-- 加拿大皇家银行资本市场（RBC Capital Markets）周三在一份报告中指出，纽威品牌（Newell Brands，股票代码：NWL）第一季度可能成为全年低谷，预计销售额将从第二季度开始回升，但消费者疲软、投入成本上升以及中东地区的风险使得短期前景不明朗。 由于第一季度面临的压力已基本明朗，预计其业绩将与公司预期和市场预期相近。但该投资公司表示，预计管理层将维持全年业绩指引不变，并暗示随着货架调整、新产品上市以及分销渠道拓展，需求有望在后续几个季度得到改善。 加拿大皇家银行指出，小家电和一般商品仍面临压力，而年轻消费者和注重性价比的购物者似乎对经济形势更为敏感。据追踪的渠道销售额下降了约2%，价格下跌幅度有所收窄，但销量较上一季度有所下滑。 报告称，中东地区动荡导致的商品、运输和采购成本上升可能会对利润率构成压力，但纽威的供应链改进和成本节约措施或许能够缓解部分影响。 RBC维持对该公司“与行业持平”的评级和4美元的目标价。
Price: $3.90, Change: $-0.11, Percent Change: -2.74%
Biofuels feedstock futures closed higher on Wednesday, with soybean oil reaching contract highs, while soybean prices followed.The Chicago Board of Trade July soybean futures contract closed 0.65% higher on Wednesday at $11.97 per bushel, while the CBOT July soybean oil futures contract settled 2.21% higher at 74.12 cents per pound.On Tuesday, the June ethanol futures contract on the Nymex ended 0.87% lower at $1.99 per gallon.US President Donald Trump reportedly plans to keep the US blockade in place, and as a result, crude futures jumped on Wednesday for the seventh time in the past eight sessions.Rhett Montgomery, DTN analyst, said that fresh fundamental news was slim on Wednesday."Soybeans are likely getting a boost from another contract high in soybean oil futures. Crush premiums continue to expand and are closing in on all-time highs set in October of 2022," Montgomery said.The analyst said market participants are closely watching Trump's upcoming visit to China in May. "With President Trump still on track to visit China in mid-May, it would appear the market's anxiety over the prolonged conflict with Iran has subsided at least temporarily," Montgomery said in a daily note.
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 price target by $6 to $104, 14x our 2026 EPS estimate (from 16x), a discount to its 19x five-year average forward multiple, reflecting integration risks stemming from the acquisition of Kenvue Inc. (KVUE 17 ***). We lower our 2026 EPS estimate to $7.45 from $7.56 and keep 2027's at $6.31. Following Q1 results, we maintain our Hold rating, reflecting a balanced assessment of operational momentum, with adjusted EPS of $1.97 beating the $1.95 consensus estimate, against a conservative full-year outlook. Management maintained organic sales growth guidance despite the Q1 beat, disappointing investors that expected an upward revision. Operating margin contracted 60 bps as higher operational and raw material costs offset productivity gains. Additionally, the KVUE acquisition introduces integration risks, having received shareholder approval but still pending regulatory approval. At current levels, we see balanced risk/reward and would become more constructive if management raised guidance.
Paul Christopher Baker, Chief Operating Officer, on April 28, 2026, sold 116,860 shares in Kopin (KOPN) for $461,597. Following the Form 4 filing with the SEC, Baker has control over a total of 480,005 common shares of the company, with 480,005 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/771266/000149315226019551/xslF345X05/ownership.xmlPrice: $3.98, Change: $-0.02, Percent Change: -0.62%