U.S. Food Stock News

Why Core & Main (CNM) Is Back on Investors’ Radar After Earnings Core & Main (CNM) recently reported quarterly results, with revenue up 1.2% year on year and adjusted operating income ahead of analyst expectations. The shares have climbed 14.6% since that announcement. See our latest analysis for Core & Main. Beyond the post earnings jump, Core & Main’s recent momentum is steady, with a 10.23% 1 month share price return and a 12.09% 3 month share price return, while the 3 year total...

In its recently reported Q3 CY2025 results, Performance Food Group posted 10.8% year-on-year sales growth that exceeded market revenue expectations, while non-GAAP earnings per share and full-year EBITDA guidance came in below analyst forecasts. The company’s slightly stronger full-year revenue outlook, with a midpoint of US$68.00 billion, contrasts with softer profitability metrics, highlighting a tension between top-line momentum and margin pressure. Next, we’ll examine how this...

Record AUM and December flows put WisdomTree (WT) in focus WisdomTree (WT) is back on investors’ radar after releasing December 2025 metrics that featured record global exchange traded product and tokenized assets under management and strong net inflows concentrated in gold and other precious metals. See our latest analysis for WisdomTree. The momentum in WisdomTree’s metrics has been reflected in its recent trading, with the share price at US$15.16 and a 30 day share price return of 28.47%...

In early January 2026, STAG Industrial’s board approved a first‑quarter 2026 dividend of US$0.3875 per share, raising the annual rate from US$1.49 to US$1.55 and moving from monthly to quarterly payments, with a record date of March 31 and payment on April 15. This dividend increase, alongside mixed analyst opinions and strong leasing progress into 2025 and 2026, adds a new layer to how investors may view STAG Industrial’s income profile and growth plans. Now we’ll explore how the dividend...

Carter’s, Inc. recently appointed David B. Tichiaz as Chief Brand Officer, placing him in charge of product design and merchandising after nearly twenty years in global lifestyle brands, including leadership roles at Stance and Vans. This hire brings in-depth experience in brand building and apparel merchandising that could influence how Carter’s positions its portfolio across competitive childrenswear categories. We’ll examine how bringing in a Chief Brand Officer with Vans and Stance...

With no single headline event driving attention today, BeOne Medicines (ONC) is drawing interest as investors weigh its recent share performance against fundamentals such as revenue, profitability, and its broad oncology portfolio. See our latest analysis for BeOne Medicines. Recent trading has been relatively calm, with the 30 day share price return of 10.5% and year to date share price return of 8.7% sitting alongside a 1 year total shareholder return of 61.0%. This points to momentum that...

Acadia Healthcare Company (ACHC) is back in focus after management disclosed that a New York Medicaid policy change is expected to reduce reimbursements for out of state patients, creating an estimated US$25 million to US$30 million EBITDA headwind. See our latest analysis for Acadia Healthcare Company. The Medicaid news landed on an already weak chart, with a 51.7% 90 day share price return decline and a 73.3% 1 year total shareholder return loss signalling fading momentum and rising risk...

In recent days, Madison Square Garden Sports reported Q1 fiscal 2026 earnings with earnings per share of US$0.37 and an amended revolving credit agreement for its Knicks subsidiary that provides a senior secured revolving credit facility of up to US$425 million. These developments, alongside the company’s expanded brand partnerships and financing flexibility, highlight how MSG Sports is working to support operations and future growth initiatives across its core sports franchises. Now we’ll...

Twilio (TWLO) is back in the spotlight after a mix of cautious analyst signals, including a downgrade to Neutral, intersected with expectations for strong upcoming earnings and recent share declines. See our latest analysis for Twilio. The recent pullback, including a 9.4% 7 day share price return and 14.5% 30 day share price return, follows cautious analyst commentary and tech sector weakness. Twilio’s 6.4% 1 year total shareholder return and very large 3 year total shareholder return...

Why the Sunflower Bank leadership move matters for FirstSun Capital Bancorp (FSUN) Sunflower Bank’s appointment of Andy Gaines as Regional President for Houston, Austin, and San Antonio puts FirstSun Capital Bancorp’s (FSUN) Texas middle market growth plans for 2026 in clearer focus for investors watching the stock. See our latest analysis for FirstSun Capital Bancorp. FSUN’s share price at US$38.78 has been fairly steady in recent months, with a 90 day share price return of 0.81% and a 3...

In January 2026, Soleno Therapeutics reported preliminary unaudited fourth-quarter 2025 net revenue guidance of US$90,000,000 to US$92,000,000 and highlighted peer-reviewed publication of pivotal VYKAT XR trial data in Prader-Willi syndrome. The JCEM publication and confirmation that VYKAT XR is the first FDA-approved treatment for hyperphagia in Prader-Willi syndrome underscore the clinical and regulatory significance of this therapy for a previously untreated symptom burden. We’ll now...

Why Columbia Banking System (COLB) is back in focus ahead of earnings Investor attention on Columbia Banking System (COLB) is building ahead of its January 22 quarterly earnings report, with expectations for higher revenue and earnings paired with recently more cautious analyst revisions. See our latest analysis for Columbia Banking System. At a share price of US$28.91, Columbia Banking System has seen short term share price pressure but still carries a 90 day share price return of 18.87% and...

Red Rock Resorts (RRR) is back in focus after multiple firms, including Citizens, Jefferies, Stifel, and Truist Financial, upgraded their views and pointed to the Durango property's third development phase as a key growth driver. See our latest analysis for Red Rock Resorts. Those upgrades have come as Red Rock Resorts’ short term share price performance has been mixed, while a 7.43% 90 day share price return and a 40.42% one year total shareholder return suggest momentum has been building...

Wondering if JinkoSolar Holding is genuinely good value or just looks cheap at first glance? This article breaks down what the current share price might really be telling you. The stock last closed at US$29.50, with returns of 8.8% over 7 days, 8.6% over 30 days, 5.6% year to date, 47.6% over 1 year, and longer term returns of a 37.6% decline over 3 years and a 48.3% decline over 5 years, which may leave you questioning how to weigh recent momentum against the longer history. Recent coverage...

EPR Properties (EPR) reaffirmed its monthly cash dividend, with the Board declaring a $0.295 per share payout that annualizes to $3.54. This development is keeping income focused investors watching the stock more closely. See our latest analysis for EPR Properties. The reaffirmed dividend comes as the share price trades at $55.90, with a 1-month share price return of 12.41% and a 1-year total shareholder return of 27.60%. This suggests building momentum alongside recent sale leaseback...

Waste Management has announced a 14.5% dividend increase for 2026 and a US$3.00 billion share repurchase program, alongside automation-focused recycling investments such as an US$88.00 million redevelopment of its Tampa material recovery facility and broader US$1.40 billions-plus recycling upgrades across North America. These moves, together with route optimization initiatives in cities like Chino Hills and an analyst rating upgrade, underline management’s confidence in the company’s cash...

Conference activity puts SES AI in focus SES AI (SES) is set for a busy January, with presentations at CES 2026, the Gordon Research Conference on Electrochemistry, and the Needham Growth Conference drawing fresh attention to its lithium metal battery business. See our latest analysis for SES AI. Conference visibility seems to be drawing fresh attention, with SES AI’s 1 month share price return of 26.92% and year to date share price return of 20.31% contrasting with a 90 day share price...

Capital Clean Energy Carriers Corp. recently took delivery of the Active, the world’s first 22,000 cbm low-pressure liquid CO2 carrier from Hyundai Mipo Dockyard, the first of four multi-gas vessels capable of transporting LCO2, LPG, ammonia and selected petrochemicals. The vessel’s multi-cargo design and readiness for the emerging carbon capture, utilization and storage shipping market highlight how CCEC is aligning its fleet with future low-carbon transport needs while retaining...

Curtiss-Wright (CW) recently partnered with Green Hills Software to launch a safety-certifiable COTS computing platform for aerospace and defense, raising fresh questions about how this product expansion aligns with the stock’s strong recent returns. See our latest analysis for Curtiss-Wright. The Green Hills collaboration arrives during a strong run for Curtiss-Wright, with a 24.41% 30-day share price return and a 21.77% 90-day share price return. The 1-year total shareholder return of...

Under Armour (UAA) is back on many screens after a recent share price move, with the stock up 32.3% over the past month and 20.9% over the past 3 months. See our latest analysis for Under Armour. That recent 30 day share price return of 32.27% and 90 day gain of 20.92% at a latest share price of $5.78 contrasts with a 1 year total shareholder return of 29.51% and a 5 year total shareholder return of 68.77%, so recent momentum is building off a weak longer term base. If Under Armour’s rebound...

User interest around Blue Owl Capital (OWL) has picked up after multiple securities class action lawsuits, weaker third quarter 2025 results and the termination of a planned merger between its business development companies. See our latest analysis for Blue Owl Capital. At a share price of $15.93, Blue Owl Capital has seen modest recent momentum, with a 1 month share price return of 3.51% and a year to date share price return of 4.05%, set against a 1 year total shareholder return decline of...

Parker-Hannifin recently reported a very strong quarter, with revenue and earnings surpassing analyst expectations and management highlighting record sales, segment operating margins, earnings per share, and year-to-date cash flow. The company also underscored its consistency by marking 69 consecutive fiscal years of dividend increases, placing it among the top five longest-running dividend-growth records in the S&P 500. Now we’ll examine how this combination of record operational...

Choice Hotels International (CHH) is back in focus after announcing a multi property expansion of its Ascend Collection in Canada, with six new hotels planned in Quebec as part of broader global growth efforts. See our latest analysis for Choice Hotels International. The expansion of Ascend Collection fits into a year where Choice Hotels’ 30 day share price return of 13.38% and 90 day share price return of 8.30% contrast with a 1 year total shareholder return loss of 23.06%. This suggests...

Texas Pacific Land recently announced a partnership with Bolt Data & Energy to develop large-scale data center campuses on its West Texas land, including a US$50 million investment and water-supply rights, alongside confirming a three-for-one stock split effective December 22, 2025, with split-adjusted trading beginning December 23, 2025. This move marks a push to monetise its land and water assets beyond traditional oil and gas royalties, potentially reshaping how investors think about the...