-- 週四下午，消費性股票下跌，道富消費必需品精選行業SPDR ETF (XLP) 和道富非必需消費品精選行業SPDR ETF (XLY) 均下跌0.4%。 公司新聞方面，Shake Shack (SHAK) 股價暴跌29%，此前該公司公佈的第一季業績不如華爾街預期。 Planet Fitness (PLNT) 股價暴跌32%，此前該公司下調了全年業績預期，原因是第一季新增會員數量低於預期。 麥當勞 (MCD) 公佈的第一季業績優於預期，儘管該公司稱其面臨「充滿挑戰」的市場環境，但同店銷售額反彈幅度超過市場預期。麥當勞股價下跌0.3%。
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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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Australia
Earnings Flash (CRWV) CoreWeave Posts Q1 Per Share Loss $-1.40, vs. FactSet Est of Loss $-1.18
Price: $128.97, Change: $-9.01, Percent Change: -6.53%
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