Aklan Investment Research
@aklanresearch.bsky.social
Value-oriented securities analysis and stock market commentary | Avoiding herd mentality and searching for value in out-of-favor stocks | Not Investment advice | aklanresearch.substack.com
Flowers Foods (#$FLO) is down -8% following Q4’25 Earnings.
I wrote about the structural headwinds facing the company a week ago. Read my analysis here.
I wrote about the structural headwinds facing the company a week ago. Read my analysis here.
Flowers Foods (FLO): Is There "Dough" to Be Made in this Bread Company?
Shares of the 'Wonder Bread' company have been cut in half over the last year. How serious are the headwinds?
aklanresearch.substack.com
February 13, 2026 at 3:17 PM
Flowers Foods (#$FLO) is down -8% following Q4’25 Earnings.
I wrote about the structural headwinds facing the company a week ago. Read my analysis here.
I wrote about the structural headwinds facing the company a week ago. Read my analysis here.
#$PTLO shares fell -6.02% today after the fast-casual restaurant announced Brett Patterson as their new CEO. Marks the largest daily decline since Nov. 4, 2025.
February 13, 2026 at 12:30 AM
#$PTLO shares fell -6.02% today after the fast-casual restaurant announced Brett Patterson as their new CEO. Marks the largest daily decline since Nov. 4, 2025.
#$PTLO appoints Brett Patterson as CEO
Portillo’s Appoints Brett Patterson as President & Chief Executive Officer | Portillo's
CHICAGO, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Portillo's, the iconic Chicago-based fast-casual restaurant famous for its Italian beef sandwiches, Chicago-style hot dogs, char-broiled burgers, crinkle-cut...
investors.portillos.com
February 11, 2026 at 9:58 PM
#$PTLO appoints Brett Patterson as CEO
That #SuperBowl party is going to cost a little bit more this year.
The price for a bag of potato chips has increased roughly +7% from a year ago (and +50% more than it did in ’19, the last time the Patriots won the Super Bowl).
The price for a bag of potato chips has increased roughly +7% from a year ago (and +50% more than it did in ’19, the last time the Patriots won the Super Bowl).
February 8, 2026 at 4:02 PM
That #SuperBowl party is going to cost a little bit more this year.
The price for a bag of potato chips has increased roughly +7% from a year ago (and +50% more than it did in ’19, the last time the Patriots won the Super Bowl).
The price for a bag of potato chips has increased roughly +7% from a year ago (and +50% more than it did in ’19, the last time the Patriots won the Super Bowl).
Who are you rooting for in the Super Bowl?
Fun Fact: The average price return for the S&P 500 if an NFC team wins is +10.2%, compared to +8.1% if an AFC team wins.
GO SEAHAWKS!
#superbowl #seahawks #patriots
Fun Fact: The average price return for the S&P 500 if an NFC team wins is +10.2%, compared to +8.1% if an AFC team wins.
GO SEAHAWKS!
#superbowl #seahawks #patriots
February 7, 2026 at 9:45 PM
Who are you rooting for in the Super Bowl?
Fun Fact: The average price return for the S&P 500 if an NFC team wins is +10.2%, compared to +8.1% if an AFC team wins.
GO SEAHAWKS!
#superbowl #seahawks #patriots
Fun Fact: The average price return for the S&P 500 if an NFC team wins is +10.2%, compared to +8.1% if an AFC team wins.
GO SEAHAWKS!
#superbowl #seahawks #patriots
Reddit now has over 121 million daily active users worldwide (+5% q/q, +19% y/y).
In Q4, the company also generated an average of ~$6 dollars in revenue per unique user (+18% q/q, +42% y/y).
Read our #$RDDT Q4’25 Earnings Recap here:
In Q4, the company also generated an average of ~$6 dollars in revenue per unique user (+18% q/q, +42% y/y).
Read our #$RDDT Q4’25 Earnings Recap here:
Q4'25 Reddit (RDDT) Earnings Recap
Revenue and earnings beat expectations. So, why is the stock down?
aklanresearch.substack.com
February 7, 2026 at 2:56 PM
Reddit now has over 121 million daily active users worldwide (+5% q/q, +19% y/y).
In Q4, the company also generated an average of ~$6 dollars in revenue per unique user (+18% q/q, +42% y/y).
Read our #$RDDT Q4’25 Earnings Recap here:
In Q4, the company also generated an average of ~$6 dollars in revenue per unique user (+18% q/q, +42% y/y).
Read our #$RDDT Q4’25 Earnings Recap here:
The Baker Hughes oil & gas rig count (week ending Feb 6) increased +5 from the previous week to 551. Top counties adding rigs were San Augustine (TX), Harrison (TX), Mississippi Canyon (LA) at +2 each. #OOTT
February 7, 2026 at 2:08 PM
The Baker Hughes oil & gas rig count (week ending Feb 6) increased +5 from the previous week to 551. Top counties adding rigs were San Augustine (TX), Harrison (TX), Mississippi Canyon (LA) at +2 each. #OOTT
Q4'25 revenue and earnings beat Street expectations. So, why is #$RDDT stock down?
Read my Earnings Recap here:
Read my Earnings Recap here:
Q4'25 Reddit (RDDT) Earnings Recap
Revenue and earnings beat expectations. So, why is the stock down?
aklanresearch.substack.com
February 7, 2026 at 3:21 AM
Q4'25 revenue and earnings beat Street expectations. So, why is #$RDDT stock down?
Read my Earnings Recap here:
Read my Earnings Recap here:
This week’s EIA data shows U.S. crude oil refinery utilization to be 90.5% (-40 bps w/w). Utilization has been above the 5-yr range every week so far in 2026. #OOTT
February 4, 2026 at 11:05 PM
This week’s EIA data shows U.S. crude oil refinery utilization to be 90.5% (-40 bps w/w). Utilization has been above the 5-yr range every week so far in 2026. #OOTT
Flowers Foods (#$FLO), the maker of 'Wonder Bread', is down ~43% over the last year. Is it a good investment?
Read my analysis here:
Read my analysis here:
Flowers Foods (FLO): Is There "Dough" to Be Made in this Bread Company?
Shares of the 'Wonder Bread' company have been cut in half over the last year. How serious are the headwinds?
aklanresearch.substack.com
February 4, 2026 at 2:14 PM
Flowers Foods (#$FLO), the maker of 'Wonder Bread', is down ~43% over the last year. Is it a good investment?
Read my analysis here:
Read my analysis here:
Most recent monthly data shows the U.K. unemployment rate to be 5.1% (+0.7% y/y). Marks the second consecutive month with an unemployment rate of 5% or higher. The last time that happened was Jan 2021. #UK #unemployment
February 4, 2026 at 3:47 AM
Most recent monthly data shows the U.K. unemployment rate to be 5.1% (+0.7% y/y). Marks the second consecutive month with an unemployment rate of 5% or higher. The last time that happened was Jan 2021. #UK #unemployment
As of Friday, Canada’s TSX 60 is down -0.2% YTD. The Information Technology sector (-15.8% YTD) has been a drag on the Canadian index. #$SHOP, a main component of Info Tech, is -18% YTD.
February 1, 2026 at 4:21 PM
As of Friday, Canada’s TSX 60 is down -0.2% YTD. The Information Technology sector (-15.8% YTD) has been a drag on the Canadian index. #$SHOP, a main component of Info Tech, is -18% YTD.
The theoretical profit margin (i.e. 3-2-1 crack spread) for crude oil refiners is ~$24.70/bbl, or +650 bps above the 5-yr average for this time of year. #OOTT
February 1, 2026 at 3:18 PM
The theoretical profit margin (i.e. 3-2-1 crack spread) for crude oil refiners is ~$24.70/bbl, or +650 bps above the 5-yr average for this time of year. #OOTT
Latest DOE weekly data shows U.S. distillate fuel oil demand increased +15% w/w to 4.07 MMbpd. However, demand has been below the 5-yr average for a majority of the year so far. #OOTT
January 29, 2026 at 4:21 PM
Latest DOE weekly data shows U.S. distillate fuel oil demand increased +15% w/w to 4.07 MMbpd. However, demand has been below the 5-yr average for a majority of the year so far. #OOTT
It’s worth noting that the polar vortex in United States may adversely impact #$PTLO same-restaurant sales in Q1’26.
~70% of PTLO locations are in the Midwest. And management has previously blamed weak sales on the weather. 1/
~70% of PTLO locations are in the Midwest. And management has previously blamed weak sales on the weather. 1/
January 27, 2026 at 12:15 AM
It’s worth noting that the polar vortex in United States may adversely impact #$PTLO same-restaurant sales in Q1’26.
~70% of PTLO locations are in the Midwest. And management has previously blamed weak sales on the weather. 1/
~70% of PTLO locations are in the Midwest. And management has previously blamed weak sales on the weather. 1/