HYFM Overview

Leadership Transition: Lee E. Cole will retire as President and CEO of Calavo Growers on December 8, 2025, after four decades of leadership, with B. John Lindeman appointed as his successor.

Acknowledgment of Contributions: The Board of Directors expressed gratitude for Cole's leadership, highlighting his role in strengthening the company's operational foundation and expanding its global reach.

Lindeman's Background: B. John Lindeman, who previously served as CFO of Calavo and has extensive industry experience, is expected to drive growth and create sustainable value for shareholders.

Ongoing Strategic Review: Calavo is currently evaluating strategic alternatives following a non-binding acquisition proposal received in June 2025, with no further comments planned until a specific development occurs.

GrowGeneration Corp. Q3 2025 Performance: GrowGeneration reported a narrower loss of 4 cents per share in Q3 2025, with revenues of $47 million, a 5.6% decline year-over-year, but exceeding estimates. The company improved its gross profit and reduced operating expenses significantly.

Bunge Global SA Earnings Report: Bunge Global reported adjusted earnings of $2.27 per share for Q3 2025, beating estimates despite a 1% year-over-year decline. However, its net revenues surged 71.6% to $22.16 billion but fell short of consensus expectations.

Upcoming Reports from Hydrofarm and BrightView: Hydrofarm is expected to report a revenue decline of 18.8% for Q3 2025, with an anticipated loss of $3.08 per share. BrightView is set to report a slight revenue decline for Q4 2025, with expected earnings of 32 cents per share.

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Earnings Conference Call Overview: Hydrofarm Holdings Group, Inc. held its Q2 2025 earnings conference call on August 12, 2025, featuring CEO John Lindeman and CFO Kevin O'Brien, discussing the company's financial performance and future outlook.

Forward-Looking Statements Disclaimer: The call included forward-looking statements that are not guarantees of future performance and highlighted the importance of considering risks and uncertainties that could affect actual results, along with a mention of non-GAAP measures for evaluating performance.

Earnings Performance: L.B. Foster (FSTR) reported quarterly earnings of $0.27 per share, significantly missing the Zacks Consensus Estimate of $0.52, and has struggled with revenue estimates over the past four quarters, leading to a Zacks Rank #3 (Hold) for the stock.

Market Outlook: The company's shares have declined by 17.9% this year, contrasting with the S&P 500's gain, and future performance will depend on management's commentary and changes in earnings estimate revisions, particularly as the Steel - Producers industry ranks in the bottom 18% of Zacks industries.

Earnings Reports Overview: Several U.S. and Canadian cannabis companies reported their Q1 2025 earnings, highlighting challenges such as oversupply and regulatory uncertainty, with notable performances from Village Farms International, which saw a significant stock increase following a divestiture announcement.

Company Highlights: Hydrofarm experienced a decline in sales and widened losses, while iAnthus turned profitable due to asset sales; Ascend Wellness reported decreased revenues but maintained positive cash flow, and Village Farms showed strong growth in its Canadian cannabis segment despite overall losses.

Conference Call Announcement: Hydrofarm Holdings Group, Inc. will host a conference call on May 13, 2025, at 8:30 AM ET to discuss its first quarter 2025 results, with a press release issued before market open that day.

Company Overview: Hydrofarm is a leading manufacturer and distributor of hydroponics equipment for controlled environment agriculture, aiming to enhance the productivity and efficiency of growers for over 40 years.