U.S. Consumer Durables Stock News

In recent months, iRhythm Technologies has faced heightened scrutiny, including an FDA warning letter, a DOJ investigation, and a new shareholder rights law firm probe into potential fiduciary breaches by officers and directors. These overlapping regulatory and legal pressures contrast with iRhythm's ongoing innovation in its Zio cardiac monitoring platform, creating a complex backdrop for assessing its business quality and governance. We’ll now explore how this added regulatory and legal...

Ventas Realty, a subsidiary of Ventas, Inc., recently issued and sold US$500,000,000 of 5.000% Senior Notes due 2036, with proceeds earmarked for general corporate purposes including potential debt repayment and boosting financial flexibility. This debt raise, alongside upbeat analyst commentary on Ventas’ healthcare real estate platform, underscores investor focus on the REIT’s balance sheet strength and capacity to fund growth. We’ll now explore how Ventas’ recent senior notes issuance...

In early December 2025, The Hershey Company updated its bylaws to strengthen board independence and governance continuity, while also unveiling a limited-run Dubai-inspired chocolate bar and a co-branded Charming toy line partnership announced by JAKKS Pacific. Together, these moves highlight how Hershey is tightening corporate governance while experimenting with social-media-driven products and brand extensions into kid-focused collectibles. We’ll now explore how this governance refresh...

Flex (FLEX) is back in the spotlight after rolling out a new AI infrastructure platform and teaming up with NVIDIA and LG Electronics, moves that sharpen its focus on modular, energy efficient data center solutions. See our latest analysis for Flex. The upbeat reaction to Flex’s latest AI and data center moves comes on top of a strong run, with the stock’s share price return up 61.6 percent year to date and the three year total shareholder return at a striking 280.5 percent. This suggests...

W. R. Berkley (WRB) just put extra cash on the table, declaring a 1 dollar per share special dividend alongside its regular payout, after another solid quarter of underwriting and investment income growth. See our latest analysis for W. R. Berkley. Despite the special and regular dividends highlighting management confidence and Mitsui Sumitomo taking a sizable stake, the stock has cooled off recently. Short term share price returns are negative, even as multi year total shareholder returns...

Knight-Swift Transportation Holdings recently reported quarterly revenue of US$1.93 billion that exceeded forecasts, while adjusted earnings per share came in below expectations, and its board confirmed a regular cash dividend to be paid on December 22 in the past. A director also gifted 2,800 Class A shares in a personal, non-market transaction, highlighting that insider activity can reflect financial planning rather than a view on company value. Next, we’ll examine how this revenue beat...

Revolve Group (RVLV) just delivered an upside earnings surprise while a key insider and major shareholder cashed out roughly 178,700 shares, about 4.7 million dollars. This combination naturally has investors double checking the story. See our latest analysis for Revolve Group. The upbeat earnings surprise, combined with insider selling, has come as the share price sits around 25.97 dollars, with a 1 month share price return of about 21 percent but a 1 year total shareholder return still...

In recent months, Photronics reported third-quarter 2025 results that exceeded analyst expectations, highlighted by non-GAAP diluted EPS of $0.51 on US$210 million in revenue, while continuing share repurchases and maintaining more cash than debt. A new “Strong Buy” analyst consensus rating, arriving alongside these earnings and capital allocation moves, underscores growing confidence in the company’s photomask technology position and balance sheet strength. Now we’ll consider how the...

Recently, analysts projected that Vail Resorts will report a quarterly loss of $5.23 per share even as revenue is expected to grow across mountain operations, lodging, ski school, dining, and retail segments. At the same time, new investments at Park City Mountain, including the Sunrise Gondola and Moose Camp beginner zone, signal a continued push to enhance guest experience and support longer-term growth across the resort network. Next, we’ll examine how the expected revenue growth...

Morgan Stanley recently upgraded MP Materials to Overweight, highlighting its role in building a fully domestic US mine‑to‑magnet rare earths supply chain and its joint venture with the Department of Defense and Saudi Arabian Mining Company to develop a refinery in Saudi Arabia. These moves deepen MP Materials’ involvement in securing Western rare earth access for electric vehicles, wind turbines, and advanced electronics, potentially reshaping how governments and manufacturers source...

People Inc.'s new multi year content partnership with Meta puts several of IAC (IAC) lifestyle brands directly into Meta AI products, raising fresh questions about how this AI distribution push could influence the stock’s narrative and valuation. See our latest analysis for IAC. Despite the Meta partnership adding a fresh AI angle to IAC’s story, the stock’s recent 1 month share price return of 10.62 percent comes against a year to date share price decline and a weak 5 year total shareholder...

Strategy (MSTR) has been on a volatile ride lately, with shares down sharply over the past 3 months even as its longer term returns remain strong. That disconnect is where things get interesting. See our latest analysis for Strategy. After an explosive multi year run, capped by a 3 year total shareholder return of more than 800 percent, the stock’s recent 30 day and year to date share price losses suggest momentum is clearly fading as investors reassess Bitcoin leverage and valuation risk. If...

In the past week, Burlington Stores reported higher third-quarter revenue of US$2,710.44 million and net income of US$104.75 million, raised full-year sales guidance, continued share repurchases totaling US$429.21 million across two programs, and reaffirmed plans to open 104 net new stores by fiscal year-end 2025. This combination of stronger earnings, ongoing buybacks, and an aggressive store-opening plan underscores management’s confidence in Burlington’s off-price model and its...

Under Armour (UAA) has been grinding through a difficult stretch, with the stock sliding around 11% over the past 3 months and more than 50% over the past year, despite modest revenue growth. See our latest analysis for Under Armour. That weak backdrop has left Under Armour’s 1 year total shareholder return down sharply and the longer term picture is similarly negative. This suggests momentum is still fading as investors reassess execution risk and brand strength against modest growth. If...

AXIS Capital Holdings (AXS) has quietly built a strong track record, with shares up about 10% over the past year and more than doubling over five years, outpacing many insurance peers. See our latest analysis for AXIS Capital Holdings. More recently, the share price has cooled off a bit, with a 7 day share price return of minus 4.27 percent. However, that sits against a three year total shareholder return north of 80 percent, suggesting longer term momentum is still very much intact. If AXIS...

MSCI (MSCI) has quietly slipped about 8% over the past month and nearly 12% over the past year, even as its long term track record and double digit earnings growth remain intact. See our latest analysis for MSCI. That slide lines up with a softer 1 year total shareholder return of around negative 12%, suggesting momentum has cooled for now, even though the 5 year total return near 34% still reflects a solid long term compounding story. If MSCI’s recent pullback has you rethinking your...

If you are wondering whether Vertex Pharmaceuticals at around $455 a share is still a smart buy or if the best days are already priced in, you are not alone. The stock has climbed 7.0% over the last week and 11.2% over the past month. It is still only up 12.3% year to date and is actually down 3.9% over the last year, despite a strong 45.0% three year and 99.7% five year run. Recent headlines have focused on Vertex's expanding pipeline in cystic fibrosis and non opioid pain, along with...

In early December 2025, Olympus, W. L. Gore & Associates, and CONMED announced that U.S. commercial support and distribution of the GORE VIABIL biliary stent will shift from CONMED to Olympus on January 1, 2026, with CONMED continuing full product support through December 31, 2025. At the same time, CONMED confirmed it will exit its gastroenterology product lines altogether, aiming to improve its gross margin profile and concentrate resources on minimally invasive, robotic, and laparoscopic...

Stoke Therapeutics (STOK) just delivered another data update on zorevunersen at the 2025 American Epilepsy Society meeting, and it matters because it strengthens the long term disease modification story in Dravet syndrome. See our latest analysis for Stoke Therapeutics. The latest AES data drop lands after a big run, with the 30 day share price return of 35.04 percent and year to date share price return of 173.91 percent supporting a strong 1 year total shareholder return of 124.35 percent...

Peloton Interactive (PTON) is back in the spotlight after CEO Peter Stern laid out the company’s overhaul and new AI driven Cross Training Series, giving investors fresh context ahead of his appearance at Morgan Stanley’s Global Consumer and Retail Conference. See our latest analysis for Peloton Interactive. Despite the buzz around Peloton’s overhaul and AI driven launch, the stock’s recent momentum is still weak, with a 30 day share price return of minus 16.19 percent and a 1 year total...

Merus (MRUS) has quietly turned into one of the stronger performers in biotech this year, with the stock up roughly 127% year to date and more than 115% over the past year. See our latest analysis for Merus. At around $96 per share, Merus has seen its momentum really kick in over the past quarter, with a roughly 43% 90 day share price return and a massive three year total shareholder return above 600%. This suggests investors are steadily repricing its growth potential. If Merus has piqued...

RB Global (RBA) drew investors’ attention after its latest quarterly earnings, with revenue rising about 11% and topping expectations, and the stock ticking higher as the market digested the stronger profit picture. See our latest analysis for RB Global. The latest earnings beat has helped RB Global’s short term share price performance stabilize after a tough few months. A 3 year total shareholder return of 88.16% shows the longer term momentum story remains firmly intact. If RB Global’s...

Motorola Solutions (MSI) just doubled down on its security and cash return story by agreeing to buy AI video monitoring firm Blue Eye, lifting its quarterly dividend by 11%, and adding Phillips 66 CEO Mark Lashier to the board. See our latest analysis for Motorola Solutions. Those moves come after a choppy stretch for the stock, with a roughly 21.7% 90 day share price pullback and a similar 1 year total shareholder return decline. This comes despite a strong 3 year total shareholder return of...

Taylor Morrison Home (TMHC) is back on investors radar after a strong third quarter, with revenue topping expectations and key housing metrics holding up in a tricky market for homebuilders. See our latest analysis for Taylor Morrison Home. The stock has cooled off a bit after the earnings pop, with a recent pullback leaving the share price at $62.44. That comes on top of a resilient year to date share price return and a standout three year total shareholder return of roughly 105 percent,...