U.S. Food and Staples Retail Stock News

NYSE:EXPD
NYSE:EXPDLogistics

Assessing Expeditors International of Washington (EXPD) Valuation After Strong Recent Share Price Momentum

Expeditors International of Washington (EXPD) has drawn fresh investor attention after its recent share move, with the stock closing at $164.92 as returns over the month and past 3 months outpaced longer horizons. See our latest analysis for Expeditors International of Washington. That recent move sits on top of a 22.6% 3 month share price return and a 49.3% 1 year total shareholder return. Together, these figures suggest momentum has been building rather than fading for Expeditors...
NYSE:SLGN
NYSE:SLGNPackaging

Silgan Holdings (SLGN) Margin Slippage To 4.4% Tests Bullish Earnings Narratives

Silgan Holdings (SLGN) capped FY 2025 with Q4 revenue of US$1.47b and basic EPS of US$0.17, alongside trailing twelve month revenue of US$6.48b and EPS of US$2.71 that frame the year’s overall earnings power. Over the past few quarters, the company has seen revenue range from US$1.47b to US$2.01b and quarterly EPS move between US$0.17 and US$1.06, giving investors a clear read on how margins have shifted across the year. See our full analysis for Silgan Holdings. With the headline numbers on...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

A Look At Tractor Supply (TSCO) Valuation After 2025 Results And 2026 Growth Guidance

Tractor Supply (TSCO) is back in focus after reporting fourth quarter and full year 2025 results. The company showed higher sales alongside relatively steady net income, and paired those numbers with fresh 2026 guidance. See our latest analysis for Tractor Supply. The earnings release, new 2026 guidance and ongoing share buybacks appear to have caught investors' attention, with a 1 day share price return of 3.39% and a 30 day share price return of 10.94% lifting year to date gains to 8.75%...
NYSE:ADM
NYSE:ADMFood

ADM EPS Compression And 1.3% Margin Keep Bearish Narratives In Focus

Archer-Daniels-Midland (ADM) has wrapped up FY 2025 with fourth quarter revenue of US$18.6b, net income of US$456m and EPS of US$0.94, setting the tone for how investors read the year’s compressed profitability. The company has seen quarterly revenue move from US$21.5b and EPS of US$1.17 in Q4 2024 to US$18.6b and EPS of US$0.94 in Q4 2025. Trailing twelve month revenue sits at US$80.3b with EPS of US$2.23, which keeps the focus firmly on how much earnings are being squeezed by thin...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

BWX Technologies Expands Nuclear And Digital Footprint With Two New Facilities

BWX Technologies (NYSE:BWXT) opened a new Centrifuge Manufacturing Development Facility in Oak Ridge, Tennessee, to support U.S. domestic uranium enrichment and national security. The company also launched a Digital Center in Melbourne, Florida, focused on digital transformation, AI, and cybersecurity for nuclear and defense customers. The two facilities were opened at the same time as part of BWXT's broader push in critical nuclear and digital capabilities. For you as an investor, these...
NYSE:NOV
NYSE:NOVEnergy Services

Assessing NOV (NOV) Valuation After Analyst Upgrades And New AI Partnership Under Fresh Leadership

NOV’s recent moves under new leadership NOV (NOV) has attracted fresh attention after Barclays shifted its rating, the company sold its Shepherd Power nuclear venture to Natura Resources, and it partnered with Armada on AI-focused industrial applications. See our latest analysis for NOV. NOV’s recent share price moves appear to reflect growing interest in its new leadership and portfolio reshaping, with a 26.09% 90 day share price return contrasting with a 3 year total shareholder return of...
NYSE:EL
NYSE:ELPersonal Products

Is It Time To Reassess Estée Lauder (EL) After Its Sharp One Year Rebound

If you are wondering whether Estée Lauder Companies shares offer good value at today’s price, or if the recent excitement has run ahead of the numbers, this article walks you through the key valuation angles to consider. The stock closed at US$119.61, with returns of 4.4% over the last 7 days, 10.6% over the last 30 days, 12.0% year to date and 84.6% over the last year, while the 3 year and 5 year returns stand at 51.2% and 54.8% declines. Recent moves in Estée Lauder’s share price have put...
NYSE:ET
NYSE:ETOil and Gas

A Look At Energy Transfer (ET) Valuation As Distribution Increase Signals Confidence In Future Cash Flows

Energy Transfer’s latest distribution move Energy Transfer (ET) lifted its quarterly cash distribution by more than 3% to $0.3350 per common unit (an annualized $1.34), indicating management’s focus on maintaining steady payout growth supported by its large-scale pipeline investments. See our latest analysis for Energy Transfer. The higher distribution comes after a strong 30 day share price return of 11.88% and a 90 day gain of 8.89%, while the latest one year total shareholder return is a...
NasdaqCM:APPS
NasdaqCM:APPSSoftware

Digital Turbine Q3 Profit Challenges Ongoing Loss Narrative For APPS Investors

Digital Turbine (APPS) has just posted Q3 2026 results with revenue of US$151.4 million and Basic EPS of US$0.04, alongside net income of US$5.1 million, putting fresh numbers on a business that is still loss making over the trailing twelve months. The company has seen revenue move from US$118.7 million in Q2 2025 to US$151.4 million in Q3 2026, while quarterly Basic EPS has ranged from losses of around US$0.24 to a small profit of US$0.04, which keeps the focus firmly on how much of that top...
NYSE:CPRI
NYSE:CPRILuxury

Capri Refocuses On Kors And Choo With Buybacks After Versace Sale

Capri Holdings (NYSE:CPRI) has completed the sale of Versace, reshaping its brand portfolio around Michael Kors and Jimmy Choo. The company reports a significant reduction in net debt following the transaction. Capri has announced a $1b share repurchase program and plans to focus on product and retail initiatives at Michael Kors and Jimmy Choo. For investors watching NYSE:CPRI, this is a meaningful reset for a stock that has faced pressure over longer time frames, with a 3-year return of a...
NYSE:MPC
NYSE:MPCOil and Gas

Marathon Petroleum (MPC) Margins Reach 3% TTM Challenging Bearish Profitability Narratives

Marathon Petroleum (MPC) closed out FY 2025 with fourth quarter revenue of US$33.0 billion and basic EPS of US$5.13, alongside net income of US$1,535 million. Its trailing twelve month EPS stood at US$13.27 on revenue of US$133.4 billion and net income of US$4,047 million, underpinned by a 3% net profit margin over the period. The company has seen quarterly revenue range between US$31.6 billion and US$35.2 billion over the last six reported quarters, with basic EPS moving from a loss of...
NasdaqGS:ZBRA
NasdaqGS:ZBRAElectronic

A Look At Zebra Technologies (ZBRA) Valuation After New Interactive Kiosk Market Growth Research

Fresh industry research on the global interactive kiosk market, which highlights strong growth in self-service automation, has put renewed attention on Zebra Technologies (ZBRA) as investors reassess its role across retail, banking, transport, and healthcare. See our latest analysis for Zebra Technologies. Interactive kiosk optimism has arrived at a time when Zebra’s share price has been volatile, with a 5.19% 1 day share price return and a 3.82% 7 day share price return contrasting with a 1...
NasdaqGS:SLAB
NasdaqGS:SLABSemiconductor

Silicon Labs (SLAB) Losses Narrow Sharply In Q4 Challenging Bearish IoT Profitability Narratives

Silicon Laboratories (SLAB) just wrapped up FY 2025 with fourth quarter revenue of US$208.2 million and a basic EPS loss of US$0.08, as net income excluding extra items came in at a loss of US$2.7 million. The company has seen quarterly revenue move from US$166.2 million and a basic EPS loss of US$0.73 in Q4 2024 to US$208.2 million and a US$0.08 loss per share in Q4 2025, while trailing twelve month figures show US$784.8 million of revenue and a basic EPS loss of US$1.98. For investors, the...
NYSE:BDN
NYSE:BDNOffice REITs

Brandywine Realty Trust FFO Stays Positive In Q4 Challenging Bearish Cash Flow Narratives

Brandywine Realty Trust (BDN) just wrapped up FY 2025 with Q4 revenue of US$106.8 million and a basic EPS loss of US$0.21, while funds from operations came in at US$14.6 million. This puts the focus squarely on how efficiently cash flows are being generated from its office portfolio. The company has reported quarterly revenue between US$77.4 million in Q4 2024 and US$111.2 million in Q1 2025, alongside EPS losses that ranged from US$0.15 to US$0.96 over the disclosed periods. This gives...
NasdaqGS:CYBR
NasdaqGS:CYBRSoftware

CyberArk Software (CYBR) Revenue Growth Outpaces Market Yet Losses Challenge Bullish Narratives

CyberArk Software (CYBR) has wrapped up FY 2025 with fourth quarter revenue of US$372.7 million and a basic EPS loss of US$0.34, setting the tone for a year where growth in the top line sat alongside continued pressure on earnings. Over the past few quarters, revenue has moved from US$317.6 million in Q1 2025 to US$372.7 million in Q4, while basic EPS has swung from a profit of US$0.23 in Q1 to losses of US$1.81 in Q2, US$1.00 in Q3 and US$0.34 in Q4. This highlights how revenue expansion has...
NasdaqGS:FLEX
NasdaqGS:FLEXElectronic

Flex (FLEX) Q3 EPS Beat Tests Bearish Margin Concerns

Flex (FLEX) has just reported Q3 2026 results with revenue of US$7.1b and basic EPS of US$0.64, alongside net income excluding extraordinary items of US$239m, setting a clear earnings season marker for the contract manufacturing group. The company has seen quarterly revenue move from US$6.6b in Q2 2026 and US$6.6b in Q1 2026 to the current US$7.1b. EPS has tracked from US$0.51 in Q1 and US$0.53 in Q2 to US$0.64 in Q3, giving investors a fresh read on how profit per share is tracking against a...
NYSE:BMY
NYSE:BMYPharmaceuticals

Bristol-Myers Squibb Expands RNA And Cell Therapy Pipeline With New Deals

Bristol-Myers Squibb (NYSE:BMY) has agreed to acquire Orbital Therapeutics to expand its RNA-based therapies portfolio for cancer and autoimmune diseases. The company also entered a multi-year partnership with Oxford Biomedica to manufacture lentiviral vectors that support its CAR-T cell therapy programs. Bristol-Myers Squibb is a large biopharmaceutical company focused on oncology and immunology, areas where RNA-based drugs and cell therapies are gaining attention. By adding Orbital...
NasdaqGS:FITB
NasdaqGS:FITBBanks

Assessing Fifth Third (FITB) Valuation After Recent Share Price Momentum And Modest Undervaluation Estimate

Fifth Third Bancorp (FITB) has drawn fresh attention after recent share gains, with the stock up over the past week, month, and past 3 months. This performance has prompted investors to reassess its current valuation. See our latest analysis for Fifth Third Bancorp. While the recent 7 day share price return of 8.85% has caught attention, the stronger 27.15% 90 day share price return alongside a 27.47% 1 year total shareholder return suggests momentum has been building over both shorter and...
NasdaqGS:NTAP
NasdaqGS:NTAPTech

Does NetApp’s Super Bowl LX Data Role Signal Durable Infrastructure Advantage For NTAP?

NetApp announced that its intelligent data infrastructure is powering data operations for Super Bowl LX, supporting the San Francisco 49ers and the NFL with an enterprise-grade platform that underpins fan experiences in Levi’s Stadium and around the world. This collaboration highlights how NetApp’s technology manages the complex surge of game-day data, from on-field sensors to global social media interactions, to deliver consistent, real-time engagement for millions of viewers. We’ll now...
NasdaqGS:ISRG
NasdaqGS:ISRGMedical Equipment

Intuitive Surgical (ISRG) Earnings Growth And 28% Margin Reinforce Bullish Narratives Despite Rich P/E

Intuitive Surgical (ISRG) has wrapped up FY 2025 with fourth quarter revenue of US$2.9b and basic EPS of US$2.24, capping a year in which trailing twelve month revenue reached US$10.1b and basic EPS came in at US$8.00. The company has seen quarterly revenue move from US$2.4b in Q4 2024 to US$2.9b in Q4 2025, while basic EPS over the same quarters went from US$1.92 to US$2.24, with trailing twelve month net income at US$2.9b providing a clear read on earnings power. With a trailing net margin...
NasdaqGS:TMUS
NasdaqGS:TMUSWireless Telecom

Verizon Lawsuit Puts T Mobile Savings Claims And Investor Story Under Scrutiny

Verizon Wireless has filed a lawsuit against T-Mobile US, alleging false advertising around promised annual customer savings. The suit seeks financial damages and an order to stop the challenged advertising campaigns. The case adds a legal dimension to competition among major U.S. wireless carriers. T-Mobile US (NasdaqGS: TMUS) is coming into this legal clash with Verizon at a time when its shares trade at $201.79 and the stock shows a mixed performance record. The share price is up 8.3%...
NYSE:EVR
NYSE:EVRCapital Markets

Evercore (EVR) Margin Expansion To 15.4% Revives Debate On Earnings Rebound

Evercore (EVR) has wrapped up FY 2025 with fourth quarter revenue of US$1.3b and basic EPS of US$5.27, alongside trailing twelve month revenue of US$3.9b and EPS of US$15.29 that reflect a 56.5% earnings rise over the last year and a move in net profit margin from 12.7% to 15.4%. The firm has seen quarterly revenue step from US$734.9m in Q3 2024 to US$975.3m in Q4 2024 and then to US$1.3b in Q4 2025, while basic EPS has moved from US$2.05 to US$3.67 to US$5.27 over the same stretch. This sets...
NasdaqGM:TTD
NasdaqGM:TTDMedia

CFO Shakeup At Trade Desk Raises Questions On AI Readiness And Value

The Trade Desk (NasdaqGM:TTD) removed its CFO after roughly five months in the role. The company named an interim CFO to fill the position following the sudden departure. Investors are questioning leadership stability and how the company is responding to the rise of AI in digital advertising. The Trade Desk, which runs a programmatic advertising platform for buyers of digital media, now faces fresh attention on its executive bench. The advertising technology sector is being reshaped by AI...
NYSE:ITT
NYSE:ITTMachinery

Is It Too Late To Consider ITT (ITT) After Strong Multi Year Share Price Gains

Wondering if ITT is still fairly priced after its run, or if there is value left on the table? This article walks through the key signals you can use to judge that for yourself. ITT shares last closed at US$185.15, with returns of 2.4% over 7 days, 3.2% over 30 days, 6.3% year to date, 24.9% over 1 year and 153.0% over 5 years. This naturally raises questions about how much of that performance is already reflected in the current price. Recent news coverage has highlighted ITT in the context...