Mid-to-Low Cap Consumer Staples Stocks Earn A+ EPS Revision Ratings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Should l Buy ANDE?
Source: seekingalpha
- Analyst Rating Upgrades: As earnings season begins, low-to-mid cap consumer staples stocks like The Andersons (ANDE) and Beyond Meat (BYND) have received an A+ EPS revision rating from analysts, indicating growing confidence in their profitability outlook.
- Improved Earnings Expectations: Companies such as Freshpet (FRPT) and John B. Sanfilippo & Son (JBSS) have shown strong performance in recent earnings estimate upgrades, suggesting an improvement in their fundamentals.
- Increased Market Attention: Firms like Oddity Tech (ODD) and Reynolds Consumer Products (REYN) are attracting investor interest due to their strong earnings momentum, with positive analyst revisions likely to drive stock price increases.
- Industry Trend Analysis: Companies such as Turning Point Brands (TPB) and Village Farms International (VFF) are performing well in the current market environment, demonstrating resilience in the consumer staples sector amid structural challenges.
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Analyst Views on ANDE
Wall Street analysts forecast ANDE stock price to fall
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 67.010
Low
65.00
Averages
65.00
High
65.00
Current: 67.010
Low
65.00
Averages
65.00
High
65.00
About ANDE
The Andersons, Inc., is a diversified company. The Company's segments include Agribusiness and Renewables. The Agribusiness segment includes commodity merchandising, the operation of terminal grain elevator facilities, and the manufacturing and distribution plant nutrient products. The Company's fertilizer categories include PureGrade, MicroSolutions, soil amendments, organic nutrients, and nitrogen, phosphorus and potash (NPK). Its farmer services include farm centers, originations & farmer risk management - United States, and originations & farmer risk management - Canada. Its merchandising include carbon; corn, beans, wheat, meal; ethanol; export; high-protein feed ingredient; propane and fuel products; fats, oils, and greases; wheat middlings, cottonseed, DDGS, and pet food ingredients. The Renewables segment produces, purchases and sells ethanol and co-products. The segment also operates a merchandising portfolio of ethanol, ethanol co-products and renewable diesel feedstocks.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Record EPS Achievement: The Andersons reported a net income of $67 million for Q4 2025, translating to $1.97 per diluted share, with adjusted net income reaching $70 million, reflecting strong performance in renewables and agribusiness that is expected to drive future shareholder value growth.
- Renewables Growth: The fourth quarter saw renewables contributing $69 million to adjusted EBITDA, marking a significant increase compared to 2024, indicating that the company's investments in renewable energy are yielding accelerated returns and enhancing its market position in the green economy transition.
- Optimistic Future Outlook: Management anticipates improved financial results in agribusiness for 2026, particularly as global grain market uncertainties diminish, which is expected to boost fertilizer business growth, with a long-term target of achieving $7 EPS by 2028.
- Strategic Capital Expenditure: The company has increased capital spending on strategic projects, notably the investment in the Clymers, Indiana facility, which is expected to add 30 million gallons of annual production by 2027, demonstrating the company's commitment to future growth opportunities and proactive positioning.
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- Earnings Growth: Andersons, Inc. reported a net income of $67.434 million for Q4 2025, translating to $1.97 per share, a significant increase from $45.090 million or $1.31 per share in the same quarter last year, indicating improved profitability.
- Adjusted Profit Increase: Excluding items, profit rose to $70 million or $2.04 per share, up from $46.863 million or $1.36 per share a year ago, reflecting strong performance in the company's core operations.
- Increase in Income Before Taxes: The income before income taxes reached $87.578 million, higher than $67.250 million a year prior, suggesting improvements in cost control and operational efficiency.
- Decline in Sales Revenue: Despite the earnings growth, sales and merchandising revenues fell to $2.536 billion, down from $3.123 billion last year, highlighting challenges in the market environment and competitive pressures.
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- Earnings Growth: Andersons (ANDE) reported adjusted earnings of $2.04 per diluted share for Q4, up from $1.30 in the previous year, indicating strong performance in a competitive market.
- Market Reaction: This earnings increase is likely to boost investor confidence, which may positively impact Andersons' stock price and further solidify its market position in the agricultural supply chain.
- Business Performance: The company has shown improvement across multiple business sectors, particularly in response to increased demand for agricultural products and services, demonstrating its ability to adapt to market changes.
- Future Outlook: With the ongoing recovery in the agricultural market, Andersons is expected to continue achieving earnings growth in the coming quarters, enhancing its competitive advantage within the industry.
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- Earnings Beat: Andersons reported a Q4 non-GAAP EPS of $2.04, exceeding expectations by $0.48, indicating resilience in profitability despite revenue challenges.
- Significant Revenue Decline: The company’s Q4 revenue of $2.54 billion fell 18.6% year-over-year, missing market expectations by $740 million, reflecting challenges in the market environment and weak demand.
- Adjusted EBITDA Performance: Q4 adjusted EBITDA stood at $137 million, with a total of $337 million for the year, demonstrating effective cost control despite revenue pressures and maintaining a level of profitability.
- Investor Day Insights: During the Analyst/Investor Day, Andersons outlined its strategic direction for the future, emphasizing its commitment to innovation and market adaptability to enhance long-term growth potential despite current challenges.
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- Earnings Announcement: Andersons (ANDE) is scheduled to announce its Q4 earnings on February 17 after market close, with a consensus EPS estimate of $1.56, reflecting a 14.7% year-over-year growth, indicating sustained profitability.
- Revenue Expectations: The anticipated revenue for Q4 is $3.28 billion, representing a 5.1% year-over-year increase, showcasing Andersons' solid performance in the consumer staples sector despite competitive pressures.
- Historical Performance: Over the past two years, Andersons has beaten EPS estimates 88% of the time and revenue estimates 25% of the time, demonstrating reliability in earnings forecasts and bolstering market confidence.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates but one downward revision, while revenue estimates saw one upward revision with no downward adjustments, reflecting a cautious market outlook on Andersons' future performance.
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- Quarterly Dividend Declaration: Andersons (ANDE) has declared a quarterly dividend of $0.20 per share, consistent with previous distributions, reflecting the company's stable cash flow and profitability, which enhances investor confidence.
- Payment Schedule: The dividend is payable on April 22, with a record date of April 1 and an ex-dividend date also on April 1, providing shareholders with a clear timeline that may attract more investors.
- Dividend Growth Potential: The dividend performance aligns with Andersons' historical earnings data, indicating a sustained commitment to shareholder returns, which could appeal to income-seeking investors.
- Market Reaction Expectations: Following the dividend announcement, the market may respond positively to Andersons' stock, particularly in the context of high momentum and low valuation in the consumer staples sector, further enhancing its market appeal.
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