U.S. Consumer Durables Stock News

Occidental Petroleum recently participated in the Energy LIVE Conference 2025 in Houston, where Manager of Advanced Analytics and AI Enablement Dipti Sankpal and Chief of AI Patrick Bangert discussed the company’s advanced analytics and artificial intelligence capabilities. The focus on AI leadership highlights how Occidental is increasingly leaning on data-driven technologies to improve operational efficiency, project execution, and long-term competitiveness in energy and carbon...

Ivanhoe Electric (IE) just locked in a $200 million senior secured multi draw bridge facility to push its Santa Cruz Copper Project toward construction, giving the miner a clearer funding path into 2026. See our latest analysis for Ivanhoe Electric. That funding news lands at a time when sentiment is already improving, with a 30 day share price return of 16.94 percent and a year to date share price return of 88.60 percent. The 1 year total shareholder return of 95.20 percent and 3 year total...

Collegium Pharmaceutical earnings spark renewed investor attention Collegium Pharmaceutical (COLL) just turned heads with Q3 results, lifting revenue about 31% year on year and topping expectations by roughly 11%, while also beating its own full year revenue guidance. See our latest analysis for Collegium Pharmaceutical. The upbeat earnings seem to be feeding into a clear uptrend, with the share price at about $49.01 and a roughly 71% year to date share price return. This points to building...

Valley National Bancorp (VLY) has quietly outperformed many regional peers, with shares up about 10% over the past month and 11% in the past 3 months, catching the attention of value focused investors. See our latest analysis for Valley National Bancorp. Zooming out, the recent rally sits on top of a much stronger backdrop, with a roughly one third year to date share price return and a solid mid twenty percent one year total shareholder return, suggesting momentum is building as investors...

Whirlpool (WHR) is back on investors radar as recent reporting highlights a potential 2026 tailwind, with tariffs and competitor inventory drawdowns potentially intersecting with a housing rebound and lower rates to lift margins. See our latest analysis for Whirlpool. Despite the upbeat 2026 narrative, Whirlpool’s recent share price performance has been rough, with a steep year to date share price return decline and a similarly weak one year total shareholder return. Any renewed optimism is...

In December 2025, Aurora Innovation announced a commercial agreement with Detmar Logistics to run around-the-clock autonomous proppant hauling in the Permian Basin, marking the first time frac sand is transported autonomously on public roads and highways there and expanding Aurora’s operations beyond terminal-to-terminal routes. An interesting aspect of this deal is Aurora’s plan to autonomously handle complex on-site tasks such as navigating overhead filling silos at mining facilities,...

Power Solutions International (PSIX) is back on investors radar as AI driven demand boosts revenue, even as the stock still reflects the scars of past accounting worries and pending 2026 guidance. See our latest analysis for Power Solutions International. The latest 5.29% 1 day share price gain to $66.28 caps an eye catching year to date share price return of 126.75%, while a 244.85% 1 year total shareholder return points to momentum rebuilding after that sharp pullback. If you are weighing...

Immunome has reported positive topline results from its global pivotal Phase 3 RINGSIDE trial of varegacestat in progressing desmoid tumors, showing a large reduction in the risk of disease progression or death versus placebo and meeting all key secondary endpoints with a generally manageable safety profile. Because desmoid tumors are a rare, painful condition with limited treatment options, Immunome’s plan to file a New Drug Application in the second quarter of 2026 could be an important...

LGI Homes (LGIH) is leaning into the year end with a strategic push, launching a nationwide Year End Savings event alongside November figures that show 398 home closings across 140 active selling communities. See our latest analysis for LGI Homes. That push comes against a tougher backdrop for the stock, with the share price at about $48.23 and a steep 90 day share price return of around negative 18 percent feeding into a one year total shareholder return of roughly negative 52 percent,...

TEGNA (TGNA) has been quietly drifting lower over the past 3 months, even as its longer term five year return still sits well ahead of the broader market. That disconnect sets up an interesting value conversation. See our latest analysis for TEGNA. At around a 4 percent year to date share price return and a 12 month total shareholder return just under 10 percent, TEGNA’s near term drift contrasts with its strong five year total shareholder return. This suggests momentum has cooled for now...

Americold Realty Trust (COLD) just rode a holiday and macro tailwind, with shares jumping about 18% last week as investors reacted to stronger seasonal demand, a Fed rate cut, and reaffirmed 2025 guidance. See our latest analysis for Americold Realty Trust. That surge sits against a tougher backdrop, with the 30 day share price return now solidly positive while the year to date share price return and one year total shareholder return remain sharply negative, suggesting momentum is only just...

Perimeter Solutions (PRM) has been quietly rewarding patient investors, with the stock up around 12% over the past month and more than doubling year to date. This performance is catching fresh attention across the fire safety space. See our latest analysis for Perimeter Solutions. With the share price now at $28.17, Perimeter’s strong year to date share price return and powerful three year total shareholder return suggest momentum is still building as investors reassess its long term growth...

Earlier this week, Grand Canyon Education announced a US$300 million increase to its stock repurchase authorization, lifting the total program to US$2.55 billion, while Grand Canyon University also received formal U.S. Department of Education recognition of its nonprofit status. This dual move both highlights management’s conviction in the company’s underlying value and could materially broaden the university’s access to funding, scholarships, and partnerships. Next, we’ll examine how the...

Madison Square Garden Entertainment (MSGE) just put a fresh spotlight on its venues by pairing Radio City Music Hall’s new Sphere Immersive Sound system with a one night New York Philharmonic debut. See our latest analysis for Madison Square Garden Entertainment. That backdrop of tech driven upgrades arrives as investors have already pushed MSGE’s share price to $52.71, with a strong year to date share price return and double digit 3 month gains suggesting positive momentum that broadly...

Kennametal (KMT) is turning heads after announcing a new integration with Hexagon's cloud based Tool Library, linking its digital tooling data directly into Hexagon's WORKNC CAM platform to streamline setup and improve machining accuracy. See our latest analysis for Kennametal. The integration news comes amid strong momentum, with Kennametal’s share price returning about 40 percent over the last 90 days and roughly 23 percent year to date, while the one year total shareholder return sits near...

DiDi Global has recently begun 24/7 fully unmanned robotaxi trials in Guangzhou, advanced fundraising for its self-driving unit at a targeted US$5.00 billion valuation, completed a US$286.00 million share repurchase program covering about 61.50 million shares, and moved close to finalizing a US$740.00 million settlement tied to its U.S. IPO lawsuit. Together, progress in autonomous driving, a sizeable buyback, and the pending resolution of a large legal overhang point to a company seeking to...

In its latest reported quarter, Wolverine World Wide generated US$470.3 million in revenue, up 6.9% year on year, with Merrell, Saucony and Sweaty Betty all beating expectations and delivering a record gross margin performance. The company also raised its full-year guidance more than any other footwear peer, highlighting stronger-than-expected momentum across its core brands and operations. Next, we’ll examine how this record gross margin quarter and upgraded guidance might influence...

McDonald's (MCD) just put a clearer stake in the ground for 2026 by tightening global franchising standards around pricing and value, while also leaning into subsidized 5 dollar meals to protect traffic in an inflation squeezed consumer landscape. See our latest analysis for McDonald's. Those tougher value standards and subsidized 5 dollar deals are landing against a backdrop of steady gains, with McDonald's 90 day share price return of 5.09 percent and a five year total shareholder return of...

Knife River (KNF) has been busy in Texas, locking in a $112 million highway paving contract and acquiring Texcrete Operations and TexAgg to deepen its vertically integrated footprint across the fast growing Texas Triangle. See our latest analysis for Knife River. Despite these Texas wins, Knife River's share price return has been weak year to date at minus 24.1 percent, and its 1 year total shareholder return of minus 28.4 percent suggests that while recent 1 month share price momentum of 9.6...

Lemonade recently expanded its auto insurance offering by integrating directly with Tesla vehicles in select states, allowing owners to link their cars within the Lemonade app. This connection to Tesla’s in-car data ecosystem highlights Lemonade’s push to deepen its AI-driven insurance model and appeal to tech-focused drivers. We’ll now explore how this Tesla integration could reshape Lemonade’s investment narrative, particularly its AI advantage and product expansion efforts. Trump's oil...

eXp World Holdings (EXPI) is back in focus after its core brokerage, eXp Realty, reshuffled its leadership bench. The company elevated tech and brokerage insiders while its prior chief technology officer exits for a new role. See our latest analysis for eXp World Holdings. The leadership shakeup lands at a time when the share price sits around $10.60 and recent short term share price returns have been soft. Meanwhile, the longer term total shareholder return remains deeply negative,...

Simpson Manufacturing (SSD) has been quietly grinding higher, with the stock up around 3% over the past month even after a choppy past 3 months and softer 1 year returns. See our latest analysis for Simpson Manufacturing. At around $168.88 per share, Simpson’s recent 30 day share price return of roughly 3% looks modest against a tougher 90 day patch, but the strong three year total shareholder return above 90% suggests the longer term uptrend is still intact and momentum is consolidating...

Recent move in Spectrum Brands Holdings stock Spectrum Brands Holdings (SPB) has quietly climbed about 8% over the past week and 16% in the past 3 months, even though the share price is still down sharply year to date. See our latest analysis for Spectrum Brands Holdings. That recent 8% 7 day share price return and 16% 3 month share price return look more like a relief rally than a full trend change, given the year to date share price return is still deeply negative and the longer term total...

If you are wondering whether U.S. Bancorp at around $53.71 is still worth buying after its recent run, you are not alone. This piece is going to unpack what the current price really implies about value. The stock has climbed about 4.5% over the last week and 14.0% in the past month, building on a 12.2% gain year to date and roughly 9.3% over the last year. This hints that the market is slowly warming back up to the name after a choppy few years. Recent headlines have focused on the health of...