolio update trimmed Greggs and Roper Technologies after earnings, with Roper raising guidance and Greggs reporting 7.2% revenue growth…
$SB #sugar looks like it is breaking out of this congestion. Mar27 contract below 👇 https://t.co/QMvIM6m2Ab
@dalibali2 $META $AMZN $HONA $PM $COF $GSHD $523A.JP
British American Tobacco’s H1 growth came largely from U.S. modern oral products and inventory benefits, while weakening regulation, rising…
Newest out. British American Tobacco: Narrowed $BTI $PM $MO $IMBBY $HAYPP $STG https://t.co/EPt01RC0Kk
British American Tobacco targets 2 to 2.5x leverage by year-end as U.S. Vuse sales grow double digits and modern oral volumes rise 57.5% in…
Another ugly quarter at $MO. Still struggling to gain traction in the all-important new smokeless markets, while Marlboro bleeds market share and overall smoking volumes continue to collapse. This has been a good trading short with all of the funky rotation and factor moves. https://t.co/SK4WwXsiiZ
Altria’s Q2 2026 results sent shares down 9.3%, as segment performance and competitor news outweighed its low-teens P/E and roughly 6%…
Tractor Supply cut FY26 guidance and plans to close 75 Petsense stores; Sazerac’s Brown-Forman bid was rejected as prediction markets…
BBB Foods, Mexico’s discount grocer, is building a hard-discount model with room to expand across Mexico and beyond.
Flowers Foods cut its dividend to fund $300 million of debt reduction by 2027 after the $795 million Simple Mills acquisition lifted…
Sandisk $SNDK is up 22% in a single day and here I am posting about how the CEO of a grocery store chain joined his EVP in buying shares on the open market. Thankfully the model portfolio also has positions in $SNDK and $MRVL but the software exposure is hurting the overall portfolio today.
$ALTO $GPRE Growth Energy Applauds Progress on E15 Approval in California https://t.co/pEPyImYD8m
I was reminded of this tweet by Siyu Li as I saw the nearly $2 million insider transaction by the EVP, M&A and Corporate Affairs of Albertsons $ACI come in last night. Nice 4.27% move in the stock today. https://t.co/5AabcLpHDw https://t.co/PPbpZMz1NA
@calleymeans @SecKennedy Looks like a tailwind for $UNFI
Never thought I'd be loading the boat again.... $ALTO
Newest out. Philip Morris International: Juggernaut $PM $BTI $MO $IMBBY $STG $HAYPP https://t.co/cVKgrcU86T
