U.S. Consumer Durables Stock News

In the past quarter, Brown-Forman completed a US$265.8 million share repurchase of 9,543,230 shares, while reporting second-quarter revenue of US$1,036 million and net income of US$224 million, both lower than a year ago. The company’s results highlighted how the ongoing Canadian boycott of U.S. spirits, with a very large decline in that market’s sales, is weighing on earnings despite its premium brands and cost-efficiency efforts. Next, we’ll examine how weaker earnings tied to the...

Recent performance and what is driving interest Viper Energy (VNOM) has quietly climbed about 6% over the past month and 8% in the past 3 months, even as its year-to-date return remains negative near 19%. See our latest analysis for Viper Energy. Zooming out, the $40.34 share price still sits below where it started the year despite a solid 1 month and 3 month share price rebound. This suggests sentiment is stabilising but not yet fully convinced by the story. If Viper’s recent move has you...

Alcoa (AA) heads into its Dec. 2 Resourcing Tomorrow conference slot with a tailwind, as investors reassess the stock alongside a recovering aluminum and alumina backdrop and renewed interest in cyclical commodities. See our latest analysis for Alcoa. The latest 30 day share price return of 22.75 percent, building on a 37.32 percent 90 day gain and 21.45 percent year to date move, shows momentum picking up as investors lean into Alcoa’s leverage to an aluminum upcycle. Its 5 year total...

LiveRamp Holdings (RAMP) has been quietly grinding higher over the past quarter, and that move looks more interesting once you line it up against the company’s improving revenue and faster growing profits. See our latest analysis for LiveRamp Holdings. At around $30.21, the recent 90 day share price return of 14.69% contrasts with a softer 1 year total shareholder return of negative 5.15%. This suggests improving sentiment but a still recovering long term story. If you like the mix of growth...

In December 2025, QUALCOMM’s board approved amended and restated bylaws that, among other changes, allow shareholders with at least 25% net long ownership to call special meetings, expand the Executive Committee’s authority when the board is not in session, and clarify indemnification, all effective immediately. These governance changes arrive alongside QUALCOMM’s push into AI chips, automotive and IoT, plus prospective tax benefits for research-intensive firms, together reshaping how...

If you have been wondering whether Estée Lauder Companies at around $104 is a comeback story or a value trap, you are not alone. The numbers give us some clues worth unpacking. The stock is up 18.1% over the last month and 40.7% year to date, yet it is still down sharply over 3 and 5 years. This suggests that sentiment has shifted, but the long term scars have not fully healed. Investors have been watching Estée Lauder navigate a slow recovery in key beauty markets and ongoing efforts to...

Recent Performance and Why Bruker Is Back on Watchlists Bruker (BRKR) has quietly swung from a weak year to a stronger recent stretch, with the stock up about 8% over the past month and more than 40% in the past 3 months. See our latest analysis for Bruker. That recent 3 month share price return of 40.72% stands in sharp contrast to Bruker’s weaker year to date share price return of negative 23.26%. This suggests momentum is rebuilding as investors reassess its growth and risk profile. If...

Rapid7 (RPD) just deepened its compliance and security story by teaming up with HITRUST to automate evidence collection and continuous control validation, while also publishing 2026 threat predictions that lean heavily into insider risk and geopolitical cyber fallout. See our latest analysis for Rapid7. Despite these moves to sharpen its compliance and threat story, Rapid7’s recent performance is mixed, with a strong 1 month share price return of 16.5% from $16.35 but a much weaker year to...

Earlier this month, Tennant reported quarterly revenue down 4% year on year, missing analyst expectations on both sales and earnings, while still lifting its full-year guidance amid a complex market backdrop. This unusual mix of a weak quarter and higher guidance highlights management’s confidence in Tennant’s longer-term plan despite near-term operational headwinds. We’ll now examine how Tennant’s raised full-year guidance, despite the quarterly earnings miss, may reshape its existing...

Why Alamo Group Stock Is Back on Investors Radar Alamo Group (ALG) has quietly delivered steady operational growth, and its recent share move is drawing fresh attention from investors looking for durable industrial names with dependable fundamentals and room for re rating. See our latest analysis for Alamo Group. That recent pop in the share price, with a 7 day share price return of 7.58% and 1 month share price return of 9.17%, is mostly a bounce within a still negative 1 year total...

Fluor (FLR) just landed a major win in Canada, securing Teck Resources’ Highland Valley Copper Mine life extension project while also wrapping up Train 2 of the LNG Canada build, and both deals sharpen the stock’s long term project backlog story. See our latest analysis for Fluor. Even with these contract wins, Fluor’s $43.6 share price is still digesting earlier disappointment, with a negative year to date share price return but a solid five year total shareholder return suggesting longer...

Earlier this month, TPG Inc. reported 12% year-on-year revenue growth that surpassed analyst expectations and closed its AG Credit Solutions Fund III with US$6.20 billion in capital commitments, significantly above its original target. The combination of stronger-than-expected top-line performance and outsized private credit fundraising signals firm momentum in TPG’s fee-generating platform and investor demand for its credit strategies. We’ll now examine how this stronger-than-expected...

In early December 2025, Cushman & Wakefield used its Investor Day to outline a refreshed plan to grow leasing, capital markets and higher-value services, while also highlighting data centers as a priority focus area. This sharper emphasis on scaling recurring, higher-margin service lines and data center capabilities signals a push to diversify beyond traditional, more cyclical commercial real estate revenue streams. We’ll now examine how this renewed focus on higher-margin services and...

Live Oak Bancshares (LOB) is back in the spotlight after an investor rights firm launched a probe into its recent financial restatement tied to cash flow misclassifications and potential disclosure issues. Investors are understandably reassessing both trust and valuation. See our latest analysis for Live Oak Bancshares. The legal probe lands after a choppy stretch for the stock, with a 13.32% 30 day share price return helping claw back some ground even as the year to date share price return...

NewMarket Corporation ( NYSE:NEU ) has announced that it will be increasing its dividend from last year's comparable...

Stryker Corporation's ( NYSE:SYK ) periodic dividend will be increasing on the 30th of January to $0.88, with investors...

Oil-Dri Corporation of America's ( NYSE:ODC ) dividend will be increasing from last year's payment of the same period...

The board of Vail Resorts, Inc. ( NYSE:MTN ) has announced that it will pay a dividend of $2.22 per share on the 12th...

Some Apollo Global Management, Inc. ( NYSE:APO ) shareholders may be a little concerned to see that the Partner & Chief...

To the annoyance of some shareholders, Rubico Inc. ( NASDAQ:RUBI ) shares are down a considerable 73% in the last...

Helmerich & Payne, Inc. ( NYSE:HP ) will pay a dividend of $0.25 on the 27th of February. This makes the dividend yield...

Upwork (UPWK) just turned a routine Investor Day into a small sentiment reset, outlining aggressive growth ambitions while rolling out new partnerships aimed at making its freelance marketplace more useful for both workers and businesses. See our latest analysis for Upwork. That optimism is lining up neatly with the price action, with the share price at $21.95 after a roughly 33 percent year to date share price return and a strong three year total shareholder return of about 102 percent,...

Vital Farms (VITL) just got a meaningful visibility boost, joining the S&P SmallCap 600 and several related S&P indices. Investors reacted quickly, pushing the stock up about 6% on the news. See our latest analysis for Vital Farms. That index bump adds a new chapter to what has been a volatile stretch, with an 8.1% 7 day share price return and a 27.1% 90 day share price pullback, even as the three year total shareholder return sits above 120%. If this kind of momentum shift has you thinking...

Earlier this month, Rollins held a shareholder and analyst call to outline key initiatives for future value creation, following Q3 results that highlighted strong organic revenue growth and meaningful contributions from acquisitions. This combination of robust core performance and acquisition-driven expansion, reinforced by continued analyst optimism, suggests investors are closely watching how Rollins converts its growth levers into longer-term value. We’ll now examine how Rollins’...