U.S. Consumer Durables Stock News

If you are wondering whether Papa John's International at around $40.96 is a quietly mispriced opportunity or a value trap in plain sight, this breakdown is for you. The stock is down about 2.8% over the last week, roughly flat over the past month, and still sitting on a 10.5% slide over the past year and a steep 48.2% drop over three years, which indicates sentiment has been under pressure for a while. Recent headlines have focused on Papa John's ongoing strategy tweaks, from sharpening its...

Wondering if Kimberly-Clark at around $102.89 is a bargain hiding in plain sight or a value trap dressed up as a dividend staple? Let us break down what the current price is really implying about its future. The stock has slipped about 3.8% over the last week and is roughly 21.2% down year to date, leaving it about 19.5% lower than a year ago, which naturally raises questions about sentiment and opportunity. Much of the recent share price pressure has come as investors reassess defensive...

Mama's Creations (MAMA) just posted its Q3 2026 numbers, with revenue of about $47.3 million, basic EPS of $0.01, and net income of $0.5 million, setting the stage for investors to parse how the growth story is holding up. The company has seen quarterly revenue move from $31.5 million in Q3 2025 to $47.3 million in the latest quarter, while EPS shifted from $0.01 to $0.01 and net income from $0.4 million to $0.5 million, giving a clearer read on how much of the top line is actually making it...

Academy Sports and Outdoors (ASO) has posted its Q3 2026 numbers with revenue of about $1.4 billion and EPS of roughly $1.07, giving investors a fresh read on how demand is holding up across the year. The company has seen revenue move from roughly $1.34 billion in Q3 2025 to about $1.38 billion in Q3 2026, while EPS shifted from around $0.94 to $1.07 over the same period, setting a clear baseline for how the business is tracking through the current cycle as margins do the heavy lifting in the...

Star Group (SGU) closed FY 2025 with fourth quarter revenue of $247.7 million and basic EPS of -$0.84, capping off a volatile year that nevertheless left trailing 12 month EPS at $2.12 on $1.8 billion in revenue and net income of $72.8 million. The company has seen quarterly revenue swing from $488.1 million and EPS of $0.79 in Q1 2025 to a peak of $743.0 million and EPS of $2.13 in Q2, before moderating in the second half as Q3 delivered $305.6 million of revenue and EPS of -$0.48. Against...

Ferguson Enterprises (FERG) just opened fiscal 2026 with Q1 revenue of about $8.2 billion and basic EPS of $2.91, setting the tone for how its earnings momentum is carrying into the new year. The company has seen quarterly revenue move from roughly $7.9 billion in Q4 2024 to $7.8 billion in Q1 2025 and now $8.2 billion in Q1 2026, while basic EPS has stepped up from $2.24 to $2.34 and then to $2.91 over the same periods. This gives investors a clear view of how earnings power is tracking the...

If you have been wondering whether Tempus AI's rapid rise is justified or if the stock is already priced for perfection, you are not alone. After a strong run, the stock is still up 121.5% year to date, including a 6.0% gain over the last month and 2.6% over the past week. This suggests that sentiment is anything but neutral. Much of this excitement has been driven by Tempus AI's expanding role in applying AI to precision medicine and data driven clinical decision support, which investors...

Sana Biotechnology (SANA) is back on traders radar after Nature Biotechnology published new preclinical data on its fusogen platform, showing in vivo gene editing of hematopoietic stem cells without conditioning chemotherapy. See our latest analysis for Sana Biotechnology. The Nature Biotechnology data has arrived after a big run up, with the share price at 4.35 and a roughly 163 percent year to date share price return signaling that optimism and speculative momentum are clearly building...

Xylem (XYL) has been drifting lower this month, slipping roughly 9% even as its longer term track record remains solid. That disconnect is catching investors attention and raises a fresh valuation question. See our latest analysis for Xylem. The recent 9% slide over the past month sits against a much stronger backdrop, with the share price still up around 18% year to date and a 1 year total shareholder return of roughly 8%, suggesting momentum has cooled but the longer term thesis remains...

Campbell's (CPB) has kicked off Q1 2026 with revenue of $2.7 billion and net income of $194 million, translating to EPS of $0.65 as the company puts another steady quarter on the board. Over the past year, revenue has hovered around the $10.0 billion mark while trailing twelve month EPS has moved from $1.90 to $1.94, giving investors a clearer read on how recent quarters are feeding into overall profitability and margin resilience. See our full analysis for Campbell's. With the headline...

Toll Brothers (TOL) just closed out FY 2025 with fourth quarter revenue of about $3.4 billion and basic EPS of $4.62, setting the tone for a year where trailing 12 month revenue reached roughly $11.0 billion and EPS came in at $13.60. The company has seen quarterly revenue move from $2.9 billion in Q3 2025 to $3.4 billion in Q4, while basic EPS stepped up from $3.76 to $4.62 over the same stretch, giving investors plenty to weigh as they gauge how sustainable the current profitability profile...

Caleres (CAL) opened Q3 2026 with total revenue of about $790 million and EPS of $0.07, while trailing twelve month revenue stood at roughly $2.7 billion with EPS of $0.52, setting a cautious tone around profitability. The company has seen revenue move from $741 million and EPS of $1.20 in Q3 2025 to $790 million and EPS of $0.07 in Q3 2026, a shift that leaves investors watching how much of the story is about topline resilience versus pressure further down the income statement. With net...

Manhattan Associates (MANH) has quietly slid over the past year, with the stock down about 41% from its peak even as revenue and net income keep growing at a steady, mid single digit clip. See our latest analysis for Manhattan Associates. That slide has been driven less by a single headline and more by a reset in expectations, with a roughly 16.7% 90 day share price decline and a far steeper 40.6% one year total shareholder return drop contrasting with still healthy multi year total...

If you are wondering whether F5 at around $257 a share is still worth considering after its big run, or if you have missed the boat, this is a good place to unpack what the current price implies. Over the last week the stock is up 8.2%, adding to a 5.0% gain over 30 days and a 66.9% rise over three years, even though the 1 year return is only 0.9% and the move year to date is 2.5%. That uneven performance has played out alongside a steady sequence of product and strategy updates, from F5...

If you are wondering whether Primo Brands at around $15.77 is a bargain or a value trap, you are not alone. This stock has all the ingredients of a classic valuation puzzle. Over the last month the share price has climbed roughly 9.1%, even though it is still down 49.1% year to date and 47.7% over the last year. This suggests that sentiment is shifting, but the long-term scars are still visible. That recent rebound has come as investors digested a series of strategic updates, including...

Wondering if United Airlines Holdings is still good value after its big run, or if most of the upside has already been priced in? You are not alone. That is exactly what this piece will unpack. United's share price has climbed 3.3% over the last week, 7.3% over the past month, and is up 9.5% year to date, adding to a hefty 136.2% gain over three years and 123.7% over five years that has reshaped how investors see its risk and reward profile. Those moves have come as investors react to a mix...

AutoZone (AZO) opened fiscal Q1 2026 with total revenue of $4.6 billion and basic EPS of $31.88, setting the stage against a backdrop where trailing twelve month revenue sits at $19.3 billion and EPS at $147.34. Over recent quarters the company has seen revenue move from $6.2 billion in Q4 2024 to $6.2 billion in Q4 2025 and then to $4.6 billion in Q1 2026, while quarterly EPS tracked from $53.0 to $50.0 and now $31.9, leaving investors weighing solid top line scale against signs of...

Wondering if Blue Owl Capital is a bargain or a value trap at around $16 a share? You are not alone, and this is exactly the kind of stock where a closer look at valuation can really pay off. The share price has bounced about 6.6% over the last week and 3.8% over the past month, but that still sits against a much tougher backdrop with the stock down 32.1% year to date and 28.3% over the last year. Even so, the 3 year and 5 year returns are 59.3% and 86.7% respectively. Some of this recent...

Immunocore Holdings (IMCR) has been in focus after its Jefferies London Healthcare Conference update, where management walked investors through late stage progress for KIMMTRAK in cutaneous melanoma and its PRAME bispecific program. See our latest analysis for Immunocore Holdings. That conference update seems to have given the stock fresh energy, with a 1 month share price return of 13.76 percent contributing to a 27.80 percent year to date share price gain. However, the 3 year total...

In the third quarter, New York-based Harvey Partners acquired 318,000 Materion shares for about US$38.4 million, a new position equal to roughly 3.4% of its U.S. equity portfolio, following an SEC filing dated 14 November. This investment arrived shortly after Materion reported strong third-quarter operational results, including margin expansion in its electronic materials and precision optics businesses, highlighting growing institutional interest in the company’s core profit drivers. We’ll...

In recent days, 1st Choice Delivery announced that it has been acquired by Lanter Delivery Systems, a portfolio company of Audax Private Equity, with Houlihan Lokey serving as financial advisor and facilitating Northern Pacific Group’s exit from its 2017 investment. Alongside this client milestone, fresh Morgan Stanley commentary highlighting Houlihan Lokey’s potential to benefit from a faster-than-expected rebound in sponsor activity has drawn investor attention to the firm’s role in...

Fulcrum Therapeutics (FULC) has just delivered early PIONEER trial data that moved the needle, with pociredir driving meaningful fetal hemoglobin gains in sickle cell patients and setting up the stock for a very different conversation. See our latest analysis for Fulcrum Therapeutics. The PIONEER update has clearly reset expectations. Fulcrum’s 1 day share price return of 45.96% has helped drive a 30 day share price return of 70.25% and a 1 year total shareholder return of 223.94%, suggesting...

Crescent Energy (CRGY) is back in focus after Q3 results showed revenue up about 16% year over year, yet still shy of forecasts, and management lifted full year capital spending guidance on the back of efficiencies and divestiture cash. See our latest analysis for Crescent Energy. The mixed Q3 update seems to be nudging sentiment off the lows, with a roughly 21% 3 month share price return contrasting against a still weak 1 year total shareholder return of around negative 28%. This suggests...

Amylyx Pharmaceuticals (AMLX) has quietly staged a sharp rebound this year, with the stock up roughly 250% year to date and about 180% over the past year, drawing fresh attention from biotech investors. See our latest analysis for Amylyx Pharmaceuticals. The recent pullback, with a 1 day share price return of minus 3.7 percent and a 7 day share price return of minus 4.0 percent, looks more like a pause in what has been strong upward momentum, given the 30 day share price return of 11.1...