Core Insights - Rogers Sugar Inc. reported strong first quarter fiscal 2026 results, with consolidated adjusted EBITDA increasing by 18% to $46.9 million [1][2]. Financial Performance - Revenues for Q1 2026 were $298.2 million, down from $331.3 million in Q1 2025, a decrease of $38.7 million [2][8]. - Gross margin increased to $65.9 million from $46.7 million year-over-year [2][10]. - Adjusted gross margin rose to $60.8 million from $51.7 million, reflecting a favorable variance of $9.1 million [2][11]. - Net earnings for Q1 2026 were $28.5 million, compared to $15.8 million in Q1 2025, with basic earnings per share increasing to $0.22 from $0.12 [2][3]. - Free cash flow for the trailing twelve months was $89.3 million, an increase of $3.1 million from the previous year [6]. Segment Performance Sugar Segment - Sugar revenues decreased to $226.2 million from $264.9 million, with adjusted EBITDA rising to $41.1 million from $33.9 million [5][6]. - Sales volume in the Sugar segment was 175,000 metric tonnes, down 21,100 metric tonnes or approximately 11% year-over-year [6][9]. - Adjusted gross margin per metric tonne increased to $304, up $79 from the previous year [12]. Maple Segment - Maple revenues increased to $71.9 million from $66.4 million, with adjusted EBITDA remaining stable at $5.8 million [14][18]. - Total maple syrup sales volume was 14,400 thousand pounds, up from 13,400 thousand pounds in the previous year [14]. LEAP Project - The LEAP Project is progressing as planned, with $25 million spent in Q1 2026, primarily for expanding sugar refining and logistics capacity [6][19]. - The total cost of the LEAP Project is expected to be between $280 million and $300 million, with an anticipated in-service date in the first half of 2027 [19][21]. Market Outlook - The company expects continued strong financial results in 2026, despite some softening in global sugar demand due to food inflation [25][27]. - Anticipated sales volume for the Sugar segment in 2026 is 750,000 metric tonnes, reflecting a reduction of approximately 4% compared to 2025 [27]. - The Maple segment is expected to grow, with projected sales volume of 56 million pounds for fiscal 2026, a growth of approximately 5% [35][36].

Core Points - The Annual Meeting of Shareholders for Rogers Sugar Inc. is being held in a virtual format to ensure equal participation for all shareholders regardless of their location [3]. Group 1 - The meeting consists of three parts: formal business, remarks from the President and CEO, and a question-and-answer session [4]. - The Chairman of the Board, Mr. Dallas Ross, welcomed shareholders and emphasized the importance of participation [3]. - The meeting is being recorded, and participants are advised about the implications of disclosing personal information [2].

MONTREAL, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Rogers Sugar Inc. (RSI) will be holding a conference call to discuss their 2026 first quarter results on Thursday, February 5th, 2026, at 8:00 a.m. (Eastern Time). The conference call will be chaired by Mr. Michael Walton, Chief Executive Officer and Mr. Jean-Sébastien Couillard, Chief Financial Officer. If you wish to participate, please dial 1-800-717-1738. A recording of the conference call will be accessible shortly after the conference, by dialing 1-888-660- ...

Core Viewpoint - Rush Street Interactive, Inc. (RSI) has shown strong momentum in its online casino and betting businesses, leading to a significant increase in stock price and positive investor sentiment [2][4]. Company Performance - RSI shares increased by 6.2% to $17.78 in the last trading session, following a 13.8% loss over the previous four weeks, indicating a recovery in stock performance [1]. - The company is projected to report quarterly earnings of $0.10 per share, reflecting a year-over-year increase of 42.9%, with revenues expected to reach $307.81 million, up 21.1% from the same quarter last year [2]. Earnings Estimates - The consensus EPS estimate for RSI has been revised 14.3% higher in the last 30 days, suggesting a positive trend that typically correlates with stock price appreciation [4]. - Empirical research indicates a strong correlation between earnings estimate revisions and near-term stock price movements, highlighting the importance of monitoring these trends for investment decisions [3]. Industry Context - RSI is part of the Zacks Gaming industry, which includes other companies like Bally's (BALY), whose stock has underperformed recently, closing 1.3% lower at $15.03 with a month-to-date return of -7.8% [5]. - Bally's consensus EPS estimate has decreased by 5.6% over the past month, indicating a significant decline compared to the previous year's EPS [6].

Core Insights - The consumer discretionary sector has identified oversold stocks, presenting potential buying opportunities for undervalued companies [1] Group 1: Oversold Stocks - The Relative Strength Index (RSI) is a momentum indicator that helps assess stock performance, with an RSI below 30 indicating oversold conditions [1] - A list of major oversold stocks in the consumer discretionary sector includes Kohls Corp, Rush Street Interactive Inc, and Carvana Co, all having an RSI near or below 30 [2] Group 2: Kohls Corp Analysis - Kohls Corp (NYSE: KSS) has an RSI value of 29.6, indicating it is oversold [3] - The stock price of Kohls fell approximately 17% over the past month, reaching a 52-week low of $6.04 [3] - On the latest trading day, Kohls shares closed at $17.22 after a decline of 3.2% [3] - Kohls has an Edge Stock Rating with a momentum score of 86.20 and a value score of 96.75 [3]

Core Viewpoint - The consumer discretionary sector has several oversold stocks that present potential buying opportunities for undervalued companies [1]. Group 1: Oversold Stocks - The Relative Strength Index (RSI) is a momentum indicator used to assess stock performance, with an RSI below 30 indicating that a stock is typically considered oversold [1]. - A list of major oversold stocks in the consumer discretionary sector includes Kohls Corp, Rush Street Interactive Inc, and Carvana Co, all having an RSI near or below 30 [2]. Group 2: Kohls Corp Analysis - Kohls Corp (NYSE: KSS) has an RSI value of 29.6, indicating it is oversold [3]. - The stock price of Kohls fell approximately 17% over the past month, reaching a 52-week low of $6.04 [3]. - On the latest trading day, Kohls shares decreased by 3.2%, closing at $17.22 [3]. - Jefferies analyst Blake Anderson has assigned a Hold rating to Kohls, with an Edge Stock Rating showing a momentum score of 86.20 and a value score of 96.75 [3].

CHICAGO, Jan. 26, 2026 (GLOBE NEWSWIRE) -- Rush Street Interactive, Inc. (NYSE: RSI) (“RSI”) today announced that it will release its fourth quarter and full year 2025 results after the market close on Tuesday, February 17, 2026, followed by a conference call at 6:00 pm Eastern Time (5:00 pm Central Time) to discuss the results. RSI’s earnings press release and related materials will be available at ir.rushstreetinteractive.com. To listen to the audio webcast and live Q&A, please visit RSI’s investor relati ...

Group 1 - Susquehanna has lowered the price target for Rush Street Interactive (RSI) to $22 from $23 while maintaining a Positive rating on the shares [1] - The reduction in estimates for 2026 is due to a new emergency tax on gaming revenue implemented by the Colombian president, effective January 1 [1] - The emergency tax is expected to remain in effect going forward, impacting the company's financial outlook [1]

Core Thesis - Rush Street Interactive, Inc. (RSI) is positioned as a strong investment opportunity due to its innovative AI-driven platform and significant growth in user engagement, particularly in Latin America [1][2][5]. Company Overview - RSI's share price was $18.77 as of January 13th, with trailing and forward P/E ratios of 72.19 and 36.10 respectively [1]. - The company operates in multiple markets including the U.S., Canada, Mexico, Colombia, and Peru, focusing on personalized gaming experiences [2]. Market Position - RSI has established early market access in key North American states such as Pennsylvania, West Virginia, Michigan, New Jersey, and Ontario, while holding a dominant presence in Latin America [3]. - Monthly active users have increased by 46% year-over-year in the U.S. and Canada, and by 30% in Latin America, indicating strong user engagement [3]. Financial Performance - RSI reported a 20% year-over-year revenue growth, with no debt, $88.9 million in free cash flow, and a cash balance of $273 million [3]. - The company's trailing twelve-month revenue is approximately $1 billion, with a total addressable market in Latin America estimated at $28.9 billion [4]. Regulatory Environment - Recent regulatory developments in Colombia, including the rejection of a proposed 19% online gambling VAT, have removed a potential margin headwind, strengthening the investment case for RSI [4]. Growth Potential - RSI's valuation stands at $4.3 billion, suggesting substantial upside potential driven by user growth, regional expansion, and its unique AI-driven strategy [5].

Rush Street Interactive (NYSE:RSI) FY Conference Summary Company Overview - **Company**: Rush Street Interactive (RSI) - **Industry**: Online Gaming and Sports Betting Key Points Business Performance and Growth - The company has experienced remarkable growth in customer acquisition and market share, particularly in the casino segment, due to a focus on delivering a premier customer experience and leveraging proprietary technology [3][4] - Monthly active users in North America grew by 34% in Q3, with online casino markets seeing a 46% year-over-year growth, marking the fastest growth in four years [8] - First-time depositor records were achieved in Q3, up 10% from the previous quarter, indicating effective marketing strategies [9] Competitive Environment - The competitive landscape has become more rational, with competitors increasing focus on online casino offerings [8] - The exit of ESPN BET from the market has not significantly impacted RSI's business, as it held a small market share [10] - The company is focusing on its strengths in the casino market while competitors are diverting resources to prediction markets, which are currently highly competitive [12][13] Market Trends and Predictions - The company anticipates continued growth in the casino segment, with a focus on international markets, including Latin America [4][13] - The upcoming World Cup is expected to drive significant customer acquisition, particularly in sports betting, which could also convert new users to online casino offerings [58][59] - Legislative changes are anticipated, with states like New York and Virginia showing interest in iGaming legalization, which could present new opportunities for RSI [32][37] Regulatory Environment - The company is monitoring the impact of prediction markets and potential regulatory changes, emphasizing that these markets are unlikely to affect their current operations significantly [18][26] - In Colombia, a new tax structure has been implemented, which is expected to improve profitability compared to the previous tax regime [45][48] Financial Outlook - EBITDA margins have shown significant improvement, moving from -16% in 2022 to 13.5% in 2025, with expectations for further growth in 2026 [69][70] - The company aims to achieve low to mid-20% EBITDA margins in the long term, contingent on the launch of new online casino markets [71] Technology and Product Development - RSI has optimized the user journey to reduce friction in the sign-up process, which is expected to lower customer acquisition costs [72] - The company continues to innovate with new features and products, enhancing the gaming experience and maintaining customer engagement [74][76] Strategic Focus - The company is committed to maintaining a strong ROI by focusing on casino growth and leveraging its unique product offerings to differentiate from competitors [13][64] - RSI is excited about its roadmap for 2026, which includes expanding into new markets and enhancing existing product features [78][79] Additional Insights - The company has successfully managed to grow its customer base while simultaneously reducing acquisition costs, a rare achievement in the industry [66] - The focus on localized marketing strategies has proven effective in reaching target demographics that are often overlooked by larger competitors [65] This summary encapsulates the key insights and strategic directions discussed during the Rush Street Interactive FY Conference, highlighting the company's growth trajectory, competitive positioning, and future opportunities in the online gaming industry.