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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Sep 4, 2024
Dick’s Sporting Goods Beats Second Quarter Numbers, Raises 2024 Outlook
Image: Dick’s Sporting Goods has performed nicely since the beginning of 2022. Looking to all of 2024, Dick’s Sporting Goods’ earnings per share is targeted in the range of $13.55-$13.90, up from $13.35-$13.75 per share previously, while net sales are expected in the range of $13.1-$13.2 billion (unchanged from last quarter), on comparable sales growth of 2.5%-3.5%, up from 2%-3% previously. We like Dick’s Sporting Goods’ quarter, and we’re fans of its raised outlook. The firm remains a holding in the portfolio of the Dividend Growth Newsletter.
Sep 3, 2024
NextEra Energy’s Outlook Looks Great
Image Source: NextEra Energy. NextEra Energy reiterated its long-term financial expectations. “For 2024, NextEra Energy continues to expect adjusted earnings per share to be in the range of $3.23 to $3.43. For 2025, 2026 and 2027, NextEra Energy expects adjusted earnings per share to be in the ranges of $3.45 to $3.70, $3.63 to $4.00 and $3.85 to $4.32, respectively. NextEra Energy also continues to expect to grow its dividends per share at a roughly 10% rate per year through at least 2026, off a 2024 base.” As far as utilities are concerned, we like NextEra Energy, and the company continues to be a key position in the ESG Newsletter portfolio.
Sep 3, 2024
Campbell Soup’s Sovos Acquisition Helps Power Fiscal Fourth Quarter Results
Image Source: Campbell Soup. Looking to fiscal 2025, Campbell’s net sales are expected to expand 9%-11% thanks to a twelve-month contribution of Sovos Brands, offset in part by the divestiture of Pop Secret. Organic net sales are expected to be flat to up 2%, which reflects positive volume/mix compared to last year. Adjusted EBIT growth is targeted at 9%-11%, including Sovos and the impact of the divestiture of Pop Secret. Adjusted earnings per share growth is expected in the range of 1%-4%, inclusive of Sovos acquisition and Pop Secret divestiture, to $3.12-$3.22 (versus $3.23 consensus).
Aug 30, 2024
Dividend Increases/Decreases for the Week of August 30
Let's take a look at firms raising/lowering their dividends this week.
Aug 29, 2024
Best Buy Reports Better Than Expected Q2 Results; Raises Bottom Line Outlook
Image: Best Buy’s shares are bouncing back on an improved earnings outlook. Looking to all of fiscal 2025, Best Buy's revenue is now expected in the range of $41.3-$41.9 billion (was $41.3-$42.6 billion) on comparable sales declines of 3% to 1.5%, compared to prior guidance for comparable sales to decline 3% to flat. Management noted that weakness in appliances, home theater and gaming was the main driver for the decline. Though the revised revenue performance wasn’t great news, management increased its non-GAAP diluted earnings per share guidance for fiscal 2025 to the range of $6.10-$6.35, up from prior guidance of $5.75-$6.20. Shares yield 3.7% at the time of this writing.
Aug 29, 2024
Salesforce Delivers on Second Quarter Fiscal 2025 Results
Image: Salesforce’s shares have bounced back nicely during the past year. Looking to fiscal 2025, Salesforce maintained its fiscal year revenue guidance in the range of $37.7-$38 billion, up 8%-9%, while it also maintained its full year Subscription & Support revenue growth guidance of slightly below 10% year-over-year, or approximately 10% in constant currency. Management updated its fiscal 2025 GAAP operating margin guidance to 19.7% and non-GAAP operating margin guidance to 32.8%. Non-GAAP diluted earnings per share is targeted in the range of $10.03-$10.11 (versus consensus of $9.89). Salesforce also raised its full year operating cash flow growth guidance to the range of 23%-25%. Our fair value estimate stands at $271 per share.
Aug 28, 2024
Nvidia Beats Second Quarter Estimates
Image: Nvidia’s shares have been on a tear the past year. On the heels of the strong second quarter fiscal 2025 report, Nvidia approved an additional $50 billion in share buybacks in addition to the $7.5 billion it still has remaining under its share repurchase authorization. Looking out to the third quarter of fiscal 2025, Nvidia expects revenue to be $32.5 billion, plus or minus 2%, while GAAP and non-GAAP gross margins are expected to be 74.4% and 75%, respectively, plus or minus 50 basis points. For the full year, management expects gross margins to be in the mid-70% range, which is a very healthy level of profitability. Our fair value estimate stands at $125 per share.
Aug 28, 2024
The Difference Between Speculation and Investment
In this edited video transcript, Brian Nelson, President of Investment Research at Valuentum, discusses the difference between speculation and investment.
Aug 28, 2024
Foot Locker Burns Through Cash During First Half of Full Year 2024
Image: Foot Locker’s shares have been quite volatile the past couple years. Foot Locker reaffirmed its full-year 2024 non-GAAP earnings per share outlook of $1.50-$1.70 per share. For full year 2024, it also reiterated its sales guidance of -1% to 1% growth and comparable sales growth in the range of 1%-3%. For the twenty-six weeks ended August 3, 2024, cash flow from operations was $126 million, while capital spending was $132 million, resulting in a cash burn. Though Foot Locker has returned to top line growth, we’re not at all interested in shares given its cash-flow performance.
Aug 27, 2024
Ralph Lauren’s Dividend Is Quite Healthy
Image: Ralph Lauren’s shares have done quite well since the beginning of 2022. For fiscal 2025, Ralph Lauren expects revenues to increase in the low-single digits on a constant currency basis, while it continues to expect its operating margin to increase 100-120 basis points in constant currency thanks to gross margin improvement and operating expense leverage. All told, we liked Ralph Lauren’s fiscal first quarter results and we’re particularly fans of its ability to drive strong free cash flow in excess of cash dividends paid. Our fair value estimate stands at $184 per share with the firm sporting a lofty Dividend Cushion ratio of 4.4.


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