U.S. Consumer Services Stock News

DLocal reported record third-quarter 2025 results, with total payment volume reaching US$10.4 billion, up 59% year-over-year, and revenue rising to US$282.5 million, while net income nearly doubled compared to the same period last year. A key insight from the results was strong payment volume growth outpacing revenue, particularly driven by expansion in markets such as Brazil and Argentina, despite the company managing ongoing currency and regulatory volatility. Given this robust total...

Earlier this month, MillerKnoll formally established a legal presence in Saudi Arabia and celebrated the move with an exclusive event in Riyadh, bringing together VIP clients, designers, and dealer partners. This local expansion positions MillerKnoll to support major development initiatives like Vision 2030 and Expo 2030 Riyadh, deepening its involvement in Saudi Arabia's rapidly growing demand for high-performance, human-centered spaces. We'll explore how MillerKnoll's strengthened Saudi...

Polaris Inc. recently completed a fixed-income offering, raising nearly US$500 million through the sale of 5.600% senior unsecured notes due March 2031, priced at 99.941% of par and featuring a fixed coupon. This sizeable bond issuance may reflect efforts to optimize the company's balance sheet and secure funding for upcoming operational needs or strategic initiatives. We'll explore how this substantial unsecured note offering factors into Polaris's investment narrative and future capital...

In early November 2025, National Vision Holdings reported that it remained on track to open 32 new stores during fiscal 2025, with a net addition of 9 stores after planned closures, and posted strong third-quarter earnings with revenue rising to US$487.33 million and net income of US$3.37 million. The company also raised its full-year net revenue guidance to a range of US$1.97 billion to US$1.99 billion, reflecting increased confidence in its ongoing business performance. We'll examine how...

Celcuity recently announced positive topline results from its phase 3 Victoria 1 study, FDA acceptance of its new drug application under an expedited review program, and the completion of offerings raising approximately $287 million to support commercialization plans. These achievements mark significant milestones towards bringing Celcuity’s lead drug candidate to market and have strengthened the company’s financial position for potential future growth. We’ll explore how clinical progress...

Cognizant Technology Solutions (CTSH) just announced a major integration of Anthropic's Claude AI platform into both its client services and internal operations. The collaboration is designed to help enterprises move beyond AI trials and achieve measurable outcomes at scale. See our latest analysis for Cognizant Technology Solutions. The stock recently got a boost from the Anthropic partnership, but momentum has been volatile, with a respectable 9.4% one-month share price return. Year-to-date...

Wondering if nVent Electric is still a smart buy after its impressive performance? You are not alone, as plenty of investors are eyeing its stock for clues about future value. The company’s shares have surged 54.7% year-to-date and 44.8% over the past year, but did drop 3.7% in the last week. This hints at both strong momentum and shifting market sentiment. Recently, nVent Electric has been closing deals and capturing headlines for its role in strengthening infrastructure and energy...

IAC (IAC) posted its third quarter results, showing a significantly reduced net loss even as sales dipped from last year. The company also completed a major portion of its ongoing share buyback program, worth over $100 million. See our latest analysis for IAC. IAC's share price has struggled this year, reflecting a 20.5% decline year-to-date. The total shareholder return over the last year stands at -12.5%. Despite the recent buyback activity and improved quarterly loss, longer-term momentum...

On November 4, 2025, American International Group’s Board declared a quarterly dividend of US$0.45 per share, announced third quarter results with net income of US$519 million up from US$459 million a year ago, and completed a US$1.23 billion share buyback for 15.44 million shares. Alongside operational improvements, AIG’s ongoing capital return through dividends and buybacks reflects a commitment to creating shareholder value and financial strength. Given the significant share repurchase,...

In the past week, Certara, Inc. reported a return to profitability for the third quarter of 2025, with quarterly sales rising to US$104.62 million and the company providing full-year revenue guidance of US$415 million to US$420 million. The launch of TFL Studio, Certara’s first cloud-native module designed to streamline key pharmacokinetic workflow processes, signals ongoing product innovation aimed at accelerating drug development and regulatory submissions. We’ll examine how Certara’s...

Earlier this month, Hormel Foods Corporation disclosed a corporate restructuring affecting approximately 250 corporate and sales positions, following a voluntary early retirement program and the closing of many open roles as part of efforts to align resources for future growth and efficiency. Alongside this operational reshaping, Hormel is contending with external scrutiny after cutting its earnings outlook, managing executive turnover, and confronting a legal investigation into potential...

Starbucks recently announced an agreement with Boyu Capital to form a joint venture that will operate Starbucks' retail business in China, with Boyu holding up to a 60% stake and Starbucks retaining a 40% interest while licensing its brand and intellectual property to the entity. This move positions Starbucks to leverage Boyu’s insights into Chinese consumer behavior while accelerating innovation, digital expansion, and its presence in one of the world's largest coffee markets. We’ll explore...

World Kinect Corporation recently announced the amendment and extension of its US$2 billion senior unsecured credit facility, comprising both revolving and term loan components, with the maturity now extended to November 2030 and an option for further extension to 2031. This revised facility introduces improved pricing terms and expanded covenant flexibility, which are expected to support the company's future capital allocation and growth initiatives. We’ll explore how the enhanced credit...

Driven Brands Holdings (DRVN) caught investor attention after reporting a jump in profitability, moving from a net loss to net income for both the third quarter and the year so far. The company also issued new guidance for continued revenue growth and store expansion. See our latest analysis for Driven Brands Holdings. After a stretch of volatility, Driven Brands’ latest move into profitability appears to have caught investor attention, yet momentum is still building. Despite a standout...

PPG Industries (PPG) delivered record adjusted earnings per share for the third quarter of 2025, driven by steady sales growth in its aerospace, protective, marine, and packaging coatings businesses. The company’s latest update signals operational strength, even as market conditions continue to change. See our latest analysis for PPG Industries. While PPG Industries continues to invest in its aerospace operations and expand its range of sustainable filtration products, the share price has...

Veris Residential (VRE) has caught investor attention after surpassing asset sale targets and meaningfully reducing its debt. These steps underline a sharper focus on its core multifamily residential portfolio and an improving financial outlook. See our latest analysis for Veris Residential. Momentum has started building for Veris Residential, as the company’s recent asset sales and debt reduction have been met with a modest 90-day share price return of 4.85%. However, investors are still...

SM Energy (SM) stock has drawn fresh attention after its recent movement, prompting investors to look deeper at how the company stacks up over the past month and beyond. Shares currently sit well below last year’s high. See our latest analysis for SM Energy. SM Energy’s share price has seen a steep decline lately, dropping more than 18% in the past month and down 54% year-to-date. This reflects cooling momentum after earlier strength. While the 1-year total shareholder return is also...

American States Water Company recently reported its third quarter 2025 results, showing sales of US$182.72 million and net income of US$41.17 million, both up from the same period last year. A significant driver in this financial improvement was the combination of growth across its water and electric segments, as well as performance in contracted military base services. We'll examine how this strong operational and earnings momentum shapes the long-term investment narrative for American...

AngloGold Ashanti plc recently reported its third-quarter 2025 results, revealing net income of US$669 million and gold production of 768,000 ounces, both showing significant growth year over year. The company also announced a US$0.91 per share interim dividend, highlighting continued robust cash flows and management's intent to reward shareholders. We'll examine how AngloGold Ashanti's higher gold production and strong earnings shape its investment narrative amid sector challenges. The...

T. Rowe Price Group (TROW) is undergoing significant change as new leaders step into key roles and the company reorganizes its technology and operations teams. These moves coincide with stronger-than-expected third-quarter earnings, reflecting ongoing efforts to drive growth and efficiency. See our latest analysis for T. Rowe Price Group. Despite posting better-than-expected earnings and announcing big changes at the top, T. Rowe Price Group’s latest share price of $103.72 still reflects...

Earlier this week, analysts upgraded Republic Services to Buy after the company missed earnings and faced macroeconomic headwinds, highlighting factors such as margin expansion, strong free cash flow, and higher dividends driven by pricing power and acquisitions. An interesting aspect is analysts’ view that potential lower interest rates and a recovering economy could boost Republic Services’ cash flow, even amid persistent market and economic uncertainties. To see how expectations for cash...

Pony AI Inc. recently completed a follow-on equity offering in Hong Kong, raising HK$6.71 billion through the sale of Class A Ordinary Shares, just ahead of its upcoming financial results announcement on November 25, 2025. This capital infusion comes amid significant market interest in the autonomous vehicle sector, as Pony AI pursues commercialization and further development of its self-driving technology. We'll explore how this substantial equity offering shapes Pony AI's investment...

Earlier this week, Darden Restaurants reported first quarter 2026 adjusted earnings per share of US$1.97, falling short of Wall Street expectations due to an 8.8% increase in operating costs, largely from higher ingredient and marketing expenses, while sales aligned with forecasts. Although management raised its annual sales growth guidance to a range of 7.5% to 8.5%, the midpoint remains just below the average analyst forecast, highlighting continued caution around near-term...

SEI Investments (SEIC) has experienced a slight dip in its share price, closing at $82.27. This reflects a 2% decline over the past month. Investors continue to assess the company’s recent performance and growth prospects in light of these movements. See our latest analysis for SEI Investments. SEI Investments’ share price has cooled slightly this month, yet the company still boasts a 2.1% total shareholder return over the past year, with a long-term track record that includes a 41%...