Trump's latest tariff blitz sent shockwaves through global markets, with volatility surging. The Fed held rates steady at 4.5%, creating uncertainty about September cuts while traders scramble for direction. Global conflicts are fragmenting supply chains and fueling energy price spikes.
But here's what most traders miss: Like autumn leaves falling predictably each year, certain stocks follow seasonal patterns that smart money has exploited for decades. While others panic, you can position yourself for the harvest.
Some opportunities literally fall into your lap – this is one of them. While tariff chaos creates the noise, these seasonal signals cut through to profits.
Flowers Foods (FLO) reported earnings of $0.30 per share on revenue of $1.24 billion for the second quarter ended June 2025. The consensus earnings estimate was $0.29 per share on revenue of $1.27 billion. The Earnings Whisper number was $0.30 per share. The company reported in-line with expectations while revenue grew 1.46% on a year-over-year basis.
The company said it now expects 2025 earnings of $1.00 to $1.10 per share on revenue of $5.239 billion to $5.308 billion. The company's previous guidance was earnings of $1.05 to $1.15 per share on revenue of $5.297 billion to $5.395 billion, and the current consensus earnings estimate is $1.09 per share on revenue of $5.31 billion for the year ending December 31, 2025.
Flowers Foods Inc is a producer and marketer of packaged bakery foods. It consists of two business segments direct-store-delivery and warehouse delivery. Its brands include Nature' Own, Whitewheat, Wonder Bread,Cobblestone Bread Co., among others.
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Positive Surprise
Workhorse Group Beat Consensus Estimates
Workhorse Group (WKHS) reported a loss of $1.67 per share on revenue of $5.67 million for the second quarter ended June 2025. The consensus estimate was a loss of $3.98 per share on revenue of $2.30 million. The company beat consensus estimates by 58.04% while revenue grew 573.40% on a year-over-year basis.
Workhorse is a technology company focused on providing electric vehicles and drones to the last-mile delivery sector.
BitFuFu Inc. (FUFU) reported earnings of $0.09 per share on revenue of $115.40 million for the second quarter ended June 2025. The consensus earnings estimate was $0.06 per share on revenue of $123.78 million. The company beat consensus estimates by 50.00% while revenue fell 10.84% compared to the same quarter a year ago.
BitFuFu Inc. is a global leader in Bitcoin mining and comprehensive mining services, providing customers with one-stop solutions including cloud-mining.
Palo Alto Networks is Expected to Beat Estimates
Palo Alto Networks (PANW) is confirmed to report earnings on Monday, August 18, 2025 at approximately 4:05 PM ET. The consensus earnings estimate is $0.89 per share on revenue of $2.50 billion, respresenting 14.2% year-over-year revenue growth, and the Earnings Whisper ® number is $0.90 per share. Investors are 29.9% bearish going into the company's earnings release. Option traders are pricing in a 8.0% move on earnings and the stock has averaged a 8.1% move in recent quarters.