Post Holdings Q3 Earnings Beat: Can Foodservice Drive 2027?

Russ Cohen

Post Holdings, Inc. POST topped third-quarter fiscal 2026 earnings expectations even as sales declined, with Foodservice delivering better-than-anticipated performance. Attention now shifts to fiscal 2027. Management has set a comparable adjusted EBITDA starting point of about $1.48 billion and expects Foodservice growth, pricing and productivity to offset inflation and lingering volume pressure enough to keep … Read more

This One Company’s Trash Is an Investor’s Treasure

Russ Cohen

AI is transforming an unlikely industry, turning mountains of discarded materials into a potential new source of earnings growth. Listen to the audio version of this article (generated by AI). Hello, Reader. Artificial Intelligence, meet Circular Economy. I think the two of you are really going to hit it off. A circular-economy company doesn’t just … Read more

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CGDV, MSFT, RCL, CARR: ETF Inflow Alert

Russ Cohen

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Capital Group Dividend Value ETF (Symbol: CGDV) where we have detected an approximate $229.7 million dollar inflow — that’s a 0.6% increase week over week in outstanding units (from 763,400,000 to 768,000,000). Among the largest … Read more

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Colgate Raises 2026 Profit Outlook After Q2 Earnings Beat and Margin Gains

Russ Cohen

Colgate-Palmolive Company CL strengthened its 2026 profit outlook after a second-quarter earnings beat and 140-basis-point gross-margin expansion. Base Business EPS rose 8%, while organic sales growth reflected contributions from both volume and pricing. The update shifts attention to durability. Management is raising the earnings and margin view while keeping advertising elevated, but higher second-half raw-material … Read more