-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。KHCは、第1四半期の調整後EPSが前年同期の0.62ドルに対し0.58ドルとなり、市場予想を0.08ドル上回りました。純売上高は0.8%増の60億5,000万ドルでしたが、コーヒーとコールドカットの販売量低迷により、オーガニック売上高は0.4%減少しました。地域別の業績はまちまちで、北米の売上高は0.7%減少した一方、新興国市場は7.6%の成長と堅調な伸びを示しました。経営陣は、2025年の投資案件において市場シェアの改善傾向が見られる「テイスト・エレベーション」ポートフォリオの初期段階での成果を強調しました。同社は、投資プログラムの継続に伴い、オーガニック売上高が1.5%～3.5%、調整後営業利益が14%～18%減少するという厳しい2026年の見通しを維持しました。際立った業績はキャッシュ創出によるもので、フリーキャッシュフローは58.9%増の7億6600万ドルとなり、キャッシュコンバージョン率は46ポイント向上して111%となった。これは、運転資本の最適化努力によって、再投資段階における財務上の柔軟性が確保され、同時に配当維持も可能になったためである。
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Mining & Metals
Copper Lake Resources to Launch 20-For-1 Reverse Stock Split
Copper Lake Resources (CPL.V) intends to consolidate its common shares on the basis of 20 pre-consolidation common shares for every one post-consolidation common share effective as of May 8, it said Wednesday.The company currently has 271-million common shares issued and outstanding, and following the consolidation, the company will have about 13.6-million common shares issued and outstanding, prior to rounding for fractional shares.Its outstanding options of 19.5-million and warrants of 15.9-million will also be adjusted on the same basis as the common shares with proportionate adjustments being made to exercise prices.Shares of the company were last seen unchanged at $0.02 on the TSX Venture Exchange.
$CPL.V
Sectors
US Total Crude Oil Stocks Fall in Week Ended May 1
US crude oil stocks, including those in the Strategic Petroleum Reserve, fell by 7.5 million barrels in the week ended May 1 following a decrease of 13.4 million barrels in the previous week.Excluding inventories in the SPR, commercial crude oil stocks decreased by 2.3 million barrels after a 6.2-million-barrel drop in the previous week, compared with the 3.4-million-barrel decrease expected in a survey compiled by Bloomberg as of 7:35 am ET.Stocks in the SPR declined by 5.2 million in the week after falling by 7.1 million in the previous week.Overall crude oil stocks were down 0.9% from the previous week but were still up 1.5% from a year earlier. Crude oil inventories are about 1% above the five-year average for this time of year.Gasoline stocks declined by 2.5 million barrels, compared with the 2.6-million-barrel decrease expected. Gasoline stocks edged lower by 1.1% from the previous week and 2.6% from a year earlier.Distillate stocks dropped by 1.3 million barrels in the current week, compared with an expected decrease of 2.3 million barrels. Distillate stocks were down 1.2% from the previous week and 4.1% lower than in the same week a year ago.Refineries operated at 90.1% of their capacity, up from 89.6% in the previous week.
Research
Research Alert: L: Q1 Revenue And Eps Miss, Though Results May Not Be Comparable To Consensus
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:L's Q1 revenue of CAD14.4B (+4% Y/Y) missed consensus by CAD90M, while adjusted EPS of CAD0.49 (+9% Y/Y) fell short of CAD0.52 estimates, though we think PC Financial's presentation in discontinued operations may affect comparability. Food retail same-store sales of 2.4% accelerated from Q4's 1.5%, with drug retail posting 4.1% growth. We view the solid same-store sales momentum as encouraging, particularly given internal food inflation remained well below the 4.4% CPI, indicating L's strong value proposition. Management reiterated 2026 guidance for high single-digit EPS growth and CAD2.4B in gross capex. Store expansion accelerated with 13 net openings, including five hard discount locations, aligning with consumer preference shifts toward value formats. Strong FCF of CAD621M (+189% Y/Y) supported aggressive share repurchases of CAD648M. We believe the pending PC Financial divestiture in Q3 2026 will simplify operations and provide additional capital flexibility for core retail growth.
$L