Core Insights - The article emphasizes the importance of value investing as a successful strategy across various market conditions, focusing on undervalued stocks for potential profits [2] - Zacks has developed a Style Scores system to identify stocks with specific traits, highlighting Apogee Enterprises (APOG) and OI Glass (OI) as strong value stocks [3][6] Apogee Enterprises (APOG) - APOG holds a Zacks Rank of 2 (Buy) and a Value grade of A, indicating strong potential in the value investing category [3] - The company has a Price-to-Book (P/B) ratio of 1.89, which is lower than the industry average of 2.17, suggesting it may be undervalued [4] - APOG's Price-to-Cash Flow (P/CF) ratio is 7.97, compared to the industry's average of 9.03, further indicating potential undervaluation [5] - Over the past year, APOG's P/B has fluctuated between 1.68 and 3.78, with a median of 2.24, while its P/CF has ranged from 6.12 to 13.26, with a median of 8.39 [4][5] OI Glass (OI) - OI Glass has a Zacks Rank of 1 (Strong Buy) and a Value grade of A, making it another attractive option for value investors [6] - The stock is currently trading at a forward earnings multiple of 9.11 and a PEG ratio of 0.26, both lower than the industry averages of 9.48 and 0.27, respectively [6] - OI's P/B ratio stands at 1.82, also below the industry average of 2.17, indicating potential undervaluation [7] - In the past year, OI's P/B has varied from 1.04 to 1.96, with a median of 1.37 [7] Conclusion - Both Apogee Enterprises and OI Glass exhibit strong value characteristics, with favorable P/B and P/CF ratios compared to their respective industry averages, suggesting they are currently undervalued [8]

Core Viewpoint - The market anticipates a year-over-year decline in earnings for O-I Glass due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - O-I Glass is expected to report quarterly earnings of $0.41 per share, reflecting a year-over-year decrease of 6.8% [3]. - Revenue projections stand at $1.71 billion, indicating a decline of 0.8% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the past 30 days, suggesting stability in analyst expectations [4]. - A positive Earnings ESP of +0.82% indicates that analysts have recently become more optimistic about the company's earnings prospects [12]. Historical Performance - In the last reported quarter, O-I Glass exceeded expectations by delivering earnings of $0.40 per share against an estimate of $0.18, resulting in a surprise of +122.22% [13]. - Over the last four quarters, the company has beaten consensus EPS estimates three times [14]. Predictive Indicators - A positive Earnings ESP combined with a Zacks Rank of 1 suggests a high likelihood of beating the consensus EPS estimate [10][12]. - The predictive power of Earnings ESP is significant for positive readings, particularly when paired with a strong Zacks Rank [10].

Core Insights - O-I Glass has achieved its sustainability goals for renewable electricity and greenhouse gas emissions six years ahead of schedule, originally set for 2030 [1][2] - The company reached 51% renewable electricity usage globally, surpassing the 40% target, and reduced Scope 1 and 2 greenhouse gas emissions by 30%, exceeding the initial 25% reduction goal from the 2017 baseline [2][4] - O-I has announced enhanced sustainability goals for 2030, aligned with the Paris Agreement's 1.5°C pathway, reflecting its commitment to reducing environmental impact [3][4] Sustainability Achievements - The Total Recordable Incident Rate for O-I employees in 2024 was 1.48, marking a 48% decrease from 2019, indicating a focus on safety in building a sustainable business [4] - The company aims for a 47% reduction in greenhouse gas emissions and 80% use of renewable electricity by 2030, alongside a 60% average use of cullet (recycled glass) [7] Company Overview - O-I Glass, headquartered in Perrysburg, Ohio, is a leading producer of glass bottles and jars, achieving revenues of $6.5 billion in 2024 [6]

Company Performance - O-I Glass has shown a year-to-date performance increase of approximately 33.2%, significantly outperforming the average gain of 6.2% in the Industrial Products group [4] - The Zacks Consensus Estimate for O-I Glass's full-year earnings has increased by 9.1% over the past quarter, indicating a positive trend in analyst sentiment [3] - O-I Glass holds a Zacks Rank of 1 (Strong Buy), positioning it favorably among its peers [3] Industry Context - O-I Glass is part of the Glass Products industry, which currently ranks 1 in the Zacks Industry Rank, despite the industry experiencing an average loss of 3.7% year-to-date [5] - In comparison, Otis Worldwide, another stock in the Industrial Products sector, has returned 8.4% year-to-date and holds a Zacks Rank of 2 (Buy) [4][5] - The Manufacturing - General Industrial industry, to which Otis Worldwide belongs, is ranked 36 and has seen a year-to-date increase of 5.6% [6]

Group 1 - The company O-I Glass (NYSE: OI) was upgraded from a 'buy' to a 'strong buy' in January of this year, indicating a positive outlook for its investment potential [1] - Crude Value Insights provides an investing service focused on oil and natural gas, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects [1] Group 2 - Subscribers of Crude Value Insights have access to a 50+ stock model account, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [2] - A two-week free trial is available for new subscribers, allowing them to explore the oil and gas investment opportunities [3]

Company Overview - O-I Glass, Inc. is a leading producer of glass bottles and jars globally, emphasizing the sustainability and recyclability of glass as a packaging material [3] - The company is headquartered in Perrysburg, Ohio, and operates 69 plants across 19 countries, employing approximately 21,000 people [3] - O-I Glass achieved revenues of $6.5 billion in 2024, indicating a strong market presence [3] Upcoming Events - O-I Glass has scheduled its second quarter 2025 conference call and webcast for July 30, 2025, at 8 a.m. EDT [1][2] - The earnings news release for the second quarter 2025 will be issued after market close on July 29, 2025 [1] - Earnings presentation materials will be available on the O-I website at the time of the earnings release [1]

Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling higher, capitalizing on established price movements [1] - The Zacks Momentum Style Score helps investors identify stocks with momentum by focusing on key metrics [2] Group 2: O-I Glass (OI) Analysis - O-I Glass currently has a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance [3][4] - Over the past week, O-I Glass shares increased by 3.39%, significantly outperforming the Zacks Glass Products industry, which rose by only 0.19% [6] - In the last quarter, O-I Glass shares rose by 25.46%, and over the past year, they increased by 29.87%, while the S&P 500 only moved 6.75% and 11.69% respectively [7] Group 3: Trading Volume and Earnings Outlook - The average 20-day trading volume for O-I Glass is 1,324,480 shares, indicating a bullish sign with rising stock prices [8] - In terms of earnings outlook, there have been 3 upward revisions in earnings estimates for the full year, raising the consensus estimate from $1.28 to $1.40 over the past 60 days [10]

Core Viewpoint - OI Glass is identified as a strong value stock with favorable metrics, indicating it may be undervalued in the current market [4][9]. Valuation Metrics - OI Glass has a P/E ratio of 8.64, which is lower than the industry average of 8.94. The stock's Forward P/E has fluctuated between 5.39 and 14.36 over the past year, with a median of 7.76 [4]. - The PEG ratio for OI is 0.25, matching the industry's average PEG. Over the last year, OI's PEG has ranged from 0.18 to 1.32, with a median of 0.90 [5]. - OI's P/B ratio stands at 1.68, compared to the industry average of 1.99. The P/B ratio has varied from 0.94 to 1.74 in the past year, with a median of 1.34 [6]. - The P/S ratio for OI is 0.33, which is lower than the industry average of 0.4 [7]. - OI has a P/CF ratio of 7.07, which is attractive compared to the industry's average of 8.30. This ratio has seen a range from 4.02 to 25.52 over the past year, with a median of 7.30 [8]. Investment Outlook - The combination of these metrics suggests that OI Glass is likely undervalued, and its strong earnings outlook positions it as one of the market's strongest value stocks [9].

Consumer Discretionary Sector Overview - The consumer discretionary sector typically thrives during strong economic conditions, characterized by low interest rates and robust job growth [1] - Recent employment data indicates a decline in job additions, with only 139,000 jobs added in May 2025 compared to 272,000 in May 2024, suggesting potential challenges for the sector [2] - The Consumer Discretionary Select Sector SPDR Fund (XLY) is down over 2% year-to-date, contrasting with a 3% increase in the broader S&P 500 [3] Greif Inc. Performance - Greif Inc. has a 12-month stock price forecast of $74.17, indicating a 14.15% upside potential based on 7 analyst ratings, with a current price of $64.97 [3] - The company has a strong dividend yield of 3.36% and a payout ratio of 60.85%, reflecting its stability over nearly 140 years in business [4] - Greif's earnings per share (EPS) of $1.19 exceeded analyst expectations by 11 cents, with quarterly revenue showing a year-over-year increase of just over 1% [5] - The company is targeting $25 million in savings for the current fiscal year and $100 million by the end of fiscal 2027 through cost optimization efforts [6] - Greif's operational structure mitigates tariff impacts by selling products close to manufacturing locations, enhancing its competitive position [7] O-I Glass Inc. Performance - O-I Glass has a 12-month stock price forecast of $15.88, representing a 16.56% upside based on 8 analyst ratings, with a current price of $13.62 [9] - The company benefits from increasing demand for glass containers as consumers shift away from plastics, positioning it well for future growth [9] - O-I's Fit to Win program has successfully improved operational efficiency, contributing $61 million in benefits and leading to an adjusted EPS of 40 cents, surpassing analyst predictions by 22 cents [10] - Future projections indicate adjusted earnings for 2025 could surge up to 85% above 2024 levels, with strong analyst support reflected in six Buy ratings [11] Silgan Holdings Inc. Performance - Silgan Holdings has a 12-month stock price forecast of $63.11, indicating a 15.42% upside based on 9 analyst ratings, with a current price of $54.68 [12] - The company reported an 11% year-over-year revenue increase, with EPS of 82 cents exceeding expectations by 4 cents [13] - Despite strong performance, recent executive turnover introduces uncertainty, particularly in the U.S. metal containers business [14] - Analysts remain optimistic, with all nine ratings for Silgan shares classified as Buy [15]

Summary of O. I. Glass Conference Call Company Overview - O. I. Glass is the world's largest global glass packaging company, serving over 6,000 customers across 74 countries with a network of 69 plants in 19 countries [4][5] - The company aims to drive long-term growth by leveraging its competitive advantages and improving its cost structure [5][6] Investment Thesis - O. I. Glass is redefining its competition to include aluminum cans, which have been gaining market share [6][34] - The company plans to optimize its value chain and reduce costs to regain market share and grow its business [6][7] - O. I. Glass currently holds a 9% global market share, indicating significant growth opportunities [7] Financial Goals - The company aims to grow EBITDA from $1.1 billion in 2022 to $1.45 billion by 2027, representing an 8% CAGR [14] - Targets include expanding the premium business from 27% to 40% and reducing costs by approximately 20% in mainstream categories [15] - The Fit to Win initiative is expected to generate at least $650 million in savings by 2027 [17][19] Market Performance - Sales volumes are down modestly by 2-3%, but The Americas are performing better than expected with a growth rate of about 5% [21][22] - Europe is experiencing a softer market, particularly in export-exposed categories [22][23] Competitive Landscape - O. I. Glass is focusing on redefining what "good" looks like in manufacturing and is bringing in external insights to improve operations [28][32] - The company recognizes that 30-40% of its business overlaps with cans, necessitating a focus on cost competitiveness [34][41] Consumer Trends - There is a growing consumer preference for glass packaging, particularly in premium segments [8] - Health and wellness trends are impacting alcohol consumption, with a noted increase in demand for zero-alcohol and sparkling water products [48][50] Recycling and Sustainability - The recycling rate for glass in the U.S. is about 22-23%, compared to 70% in Europe, highlighting a significant gap in infrastructure [56][57] - O. I. Glass is working to improve recycling processes and infrastructure in the U.S. [58] Tariff Implications - Approximately 15% of O. I. Glass's business is affected by tariffs, primarily in filled containers from Europe [67][68] - The company is monitoring potential tariff impacts on consumer behavior, particularly in the wine category [69][70] Future Outlook - O. I. Glass is optimistic about achieving its financial targets and is focused on the Fit to Win initiative to drive performance [24][75] - The company plans to report quarterly on its progress and is looking for opportunities to enhance operational effectiveness [75]