U.S. General Merchandise and Department Stores Stock News

DENTSPLY SIRONA recently reported a decrease in quarterly sales to US$936 million and a net loss of US$45 million, reaffirmed full-year 2025 earnings guidance projecting net sales of US$3.60 billion to US$3.70 billion, and maintained its quarterly cash dividend at US$0.16 per share. Ongoing legal challenges, including efforts to dismiss investor lawsuits related to prior losses and regulatory issues, continue to impact company sentiment and add uncertainty around future performance. We will...

Hyatt Hotels Corporation recently announced its second quarter 2025 earnings, highlighting revenue growth to US$1.81 billion and net loss of US$3 million, alongside a revised full-year net income forecast between US$135 million and US$165 million. The company also expanded its loyalty program through participation with Bunkhouse Hotels and maintained its quarterly dividend, underscoring a continued focus on brand and guest experience enhancement despite recent margin pressures. We'll examine...

Eagle Materials Inc. recently declared a quarterly cash dividend of US$0.25 per share, payable on October 16, 2025, with a record date of September 15, and announced the resignation of director Richard R. Stewart following its annual shareholder meeting on August 4, 2025. Shareholders approved a proposal to declassify the Board of Directors, marking a governance shift that heightens board accountability and refreshment. We'll explore how the board declassification and dividend decision could...

Installed Building Products, Inc. recently reported record second quarter 2025 results, including a 3% rise in net revenue and an increase in net income to US$69.0 million, while announcing a quarterly cash dividend hike to US$0.37 per share, payable on September 30, 2025. The company also completed a major share buyback and highlighted continued acquisition-driven expansion, underscoring a commitment to shareholder returns and diversified growth. With the company beating analyst...

Earlier this month, Palo Alto Networks launched Cortex Cloud™ Application Security Posture Management (ASPM), a new AI-driven security module designed to proactively block vulnerabilities before cloud and AI applications are deployed and to centralize visibility across multiple third-party code scanners. This product release further strengthens Palo Alto Networks' integrated platform by expanding automated, prevention-first security capabilities and enhancing collaboration with leading...

In August 2025, Xeris Biopharma Holdings reported a strong second quarter, surpassing analyst forecasts and raising its full-year 2025 revenue guidance to US$280–US$290 million due to increased demand for its lead products, especially Recorlev. This guidance revision highlights Xeris’s growing commercial momentum and confidence in future sales, driven by adoption of new therapies and pipeline advancements. We'll assess how Xeris’s upgraded revenue outlook and product growth affect its...

Earlier this month, Certara, Inc. reported its second quarter 2025 financial results, highlighted by a year-over-year sales increase to US$104.57 million and a narrowing net loss, and announced that the European Medicines Agency had formally qualified its Simcyp Simulator for regulatory submissions across the EU. This regulatory first for Certara’s Simcyp software enables more efficient drug submission processes and could accelerate biosimulation adoption among pharmaceutical companies...

Coty Inc. announced the resignation of board member Johannes Huth, effective July 14, 2025, alongside expectations of revenue declines in its upcoming fourth-quarter fiscal 2025 report due to challenges in China, Travel Retail Asia, and U.S. Consumer Beauty. Despite these headwinds, Coty's ongoing investments in expanding their prestige fragrance portfolio and cost-saving efforts are anticipated to cushion margins, even though analysts expect continued earnings pressure from increased...

MKS Inc. recently reported second-quarter 2025 earnings, revealing revenue of US$973 million and net income of US$62 million, both above the same period last year, alongside a raised outlook for the upcoming quarter. A key insight is that continued strength in semiconductor and electronics demand, partly driven by AI-related applications, contributed to the earnings beat and improved forward guidance from management. We'll explore how MKS's upgraded revenue forecast and robust semiconductor...

Bio-Rad Laboratories announced past second quarter earnings, revealing sales of US$651.6 million and net income of US$317.8 million, shifting from a very large net loss a year earlier. This turnaround in quarterly profitability stood out, as net income and basic earnings per share from continuing operations surged alongside the completion of a substantial share buyback program. We'll examine how Bio-Rad's move from steep losses to significant profitability could influence the company's...

Berkshire Hathaway reported second-quarter 2025 earnings, revealing sales of US$5,118 million and net income of US$12,370 million, both up slightly in revenue but down significantly in profit compared to a year earlier. As the company prepares for Warren Buffett’s announced retirement and Greg Abel’s succession, investors are closely watching how leadership transition impacts the company’s direction and steady performance. We’ll examine how Berkshire Hathaway’s unexpectedly lower profit and...

Diebold Nixdorf recently announced its participation as one of 70 contributors to the European Central Bank’s digital euro innovation platform, exploring how its Vynamic® Transaction Middleware could help banks integrate digital euro payments across ATM, POS, and e-commerce channels. This collaboration highlights Diebold Nixdorf’s drive to shape next-generation payment ecosystems in the EU, providing banks and their customers new ways to transact securely and efficiently using both...

In the past week, Advanced Micro Devices reported second-quarter results showing year-over-year sales growth to US$7.69 billion and net income of US$872 million, despite challenges from U.S. export controls impacting China-related revenues. The company also revealed participation in a new agreement requiring it to share 15% of its China AI chip revenues with the U.S. government, allowing partial resumption of exports that were previously restricted. We'll explore how AMD's renewed access to...

Simpson Manufacturing recently reported second quarter 2025 results, with both revenue and earnings per share surpassing analyst expectations by meaningful margins. An important detail is that management also projected continued revenue growth of 5.0% per year over the next two years, broadly in line with industry forecasts. We'll now explore how these better-than-expected quarterly results and forward-looking growth guidance inform Simpson Manufacturing's current investment narrative. These...

Earlier this month, TopBuild reported its second-quarter 2025 earnings results, showing quarterly sales of US$1,297.4 million and net income of US$151.6 million, and also provided full-year guidance with anticipated sales between US$5,150.0 million and US$5,350.0 million, and net income of US$499.0 million to US$584.0 million. In addition, the company completed a multi-million dollar share repurchase under its February 2025 buyback plan, a move that can impact the company's earnings per...

Ormat Technologies recently reported second-quarter 2025 results that exceeded analyst expectations, with revenues rising to US$234.02 million and adjusted earnings per share reaching US$0.48, driven by strong performance in its product and energy storage segments. The company maintained its 2025 guidance for total revenues between US$935 million and US$975 million and declared a quarterly dividend of US$0.12 per share, underscoring management’s confidence in continued momentum despite...

SoFi Technologies has recently reported adding millions of new customers annually and expanding its suite of financial products, driving robust user adoption and product engagement. The company's ownership of the Galileo technology platform has enabled it to efficiently scale and generate additional profitable revenue streams across its fintech operations. We'll explore how SoFi's significant user growth and deeper product adoption could reshape its long-term investment narrative going...

PENGUIN Solutions recently announced a new agreement with CDW to expand access to its AI infrastructure portfolio for a larger customer base. This collaboration, paired with renewed confidence from research analysts, highlights Penguin Solutions’ efforts to broaden distribution channels and strengthen its position in the rapidly evolving AI infrastructure market. We’ll explore how expanding distribution through CDW could impact Penguin Solutions’ investment narrative and long-term market...

Talos Energy recently reported second quarter results showing a net loss of US$185.94 million on revenues of US$424.72 million, a marked reversal from the prior year’s profit and higher revenues, and amended its credit agreement to reduce its borrowing base and commitments to US$700 million. This combination of disappointing financial performance and a tighter lending arrangement could indicate increased pressure on the company's liquidity and operational flexibility over the near...

Earlier this month, PepsiCo launched 7UP Pink Lemonade in the UK, accompanied by vibrant murals and pop-up sampling events in London, Liverpool, and Manchester, aiming to connect with consumers seeking more color and positivity in their daily lives. This product launch taps into survey insights showing strong consumer sentiment linking color to mood uplift, especially among Gen Z, highlighting PepsiCo’s focus on aligning innovation with evolving market trends. We’ll examine how the...

Universal Display Corporation recently reported past second quarter earnings, with revenue rising to US$171.79 million and net income reaching US$67.26 million, alongside an increase in its revenue guidance for 2025 to a range of US$650 million to US$700 million. Macroeconomic optimism, especially expectations of interest rate cuts following a favorable inflation report, boosted sector sentiment and amplified Universal Display's positive outlook, leveraging both its operational performance...

Sealed Air Corporation recently reported its second quarter 2025 earnings, revealing quarterly sales of US$1.34 billion and the appointment of Kristen Actis-Grande as the incoming Chief Financial Officer starting August 25, 2025. While quarterly sales and net income saw modest declines from the previous year, the company's first-half results improved and its updated full-year revenue outlook provides important context for future performance. We'll examine how Sealed Air's updated financial...

Earlier this month, Corebridge Financial completed a US$1.01 billion follow-on equity offering and reported second quarter revenue of US$2.74 billion, with a net loss of US$660 million compared to net income in the prior year period. The company also introduced Power Select AICO, a new index annuity featuring a 200% multiplier, and confirmed a quarterly dividend while continuing its extensive share buyback program. We'll examine how the recent large equity offering impacts Corebridge’s...

Saia shares rallied in the past week following an in-line US inflation report and news that the US and China extended their tariff truce for another 90 days, easing market concerns about trade tensions and future interest rates. This coordinated easing in inflation and international trade tensions is especially material for industrial transportation companies, as it directly improves both the economic outlook and sector sentiment. We'll examine how optimism about a potential interest rate...