In today’s briefing:
- Levi Strauss & Co.: Product Innovation & Expansion
- GitLab Rockets On M&A Chatter: What A Datadog Deal Could Mean!
- Domino’s Pizza: Strategic U.S. & International Expansion to Diversify Risk While Tapping Into High-Growth Areas!
- VEON (VEON US) 3Q25 Preview: Digital Revenue Mix & Margins Expanding
- Delta Air Lines’ Big Bet: What You Don’t Know About Its Loyalty Goldmine!
- CSX Corporation Doubles Down on Growth With Massive Network Expansion Projects; What Lies Ahead?
- Did Trump Just Tank the Meat Markets?
- Quanta Services Is Building The Backbone Of AI—Is Wall Street Catching On!
- CSX Corporation Doubles Down on Growth With Massive Network Expansion Projects; What Lies Ahead?
- Central Bancompany, Inc. (CBC): Peeking at the IPO Prospectus of a Bank Holding Company
Levi Strauss & Co.: Product Innovation & Expansion
- Levi Strauss & Co. presented a solid performance for its fiscal third quarter of 2025, characterized by notable revenue growth and strategic business transformations.
- The company reported a fourth consecutive quarter of high single-digit organic revenue growth, underscoring its continued momentum.
- A key driver of this success is Levi Strauss & Co.’s shift towards a direct-to-consumer (DTC) approach, as the DTC channel posted a strong 9% increase in sales, powered by higher units per transaction, average unit retail, and full-price sales.
GitLab Rockets On M&A Chatter: What A Datadog Deal Could Mean!
- GitLab shares surged sharply — up roughly 11 % in intra day trading — after market rumors surfaced that Datadog is exploring a potential acquisition offer above $60 per share.
- The news emerged from financial media reports, citing insiders that Datadog is working with bankers to evaluate a bid over $60.
- The spike reflects renewed investor speculation about a takeover possibility, following a prior wave of M&A interest in 2024 when GitLab was reported to have entertained sale discussions.
Domino’s Pizza: Strategic U.S. & International Expansion to Diversify Risk While Tapping Into High-Growth Areas!
- Domino’s Pizza, Inc. reported its financial results for the third quarter of 2025, marked by strategic growth and various initiatives under its “Hungry for MORE” strategy.
- The company experienced significant growth in its U.S. market across several key performance areas, including carryout, delivery, and order count, ultimately resulting in increased market share.
- The results were bolstered by several key promotions, particularly the “Best Deal Ever,” which was a cornerstone of Domino’s success during the quarter.
VEON (VEON US) 3Q25 Preview: Digital Revenue Mix & Margins Expanding
- Remain long into upcoming earnings release. We maintain our Structural Long rating ahead of VEON’s FY3Q25 results (expected to be released mid-November). Our $78 target price implies 50% upside.
- Kyivstar IPO related and Kyrgyztsan divestiture related one-offs. Reported 3Q25E profit likely includes ~US$250m in non-cash one-offs, comprising ~US$150m related to the Kyivstar listing and ~US$100m from VEON’s Kyrgyzstan divestiture.
- We expect digital growth to remain in the 50% YoY range. Digital revenue growth should continue at a high rate, led by JazzCash in Pakistan and Uklon in Ukraine.
Delta Air Lines’ Big Bet: What You Don’t Know About Its Loyalty Goldmine!
- Delta Air Lines reported a strong performance for the September quarter of 2025, showcasing growth in several vital areas.
- The company achieved a revenue increase of 4% year-over-year to $15.2 billion, driven by significant gains in premium, corporate, and loyalty segments.
- This result aligns with its strategy to leverage Delta’s brand power, focusing on improving the customer experience and enhancing operational reliability.
CSX Corporation Doubles Down on Growth With Massive Network Expansion Projects; What Lies Ahead?
- CSX Corporation’s third quarter results present a nuanced picture of the company’s current operations, underlying challenges, and future prospects.
- During the call, CSX’s leadership highlighted several operational successes, yet acknowledged ongoing market challenges.
- The company’s operational performance has notably improved, with train velocity reaching its highest level since early 2021, and dwell time and daily cars online showing significant reductions.
Did Trump Just Tank the Meat Markets?
- Live and feeder cattle futures gapped lower on the open Friday, with some feeder cattle contracts touching even limit down – as panic selling hit the complex.
- The reason for the panic selling: president Trump.
- In an announcement on Thursday evening, Trump hinted that there could be a near-term deal reached to lower beef prices. How exactly such a deal would look like isn’t clear, though.
Quanta Services Is Building The Backbone Of AI—Is Wall Street Catching On!
- The artificial intelligence revolution is reshaping the U.S. energy landscape, and Quanta Services is emerging as one of its key beneficiaries.
- In Q2 2025, Quanta posted impressive results including double-digit revenue and earnings growth, a record $35.8 billion backlog, and raised its full-year guidance for revenue, adjusted EBITDA, and EPS.
- These gains were underpinned by rising electricity demand as data centers and AI infrastructure proliferate nationwide.
CSX Corporation Doubles Down on Growth With Massive Network Expansion Projects; What Lies Ahead?
- CSX Corporation’s third quarter results present a nuanced picture of the company’s current operations, underlying challenges, and future prospects.
- During the call, CSX’s leadership highlighted several operational successes, yet acknowledged ongoing market challenges.
- The company’s operational performance has notably improved, with train velocity reaching its highest level since early 2021, and dwell time and daily cars online showing significant reductions.
Central Bancompany, Inc. (CBC): Peeking at the IPO Prospectus of a Bank Holding Company
- They are a bank holding company headquartered in Jefferson City, Missouri. As of June 30, 2025, they had total balance sheet assets of $19.1 billion.
- Net income totaled $186.2 million, an increase of $14.9 million, or 8.7%, compared to $171.3 million for the six months ended June 30, 2024.
- Hile regional bank IPOs have generally been well-received in recent years, recent market sentiment toward the sector has turned more cautious, suggesting a more measured investor response this time around.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
