For Immediate Release

Chicago, IL – April 4, 2025– Today, Zacks Investment Ideas feature highlights The J.M. Smucker Co. SJM, Newmont NEM and Celsius CELH.

These 3 Stocks Are Ignoring Market Woes

Volatility has swept the market following tariff announcements, with many recalculating their growth outlooks under the new regime.

During periods of heightened volatility, investors have several options in their toolbelts to help mitigate the impact, such as adding stocks showing relative strength.

And recently, three stocks – The J.M. Smucker Co., Newmont and Celsius– have ignored the market's woes, showing relative strength.

Let's take a closer look at each for those seeking a defensive approach.

SJM Positively Surprises

Bullish action in SJM shares followed its latest set of better-than-expected quarterly results, with the company exceeding both Zacks Consensus EPS and sales estimates. Sales fell 2% year-over-year, whereas EPS was up 5% from the same period last year.

Strong cost management and execution helped deliver higher-than-expected adjusted EPS growth, whereas the sales decline was driven by supply-chain issues.

The stock is a strong income play as well, with shares currently yielding a solid 3.7% annually compared to the S&P 500's current 1.3% yield. And the company has been committed to increasingly rewarding shareholders, underpinned by a 5% five-year annualized dividend growth rate.

Favorable cost controls and execution have provided higher profitability for the company, with its gross margin recovering nicely over recent periods. Please note that the chart below tracks values on a trailing twelve-month basis.

Newmont Shares Soar

Colorado-based Newmont is one of the world's largest producers of gold, owning several active mines in Nevada, Peru, Australia, and Ghana. The surge in gold prices has been a driving factor behind the stock's strong YTD performance, up nearly 30%.

Notably, the average gold price per oz reached $2,643 throughout its latest period, melting higher from the $2,004 mark in the same period last year. Free cash flow of $1.6 billion throughout the period was the company's highest read ever.

Celsius Bounces Back

CELH shares have bounced back big over the past month after a deep pullback driven by a growth cooldown. Its latest set of better-than-expected results snapped the long-standing downtrend, with the company exceeding consensus expectations.

The sales cooldown coincided with the poor share performance, with the most recent set of results finally showing an uptick relative to the prior period. Please note that the chart tracks the percentage year-over-year (YoY) change in sales, not actual sales numbers.

While the growth story has been reassessed, consensus expectations for its current fiscal year overall reflect a healthy demand backdrop for CELH. Current-year expectations anticipate a 15% increase in sales alongside a 35% rise in EPS.

The valuation picture here has also become much more attractive, with the current 1.1X PEG ratio sitting well lower than 2025 highs of 3.8X.

Bottom Line

Relative strength focuses on stocks that have performed well compared to a relevant benchmark.

By targeting those displaying this favorable price action, investors can participate in positive market trends where buyers are in control.

And recently, these stocks above have ignored the market's woes, showing relative strength.

Why Haven't You Looked at Zacks' Top Stocks?

Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.

Today you can access their live picks without cost or obligation.

See Stocks Free >>

Media Contact

Zacks Investment Research

800-767-3771 ext. 9339

support@zacks.com

https://www.zacks.com

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

Newmont Corporation (NEM) : Free Stock Analysis Report

The J. M. Smucker Company (SJM) : Free Stock Analysis Report

Celsius Holdings Inc. (CELH) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research