U.S. Food Stock News

J.Jill (JILL) has just posted another steady quarter, with Q2 2026 revenue of about $154 million and basic EPS of $0.69 off net income of roughly $10.5 million, giving investors a clear snapshot of how the apparel retailer is navigating a softer same store sales backdrop. The company has seen quarterly revenue move in a relatively tight band between about $142 million and $162 million over the past six reported periods, while EPS has ranged from $0.15 to $1.17. This underscores a business...

If you are wondering whether Donaldson Company at around $92 is still worth considering after its strong run, or if the easy money has already been made, you are not alone and that is exactly what we are going to unpack. The stock is up 5.2% over the last week, 4.9% over the past month, and 36.9% year to date, building on multi year gains of 28.8% over 1 year, 61.3% over 3 years, and 75.6% over 5 years. Recent moves have been supported by steady demand for its filtration solutions across...

Dave & Buster's Entertainment (PLAY) has just posted another quarter of solid headline numbers, with Q2 2026 revenue of $557.4 million and basic EPS of $0.33, alongside net income of $11.4 million. The company has seen revenue move from $453 million in Q3 2025 to $534.5 million in Q4 2025, then to $567.7 million in Q1 2026 and $557.4 million in Q2 2026, while EPS swung from a loss of $0.84 in Q3 2025 to positive readings of $0.25, $0.63, and $0.33 over the subsequent quarters. With analysts...

BlackLine (BL) just switched on a new locally hosted cloud region in Saudi Arabia, a calculated move that taps into the Kingdom’s modernization push while satisfying tight data residency and cybersecurity rules. See our latest analysis for BlackLine. That Saudi expansion comes as BlackLine’s 1 month share price return of 7.18% and 3 month gain of 5.97% hint at improving sentiment, even though its 1 year total shareholder return of negative 9.74% shows the longer term picture is still one of...

On December 8, 2025, The Macerich Company reported at the Nareit REITWorld conference in Dallas that it had achieved record leasing activity of 3.2 million square feet by the third quarter and completed US$1.20 billion in mall asset sales, alongside opening more than 300 new stores including luxury and international brands. This combination of robust leasing performance and sizable asset sales highlights how Macerich is both filling space with higher-quality tenants and actively reshaping...

If you are wondering whether WisdomTree is still a smart buy at around $11.69, you are not alone. This stock sits at the crossroads of growth, income, and structural change in asset management. After a 4.7% gain over the last week and a strong 15.6% return year to date, the stock has cooled slightly in the last month with a -0.3% move, while still sitting on hefty 3 year and 5 year gains of 125.2% and 162.2% respectively. Those moves have come as WisdomTree has leaned further into thematic...

The launch of SiTime (SITM) Endura Super TCXO is a meaningful step into high stakes position, navigation, and timing markets, putting ultra stable, spoof resistant timing at the center of the stock story. See our latest analysis for SiTime. Investors seem to be warming to that story, with the share price up 14.0 percent over the past month and a powerful 63.9 percent year to date share price return at 366.49 dollars, building on a 40.4 percent one year total shareholder return. If SiTime has...

Agios Pharmaceuticals (AGIO) is back in focus after the FDA missed its December 7 decision date on the mitapivat thalassemia sNDA, leaving the filing under active review and investors recalibrating timing expectations. See our latest analysis for Agios Pharmaceuticals. The missed PDUFA date seems to have cooled near term enthusiasm, with a roughly 35 percent 1 month share price return decline and a 1 year total shareholder return of about negative 38 percent. This signals fading momentum...

Earlier this month, Corpay, Inc. confirmed that Mastercard has completed a US$300 million minority investment in Corpay’s cross-border business and signed a new commercial partnership to offer Corpay’s services to Mastercard’s financial institution clients, while Corpay is also broadening its use of Mastercard Move for real-time payments in more countries. This deepened relationship with Mastercard could meaningfully expand Corpay’s distribution reach in cross-border payments at a time when...

BETA Technologies (BETA) shares climbed about 2% today, extending a roughly 9% gain over the past week, as investors weigh rapid revenue growth against ongoing losses and a weaker year-to-date performance. See our latest analysis for BETA Technologies. Despite the latest close at $31.02 and a solid 7 day share price return of 9.34%, the year to date share price return of negative 13.83% shows that, for now, this bounce looks more like early rebuilding of momentum than a full trend...

Night Watch Investment Management previously exited its position in Tidewater Inc. after an unexpected pause in offshore energy infrastructure spending that began in 2024 and is now expected to persist until at least 2027. The decision, driven by sector-wide spending trends rather than company-specific issues, highlights how institutional sentiment around offshore project timing can influence perceptions of Tidewater’s long-term prospects. Next, we’ll examine how Night Watch’s exit, tied to...

Progress Software (PRGS) just put its no code Agentic RAG platform on AWS Marketplace and paired that with a smooth ShareFile integration, a combo that quietly reshapes its AI story and recurring revenue profile. See our latest analysis for Progress Software. Even with this expansion of its AI and SaaS footprint, Progress Software’s latest share price around $44.33 comes after a year-to-date share price return of negative 31.49 percent and a one year total shareholder return of negative 35.99...

Avery Dennison recently reported that its organic revenue growth has averaged 2.5% year-on-year over the past two years, alongside a 2.5 percentage point drop in free cash flow margin and a 4.9 percentage point annual decline in return on invested capital, pointing to rising capital intensity and profitability pressure. Taken together, the slower organic sales, weaker cash generation, and shrinking returns suggest Avery Dennison may need to rethink its growth approach, potentially leaning...

TAL Education Group recently reported quarterly results that exceeded market expectations and highlighted momentum in its shift toward non-academic tutoring and intelligent learning solutions. This stronger-than-expected performance, alongside a supportive analyst upgrade, suggests the company’s transformation toward technology-enabled education services is gaining meaningful traction with investors. Next, we’ll examine how the earnings beat, especially in intelligent learning solutions,...

Acadian Asset Management (AAMI) just overhauled its balance sheet, redeeming all $275 million of its 4.8% senior notes due 2026 using a new $200 million term loan and existing cash. See our latest analysis for Acadian Asset Management. That balance sheet clean up lands against a backdrop of strong momentum, with an 80.1% year to date share price return and a 137.0% three year total shareholder return suggesting investors see improving growth and risk dynamics. If this kind of capital...

Wolverine World Wide (WWW) is back in the spotlight as two West Michigan landfills filed a federal PFAS contamination lawsuit, just as investor letters highlight management’s turnaround efforts and renewed focus on core footwear brands. See our latest analysis for Wolverine World Wide. Despite the fresh PFAS lawsuit and mixed commentary around its turnaround, Wolverine World Wide’s 1 month share price return of 7.16 percent contrasts sharply with a 1 year total shareholder return of negative...

In early December 2025, Agilysys announced that its cloud-native InfoGenesis POS platform has been approved for use across IHG Hotels & Resorts’ global portfolio, integrating with IHG’s property systems to support unified guest transactions in diverse outlets from restaurants to poolside cabanas. The approval cements Agilysys as a global POS provider for IHG across all hotel segments, highlighting the breadth of its hospitality-focused ecosystem and its ability to scale across varied brand...

Black Stone Minerals (BSM) just signed a 220,000 gross acre development agreement with Caturus Energy, setting up a six year drilling runway that directly targets rising Gulf Coast natural gas demand. See our latest analysis for Black Stone Minerals. The deal lands at a time when momentum is quietly turning in BSM’s favor, with an 18.6% 3 month share price return and a hefty 5 year total shareholder return above 200%, hinting that investors see durable cash flow ahead. If this kind of long...

BGC Group (BGC) has quietly slipped about 4% over the past month and 13% in the past 3 months, even though its underlying business continues to grow and may give investors an intriguing setup. See our latest analysis for BGC Group. Zooming out, BGC’s recent pullback sits within a year where the share price return has drifted modestly lower, even as its multi year total shareholder return remains strongly positive. This suggests momentum has cooled, but the longer term story is still...

Core & Main (CNM) just posted its Q3 2026 numbers, with revenue at about $2.1 billion and EPS of roughly $0.72, against a trailing twelve month haul of $7.8 billion in revenue and $2.29 in EPS that reflects 6.1% earnings growth over the past year. The company has seen revenue move from $7.0 billion to $7.8 billion on a trailing basis while EPS has climbed from $2.11 to $2.29. This sets up an earnings profile where profit growth is outpacing a more modest top line and keeps margins firmly in...

Unfortunately for some shareholders, the Nutanix, Inc. ( NASDAQ:NTNX ) share price has dived 35% in the last thirty...

Gentherm (THRM) has quietly drifted lower this year, leaving the stock down about 8% year to date and roughly 17% over the past year, even as earnings have grown. See our latest analysis for Gentherm. That slide reflects fading momentum more than a broken story, with a modestly negative 90 day share price return and a three year total shareholder return that has been deeply underwater as investors reassess execution risk versus Gentherm's growth potential. If Gentherm's recent drift has you...

ServiceTitan (TTAN) just delivered another upside surprise, topping Wall Street on both revenue and earnings, then backing it up with higher full year guidance that signals management sees this momentum as durable, not accidental. See our latest analysis for ServiceTitan. The market has started to notice, with a 7 day share price return of 16.8 percent and a 30 day share price return of 14.7 percent. However, the 90 day share price return is still negative, suggesting momentum is rebuilding...

Wondering if QuidelOrtho at around $27 a share is a beaten down opportunity or a value trap? You are not alone. This stock has been on a wild ride and now looks cheap enough to raise eyebrows. In the very short term the market has cooled slightly, with a 0.3% dip over the last week. That comes after a sharp 39.1% jump over the past month, even though the stock is still down 39.1% year to date and 33.9% over the last year. Those swings are happening against a backdrop of ongoing integration...