U.S. Consumer Durables Stock News

Why Ares Management Is Back in Focus Ares Management (ARES) is drawing fresh attention after a double hit: a double digit share drop tied to concerns about AI risk in software focused credit portfolios and heightened interest before its upcoming quarterly earnings report. See our latest analysis for Ares Management. That sell off around AI related credit worries comes after a weaker patch for the shares more broadly, with a 30 day share price return of a 20.24% decline and a year to date...

In early 2026, Commercial Metals Company was named to Corporate Knights’ Global 100 Most Sustainable Corporations and the Clean200, while director Dennis V. Arriola increased his direct shareholdings through an open-market purchase. These sustainability accolades, combined with insider buying, highlight a growing environmental profile that may broaden the company’s appeal among ESG-oriented investors. We’ll now examine how this combination of sustainability recognition and insider share...

Keurig Dr Pepper (KDP) is back on watch for investors, with the beverage group’s recent share performance putting its fundamentals under the microscope rather than any single headline event or short term catalyst. See our latest analysis for Keurig Dr Pepper. Recent trading has been constructive, with a 1 day share price return of 1.72% at US$28.45 and a 7 day share price return of 6.51%. The 1 year total shareholder return of 5.74% and 3 year total shareholder return of 11.32% indicate that...

Reports indicate that Chubb is exploring a potential acquisition of American International Group (NYSE:AIG). The discussions center on a large scale transaction that could reshape parts of the global insurance sector. The situation is developing, and no formal agreement or timeline has been announced. American International Group, trading at around $76.37, is at the center of an event that could matter for anyone exposed to the insurance sector. The stock is up 4.1% over the past week and...

Smurfit Westrock (SW) is back in focus after its Board approved a quarterly dividend of $0.4523 per share, a cash return that can matter for anyone weighing income potential alongside exposure to the packaging sector. See our latest analysis for Smurfit Westrock. The dividend decision comes at a time when momentum in the shares has picked up, with an 8.53% 1 day share price return and a 24.27% 90 day share price return, while the 1 year total shareholder return of a 15.33% decline contrasts...

Hasbro (HAS) is back in the spotlight after securing fresh licensing deals tied to Amazon MGM Studios’ live-action Voltron film and Legendary Entertainment’s upcoming Street Fighter movie, bringing its content-linked merchandise strategy to the forefront. See our latest analysis for Hasbro. The fresh licensing announcements come after a period of strong market interest, with Hasbro’s share price at $96.59 and a 90-day share price return of 26.08%, while its 1-year total shareholder return of...

Event driven interest in Chefs' Warehouse Benchmark’s updated outlook on Chefs' Warehouse (CHEF), paired with the Italco Food Products acquisition and growth in the Middle East, has put the distributor’s expansion story back in focus for investors. See our latest analysis for Chefs' Warehouse. Chefs' Warehouse shares trade at US$63.60 after a 4.21% 1 month share price return and a 15.38% 1 year total shareholder return, suggesting recent news around acquisitions and Middle East growth has...

What recent returns say about Autodesk (ADSK) Autodesk (ADSK) has drawn fresh attention after a stretch of weak share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. In this context, investors are weighing the company’s reported US$6.9b in revenue and US$1.1b in net income, along with its current value score of 3, to assess how the recent pullback lines up with its fundamentals. See our latest analysis for...

In January 2026, Surf Air Mobility Inc. announced it had partnered with the Hawaii Department of Transportation and BETA Technologies on a joint application to the federal Electric Vertical Takeoff and Landing Integration Pilot Program, aiming to integrate BETA’s ALIA electric aircraft into Hawaii’s short-haul air network via Mokulele Airlines’ operations. An interesting angle is how Mokulele’s high-frequency, ultra-short interisland routes and existing maintenance and safety infrastructure...

Why LuxExperience B.V (LUXE) is in focus ahead of earnings LuxExperience B.V (LUXE) is drawing attention as it heads into its February 10 earnings release, with the market weighing expectations of higher revenue against projections for a year over year earnings decline. Over the past month, analysts have cut their consensus EPS estimate by about 50%, pointing to more cautious sentiment on profitability even as the business is expected to report stronger top line figures for the December 2025...

Shareholders of Nicolet Bankshares (NYSE:NIC) approved an amendment to increase the company’s authorized shares at a recent special meeting. The change updates the company’s capital structure and creates capacity for future share issuance or stock based actions. The approval follows a period of strong share performance, with the stock at $149.17 and showing sizeable multi year returns. Nicolet Bankshares, trading under NYSE:NIC, now has shareholder approval to increase its authorized share...

Intapp (INTA) has just posted Q2 2026 results with revenue of US$140.2 million and a basic EPS loss of US$0.07, while trailing twelve month figures show revenue of US$543.3 million and a basic EPS loss of US$0.29. The company has seen quarterly revenue move from US$121.2 million in Q2 2025 to US$140.2 million in Q2 2026, alongside quarterly basic EPS losses ranging from US$0.13 to US$0.01 over that period. This frames how investors may weigh a still loss-making profile against expectations...

International Paper recently reported fourth-quarter and full-year 2025 results showing sales rising to US$6,006 million for the quarter and US$23.63 billion for the year, while posting net losses of US$2,384 million and US$3,516 million respectively. At the same time, the company is overhauling its portfolio by selling its Global Cellulose Fibers business for US$1.5 billion and planning to split its packaging operations into two regional, publicly traded companies. Next, we’ll look at how...

What the Genspark partnership means for Twilio stock Twilio (TWLO) is in focus after Genspark chose Twilio Programmable Voice to power its Call for Me AI agent, a service that automates multilingual phone calls for everyday tasks and customer service workflows. The announcement has sparked fresh debate around how AI driven calling agents could affect Twilio's customer engagement platform, its revenue mix, and how investors think about the company's role in communications software over the...

In late January and early February 2026, Commvault reported record quarterly revenue, raised its fiscal 2026 guidance, detailed progress on its long-running share repurchase program, and introduced new offerings such as Commvault Geo Shield and expanded Google Cloud data-resilience capabilities. At the same time, investors focused on decelerating SaaS annual recurring revenue growth, guidance that fell short of analyst expectations, and a new securities law investigation that together...

Event context and recent share performance ExlService Holdings (EXLS) is drawing investor attention after a period of weaker share performance, with the stock showing a 22.7% decline over the past month and a 16.2% decline over the past 3 months. Over longer horizons, the total return stands at a 21.2% decline year to date and a 37.2% decline over the past year. The 5 year total return is 88.5%, setting a mixed backdrop for fresh analysis. See our latest analysis for ExlService Holdings. The...

MACOM Technology Solutions Holdings (NasdaqGS:MTSI) is facing material uncertainty as US authorities review export licenses tied to high end AI chip shipments to China. Government delays in processing these licenses are affecting Chinese customer orders and introducing new risk to MACOM's global sales operations. The issue centers on national security concerns around advanced semiconductor hardware and its potential use in sensitive AI applications. MACOM, a supplier of high performance...

Greif, Inc. reported first-quarter 2025 results for the period ended December 31, 2025, with sales of US$994.8 million versus US$1,016.7 million a year earlier and net income of US$174.6 million compared with US$22 million. The sharp increase in profitability despite slightly lower sales highlights a meaningful shift in Greif’s earnings mix and cost or margin profile. We’ll now consider how this earnings-driven jump in net income shapes Greif’s investment narrative and what it may signal for...

Amazon.com announced plans to cut 16,000 corporate roles and close all Amazon Fresh stores as it reshapes its grocery and physical retail footprint. The company will convert some existing locations into Whole Foods Market outlets, signaling a different approach to brick and mortar operations. Amazon also agreed to a $309 million class action settlement related to its returns process, with both cash payments and changes aimed at improving customer experience. For investors watching...

Coca-Cola is discontinuing its Minute Maid frozen juice concentrates in the U.S. and Canada. The company is shifting focus toward fresh juice offerings, citing changing consumer preferences. The change affects a long running grocery staple and reflects how Coca-Cola is managing its wider beverage mix. Coca-Cola (NYSE:KO) is making this product shift while its shares trade at $77.35. The stock has logged returns of 5.9% over the past week and 13.9% over the past month, with a 26.2% return...

Boston Scientific (BSX) has wrapped up FY 2025 with fourth quarter revenue of US$5.3b, basic EPS of US$0.45 and net income excluding extra items of US$672m. On a trailing twelve month basis, revenue reached US$20.1b, EPS was US$1.96 and net income excluding extra items came in at US$2.9b. Over the past six reported quarters, the company has seen quarterly revenue move from US$4.2b in Q3 2024 to between US$4.7b and US$5.3b in FY 2025. Basic EPS has ranged from US$0.32 in Q3 2024 to US$0.54 in...

Piedmont Realty Trust (PDM) has drawn fresh attention after recent trading, with the share price at $8.63 and short-term returns over the past month and past 3 months both in positive territory. See our latest analysis for Piedmont Realty Trust. Short-term momentum has picked up, with a 1-day share price return of 2.86% and a 7-day share price return of 7.61%. The 1-year total shareholder return of 4.54% contrasts with a 5-year total shareholder return decline of 31.24%, suggesting recent...

Eagle Materials Inc. has reported past third-quarter 2025 results showing sales of US$555.96 million and net income of US$102.9 million, alongside lower earnings per share compared with the prior year period. Over the same timeframe, the company continued advancing a long-running share repurchase program, buying back 648,000 shares for US$142.6 million and bringing total buybacks since 2004 to US$3.19 billion. Next, we’ll examine how softer earnings alongside the ongoing share repurchase...

ConnectOne Bancorp (CNOB) is in focus after releasing fourth quarter and full year 2025 results that included higher net interest income and net income, alongside increased net loan charge-offs and fresh common and preferred dividend declarations. See our latest analysis for ConnectOne Bancorp. The recent earnings release, higher net interest income and dividend declarations appear to be feeding into improving momentum, with a 90 day share price return of 13.32% and a 5 year total shareholder...