-- 木曜午後、消費関連株は下落し、ステート・ストリート・コンシューマー・ステープルズ・セレクト・セクターSPDR ETF（XLP）とステート・ストリート・コンシューマー・ディスクレショナリー・セレクト・セクターSPDR ETF（XLY）はそれぞれ0.4%下落した。 企業ニュースでは、シェイク・シャック（SHAK）の株価は、第1四半期決算がウォール街の予想を下回ったことを受け、29%急落した。 プラネット・フィットネス（PLNT）の株価は、第1四半期の会員数増加が予想を下回ったことを受け、通期業績見通しを下方修正したことで32%急落した。 マクドナルド（MCD）は、厳しい環境にもかかわらず、既存店売上高が市場予想を上回る回復を見せ、第1四半期決算は予想を上回った。株価は0.3%下落した。
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Earnings Flash (JWEL.TO) Jamieson Wellness Posts Q1 Adjusted EPS C$0.17 per Share; Diluted EPS $0.21
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Research Alert: CFRA Lowers Opinion On Shares Of Papa John's International To Hold From Buy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $4 to $35, 19x our 2026 EPS estimate (down from 20x), a discount to its 26x five-year average justified by competitive headwinds in the pizza quick service restaurant (QSR) industry. We lower our 2026 EPS estimate to $1.83 from $1.94 and 2027's to $2.35 from $2.37. Following Q1 results that included a disappointing performance in North America comp growth (-6.4%), we are lowering our opinion to Hold from Buy. Our previous thesis rested upon the potential for PZZA to translate improvements in its loyalty program, menu, and sales channels into more sustainable comp growth. However, momentum seen in 1H 2025 has faded. In our view, the company's plan to close 300 North American store locations highlights competitive pressures from pizza QSR peers. As a result, PZZA's margin and free cash flow profile have deteriorated more than we thought. Our new Hold opinion contemplates comp momentum in international markets, which is offsetting North American underperformance.
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Earnings Flash (CRWV) CoreWeave Posts Q1 Per Share Loss $-1.40, vs. FactSet Est of Loss $-1.18
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