U.S. Food and Staples Retail Stock News

NYSE:AON
NYSE:AONInsurance

How Investors May Respond To Aon (AON) Q4 Earnings Beat And Expanded Cyber, Data Center Push

Aon reported fourth-quarter 2025 results showing sales of US$4,300 million and net income of US$1.69 billions, with earnings per share from continuing operations rising materially versus a year earlier. Alongside these figures, Aon outlined an upbeat 2026 outlook and continued to expand its risk, data center and cyber offerings, reinforcing its integrated Aon United model. With this backdrop of strong earnings and enhanced cyber and data center capabilities, we’ll examine how the news shapes...
NasdaqGM:INOD
NasdaqGM:INODProfessional Services

Innodata Palantir AI Deal Tests Valuation And Growth Expectations

Innodata (NasdaqGM:INOD) has entered into a partnership with Palantir to provide specialized data engineering and annotation for advanced AI projects. The collaboration focuses on complex, real world use cases, including video annotation and multimodal generative AI workflows for performance analytics in ride event analysis. The agreement positions Innodata as a key data partner for high stakes AI deployments where quality, security and domain specific workflows are central...
NYSE:LEA
NYSE:LEAAuto Components

Is Lear (LEA) Still Attractively Priced After Its Strong One Year Share Price Run?

If you are wondering whether Lear’s current share price really reflects its underlying value, you are not alone. This article is designed to help you frame that question clearly. Lear’s share price recently closed at US$136.05, with returns of 12.8% over the last 7 days, 10.2% over 30 days, 14.7% year to date, 48.3% over 1 year, 6.6% over 3 years, and a 5.1% decline over 5 years. Recent attention on Lear has been shaped by company updates and sector headlines that have put auto related...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Assessing Kratos Defense & Security Solutions (KTOS) Valuation After New Contracts And UAV Progress

Kratos Defense & Security Solutions (KTOS) has had an active week, landing approximately US$65 million in new military training contracts and advancing its Mighty Hornet IV Attack UAV collaboration with Taiwan’s NCSIST through a successful integrated payload test. See our latest analysis for Kratos Defense & Security Solutions. Despite this steady stream of contract wins and UAV progress, Kratos’ share price has pulled back recently, with a 7 day share price return of 21.18% and a 30 day...
NYSE:W
NYSE:WSpecialty Retail

Wayfair (W) Valuation Check After Recent Share Price Pullback

Wayfair stock performance context Wayfair (W) has seen recent share price pressure, with the stock down about 3% over the past day, 18% over the past week, and roughly 19% over the past month. See our latest analysis for Wayfair. Despite the recent 1-month share price return of negative 19.35% and 90-day share price return of negative 17.30% from a last close of US$88.39, Wayfair’s 1-year total shareholder return of 86.59% and 3-year total shareholder return of 52.61% show that longer term...
NYSE:MET
NYSE:METInsurance

Is MetLife (MET) Pricing Look Attractive After Recent Share Price Pullback

If you are wondering whether MetLife's current share price reflects its true worth, you are not alone. That is exactly what this valuation focused review aims to unpack. MetLife recently closed at US$75.32, with returns of 3.7% decline over 7 days, 7.2% decline over 30 days, 6.2% decline year to date and 7.3% decline over 1 year, compared with longer term returns of 16.8% over 3 years and 58.5% over 5 years. Recent attention around MetLife has centered on its position as a large, established...
NYSE:DOLE
NYSE:DOLEFood

Dole Reporting Shift And Trade Policy Shape Valuation And Margin Outlook

Dole plc (NYSE:DOLE) is voluntarily transitioning to file as a U.S. domestic issuer, while retaining its foreign private issuer status. The company plans to adopt U.S. domestic reporting forms and timelines, which may affect its disclosure practices and index eligibility. U.S. trade policy discussions are ongoing around possible tariff exemptions for certain imported agricultural products, including fruits. These regulatory and trade developments could influence Dole's reporting obligations,...
NYSE:CTVA
NYSE:CTVAChemicals

Corteva Resets With Bayer Deal And Seed Spin Off Plans

Corteva (NYSE:CTVA) has reached a comprehensive settlement with Bayer that resolves all "freedom to operate" litigation between the two companies. The agreement is expected to support Corteva's corn licensing activities and open a path into the cotton licensing market. Separately, Corteva is moving ahead with a planned separation of its seed operations into a standalone company. The spin off may include relocating the new seed company headquarters to Iowa, with implications for regional...
NasdaqGS:APLS
NasdaqGS:APLSBiotechs

A Look At Apellis Pharmaceuticals (APLS) Valuation After Recent S&P Index Additions

Apellis Pharmaceuticals (APLS) has just been added to the S&P 1000, S&P 600, S&P 600 Health Care Sector, and S&P Composite 1500, a shift that can influence trading as index trackers rebalance. See our latest analysis for Apellis Pharmaceuticals. Those index additions come after a mixed share price run, with a 90 day share price return of 17.13% contrasting with a year to date share price decline of 12.76% and a 1 year total shareholder return decline of 25.30%. This suggests recent momentum...
NasdaqGS:MORN
NasdaqGS:MORNCapital Markets

Morningstar (MORN) Valuation Check As New Private Markets Indexes Draw Fresh Investor Attention

Morningstar’s new private markets indexes Morningstar (MORN) is drawing fresh attention after working with PitchBook to launch indexes that track semiliquid funds investing in private markets, giving investors a new reference point for these vehicles. See our latest analysis for Morningstar. The index launch comes at a time when Morningstar’s share price has been under pressure, with a 7 day share price return of 16.25% and a 30 day share price return of 20.82%. At the same time, the 1 year...
NYSE:RRX
NYSE:RRXElectrical

Regal Rexnord (RRX) Margin Rebound Tests Rich P/E And Bullish Narratives

Regal Rexnord (RRX) has wrapped up FY 2025 with fourth quarter revenue of US$1.5 billion and basic EPS of US$0.96, alongside trailing twelve month revenue of US$5.9 billion and EPS of US$4.22 that sit against a 42.5% year over year earnings lift and a 23.4% earnings growth forecast over the next three years. Over recent periods the company has seen quarterly revenue move from US$1,461.1 million in Q4 FY 2024 to US$1,523.2 million in Q4 FY 2025, while basic EPS shifted from US$0.62 to US$0.96,...
NYSE:RL
NYSE:RLLuxury

Ralph Lauren Lifts Outlook As Digital Push Reshapes Growth And Risk Profile

Ralph Lauren (NYSE:RL) reported strong third quarter results, with broad-based performance across regions and product categories. The company raised its full-year outlook, reflecting confidence in current business trends. Management highlighted rapid adoption of advanced digital initiatives, including AI-powered shopping tools, and growth in new consumers and digital engagement. For investors watching Ralph Lauren at a share price of $338.66, the recent update comes after a mixed stretch,...
NasdaqGS:STBA
NasdaqGS:STBABanks

A Look At S&T Bancorp (STBA) Valuation After Earnings Beat And Dividend Increase

S&T Bancorp (STBA) is back on investor radars after reporting Q4 revenue up 11.5% year on year, edging past analyst forecasts, and pairing that update with a higher quarterly cash dividend. See our latest analysis for S&T Bancorp. At a share price of $44.12, S&T Bancorp has logged a 10.72% 1 month share price return and a 15.35% 3 month share price return. Its 5 year total shareholder return of 88.96% reflects long term compounding and indicates that momentum has been building around its...
NYSE:PBI
NYSE:PBICommercial Services

Assessing Pitney Bowes (PBI) Valuation After Strong Recent Shareholder Returns

Why Pitney Bowes is on investors’ radar now Pitney Bowes (PBI) has drawn fresh attention after recent trading, with the share price around $10.58 and returns over the past 3 months and year standing out against its longer term record. See our latest analysis for Pitney Bowes. Recent trading has added to that focus, with a 90 day share price return of 12.20% and a 1 year total shareholder return of 25.87%. The 3 year total shareholder return of about 19x also stands out against its longer...
NYSE:UNP
NYSE:UNPTransportation

Union Pacific (UNP) Is Up 7.7% After Record Wabtec Locomotive Overhaul Deal And Dividend Declaration

Union Pacific recently reported fourth-quarter 2025 results and its Board declared a quarterly dividend of US$1.38 per share, while also finalizing in late 2025 a US$1.20 billion agreement with Wabtec to modernize its AC4400 locomotive fleet, with deliveries scheduled to begin in 2027. The Wabtec modernization deal, the largest of its kind in rail industry history, is designed to extend locomotive lifespans, improve fuel efficiency and reliability, and embed next-generation diagnostics...
NasdaqCM:MARA
NasdaqCM:MARASoftware

Is MARA Holdings’ (MARA) Options Spike Revealing a Deeper Shift in Its Bitcoin-Linked Risk Profile?

Recently, MARA Holdings saw trading activity intensify as options markets priced in elevated implied volatility and a skew toward call contracts, while filings showed insiders having shares withheld to cover tax obligations tied to restricted stock units rather than selling into the market. At the same time, investors have been weighing the impact of Bitcoin’s sharp drop alongside an upcoming mining difficulty adjustment, which together could materially influence MARA Holdings’ operational...
NYSE:LEU
NYSE:LEUOil and Gas

Centrus Energy Weighs Project Vault Tailwinds Against Volatile Growth Path

The U.S. government has launched Project Vault, which includes building a strategic uranium reserve and new federal spending on critical minerals. Centrus Energy (NYSE:LEU), a supplier of enriched uranium and producer of HALEU, is positioned to participate in these initiatives. Project Vault is expected to influence demand patterns across the nuclear fuel supply chain as policies are implemented. Centrus Energy, trading at $242.09, has seen its share price move sharply over the past year,...
NYSE:PD
NYSE:PDSoftware

A Look At PagerDuty’s Valuation After AI Driven Software Sell Off And Institutional Rotation

AI driven software sell off hits PagerDuty A sector wide pullback in software tied to concerns about artificial intelligence has hit PagerDuty (PD), with institutional investors rotating away from traditional SaaS names and the stock recently dropping 12.1% in a single session. PagerDuty is now down 28.3% this year, with shares trading near US$7.90. This move has sharply reset expectations around the company and put renewed focus on its role in modern digital operations. See our latest...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Micron’s US$24b Singapore Bet Recasts Memory Business Around AI Demand

Micron Technology, NasdaqGS:MU, has announced a $24b expansion of its advanced wafer fabrication capacity in Singapore. The company plans to phase out its Crucial consumer memory brand and concentrate on high bandwidth memory, HBM, for AI applications. The new facilities will integrate advanced packaging and co located R&D aimed at supporting AI focused memory products. Micron shares most recently traded at $382.89, with the stock up 21.4% year to date and 11.5% over the past month, despite...
NYSE:SXI
NYSE:SXIMachinery

Will Standex's (SXI) Strong Q2, Dividend Hike and Buybacks Shift Its 2026 Outlook Narrative?

Standex International Corporation recently reported higher second-quarter fiscal 2026 sales of US$221.32 million and increased net income, reaffirmed its full-year 2026 revenue growth outlook of over US$110 million, completed a multi-year US$76.42 million share repurchase program, and announced a 6.3% higher quarterly dividend of US$0.34 per share. The company is emphasizing growth in fast-growth end markets such as aerospace, defense, and Grid, while investing in new capacity across...
NasdaqGS:SSNC
NasdaqGS:SSNCProfessional Services

Can SS&C Technologies (SSNC) Turn Rising Revenue and New Mandates Into Durable Earnings Power?

SS&C Technologies Holdings, Inc. has reported its fourth-quarter 2025 results, with revenue rising to US$1,653.5 million while net income and earnings per share from continuing operations declined versus the prior year, alongside fresh client wins with Allspring Global Investments, Saltus and Rareview Capital across transfer agency and wealth/ETF platforms. The combination of stronger top-line performance and expanded long-term client relationships highlights how SS&C is deepening its role...
NYSE:GEV
NYSE:GEVElectrical

Is It Too Late To Consider GE Vernova (GEV) After A 97% One-Year Surge?

If you are wondering whether GE Vernova’s share price still reflects fair value after its recent run, this article walks through what the numbers are actually saying about the stock. The shares last closed at US$737.53, with returns of 2.8% over the past week, 7.5% over the past month, 8.5% year to date, and 97.2% over the past year, which has naturally raised questions about how much future upside or risk is already priced in. Recent coverage has focused on GE Vernova’s role within the...
NYSE:CLF
NYSE:CLFMetals and Mining

Assessing Cleveland-Cliffs (CLF) Valuation After Recent Share Price Pullback And Conflicting Fair Value Signals

Recent performance snapshot for Cleveland-Cliffs (CLF) Cleveland-Cliffs (CLF) has recently drawn investor attention after a 4.7% one day share price decline, paired with mixed short term performance that contrasts with gains over the past month and past 3 months. See our latest analysis for Cleveland-Cliffs. At a latest share price of US$13.85, Cleveland-Cliffs’ recent 4.7% one-day share price decline sits against a 90-day share price return of 32.79% and a 1-year total shareholder return of...
NYSE:PG
NYSE:PGHousehold Products

Assessing Procter & Gamble (PG) Valuation After Q2 Results And Major Brand Marketing Push

Procter & Gamble (PG) is back in focus after Q2 results, fresh product launches such as Old Spice’s Spice Alchemist collection, and heavy brand promotion around Super Bowl LX and the Milano Cortina 2026 Games. See our latest analysis for Procter & Gamble. The recent marketing push around Super Bowl LX and Milano Cortina 2026 lines up with a strong run in the shares, with a 30 day share price return of 13.37% and an 11.86% year to date share price gain. The 1 year total shareholder return of a...