U.S. General Merchandise and Department Stores Stock News

NYSE:EMR
NYSE:EMRElectrical

PACCAR Stock Leads 3 U.S. Dividend Picks For Industrial Income

With softer U.S. inflation, shifting expectations for Federal Reserve rate moves, a weaker dollar and firmer oil prices, many investors are taking a fresh look at U.S. dividend stocks as potential sources of steady income and relative stability. This article focuses on large companies in traditionally resilient areas such as utilities, consumer staples, healthcare and industrials. All are drawn from a U.S. Dividend Stocks screener built around these macro shifts. You will see 3 stocks that...
NasdaqCM:KARO
NasdaqCM:KAROSoftware

Is Karooooo (KARO) Fairly Valued After Strong Q1 Results And Reaffirmed Guidance?

Karooooo (KARO) reaffirmed its fiscal 2027 guidance after reporting Q1 2027 results, keeping the focus on subscription revenue, operating margins and earnings per share targets that management highlighted alongside record operating profit. See our latest analysis for Karooooo. Karooooo’s share price has risen 35.28% over the past month and 40.34% year to date, while the 3 year total shareholder return of 182.36% points to strong longer term momentum around the reaffirmed guidance and recent...
NasdaqGS:ROAD
NasdaqGS:ROADConstruction

Is Construction Partners (ROAD) Turning Free Cash Flow Momentum Into a More Durable Growth Narrative?

Construction Partners, Inc. previously announced it would release its fiscal 2026 third-quarter results on August 7, 2026, accompanied by an investor conference call that morning to discuss its performance. This update has drawn attention to the company’s improving free cash flow margins and acquisition-driven expansion, which are shaping how investors view its long-term fundamentals. Now we’ll examine how growing anticipation around the upcoming earnings release and improving free cash...
NasdaqGS:LZ
NasdaqGS:LZProfessional Services

LegalZoom.com (LZ) On Barclays Downgrade And AI Questions That Are Testing Its Valuation

Barclays downgrade and 52 week low put LegalZoom.com (LZ) under the microscope LegalZoom.com (LZ) is back in focus after a Barclays downgrade and a slide to a fresh 52 week low, as investors reassess its growth outlook and its reaction to emerging AI tools. See our latest analysis for LegalZoom.com. The Barclays downgrade comes after a sharp rebound in LegalZoom.com’s recent share price performance, with a 30 day share price return of 38.6% and a 90 day gain of 18.95%. However, longer term...
NYSE:HNGE
NYSE:HNGEHealthcare

Hinge Health (HNGE) Stock Looks Overvalued On Sales Yet Strong On Returns

Hinge Health stock has surged year to date, yet its valuation checks and pricing on traditional multiples suggest investors are now paying a premium rather than buying into a clear bargain. Year to date, Hinge Health has returned 91.2%, which puts recent enthusiasm for the stock front and center in any valuation discussion. The company’s ability to convert growth into durable cash flows can support current expectations, while any setback in scaling profitably may weigh heavily on what...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

Can Tractor Supply (TSCO) Be A Bargain As Its Instacart Deal Expands Reach?

Tractor Supply (TSCO) is in focus after announcing a nationwide partnership with Instacart, giving customers access to same day delivery from more than 2,400 stores and broadening the retailer's rural reach. See our latest analysis for Tractor Supply. The Instacart partnership lands at a time when Tractor Supply’s share price has fallen 32% over 90 days and is down 40% year to date, with a 1 year total shareholder return declining 45%. This suggests sentiment has weakened even as investors...
NYSE:PATH
NYSE:PATHSoftware

How UiPath’s First GAAP Profit and AI Deals At UiPath (PATH) Has Changed Its Investment Story

Earlier this week, UiPath reported its first-ever quarterly GAAP operating profit, highlighted progress in moving its AI agentic products from pilot to production, and noted it still has about US$414 million available under its share repurchase program. A three-year agreement to build an AI-driven pricing platform for UK online retailer The Very Group shows how UiPath’s automation and AI capabilities are being applied to complex, margin-sensitive retail decisions. Next, we’ll examine how...
NasdaqGS:MNST
NasdaqGS:MNSTBeverage

Monster Beverage (MNST) Announces A 2 For 1 Stock Split, Is It Fully Priced?

Monster Beverage (MNST) is back in the spotlight after announcing a 2-for-1 stock split, paired with strong international sales, sharpening attention on whether the current valuation matches underlying fundamentals. See our latest analysis for Monster Beverage. Despite a small 1 day share price decline of 2.44% to about $97.50, Monster Beverage has enjoyed strong momentum recently, with a 90 day share price return of 27.09% and a 1 year total shareholder return of 65.25%. This keeps attention...
NYSE:HLI
NYSE:HLICapital Markets

Houlihan Lokey (HLI) Adds Dan Buffery, Is The Stock Trading At A Discount?

Why Dan Buffery’s Appointment Matters for Houlihan Lokey Stock Houlihan Lokey (HLI) recently announced that Dan Buffery has joined its Capital Solutions Group as a Managing Director, taking a lead role in North American GP-led secondaries advisory within Equity Capital Solutions. For you as an investor, this kind of senior hire is less about headlines and more about what it might indicate for the firm’s advisory depth in private equity secondaries, infrastructure, and real assets. See our...
NYSE:IT
NYSE:ITIT

Gartner (IT) Is Up 5.2% After Q2 Earnings Anticipation And Governance Probe News Event - Has The Bull Case Changed?

In recent days, Bernstein Liebhard LLP began investigating potential fiduciary duty breaches by certain Gartner directors and officers, while investors also looked back on Gartner’s identification of leading AI semiconductor vendors and its publication of the 2026 Magic Quadrant for Conversational AI Platforms. At the same time, the market’s focus has shifted to Gartner’s upcoming Q2 fiscal 2026 earnings report, with analysts’ expectations and its track record of outperforming EPS estimates...
NYSE:VFC
NYSE:VFCLuxury

Is V.F (VFC) Undervalued As Its Digital And Margin Recovery Story Builds?

Recent Performance Context for V.F Stock Without a specific news catalyst, V.F (VFC) is attracting attention as investors weigh its recent share performance against reported annual revenue of US$9.6b and net income of US$254.9m. The stock is up in the past month but down over the past 3 months, with a contrasting 1 year total return gain and a weaker multi year track record. This mixed picture is shaping how investors assess V.F today. See our latest analysis for V.F. V.F’s recent 1 day share...
NasdaqGS:IONS
NasdaqGS:IONSBiotechs

Ionis (IONS) Begins First ION337 Trial In Dravet Syndrome Patients

Ionis Pharmaceuticals (NasdaqGS:IONS) has dosed the first participant in the Phase 1-2 ASCEND trial of ION337 for Dravet syndrome. The study marks the first clinical evaluation of ION337, a next generation RNA targeted therapy candidate. ION337 has FDA Fast Track designation for Dravet syndrome, a rare seizure disorder with no approved disease modifying treatments. For investors following Ionis Pharmaceuticals, this new trial adds a fresh data point to the company’s rare disease portfolio...
NasdaqGS:TCBI
NasdaqGS:TCBIBanks

Texas Capital Bancshares (TCBI) Stock Trades At A Discount To Fair Value

Texas Capital Bancshares has delivered a 68.2% return over the past five years, yet the current valuation picture is mixed, with the Excess Returns intrinsic value estimate indicating the stock may trade below its estimated worth while market multiples sit closer to about right. A 68.2% return over five years points to a stock that has already rewarded patient shareholders, so the question is how much valuation upside may still be on the table. The appointment of Mo Jamous as Chief Digital...
NYSE:YUM
NYSE:YUMHospitality

Yum! Brands (YUM) Faces Taco Bell Outbreak Scrutiny, Is It Below Fair Value?

The Cyclospora parasite outbreak linked to shredded iceberg lettuce at Taco Bell has pushed Yum! Brands (YUM) into the spotlight, with investors weighing food safety concerns alongside the company’s upcoming second quarter results on July 30. See our latest analysis for Yum! Brands. Recent trading reflects those concerns, with Yum! Brands’ share price down 2.75% over the past day and 9.55% over the past week. Its 1 year total shareholder return of 1.21% and 5 year total shareholder return of...
NasdaqGS:MAT
NasdaqGS:MATLeisure

Mattel (MAT) Stock Still Looks Cheap After a 32% Slide

Mattel stock has had a tough run over the past three years, yet its current valuation checks lean cheap, which sets up a clear tension between weak long term returns and a market price that screens as potentially modestly undervalued. Mattel has declined 32.5% over the past three years, which means today’s valuation is being judged against a share price that has already come down meaningfully. On the upside, UBS has highlighted Mattel’s broad brand portfolio as a source of brand equity that...
NYSE:MCO
NYSE:MCOCapital Markets

Moody's (MCO) Intapp AI Tie Up Keeps Valuation Questions In Focus

Moody's (MCO) is back in focus after Intapp, Inc. expanded its collaboration to plug Moody's financial risk data directly into Intapp Celeste, an agentic AI platform used across legal, private capital, and accounting firms. See our latest analysis for Moody's. Against the backdrop of this Intapp collaboration, Moody's share price is trading at US$510.86, with a 30 day share price return of 11.98% and a 90 day share price return of 12.19%, while the 3 year total shareholder return of 46.33%...
NYSE:LYB
NYSE:LYBChemicals

LyondellBasell Industries (LYB) Expands Recycled Packaging Push, Is It Still 22% Below Fair Value?

LyondellBasell Industries (LYB) is in focus after unveiling a flexible packaging solution for Mondelez's Marabou chocolate bars, using ISCC PLUS-certified CirculenRevive polymers with 100% attributed recycled content. See our latest analysis for LyondellBasell Industries. LyondellBasell Industries shares recently closed at US$59.17, with a 1 day share price return of 2.37% and a 7 day return of 5.00%. Over the past 30 and 90 days, the share price returns declined 4.27% and 10.71%...
NYSE:CSL
NYSE:CSLBuilding

3 Dividend Growth Stocks Built For Steady Income As Inflation Cools

Cooling U.S. inflation, softer energy costs and a less aggressive Federal Reserve have shifted the focus back to dependable income stocks that can still grow their payouts. With annual inflation at 3.5% and core inflation at 2.6%, dividend growth stocks look interesting as potential anchors in portfolios that seek stability alongside income potential. This article walks through 3 dividend growers from our Dividend Growth Stocks screener that appear well positioned, based on their exposure to...
NasdaqGS:ARQT
NasdaqGS:ARQTBiotechs

Arcutis Biotherapeutics (ARQT) Wins FDA Filing Acceptance For ZORYVE, Is The Discount Still Justified?

The recent move in Arcutis Biotherapeutics (ARQT) comes after the FDA accepted a supplemental application for ZORYVE cream 0.05%, which could extend its use to infants with mild to moderate atopic dermatitis. See our latest analysis for Arcutis Biotherapeutics. Against this backdrop, Arcutis Biotherapeutics’ recent 1-month share price return of 8.66% and 90-day share price return of 16.14% suggest improving momentum, while the year-to-date share price return has slightly declined 1.76%. Over...
NasdaqGS:AMGN
NasdaqGS:AMGNBiotechs

Amgen (AMGN) Earnings Buzz Builds, Is The Stock Already Overvalued?

Why Amgen’s Earnings Setup Is Drawing Attention Now Amgen (AMGN) is back in focus after a recent run of earnings surprises, with the stock drawing attention as investors weigh the implications of its track record and current earnings signals. See our latest analysis for Amgen. Beyond the earnings setup, Amgen’s share price has gained 7.21% over the past month and 11.80% year to date, while its 1 year total shareholder return of 28.00% points to momentum building over a longer period. If...
NYSE:AMP
NYSE:AMPCapital Markets

Ameriprise’s Latest Advisor Win Raises Quiet Questions About Its Long‑Term Competitive Edge (AMP)

Ameriprise Financial recently welcomed the Sher Jeshiva Group to its branch channel from Wells Fargo Clearing Services, adding about US$470 million in client assets and reporting that more than 90% of the group’s clients agreed to move with them. This influx of advisory talent and portable assets comes as investors await Ameriprise’s late-July earnings release, where Wall Street expects higher revenue and earnings. We’ll now examine how the Sher Jeshiva Group’s US$470 million asset...
NasdaqGS:NVAX
NasdaqGS:NVAXBiotechs

Novavax (NVAX) Stock Still Looks Pricey As Sales Struggle To Support It

Novavax stock has delivered a steep decline of around 96% over the past five years, yet its current valuation checks and recent 12 month gain of 17.3% leave a more nuanced picture of what investors are paying for today. The share price decline of about 96% over five years suggests long term holders have absorbed heavy losses, so any current valuation case needs to be weighed against that track record. For a vaccine focused business like Novavax, expectations around future product uptake and...
NYSE:APO
NYSE:APODiversified Financial

Is Apollo Global Management (APO) Undervalued Following Its EasyJet Takeover Bid?

Apollo Global Management (APO) has moved into the spotlight after easyJet backed its surprise takeover offer, valuing the airline at about £5.7b and setting up a bidding contest with rival suitor Castlelake. See our latest analysis for Apollo Global Management. Beyond the EasyJet bid, Apollo Global Management has been busy on the deal front. It recently closed the acquisitions of Emerald Holding and Questex and combined them into a single B2B events and media platform. This comes at a time...
NasdaqGS:CAKE
NasdaqGS:CAKEHospitality

Cheesecake Factory (CAKE) Could Be 27% Overvalued On Growth Stock Optimism

Recent analyst coverage has pushed Cheesecake Factory (CAKE) into focus for growth oriented investors, highlighting favorable growth scores and a track record of positive earnings surprises ahead of its late July 2026 earnings report. See our latest analysis for Cheesecake Factory. The recent 36.84% 3 month share price return and 62.41% year to date share price return to about $85.77 suggest momentum has been building around Cheesecake Factory as investors react to its earnings track record...