-- 摩根士丹利分析师在周四的一份报告中指出，Wingstop (WING) 的未来计划虽然清晰，但其有效性仍存在疑问。 分析师表示，尽管该公司国内同店销售额下降 8.7% 的情况在意料之中，但低于预期。 摩根士丹利指出，Wingstop 的智能厨房系统“正在发挥作用，但速度较慢，显然未能阻止顾客流失”。 不过，摩根士丹利表示，该股目前的风险/回报比仍然“颇具吸引力”。 分析师维持对该股的“增持”评级，但将目标价从 265 美元下调至 255 美元。 该公司股价在周四的交易中下跌了 3.2%。
Price: $165.59, Change: $-5.63, Percent Change: -3.29%
(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%