-- 摩根士丹利周四发布的一份报告指出，Chefs' Warehouse (CHEF) 第一季度业绩强劲，各项关键指标均超出预期，核心业务增长势头强劲。有机收入增长达到 10.4%，高于市场普遍预期的约 7%。 分析师表示，强劲的销量增长和有利的产品组合是业绩增长的主要驱动力，4.1% 的通胀率也对此有所贡献。调整后的息税折旧摊销前利润 (EBITDA) 为 6000 万美元，超出预期；利润率因运营效率和营收增长而提升约 70 个基点至 5.7%。 摩根士丹利表示，中东地区的经济形势比预期要好，本季度仅受到约 50 个基点的不利影响；销量约为去年同期水平的 75%，如果这种情况持续下去，每月可能会受到约 50 个基点的影响。 研究人员指出，这一增长势头延续到了本季度，两位数的有机增长率延续到了 4 月份，表明尽管宏观经济形势喜忧参半，但市场需求依然强劲。 摩根士丹利维持对该股的增持评级，并将目标价从 76 美元上调至 83 美元。
Price: $76.14, Change: $+0.36, Percent Change: +0.48%
(Updates with Solventum's response to a request for comment.)Solventum (SOLV) is being significantly "under-managed" following its spin-out from 3M (MMM) and must take steps to restore its performance, Trian Fund Management said Thursday in an open letter to Solventum's board.Trian, which owns nearly 5% of Solventum, said the company should right-size overhead costs, simplify its portfolio, and improve capital allocation."The Solventum Board and management team have engaged constructively and continuously with Trian since it became a shareholder and fully share the objective of maximizing shareholder value," a Solventum spokesperson toldvia email.Price: $67.60, Change: $+1.11, Percent Change: +1.67%
3:00 Thursday vs 3:00 Wednesday2yr 99-23 vs 99-21; 3.881% vs 3.926%5yr 99-11 vs 99-09; 4.019% vs 4.056%10yr 97-29 vs 97-24; 4.388% vs 4.409%30yr 96-11 vs 96-13; 4.985% vs 4.979%2/10 50.435 bps vs 48.031 bps5/30 96.315 bps vs 92.231 bps
(Updates with the latest stock price movement in the headline and the first paragraph.)Sprouts Farmers Market (SFM) shares rose 18% on Thursday, a day after the company reported higher-than-expected Q1 results.The company reported Q1 net income late Wednesday of $1.71 per diluted share, down from $1.81 a year earlier.Analysts polled by FactSet expected $1.68.Net sales for the three months ended March 29 rose to $2.33 billion from $2.24 billion a year earlier.Analysts surveyed by FactSet expected $2.32 billion.The company said it expects Q2 EPS of $1.32 to $1.36. Analysts expect $1.35.The company now expects 2026 EPS of $5.32 to $5.48, compared with its prior guidance of $5.28 to $5.44. Analysts expect $5.54.Price: $83.76, Change: $+12.63, Percent Change: +17.76%