Daily Brief United States: Light & Wonder , Coca Cola Bottling Co. Consolidated, Generation Bio , Fmc Corp, Sprouts Farmers Market, Dollar Index, Monolithic Power Systems, Inc, Crude Oil, Base Oil, Celanese Corp Series A and more

• Light & Wonder (LNW US) will be delisted at the close of tomorrow US time (two trading days left) and shares converted to Australian CDIs.
• After studying the matter we have amended our assumptions on how flows work. More net selling than expected in November, irksome uncertainy in December, more buyback flows in the meantime.
• The stock was higher on earnings in Australia, skipped a day, then skipped another day, then jumped in the US yesterday. 

• Introducing the all new Adobe Acrobat Studio with AI powered PDF spaces
• Fairlife milk, a phenomenon in the dairy industry, known for being healthier and having longer shelf life
• Protein craze in the beverage industry, highlighted by Fairlife and other protein drinks at Starbucks

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• Generation Bio (GBIO) is undergoing a strategic review with potential outcomes including liquidation, reverse merger, or sale, with insiders owning 22%.
• Sotherly Hotels (SOHOO) is being acquired by two PE firms, with preferred shares trading at a wider spread than common shares.
• LakeShore Biopharma (LSBCF) signed a definitive privatization agreement at $0.90/share, with closing expected in Q1 2026.

• FMC is a global leader in the crop protection market, with a strong, patent-protected portfolio, particularly in high-value insecticides. The company’s pure-play focus on agricultural sciences distinguishes it from more diversified peers.
• The company is currently navigating a severe industry-wide downturn caused by unprecedented inventory destocking in key channels, which has significantly impacted recent revenue and profitability. This cyclical headwind is masking underlying end-user demand.
• Management has initiated a strategic growth plan and restructuring program aimed at navigating the current challenges, driving cost savings, and capitalizing on the eventual market normalization. Future growth is expected to be driven by new product launches from its R&D pipeline and expansion in its Plant Health (biologicals) business.

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• Sprouts Farmers Market released a set of financial results for the third quarter of 2025 that presents a mixed picture for current and potential investors.
• The company reported total sales of $2.2 billion, marking a 13% increase compared to the same quarter in the prior year.
• Comparable store sales rose by 5.9%, indicating growth despite challenging market conditions.

• The US dollar remains strong despite ongoing government shutdown and uncertain economic data
• Eurodollar shows resilience and potential for growth due to positive PMI data in Europe
• Range-bound trading expected for Eurodollar with potential for upside breakout depending on US data and market conditions

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• Monolithic Power Systems Inc. (“the company”) in its third quarter of 2025, reported a banner quarter, achieving record revenue levels of $737.2 million, marking sequential growth of 10.9% and an 18.9% increase from the same period in the prior year.
• This outcome underscores the efficacy of their diversified market approach and strategic innovations aimed at addressing specific customer needs across a variety of segments.
• On a positive note, the company has demonstrated a robust capacity for growth, amplified by its successful penetration into multiple market segments.

• Crude oil futures opened the week slightly higher on growing optimism that the US government shutdown was close to ending, while Iraqi output could be under after Lukoil declared force majeure at the West Qurna-2 oilfield.
• Front-month Jan25 ICE Brent futures were trading at $64.07/b (2130 GMT) versus Friday’s settle of $63.63/b, while Dec25 NYMEX WTI was at $60.14/b against a previous close of $59.75/b.
• Prices ticked higher Monday after the US Senate on Sunday passed the first stage of a deal that would end the government shutdown, underpinning the broader financial risk-on sentiment.

• US base oils demand could be more muted amid expectations of rise in domestic supply over coming weeks following completion of plant-maintenance work.
• Sufficient availability of supply in recent weeks, even during plant-shutdown, points to signs of already-slower demand during that period.
• Expected rise in supply would coincide with time of year when domestic consumption typically slows anyway.

• Celanese is a global leader in the production of acetyl products and high-performance engineered polymers, holding strong market positions in both segments. However, the company is currently navigating significant headwinds, including a high debt load from the Mobility & Materials acquisition and weak demand in key end markets like automotive and construction.
• Recent financial performance has been challenged, highlighted by a significant drop in net income and large impairment losses. In response, management is aggressively focused on cost reduction, increasing cash flow to deleverage the balance sheet, and driving growth through its Engineered Materials pipeline.
• The forward outlook balances the risks of a cyclical downturn and increased competition against an attractive valuation and management’s strategic actions to streamline operations. The company projects $1 to $2 of EPS growth in 2026, driven by cost savings and new business, suggesting potential for recovery if macroeconomic conditions stabilize.

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