U.S. Food Stock News

NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech’s RMAT Win Puts KB707 At Core Of Oncology Story

Krystal Biotech (NasdaqGS:KRYS) received FDA Regenerative Medicine Advanced Therapy (RMAT) designation for KB707 in advanced non small cell lung cancer. The designation focuses on KB707, a redosable immunotherapy candidate being studied in an ongoing clinical trial. RMAT status provides access to more frequent FDA interactions and certain expedited programs, including the potential for rolling review. For you as an investor, this RMAT milestone highlights how Krystal Biotech is extending...
NYSE:GEF
NYSE:GEFPackaging

Is It Too Late To Consider Greif (GEF) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Greif is still reasonably priced after its recent run, you are not alone. This article will focus squarely on what you might be paying for each dollar of the business. The stock last closed at US$76.82, with returns of 3.5% over 7 days, 6.8% over 30 days, 12.2% year to date, 30.2% over 1 year, 18.4% over 3 years and 90.6% over 5 years. This naturally raises questions about how much value is already reflected in the price. Recent coverage of Greif has highlighted...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Lawsuit Over Chicken Safety Puts Food Operations And Margins In Focus

Costco Wholesale (NasdaqGS:COST) is facing a proposed class action lawsuit tied to alleged salmonella contamination at its Nebraska chicken processing facility. The suit claims Costco did not adequately manage or disclose salmonella risks related to its operations supplying rotisserie chickens. The legal action raises questions about food safety controls, disclosure practices, and potential operational and reputational effects for the retailer. Costco operates a membership warehouse model...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Cognex Returns To Profitable Growth As AI Products Reshape Business

Cognex (NasdaqGS:CGNX) reported Q4 2025 results that marked a return to profitable growth. Management highlighted an operational turnaround helped by portfolio optimization and cost actions. The quarter included launches of new AI-powered machine vision products and strong new customer intake. Cognex, trading at $58.79, is back in focus after Q4 2025 results showed a shift to profitable growth supported by operational changes. The stock has been strong recently, up 34.5% over the past week,...
NYSE:STZ
NYSE:STZBeverage

Constellation Brands CEO Shift Tests Premium Growth And Capital Allocation Plans

Constellation Brands (NYSE:STZ) has appointed Nicholas Fink as its new CEO, succeeding Bill Newlands. Newlands will remain with the company in an advisory capacity during the leadership transition. Fink previously held senior roles at Fortune Brands Innovations and Suntory Global Spirits. Constellation Brands, the owner of a broad portfolio of beer, wine and spirits labels, operates in a highly competitive consumer beverages market where brand strength and distribution relationships are...
NYSE:AXP
NYSE:AXPConsumer Finance

Assessing American Express (AXP) Valuation After Recent Share Price Weakness

American Express stock snapshot American Express (AXP) has drawn investor attention after a period of mixed recent returns, with the share price around $337.50 and one year total return close to 9.7%. See our latest analysis for American Express. Recent trading has been softer, with a 1-day share price return of a 1.6% decline, a 7-day share price return of a 6.2% decline, and a 30-day share price return of a 7.5% decline. The 1-year total shareholder return of 9.7% and 5-year total...
NYSE:RDN
NYSE:RDNDiversified Financial

Is It Time To Reassess Radian Group (RDN) After Strong Multi‑Year Share Price Gains

If you are wondering whether Radian Group at around US$32.82 is offering good value or not, this article is going to focus squarely on what the current price might mean for long term investors. The stock is roughly flat over the last 7 days at 0.2%, slightly lower over the past month with a 0.9% decline, and shows longer term returns of 3.2% over 1 year, 60.7% over 3 years, and 88.6% over 5 years. Recent coverage around Radian Group has mainly centered on its position in the US mortgage...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

MercadoLibre Expands Latin American Ecosystem While Valuation Lags Analyst Expectations

MercadoLibre (NasdaqGS:MELI) is expanding its e-commerce and fintech ecosystem across Latin America, adding new markets and reinforcing links between shopping, payments and financial services. The company is addressing operational challenges in its fintech arm, including non-performing loans, by applying advanced technologies to its credit portfolio. Management is focusing on higher margin marketplace segments while responding to rising competition, particularly from Shopee in...
NYSE:WPC
NYSE:WPCREITs

Assessing W. P. Carey (WPC) Valuation After Q4 Beat, 2026 Guidance And €1b Notes Offering

W. P. Carey (WPC) is back in focus after a packed fourth quarter, with FFO and revenue above expectations, fresh 2026 guidance, a dividend increase, heavy portfolio activity, and a €1 billion senior unsecured notes offering. See our latest analysis for W. P. Carey. The recent earnings beat, higher 2026 AFFO guidance and the €1b senior unsecured notes offering appear to sit behind a clear shift in sentiment, with a 10.95% 3 month share price return and a 33.76% 1 year total shareholder return...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta Indiana AI Data Center Raises Big Questions For META Valuation

Meta Platforms has started construction on a $10 billion, 1-gigawatt data center campus in Lebanon, Indiana. The facility is designed to support Meta's AI workloads and core products as part of a broader expansion in AI infrastructure. Meta plans to allocate up to $135 billion in 2026 for AI related infrastructure, with the Indiana site among its largest projects. The campus is expected to be one of the most power dense data centers globally, incorporating advanced water reuse and...
NasdaqGS:HTHT
NasdaqGS:HTHTHospitality

Assessing H World Group (NasdaqGS:HTHT) Valuation After Launch Of Budget-Focused Hanting Inn Brand

H World Group (HTHT) has launched Hanting Inn, a new economy hotel brand aimed at lower tier cities and price sensitive markets, using a low investment, asset light model tailored for faster expansion. See our latest analysis for H World Group. H World Group’s new Hanting Inn launch comes as the share price sits at US$52.53, with a 30 day share price return of 7.12% and a 90 day share price return of 16.17%. The 1 year total shareholder return of 51.79% suggests momentum has been building...
NYSE:BAX
NYSE:BAXMedical Equipment

Baxter Restructuring And Divestiture Plan Tests Turnaround And Valuation Case

Baxter International (NYSE:BAX) is rolling out a new decentralized operating model after a challenging fourth quarter and full year. The company is separating its Kidney Care business and reshaping its board as part of a broad restructuring effort. Management is also working to streamline operations following margin pressure, operational issues, and a sizeable goodwill impairment. Baxter International enters this restructuring phase with its shares at $19.79 and a difficult recent track...
NYSE:CACI
NYSE:CACIProfessional Services

Insider Sales At CACI International Contrast With Bullish Analyst Outlook

CACI International Executive Vice President and General Counsel, William Koegel, sold 2,000 shares of NYSE:CACI. This was his latest transaction in a pattern of insider selling over the past year, with no insider purchases reported in that period. The activity comes with CACI International shares recently closing at $573.3. For investors watching NYSE:CACI, this cluster of insider sales is arriving after a strong longer term share move, with the stock up 69.4% over the past year and 144.7%...
NYSE:MRK
NYSE:MRKPharmaceuticals

Is Merck’s First PD-1 Ovarian Cancer Approval Reshaping The Investment Case For Merck (MRK)?

In early February 2026, Merck received FDA approval for KEYTRUDA and KEYTRUDA QLEX plus paclitaxel, with or without bevacizumab, for adults with PD-L1 positive, platinum-resistant epithelial ovarian, fallopian tube or primary peritoneal carcinoma after one or two prior systemic treatments. This marks the first approval of a PD-1 inhibitor regimen for this hard-to-treat setting, broadening KEYTRUDA’s reach in women’s cancers and reinforcing Merck’s oncology franchise. Next, we’ll examine how...
NYSE:NEU
NYSE:NEUChemicals

Assessing NewMarket (NEU) Valuation As Shares Trade Near Half Of DCF Fair Value Estimate

What recent returns say about NewMarket With no single headline event setting the tone, NewMarket (NEU) has been moving under the radar. The stock has shown a 0.7% decline over the past day and weaker performance over the past week. See our latest analysis for NewMarket. Beyond the latest 0.7% daily share price decline, NewMarket’s recent 7 day and 90 day share price returns of 17.0% and 21.1% point to fading short term momentum. At the same time, 1 year and 3 year total shareholder returns...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Assessing Instacart’s (CART) Valuation After Recent Share Price Volatility

Why Maplebear’s recent performance has investors taking a closer look Maplebear (CART), better known as Instacart, has drawn investor attention after a mixed run, with the share price up over the past week but showing weaker returns over the past month and past 3 months. See our latest analysis for Maplebear. At around $36.30, the latest move, including a 1 day share price return of 9.21% and a year to date share price return decline of 17.33%, points to short term momentum but weaker longer...
NYSE:TWO
NYSE:TWOMortgage REITs

Two Harbors Investment (TWO) Is Up 5.8% After Swinging From 2025 Profit To Loss - Has The Bull Case Changed?

Two Harbors Investment Corp. recently reported fourth-quarter 2025 results, with net income falling to US$11.72 million and a basic loss per share from continuing operations of US$0.02, compared with basic earnings per share of US$2.54 a year earlier. For the full year 2025, the company moved from net income of US$298.17 million to a net loss of US$454.30 million, underscoring a sharp swing in profitability that reframes how investors may view its risk and return profile. Against this...
NYSE:DE
NYSE:DEMachinery

Deere’s AI Push And Tenna Deal Reframe Growth And Cycle Resilience

Deere (NYSE:DE) is pushing further into autonomous farming with AI-powered tractors and expanded digital platforms. The company is integrating these efforts with its recent acquisition of Tenna, a construction equipment tracking and fleet management provider. Together, these moves reflect a technology focused shift toward precision, data driven agriculture and equipment management. Deere, trading at $602.92, is increasingly defined by its software, automation and connected equipment, not...
NasdaqGM:VITL
NasdaqGM:VITLFood

Vital Farms (VITL) Is Up 8.8% After Strong Revenue Beat And Ahead Of 2025 Results - What's Changed

Vital Farms recently reported quarterly results showing a 37.2% year-over-year revenue increase and an earnings per share beat, while also preparing to release its fourth-quarter and full-year 2025 results on February 26, 2026. At the same time, the company’s valuation is graded favorably versus peers even as consensus earnings estimates have softened slightly, creating a nuanced picture for investors. Next, we’ll examine how Vital Farms’ combination of strong recent revenue growth and a...
NYSE:STAG
NYSE:STAGIndustrial REITs

Stronger Q4 Results And Higher Dividend Might Change The Case For Investing In STAG Industrial (STAG)

STAG Industrial, Inc. reported past full-year 2025 results showing sales of US$843.01 million, revenue of US$845.18 million, and net income of US$273.52 million, alongside strong Q4 leasing activity, high occupancy of 96.4%, and meaningful property acquisitions. The company’s 6.3% increase in core FFO per share, 4% dividend raise, the largest since 2014, and shift to quarterly payments underscore how heightened leasing, acquisitions, and disciplined balance sheet management are reshaping its...
NYSE:KFY
NYSE:KFYProfessional Services

A Look At Korn Ferry (KFY) Valuation As Quality Metrics Clash With Cost And Market Pressures

Recent analysis of Korn Ferry (KFY) has drawn attention to its strong return on invested capital and profit quality, while also flagging end market pressures and rising expenses that are shaping a more cautious investor mood. See our latest analysis for Korn Ferry. The recent 7 day share price return of 8.09% decline and 30 day share price return of 9.92% decline, alongside a relatively modest 5.90% decline in 1 year total shareholder return and positive 3 and 5 year total shareholder...
NasdaqGS:TW
NasdaqGS:TWCapital Markets

Did Tradeweb’s MAXEX Push and Bigger Buyback Just Shift Tradeweb Markets' (TW) Investment Narrative?

In February 2026, Tradeweb Markets Inc. reported fourth-quarter 2025 revenue of US$521.18 million and net income of US$324.99 million, raised its quarterly dividend to US$0.14 per share, completed a prior share repurchase program, authorized a new US$500 million buyback, and earlier this month announced a commercial collaboration and investment with MAXEX to link its more than 3,000 global clients to MAXEX’s roughly 400 U.S. mortgage lenders and institutional investors. By connecting...
NasdaqGS:FOXA
NasdaqGS:FOXAMedia

Fox Taps Disney Veteran Aragón To Refresh Advertising And Investor Story

Fox (NasdaqGS:FOXA) has appointed Lucas P. Aragón as Senior Vice President, Creative at FOX Advertising. Aragón joins from Disney, bringing experience across major networks including OWN. The hire signals a focus on creative branding and client facing campaigns within Fox's advertising business. For investors tracking Fox at a current share price of $56.35, this leadership move arrives after a mixed return profile, with a 2.3% gain over the past year alongside a 58.4% return over three...
NasdaqGS:ADI
NasdaqGS:ADISemiconductor

Does ADI’s Special Meeting Stance and Barclays Upgrade Recast Its Governance and Industrial Narrative?

On February 9, 2026, Analog Devices, Inc. informed shareholders that it had received a proposal to further amend special meeting rights and urged investors to vote against it, emphasizing that its existing 25% threshold already replaced a prior 80% requirement. The company argued that keeping the current special meeting threshold aligns with public company best practices and helps prevent a small minority of shareholders from exerting disproportionate influence over corporate...