Earnings Recap

Tyson Foods Q3 FY2025: Operating Under Pressure, But Patient Capital May Find Value in the Cycle

Aug 6 •

Theoria Journal by Winston

Freeport-McMoRan Q2 2025: Cheap Copper, Smart Spending, and a Strategic Tariff Tailwind

The mining giant delivers solid earnings, maintains capital discipline, and leverages U.S. tariffs for high-margin domestic growth—while doubling down…

Aug 2 •

Theoria Journal by Winston

PepsiCo Q2 Earnings Preview: A Window Into Consumer Stress and a Sell Put Opportunity

Tracking Q2 volumes to decode consumer stress—and positioning early with low-risk volatility plays

Jul 12 •

Theoria Journal by Winston

Caterpillar’s Growth Playbook: Five Structural Drivers Worth Tracking

Caterpillar (NYSE: CAT) delivered a resilient Q1 FY2025, supported by structural demand in select verticals despite uneven global construction activity.

Jul 6 •

Theoria Journal by Winston

Quick Review of Mastercard Q1 2025: Solid Results, But Consumer Credit Risks Are Emerging

Mastercard Q1 2025: Solid Results, But Consumer Credit Risks Are Emerging

Jul 3 •

Theoria Journal by Winston

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