Oh No Acai' NEW YORK (Reuters) -Bowls and smoothies made of the Amazon berry açaí have become ubiquitous in many cities across the United States, but consumers may think twice about shelling out after August 1 when a 50% tariff on imports from Brazil kicks in. Nearly all of the açaí pulp sold in the U.S., as well as in Europe and Asia, where people have also developed a taste for the tangy fruit, comes from Brazil. If no trade deal is reached between the Trump administration and the Brazilian government, the bowls could cost significantly more at hundreds of shops from New York to Los Angeles.
The opening at a New York Luckin $36 is fairly good support! LKNCY Luckin Coffee Inc.- Close to a Buy///////////// $36.25-0.60(-1.63%)4:00 PM 07/25/25 Pink Current Info |$USD |Market Close
I have to taste a cup this week but i expect this could take off... China’s Luckin Coffee (OTCPK:LKNCY) opened its first two stores in New York this week, making its U.S. debut in a market dominated by listed rivals such as Starbucks (NASDAQ:SBUX) and Restaurant Brands International's (NYSE:QSR) Tim Hortons. Xiamen-headquartered Luckin (OTCPK:LKNCY) marked its U.S. launch on Monday, offering discounts and giveaways at its newly opened outlets in Greenwich Village, near the New York University campus, and in NoMad. According to Luckin's (OTCPK:LKNCY) Instagram page, the company continues to offer a basic brewed coffee at $1.99 for first orders placed on its app. Meanwhile, at Starbucks (NASDAQ:SBUX), a standard tall Latte costs around $3-$5 in New York City.
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Ensign Group raises 2025 EPS guidance to $6.34–$6.46 and revenue to up to $5.02B as occupancy and skilled mix strengthen Jul. 25, 2025 The Ensign Group, Inc. (ENSG) Earnings Call Insights: Ensign Group (ENSG) Q2 2025 Management View Barry R. Port, CEO, highlighted that the company achieved "another outstanding quarter, raising the bar again for what is possible even in a quarter where we historically have experienced more seasonality." He emphasized strong upward trendsin occupancy and skilled mix, setting second quarter records for same-store and transitioning occupancy, which increased by 2% and 4.6% to 82.1% and 84%, respectively, over the prior year quarter. He announced, "After such a strong first half of the year, we are raising our annual 2025 earnings guidance to between $6.34 and $6.46 per diluted share, up from the previously raised guidance of $6.22 to $6.38 per diluted share." He also stated, "We are also increasing our annual revenue guidance to $4.99 billion to $5.02 billion, up from $4.89 billion to $4.94 billion to account for our current quarter performance and acquisitions we anticipate closing through the third quarter." Chad A. Keetch, Chief Investment Officer, reported the addition of 8 new operations, including 3 real estate assets, totaling 710 new skilled nursing beds and 68 senior living units across California, Idaho, and Washington. He noted, "This growth brings the number of operations acquired during 2024 and since to 52." Spencer W. Burton, COO, provided operational examples, noting significant improvement at Sedona Trace Health & Wellness, with EBIT increasing by 130% in Q2 over the prior year quarter. He also described successful integration with hospital-based skilled nursing facilities. Suzanne D. Snapper, CFO, stated, "GAAP diluted earnings per share was $1.44, an increase of 18%. Adjusted diluted earnings per share was $1.59, an increase of 20.5%. Consolidated GAAP revenue and adjusted revenue were both $1.2 billion, an increase of 18.5%. GAAP net income was $84.4 million, an increase of 18.9%." Outlook Annual 2025 earnings guidance has been raised to a range of $6.34 to $6.46 per diluted share, and annual revenue guidance increased to $4.99 billion to $5.02 billion. Snapper explained, "Our 2025 guidance is based on diluted weighted average common stock outstanding of approximately $59 million, a tax rate of 25%, the inclusion of acquisitions closed and expected to be closed during the third quarter of 2025, including a smaller portfolio that we expect to transition in the next few weeks." Management cited continued strength in occupancy, skilled mix, and new acquisitions as drivers for the increased guidance. Financial Results GAAP diluted EPS for Q2 2025 was $1.44. Adjusted diluted EPS was $1.59. Consolidated GAAP and adjusted revenue were both $1.2 billion. GAAP net income reached $84.4 million. Cash and cash equivalents stood at $364 million, with cash flow from operations at $228 million. Over $210 million was spent on strategic growth during the first half of 2025. The lease adjusted net debt-to-EBITDAR ratio was 1.97x. The quarterly cash dividend was $0.0625 per share. Standard Bearer generated $31.5 million in rental revenue for the quarter and reported $18.4 million in FFO. Q&A Tao Qiu, Macquarie Capital, asked about a potential strategic shift toward larger multistate portfolio deals and changes in integration strategy. Chad A. Keetch responded there has not been a strategy shift, emphasizing the company's approach of dividing large deals into smaller, manageable pieces and maintaining a disciplined, locally driven transition process. Qiu followed up on third-party operator exposure and underwriting standards. Keetch detailed recent deals where select assets were leased to third parties and noted, "Our goal is to be at a 1.5 or close to it" for rent coverage ratios, stressing the importance of disciplined pricing. Michael Andrew Murray, RBC Capital Markets, inquired about indirect risks from regulatory changes and the impact of the One Big Beautiful Bill. CEO Port explained that skilled nursing was carved out of direct impacts, and that strong state relationships and advocacy remain priorities. Murray also asked about M&A valuations. Keetch indicated valuations have moderately increased post-COVID but the focus remains on sustainable pricing at the facility level. Raj Kumar, Stephens Inc., asked about the California Workforce & Quality Incentive Program. Snapper clarified that funding is expected through 2026 and described ongoing state-level advocacy for maintaining and potentially moving funding back to base rates. Kumar also inquired about value-based care models. Snapper responded, "We love to do things that are value-add both for us and for the MCO so that we can make sure that we're giving great quality of care to our residents," but noted current participation volumes are relatively small. Albert J. William Rice, UBS, questioned the faster turnaround in newly acquired deals. Burton attributed improvements to better agency labor conditions, increased density, and ongoing operational learning. Rice inquired about the impact of regulatory changes on deal pipeline and rate updates. Keetch and Snapper stated pipeline activity remains steady, and while no immediate rate impacts are seen, the company remains actively engaged at the state level. Sentiment Analysis Analysts pressed for clarity on integration of larger acquisitions, regulatory risks, and state funding, reflecting a neutral to cautiously positive tone, with persistent inquiries about risk management and deal discipline. Management maintained a confident, measured tone in both prepared remarks and Q&A, with frequent emphasis on discipline, operational resiliency, and advocacy. Port and Keetch consistently referenced lessons learned and confidence in the company's locally driven model. Compared to last quarter, management's sentiment remains assertive and optimistic, with slightly heightened focus on scalability and acquisition discipline, while analyst tone continues to probe for risk factors and sustainability of performance. Quarter-over-Quarter Comparison Guidance for 2025 EPS and revenue was raised again this quarter, with new midpoints representing a higher growth outlook compared to Q1. Occupancy and skilled mix performance improved, and organic growth was attributed to both established and newly acquired operations. Management's tone was consistent in its confidence, though more emphasis was placed on scalability in larger deals and disciplined growth. Analysts' focus remained on integration, regulatory, and funding risks, similar to the previous quarter, but with increased attention on the sustainability of accelerated improvement in newly acquired assets. Risks and Concerns Management cited potential risks related to variations in reimbursement systems, delays and changes in state budgets, seasonality, and acquisition integration. Regulatory changes, such as the One Big Beautiful Bill, were discussed, though Port indicated no immediate direct impacts are expected for skilled nursing. Snapper highlighted that guidance considers possible variations in reimbursement and operational factors. Analyst questions focused on indirect regulatory risks, state funding programs, deal valuations, and sustainability of operational improvements. Final Takeaway Ensign Group emphasized robust organic and acquisition-driven growth, raising both earnings and revenue guidance for 2025 following a record-setting second quarter. Management highlighted strong operational execution, disciplined acquisition practices, and financial flexibility, supported by a scalable locally driven model and ongoing state-level advocacy. The company remains optimistic about its growth prospects and confident in its ability to deliver consistent results, even as it navigates evolving regulatory and market dynamics. One of the better Ai attempts.>>>> very chatty.
This was $137 July 21./ ENSG The Ensign Group, Inc. $150.06 +12.29(+8.92%) Look to pick this up @$144-$145 <------*********
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