U.S. Consumer Durables Stock News

Ermenegildo Zegna N.V. has outlined a new leadership structure effective January 1, 2026, with current CEO Gildo Zegna becoming Group Executive Chairman, CFO and COO Gianluca Tagliabue stepping in as acting Group CEO pending shareholder approval, and Gian Franco Santhià moving into the Group CFO role. The succession plan also brings the fourth generation of the Zegna family to the forefront, with Edoardo and Angelo Zegna becoming Co-CEOs of the ZEGNA brand, underscoring a balance between...

Etsy recently announced a partnership with OpenAI that lets U.S. ChatGPT users directly discover and purchase Etsy products, supported by the company’s ongoing AI investments in personalization, search ranking, and seller tools. This move positions Etsy to tap into emerging AI-assisted shopping behavior and potentially deepen shopper engagement with its handmade and creator-led inventory during the holiday season and beyond. Next, we’ll explore how Etsy’s OpenAI-powered shopping integration...

JP Morgan’s downgrade of Cognex (CGNX) to a more cautious rating has put the stock back under the microscope, as investors reassess how its automation story lines up with near term growth expectations. See our latest analysis for Cognex. The downgrade lands after a choppy stretch, with a 30 day share price return of minus 9.62 percent and a 5 year total shareholder return of minus 47.58 percent, signaling that momentum has been fading despite recent operational progress. If this shift in...

Wondering if Kellanova is still fairly priced after its long run, or if there is more upside left in the tank? This breakdown will help you decide whether the current share price actually makes sense. The stock has been mostly treading water in the short term, down 0.6% over the last week and roughly flat over the past month at 0.1%. However, that hides a steadier climb of 2.6% year to date and 6.2% over the last year, compounding into 32.5% and 69.5% gains over the past 3 and 5...

TJX Companies (TJX) just posted another solid quarter, with Q3 2026 revenue of about $15.1 billion, Basic EPS of $1.28, and net income of $1.4 billion setting the tone for its latest update. The company has seen revenue move from roughly $14.1 billion and EPS of $1.15 in Q3 2025 to $15.1 billion and $1.28 this quarter, while trailing twelve month revenue has climbed to about $59.0 billion alongside EPS of $4.58 and net income of $5.1 billion, giving investors a clear view of steady top and...

RLI (RLI) has quietly slipped this year, with the stock down about 23% year to date even as its long term track record and underwriting discipline remain intact. This creates an interesting setup for patient investors. See our latest analysis for RLI. The 6.8% 1 month share price return suggests some buyers are stepping back in after a weak start to the year, even though the year to date share price return is still firmly negative and the 1 year total shareholder return trails its solid 3 and...

Oppenheimer recently initiated coverage on Theravance Biopharma with an Outperform rating, emphasizing the importance of the Phase 3 ampreloxetine readout expected in the first quarter of 2026 and the company’s virtual key opinion leader event on this program. The focus on ampreloxetine as a potential billion-dollar therapy in a rare neurogenic condition highlights how pivotal this single late-stage asset has become for Theravance’s future prospects and risk profile. We’ll now explore how...

If you are wondering whether Novavax at around $6.84 is a beaten down bargain or a value trap, you are not alone. That is exactly what this breakdown is going to tackle. The stock has slipped recently, with returns of about -1.6% over the last week, -13.5% over the last month and -20.2% year to date, on top of a rough -94.1% over five years. Those moves reflect shifting sentiment around Novavax's vaccine pipeline and its ability to carve out a sustainable niche in a post pandemic market...

Wondering if Amneal Pharmaceuticals is still a smart buy after its big run, or if most of the upside is already priced in? Here is a breakdown of what the recent market action is really telling us about its value. The stock has cooled slightly in the last week, down 2.6%, but that comes after a strong 8.9% gain over 30 days, a hefty 57.1% year to date, and an impressive 425.4% over three years. Those moves follow a steady stream of developments around Amneal strengthening its position in...

Wondering if CBIZ is now a bargain or a value trap after its recent slide? This article will walk through the numbers so you can decide with confidence. The stock has bounced 4.9% over the last week, but that is against a much steeper backdrop of a 6.7% drop over 30 days and a painful 36.6% fall year to date, leaving 1 year returns at around -38.4% despite a strong 102.5% gain over 5 years. Those moves have come as investors reassess service focused businesses like CBIZ in a higher rate,...

If you are wondering whether Teladoc Health is a beaten-down disaster or a quietly emerging value play at today’s price, you are not alone. That is exactly what this breakdown is here to unpack. The stock has bounced 1.1% over the last week but is still down 7.5% over the past month and a steep 20.9% year to date, capping a brutal 96.1% slide over five years that has reset investor expectations. Those moves have come as Teladoc tries to reposition itself from a hyper-growth pandemic favorite...

Saba Capital Management’s latest insider buy in ASA Gold and Precious Metals (ASA), adding over 9,000 shares at around 53 dollars each, puts fresh attention on what this big shareholder might be seeing in the period ahead. See our latest analysis for ASA Gold and Precious Metals. That conviction lines up with a powerful run in ASA’s share price, which now sits at 52.76 dollars after a roughly 14 percent 1 month share price return and a standout 1 year total shareholder return of about 160...

Norfolk Southern (NSC) shares have quietly pushed higher over the past month, and that steady climb is starting to draw fresh attention from investors comparing rail stocks to the broader market. See our latest analysis for Norfolk Southern. That recent strength sits on top of a solid run, with the share price now at $294.05 and a robust year to date share price return suggesting momentum is still building rather than fading, backed by a steady multi year total shareholder return profile. If...

Entergy (ETR) just broke ground on two new combined cycle natural gas plants in north Louisiana, projects regulators approved to boost grid reliability, accommodate Meta’s incoming data center, and support the region’s broader economic expansion. See our latest analysis for Entergy. The stock’s 1 day share price return of 1.37 percent, taking Entergy to 94.24 dollars, builds on a solid year to date share price gain of 24.99 percent and a 5 year total shareholder return of 116.97 percent. This...

In its most recent Q3 update, Marqeta reported year-on-year revenue growth of 27.6% and outperformed analyst estimates for both revenue and EBITDA, supported by stronger-than-expected total payment volume. This outperformance underscores how Marqeta’s card-issuing platform can convert higher transaction activity into improving profitability metrics, an important signal for long-term scalability. We’ll now examine how Marqeta’s better-than-expected Q3 revenue and EBITDA performance may...

Arbor Realty Trust recently drew attention after Director William Green bought 12,800 shares on November 28, 2025, adding to a year-long pattern of insider purchases with no reported insider sales. At the same time, analysts have lowered earnings estimates for the current and next fiscal years, highlighting a tension between insider confidence and market caution around Arbor Realty Trust’s outlook. We’ll now examine how this steady insider buying interest may influence Arbor Realty Trust’s...

In November 2025, Morgan Stanley analyst Bob Huang downgraded Corebridge Financial, Inc., citing a less attractive outlook and the potential impact of Federal Reserve rate cuts on the company’s base spread income, while also highlighting its completed variable annuities reinsurance transaction and recent capital returns, including US$509 million distributed to shareholders and US$381 million in share repurchases. This combination of a more cautious analyst stance and Corebridge’s efforts to...

Tripadvisor (TRIP) just paired upbeat winter travel data with fresh perks in its Tripadvisor Rewards program, including a $50 activity credit and extra Trip Cash on app bookings, which together could quietly strengthen demand and loyalty. See our latest analysis for Tripadvisor. Despite these loyalty perks and solid winter demand, Tripadvisor’s 1 year total shareholder return of 4.88 percent and 3 year total shareholder return of negative 14.21 percent show only modest progress, while recent...

CSW Industrials (CSW) has quietly put together an impressive multi year run, and the stock’s latest move has investors revisiting what is driving this performance and whether the valuation still makes sense. See our latest analysis for CSW Industrials. The latest jump to a $302.18 share price caps a sharp 21.28% 1 month share price return, yet that comes after a tough year where total shareholder return is still deeply negative despite a strong multi year rebound. If CSW Industrials momentum...

Wondering if Eve Holding at around $4.87 is a hidden bargain or a value trap? You are not alone in trying to figure out what this stock is really worth. The share price has jumped about 29.9% over the last week and 17.9% over the past month, yet it is still down 8.1% year to date and 36.0% over three years, which indicates that sentiment has been shifting quickly. Much of the recent interest has centered on Eve's position in the emerging electric vertical take off and landing, or eVTOL,...

In recent months, Winmark has attracted increased institutional interest, including a new stake by Fisher Asset Management LLC and position changes by other large investors, alongside an upgrade from Weiss Ratings from hold to buy. This combination of fresh institutional capital and a more positive analyst stance points to a strengthening perception of Winmark’s long-term business quality among professional market participants. With rising institutional involvement as a backdrop, we’ll...

Blue Hat Interactive Entertainment Technology (NasdaqCM:BHAT) has just posted its H1 2025 scorecard, with trailing twelve month revenue sitting at about $19.0 million and net income of roughly -$9.1 million, keeping EPS around $0 over that span. The company has seen revenue move from $27.4 million in H2 2023 to $18.7 million in H2 2024, while net income excluding extraordinary items shifted from -$22.3 million to -$8.2 million. The latest numbers still leave investors focused squarely on...

TIC Solutions (TIC) is heading into the UBS Global Industrials and Transportation Conference in Florida, and investors are watching closely for fresh clues on strategy, end market demand, and capital allocation priorities. See our latest analysis for TIC Solutions. That backdrop matters because TIC Solutions’ share price return has slipped to $9.54 after a weak 1 month share price return of around 22 percent, suggesting sentiment has cooled even as investors look to this conference for fresh...

Western Midstream Partners, LP recently priced a US$1.20 billion senior notes offering, split between 4.800% notes due 2031 and 5.500% notes due 2035, to refinance maturing debt, repay commercial paper tied to its Aris Water Solutions acquisition, and fund general partnership needs. This refinancing package reshapes Western Midstream’s balance sheet by extending debt maturities while locking in higher-coupon funding to support its expanding midstream and water infrastructure footprint. We’ll...