U.S. Consumer Finance Stock News

NasdaqGS:AMZN
NasdaqGS:AMZNMultiline Retail

E-Commerce Today - Latin America's Evolving Marketplace Ecosystem Spurs Major Growth

The Latin American e-commerce market is set for significant growth through developments in instant payments, marketplace ecosystems, and omnichannel retail strategies. Integrating fintech solutions and upgrading logistics capabilities present considerable opportunities, as cross-border trade flows become a key competitive area among major regional players. The market is projected to expand from $158.1 billion in 2024 to approximately $235.7 billion by 2029, driven by increased adoption of...
NYSE:AFG
NYSE:AFGInsurance

American Financial Group Margin Softness Challenges Bullish Profitability Narratives

American Financial Group (AFG) has wrapped up FY 2025 with fourth quarter revenue of US$2.2b and basic EPS of US$3.59, alongside net income of US$299m. Its trailing twelve month figures sit at US$8.2b of revenue and EPS of US$10.08 on net income of US$842m. Over recent periods, quarterly revenue has ranged from US$1.8b to US$2.3b, while basic EPS has moved between roughly US$1.84 and US$3.59. This gives investors a clear view of how earnings track alongside top line shifts. With a trailing...
NasdaqGS:DLO
NasdaqGS:DLODiversified Financial

Assessing DLocal (DLO) Valuation As Its Emerging Markets Payments Platform Extends Reach And Product Offering

DLocal (DLO) is back in focus after highlighting the reach of its emerging market payments platform across more than 40 countries, alongside new BNPL, tokenized payment and stablecoin offerings. Fresh partnerships with Western Union, Google, Capitec, Bolt, Fireblocks and Grey are widening its network and giving investors more detail on how DLocal is trying to deepen its role in cross border payment flows. See our latest analysis for DLocal. Despite the product rollouts and new partnerships,...
NasdaqGS:ACLS
NasdaqGS:ACLSSemiconductor

A Look At Axcelis Technologies (ACLS) Valuation After Recent Mixed Share Price Performance

Why Axcelis Technologies is on investors’ radar today Axcelis Technologies (ACLS) has drawn fresh attention after a period of mixed share performance, with a 1 day decline, a weaker past week and month, but a slightly positive past 3 months. For investors, that kind of uneven return profile often raises questions about how the current share price lines up with Axcelis’s actual business results and long term prospects in semiconductor equipment. See our latest analysis for Axcelis...
NYSE:ZGN
NYSE:ZGNLuxury

Does Zegna’s (ZGN) Flat 2025 Revenue Hint At Brand Resilience Or Fading Momentum?

Ermenegildo Zegna N.V. has reported past unaudited revenues for the fourth quarter of 2025 of €591,028,000, slightly above the prior year’s €589,231,000, while full-year 2025 revenues were €1.92 billion compared with €1.95 billion in 2024. The combination of broadly flat quarterly revenues and a small full-year decline offers a clearer view of how the group’s sales have held up across 2025. We’ll now examine how this combination of stable quarterly revenues and a modest full-year drop shapes...
NYSE:AU
NYSE:AUMetals and Mining

AngloGold Ashanti (NYSE:AU) Valuation Check As Q4 2025 Earnings And Dividend Hopes Build

Investor attention has turned to AngloGold Ashanti (NYSE:AU) ahead of its scheduled Q4 2025 earnings release, as expectations for stronger profits and a possible additional dividend intersect with improving sentiment toward gold miners. See our latest analysis for AngloGold Ashanti. The share price has been volatile over the past year, with a 14.02% 1 month share price return and a 48.73% 3 month share price return. The 1 year total shareholder return is very large, suggesting momentum has...
NYSE:BHE
NYSE:BHEElectronic

Benchmark Electronics (BHE) Margin Compression Reinforces Bearish Narratives Despite Revenue Progress

Benchmark Electronics (NYSE:BHE) has wrapped up FY 2025 with fourth quarter revenue of US$704.3 million and basic EPS of US$0.17, alongside net income excluding extra items of US$6.0 million, putting the spotlight firmly on how efficiently that top line is translating into profit. The company has seen quarterly revenue move from US$656.9 million and EPS of US$0.51 in Q4 2024 to US$704.3 million and EPS of US$0.17 in Q4 2025, with trailing twelve month EPS at US$0.69, which sets up a close...
NYSE:NVO
NYSE:NVOPharmaceuticals

Novo Nordisk Sales Warning Tests GLP-1 Reliance And Future Growth Story

Novo Nordisk (NYSE:NVO) has warned of a significant drop in sales and profits for 2026, citing pricing pressure, rising competition, and looming patent expiries for Wegovy and Ozempic. The company is reshaping its leadership, with the departures of its Head of US Operations and China General Manager, and is refocusing on new drug development and a stock buyback program. UK regulators have issued updated safety warnings on its GLP-1 obesity and diabetes drugs, flagging rare but severe side...
NasdaqGS:COHU
NasdaqGS:COHUSemiconductor

Analysts’ AI Demand Spotlight Could Be A Game Changer For Cohu’s (COHU) Investment Narrative

In early February 2026, analysts at B. Riley and Stifel highlighted Cohu’s exposure to accelerating AI-related demand across HBM, CoWoS, and GPU ecosystems, alongside recovering end markets in Taiwan, automotive, and industrial applications. This cluster of upbeat research attention underscores growing confidence in Cohu’s role in the semiconductor capital equipment chain as AI-related spending plans expand. We’ll now examine how this renewed confidence in AI-driven demand and capital...
NasdaqGS:TPG
NasdaqGS:TPGCapital Markets

Is TPG’s (TPG) Tech-Driven Insurance Push Reframing Its Core Value-Creation Playbook?

TPG has launched Third Wave Insurance, a new technology-focused retail insurance brokerage led by industry veteran Brian Bair, alongside its first partnership with Palmer & Cay, a long-established independent brokerage in the Southeastern U.S. that will keep its brand and leadership under CEO Jack Cay. This move highlights TPG’s push to build a modern insurance distribution platform by combining digital tools with Palmer & Cay’s longstanding regional franchise and sector expertise. Next,...
NasdaqGS:NWL
NasdaqGS:NWLConsumer Durables

Sharpie GRAMMY Spotlight And Fragrance Relaunch Test Newell Brands Value Gap

Sharpie, a Newell Brands (NasdaqGS:NWL) label, featured prominently at the GRAMMY Awards with a high-profile brand activation. The company plans deeper Sharpie brand integration into pop culture tie ins beyond the GRAMMYs. Newell Brands is also relaunching its Chesapeake Bay Fragrance line, signaling fresh product development and a broader home fragrance push. For investors watching NasdaqGS:NWL, these moves sit at the heart of what the company does best: consumer brands that show up in...
NYSE:ATKR
NYSE:ATKRElectrical

How Atkore’s Shift to Electrical Infrastructure and Capital Returns At Atkore (ATKR) Has Changed Its Investment Story

In early February 2026, Atkore Inc. reported first‑quarter 2026 results showing net sales of about US$655.55 million and net income of US$15.03 million, alongside earnings per share of US$0.44, while also affirming a US$0.33 quarterly dividend and confirming completion of a share repurchase program totaling 2,074,812 shares for US$171.86 million. Atkore also exited its mechanical tube product line and plans further facility closures, sharpening its focus on electrical infrastructure while...
NYSE:KR
NYSE:KRConsumer Retailing

Kroger Shifts From Georgia Clinics To Marketplace Expansion And Investor Focus

Kroger (NYSE:KR) is closing all of its Georgia based Little Clinic health centers, exiting a local in store healthcare offering. At the same time, the company is rolling out a major expansion of its large format Marketplace stores across several states. The moves come as grocers broadly explore health and wellness services and as Kroger refines where it allocates capital. Kroger enters these changes with its shares at $66.8 and multi year returns that some investors may see as significant,...
NasdaqCM:EVLV
NasdaqCM:EVLVElectronic

Evolv School Security Expansion And What It May Mean For EVLV Stock

Evolv Technologies Holdings expanded its partnership with East Baton Rouge Parish Schools to deploy additional AI-based weapons detection systems across more campuses. The rollout extends the use of Evolv’s security technology across the Louisiana school district as part of its broader safety initiatives. Evolv Technologies Holdings, listed as NasdaqCM:EVLV, is drawing fresh attention as its AI-based weapons detection systems reach more K 12 schools in East Baton Rouge Parish. The company’s...
NYSE:ENVA
NYSE:ENVAConsumer Finance

A Look At Enova International (ENVA) Valuation After Strong 2025 Earnings Results

Enova International (ENVA) is back in focus after reporting fourth quarter and full year 2025 results. Management pointed to strong small business and consumer lending activity and targeted marketing that supported revenue and net income. See our latest analysis for Enova International. The earnings release and recent share repurchases have come after a strong run, with Enova International’s 90 day share price return of 26.75% and a 1 year total shareholder return of 35.72%, while shorter...
NYSE:HSY
NYSE:HSYFood

Hershey Expands Easter Lineup To Broaden Shelf Space And Consumer Reach

Hershey (NYSE:HSY) is rolling out an expanded Easter product lineup, including new and returning seasonal items. The company is adding Airheads to its non-chocolate assortment through a partnership with Perfetti Van Melle. Hershey is also launching Harry Potter Butterbeer Kisses in new shareable formats, alongside products like Jolly Rancher Gummies Fruity Mix. For Hershey, Easter is one of the key seasonal periods where product variety and shelf presence matter for confectionery sales. The...