U.S. Consumer Durables Stock News

In early December 2025, Ameriflex announced a partnership to become Aflac's administrative partner for consumer-directed health (CDH) services in the U.S. public sector, initially covering spending accounts such as Flexible Spending Accounts and Health Savings Accounts alongside Aflac's supplemental insurance offerings. This move highlights Aflac's effort to broaden its role from purely supplemental insurance into integrated benefits administration, aiming to improve operational efficiency...

Wondering if SLM is quietly trading below what it is really worth? You are not alone. This stock has been catching the eye of investors hunting for mispriced financial names. Despite a choppy ride in the short term, with the share price down 12.8% over the last week and 4.1% year to date, the longer term story still shows gains of 68.1% over 3 years and 138.6% over 5 years. Recent market moves have come as investors reassess student loan and consumer credit exposure in a higher rate...

General Mills (GIS) just jumped into the Marty Supreme hype, rolling out a limited edition Wheaties box featuring Timothée Chalamet, while also debuting a new Reese's Puffs Dark Chocolate flavor that refreshes a decades old cereal franchise. See our latest analysis for General Mills. Despite the pop culture buzz around Marty Supreme Wheaties and Reese's Puffs Dark Chocolate, General Mills' 1 year total shareholder return of negative 27.13% and 3 year total shareholder return of negative...

Brookdale Senior Living recently reported that its consolidated weighted average occupancy for November 2025 reached 82.5%, up 300 basis points year over year but slipping slightly from October, while fourth quarter to date occupancy of 82.6% was 80 basis points higher than the full third quarter. An interesting detail for investors is that same community occupancy rose 250 basis points year over year to 82.8%, suggesting that operational improvements are lifting performance even across...

Yelp (YELP) heads into its Raymond James TMT and Consumer Conference appearance next week with investors suddenly rethinking the story, as discounted valuation, Apple ties, and activist potential all bubble to the surface. See our latest analysis for Yelp. At around $29.91, Yelp’s year to date share price return of negative 23.45 percent and one year total shareholder return of negative 26.35 percent show a name that has lagged, even as talk of discounted valuation, strategic optionality, and...

In late November 2025, Wynn Resorts held a special call outlining progress on Wynn Al Marjan Island, its 40%-owned integrated resort under construction in the UAE, reaffirming a US$5.10 billion budget and a planned opening in early 2027 as the country’s first licensed commercial gaming property. Analysts now increasingly view Wynn Al Marjan Island as a potentially transformative first-mover in a new Middle Eastern gaming market, underpinned by government support, favorable taxation and room...

If you are wondering whether Sea's latest share price still offers value or if you have already missed the boat, you are in the right place. The stock has pulled back recently, down 4.7% over the last week and 17.0% over the past month, but it is still up 22.7% year to date and 10.3% over the last year, with a striking 98.0% gain over three years even after a 33.3% slide over five years. Recent headlines have focused on Sea's efforts to streamline operations and sharpen its focus on...

CNH Industrial (NYSE:CNH) is back in focus after two fresh partnership moves, pairing with CHC Navigation on high precision guidance kits and deepening its Cyient alliance around autonomous construction systems. See our latest analysis for CNH Industrial. Those autonomy and precision upgrades come against a tougher market backdrop, with a 90 day share price return of minus 16.7 percent and a one year total shareholder return of minus 20.9 percent, suggesting sentiment has weakened even as CNH...

Innovative Industrial Properties (IIPR) is back in focus after fresh analysis highlighted its fragile balance between tenant defaults and a deliberately high FFO payout ratio to keep dividends flowing. This has intensified questions about how long that strategy can remain sustainable. See our latest analysis for Innovative Industrial Properties. Those dividend risks are playing out against a clear shift in sentiment, with the share price sliding to around $51.16 and a steep 1 year total...

In the third quarter, Alden Global Capital LLC increased its holdings in HCI Group by 42,840 shares to 62,940 shares, worth about US$12.08 million and now representing 7.06% of Alden’s reportable assets as its sixth-largest position. This move highlights growing institutional interest in HCI Group, reflecting how the company’s recent revenue and profit momentum is reshaping perceptions of its insurance-and-technology model. We’ll now examine how Alden Global Capital’s sizeable position in...

Zimmer Biomet Holdings (ZBH) just delivered mixed Q3 results, with organic sales rising but overall revenue missing expectations, and that gap has clearly weighed on the stock compared with both the Health Care sector and key peers. See our latest analysis for Zimmer Biomet Holdings. That underperformance has been building for a while, with the latest earnings miss reinforcing a weaker trend, as the share price sits at $92.27 and the 1 year total shareholder return is down 12.88 percent. If...

Earlier this month, Teva Pharmaceutical Industries submitted a New Drug Application to the U.S. FDA for its once-monthly olanzapine extended-release injectable suspension to treat schizophrenia in adults, supported by Phase 3 SOLARIS trial data on efficacy, safety, and tolerability. This filing underscores Teva’s push deeper into neuroscience and longer-acting therapies aimed at improving real-world treatment adherence for patients with serious mental illness. We’ll now explore how Teva’s...

Morgan Stanley just dialed back its stance on Lear (LEA), moving the stock from Overweight to Equal Weight and signaling a cooler outlook that helps explain the recent, modest pullback. See our latest analysis for Lear. That tempered call comes as Lear’s 1-year total shareholder return of 7.95% trails its 14.83% year to date share price return, suggesting momentum has cooled recently even though the latest share price sits at $106.53. If this shift in sentiment has you reassessing auto...

Wondering if AbbVie at $222.99 is still a buy after such a strong run, or if most of the upside is already priced in? This article is going to unpack that in plain English. The stock has slipped a modest 0.6% over the last week but is still up 1.7% over the past month, 24.3% year to date and 31.4% over the last year, reinforcing its longer term momentum story. Recent headlines have focused on AbbVie’s expanding immunology and aesthetics franchises and continued progress in replenishing...

In the third quarter of 2025, Turning Point Brands reported gross profit of US$70.4 million, up 39.7% year over year, powered by very large growth in its Stoker’s segment and higher Modern Oral adoption. The Stoker’s segment not only delivered an 80.8% surge in net sales but also lifted its gross margin by 440 basis points to 60.2%, underscoring how mix shift toward Modern Oral and higher-margin formats is reshaping TPB’s earnings profile. We’ll now assess how Stoker’s sharply higher sales...

Ameriprise Financial (AMP) is back in focus as investors reexamine its track record of compounded earnings growth, sharply rising tangible book value, and consistently high returns on equity that signal durable competitive strength. See our latest analysis for Ameriprise Financial. The recent pullback, with a negative year to date share price return despite a solid three year total shareholder return of 53.65%, suggests sentiment has cooled even as the long term wealth creation story remains...

Sunrun (RUN) has quietly become a lightning rod for investors trying to read the next move in residential solar, as its stock swings contrast sharply with a strong 75 % year to date climb. See our latest analysis for Sunrun. That sharp year to date share price return of about 75 % comes after a much tougher few years. The recent 90 day share price rebound hints that sentiment around Sunrun’s long term growth and risk profile may finally be stabilising. If Sunrun’s turnaround has you watching...

Clover Health Investments recently reported winning new contracts, supported by an average 10.3% increase in its customer base over the past two years. Earnings per share have compounded at a very large annual rate while cash burn has steadily reduced, pointing to improving operational self-sufficiency. Now we’ll explore how these contract wins and improving earnings quality might reshape Clover Health’s existing technology-focused investment narrative. Trump has pledged to "unleash"...

On December 2, 2025, Gen Digital’s Norton business launched Norton Neo globally as a free, AI-native browser designed to enhance online safety, privacy, and everyday productivity for users. This move extends Gen Digital’s Cyber Safety footprint directly into the browser, positioning it to integrate AI security, identity protection, and zero-prompt assistance at the core of consumers’ online activity. We’ll now examine how Norton Neo’s global AI-native browser rollout could reshape Gen...

Apellis Pharmaceuticals (APLS) has quietly staged a rebound this month, with the stock up roughly 23% even as its past year performance remains weak, inviting a closer look at what might be changing. See our latest analysis for Apellis Pharmaceuticals. The 23.5% 1 month share price return has helped Apellis claw back some ground from a difficult stretch. However, the 1 year total shareholder return remains deep in negative territory, which suggests sentiment may be stabilising rather than...

If you are wondering whether UMB Financial is quietly trading at a discount or already priced for perfection, you are not alone. This stock has been drawing attention from investors hunting for value in regional banks. Despite some short-term noise, the share price is up 3.4% over the last month and 1.9% year to date, though it is still down 7.5% over the past year after a strong multiyear climb of 50.8% over three years and 79.4% over five years. Recent headlines around the regional banking...

Wondering if AT&T is still a classic value play or a trap in disguise, especially with that hefty dividend and long history in investors' portfolios? The stock is up 7.4% year to date and 9.1% over the last year, but it has cooled a bit in the short term with a 3.2% drop over 7 days and a 1.3% slide over the past month, hinting that sentiment is still a bit cautious. Recent headlines have focused on AT&T's ongoing 5G and fiber rollout, its sizable debt load, and efforts to streamline the...

If you have been wondering whether KLA’s soaring share price still offers value, you are not alone. This breakdown is designed to help you decide if now is a smart entry point or a time to be cautious. The stock has climbed 92.5% year to date and 90.5% over the last year, building on multi-year gains of 210.7% over 3 years and 396.4% over 5 years that have significantly influenced how the market prices its future. These moves have been supported by KLA’s established role in semiconductor...

In recent days, Solid Power disclosed that director Erik Anderson sold 30,000 shares and the company amended its Executive Change in Control and Severance Plan, reshaping how senior leaders could be compensated if control changes occur. These governance moves, coming alongside continued discussion of losses and negative cash flow despite high-profile partnerships and government backing, spotlight the tension between Solid Power’s technological promise and its financial strain. Next, we’ll...