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[@HudsonLabs](/creator/twitter/HudsonLabs)
"Olive Garden (OG) + LongHorn parent Darden is flexing as casual dining claws back wallet share from fast food. $DRI earnings call tomorrow (8:30AM ET) Q425 same-restaurant sales +4.6% on OG BOGO deals + LongHorn execution CEO Cardenas: Value speed. Casual dining is stealing share from fast food and fast casual OG delivery = younger higher-income guests (40% of pickup tried delivery) Demand skewed to $100k-$150k+ households. $50k still soft FY26 guide: Sales +7%-8% SRS +2%-3.5% EPS $10.50$10.70 (+18%-20% YoY) 60-65 new units Can value + delivery keep driving $DRI higher"  
[X Link](https://x.com/HudsonLabs/status/1968336645322903935) [@HudsonLabs](/creator/x/HudsonLabs) 2025-09-17T15:30Z 3659 followers, XXX engagements


"Comment with a ticker well DM you a Co-Analyst sample project see how others are using AI to speed up research: 🗂 Quick initiation key debates metrics competitive trends ⚡ Earnings prep guidance tracking verbatim call summaries 📉 Skip digging through 100s of pages of SEC filings From X weeks X hours on new names"  
[X Link](https://x.com/HudsonLabs/status/1965408602857873803) [@HudsonLabs](/creator/x/HudsonLabs) 2025-09-09T13:35Z 3659 followers, 5845 engagements


"Frozen fries hot performance: Lamb Weston $LW delivers growth amid soft traffic. Q126 earnings call tomorrow XX AM ET. ➡ Top frozen potato supplier in North America and global leader in 100+ countries ➡ Top XX customers made up XX% of sales in FY25 McDonalds is the largest at XX% ➡ Two straight quarters of X% revenue growth after three quarters of YoY declines fueled by new contracts & volume gains ➡ Even as U.S. QSR traffic fell X% fry demand rose X% ➡ FY26 cost savings & lower potato prices expected to ease margin pressure ➡ FY26 revenue guidance at X% to +2% with stronger H2 boosted by a"  
[X Link](https://x.com/HudsonLabs/status/1972677749098872987) [@HudsonLabs](/creator/x/HudsonLabs) 2025-09-29T15:00Z 3656 followers, XXX engagements


"Spices and condiments maker McCormick $MKC posted steady Q325 results on Tuesday as rising tariffs and costs kept margins under pressure. ➡ Net Sales +3% YoY EPS +1.2% but margins shrink on higher tariffs and input costs ➡ Tight budgets same love for flavor: Shoppers are buying smarter with larger packs smaller trips and more home-cooked meals ➡ Healthier eating drives flavor demand as consumers seek high-protein fiber-rich and functional foods ➡ Tariffs weigh heavier: $MKCs 2025 costs rise to $70M with exposure at $140M. Management plans to offset through productivity and supply chain gains."  
[X Link](https://x.com/HudsonLabs/status/1976302851111506310) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-09T15:04Z 3656 followers, XXX engagements


"Albertsons $ACI Q225 earnings call on 14th October Tuesday 8:30 AM ET. Steady sales digital and pharmacy driving growth tariffs in focus. ➡ Steady sales growth over eight consecutive quarters with Q125 up XXX% YoY. E-commerce and pharmacy drive growth. ➡Better-for-You products gain traction: natural organic specialty health and ethnic products (NOSHE) including premium sparkling water and cottage cheese boosted by health trends and social media ➡ Tariffs push up COGS for some ingredients and packaging though over XX% of goods are sourced domestically ➡ FY25 Guidance: Comp sales growth"  
[X Link](https://x.com/HudsonLabs/status/1976331828673008036) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-09T17:00Z 3656 followers, XXX engagements


"Interactive Brokers $IBKR expands crypto offerings and Europe presence targeting new clients and market share growth. Q325 earnings call tomorrow post-market hours. ➡Revenue has grown YoY for eight straight quarters driven by strong trading volumes in options futures and stocks ➡Management bullish: added 250K net new accounts in Q2 bringing YTD total to 528K outpacing all of 2023 ➡Launched Investment Themes turning market trends like AI or nuclear energy into tradable ideas in seconds Below is a summarization of forward looking statements:"  
[X Link](https://x.com/HudsonLabs/status/1978458781232029988) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-15T13:51Z 3659 followers, XXX engagements


"Fee growth cools but premium demand and spend trends stay strong for Amex $AXP.Q325 earnings call tomorrow 8:30 AM ET. ➡ Revenue up X straight quarters driven by strong spend higher NII and fee growth ➡ Premium cards drive growth: double-digit account gains XX% spend retention ➡ Millennial spend +10% Gen Z +40% in Q125 showing deep engagement from younger cohorts ➡ Platinum Card refresh announced in Q125 earnings call now live at $XXX offering up to $3500 in dining hotel and wellness perks (Source: BI) ➡ Lounge overcrowding persists; mgmt expanding capacity new formats and Delta tie-ups to"  
[X Link](https://x.com/HudsonLabs/status/1978842692898431306) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-16T15:17Z 3656 followers, XXX engagements


"$TSM Advanced Packaging & Backend Supply Chain👇 Guide: Revenue: USD 32.2-33.4B for Q4'25 (1% sequential decrease XX% year-over-year increase at midpoint). Gross Margin: 59%-61% for Q4 2025; guided to increase by XX bps to XX% at the midpoint. 2025 CapEx narrowed to $4042B (from $3842B); XX% for advanced process 1020% specialty 1020% advanced packaging/testing/mask making. AI Accelerator Revenue Growth: Previously guided at mid-40s CAGR (20242029); current demand is "a little bit better than that." Gross margin dilution from overseas fabs expected at XX% for 2025 rising to XX% in early ramp"  
[X Link](https://x.com/HudsonLabs/status/1978849601051386143) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-16T15:44Z 3656 followers, XXX engagements


"Record AUM and strong inflows set the stage for State Street $STT Q325 earnings call tomorrow at XX AM ET. ➡ Record AUM $5.1T +17% YoY driven by $82B net inflows and record ETF trading ➡ Tailwinds: $145M Investment Services fees FX trading +27% YoY SaaS ARR +10% strong asset inflows ➡ Headwinds: NII pressured by lower short-end rates deposit mix shifts FX translation & rising expenses regulatory/economic risks ➡ FY25 Guidance: Fee revenue +5%-7% NII flat expense growth 3%-4% positive fee & total operating leverage"  
[X Link](https://x.com/HudsonLabs/status/1978868542909911503) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-16T17:00Z 3656 followers, XXX engagements


"American Express $AXP "read-through" query:"  
[X Link](https://x.com/HudsonLabs/status/1979242142343024676) [@HudsonLabs](/creator/x/HudsonLabs) 2025-10-17T17:44Z 3659 followers, XXX engagements