@BheryAnalysis

Quality stock analysis and Investment articles

Joined July 2026
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I'm a financial writer and a stock market analyst. Follow me for free stock coverages and interesting market opportunities! 👇 Patreon: patreon.com/TheBherymarketIn… Substack: substack.com/@bheryonmarkets… Seeking Alpha: seekingalpha.com/author/abdu…

The Bhery Analysis — Bhery writes in-depth investing articles in consumer sectors. In depth...

Get more from The Bhery Analysis on Patreon. Bhery writes in-depth investing articles in consumer sectors. In depth articles with forward looking independent insights. No AI No Plagiarism. Support...

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New $JBS thread
Bhery Analysis@BheryAnalysisOct 14
My JBS America Beef Q2 commentary: Starting with the largest, JBS North America Beef revenue skyrocketed by 14.2% or $965MM in Q2, reaching $7.7B. This segment contributed 32.5%, so the 14.2% growth had much influence on the overall 13.8% revenue increase
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My JBS America Beef Q2 commentary: Starting with the largest, JBS North America Beef revenue skyrocketed by 14.2% or $965MM in Q2, reaching $7.7B. This segment contributed 32.5%, so the 14.2% growth had much influence on the overall 13.8% revenue increase
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historically low, with lower U.S. beef production expected in 2026 and 2027. Given that, the price level may remain high but the demand could fell short due to the current inflation and the recent increase in fed rate. Regarding the operating loss, a turnaround is possible as the
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decline shrank despite higher cattle prices. The transformation of the plant in Pennsylvania can be effective as it can increase JBSrsquo;s production of high value cutouts that would lift the margin up and reduce the reliance on selling beef as a whole.
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$JBS is cheap right now and offers a solid 8.57% forward dividend yield. I will cover it soon enough.
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One year ago today, I published my article about The Chefs Warehouse $CHEF. At the time, I rated the stock a Strong Buy. I'm glad to see that my fundamental research turned out to be correct as CHEF has gained 107.92%, compared with a 15.28% for the S&P 500 over the same period.
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Next article will cover the meets giant JBS N.V. stay tuned $JBS
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Does anyone want to argue with me about my call regarding $ANF ? 🤔
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$ANF delivered record Q2 sales and gross profit, while higher AUR and lower promotions drove substantial margin and net income expansion. Q2 comparable sales were flat as low-single-digit volume declines offset AUR growth, raising questions about sustainability of earnings
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Analysts expect 37% FY2026 EPS growth, supported by revenue catalysts, Hollister’s Target partnership, and a $100 million tariff benefit. ANF trades at 10x forward earnings, below its peer average of 11.4x, but its valuation already reflects much of the expected earnings growth.
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Consumer spending pressure and temporary tariff benefits could weaken future volume and margins, leaving limited margin of safety at the current valuation. patreon.com/TheBheryMarketIn…

Abercrombie: Strong Earnings, But Where’s the Next Catalyst? | The Bhery Analysis

Price at publishing: $134 Investment Call: Sell Ticker: ANF Summary: Abercrombie delivered record Q2 sales and gross profit, while higher AU

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Abercrombie: Strong Earnings, But Where’s the Next Catalyst? bheryonmarkets.substack.com/…
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