U.S. General Merchandise and Department Stores Stock News

With 30 year Treasury yields near 5.33% and Washington issuing trillions in new debt each year, the bond market is pulling capital in powerful ways and shaking up asset prices across the board. That mix of higher yields, inflation around 3.7% and political debate over “financial repression” is reshaping how money managers earn fees. This article looks at 3 U.S. listed asset management stocks that are closely tied to this story. The three stocks highlighted below are just a sample of this...

Carlyle Group recently reported second-quarter revenue that came in more than 20% above analyst expectations, powered by contributions from its private equity, credit, and investment solutions businesses. The results underscored how Carlyle’s diversified platform and ongoing commitment to consistent dividends are helping support steady capital returns even as investors reassess their expectations. We’ll now explore how this strong, broad-based revenue beat reshapes Carlyle Group’s existing...

Malibu Boats stock slipped about 5% to US$27.36 today, even as the latest quarter showed the business generating more cash and higher profits than many investors might expect from a leisure name under pressure. Net sales came in at US$295.5m with adjusted earnings before interest, tax, depreciation and amortization of US$33.9m and an 11.5% margin, helped by strong unit volume and a richer mix of boats. Short term traders focused on the price drop. Longer term investors will be weighing those...

FinVolution Group just reminded investors that cheap stocks can still hurt. The shares dropped about 15% to US$3.40 after Q2 earnings, even though the company reported revenue of roughly RMB 3.4b and net income of about RMB 442m. That move comes on top of a steep slide over the past month, so the bar heading into this earnings release was already low. The real flashpoint is not revenue growth. It is pressure on profitability and funding, with trailing net margin sitting near 14.5% and...

Autodesk stock fell 3.7% today to close near US$260 as the market focused on the decline in the share price, even though the company just posted one of its cleanest profitability stories in years. The latest earnings release highlighted operating strength, with Q2 basic earnings per share at US$2.34 and a trailing twelve month net profit margin of 21.1%. Short term traders saw a down day. Long term investors are now looking at a design software heavyweight that is generating US$7.79b in...

Brookfield Infrastructure Partners has delivered a gain of 36.2% over the past three years, yet current market multiples screen the stock as expensive and the broader valuation checks point to a mixed picture rather than a clear bargain. A 36.2% total return over three years suggests Brookfield Infrastructure Partners has already rewarded patient holders. This can make entry points more sensitive to valuation. Expectations for durable cash flows from long term infrastructure assets can...

A recent investor update has put Garrett Motion (GTX) in focus, as the company reports expanding its turbocharger technology into data centers and utilities that are prioritizing energy efficiency and performance. Garrett Motion’s recent push into data centers and utilities comes after a sharp share price run earlier in the year, followed by a pullback. The 30 day share price return is down 7.37% and the 90 day share price return is down 18.62%, while the year to date share price return is...

Sociedad Química y Minera de Chile (NYSE:SQM) has drawn fresh attention after reporting second quarter 2026 revenue of US$2,468.4 million and net income of US$660 million, with six month earnings also significantly higher year over year. The latest earnings news appears to have shifted attention back onto Sociedad Química y Minera de Chile, with the share price at US$78.63 after a 30 day share price return of 16.40% and a 1 year total shareholder return of 74.03%, even though the 90 day share...

Sify Technologies (SIFY) has opened an AI Lab & Experience Centre at its Noida AI data centre campus, drawing fresh attention to how this India focused ICT provider is approaching enterprise AI demand. For investors watching Sify Technologies, the latest AI Lab announcement drops into a mixed price picture, with the stock down 2.64% on a 1-day share price return and 14.39% lower over 90 days, yet still showing a 17.22% year-to-date share price return and a much stronger 52.70% 1-year total...

Titan Machinery stock slipped about 3% to close at US$17.86, even though the headline from this quarter was not demand collapse but a margin story. Revenue landed at US$496.4m while the company still reported a net loss of US$9.2m. The key tension for you as an investor is that gross margin improved to 18.6% and equipment margins moved higher, yet the market focused on another loss and a weak recent share price stretch. This section of the cycle is turning into a test of patience rather than...

On August 20, 2026, Medtronic’s board approved a second-quarter fiscal 2027 cash dividend of US$0.72 per share, payable October 16 to shareholders of record on September 25, reinforcing its 49-year streak of annual dividend increases and status in the S&P 500 Dividend Aristocrats index. This dividend affirmation, alongside expectations for broad-based growth in Medtronic’s upcoming fiscal first-quarter 2027 results and ongoing innovation in areas like digital health and Neuroscience,...

EQT Corp recently reported a fourth-quarter adjusted profit that beat Wall Street estimates, helped by higher natural gas prices, stronger realized pricing and increased sales volumes, while regional spot prices in the Marcellus-Utica basin rebounded above the company’s prior shut-in threshold. At the same time, ongoing pipeline egress constraints and criticism of a wastewater leak cleanup highlight how operational and environmental issues can complicate EQT’s efforts to fully benefit from...

Earlier this week, Abbott Laboratories received FDA De Novo authorization for its Libre Duo 10 Day system, a first-of-its-kind wearable that continuously monitors both glucose and ketone levels in people with diabetes aged 2 and older, with a U.S. launch planned later this year and integration into major insulin pump ecosystems. This dual glucose‑ketone sensor introduces a new integrated continuous glucose and ketone monitoring standard in the U.S., potentially strengthening Abbott’s digital...

Tapestry recently outlined its plan through fiscal 2027 to expand operating margins by about 50 basis points while pursuing double-digit EPS growth, largely powered by Coach’s international expansion and higher marketing investment. However, continued operating losses at Kate Spade and mounting tariff-related costs mean the company has far less room for execution missteps as it works toward those goals. We’ll now examine how Tapestry’s push for margin expansion, despite Kate Spade’s ongoing...

StepStone Group (STEP) is back in focus after completing fundraising for its StepStone Secondaries Infrastructure Fund and related accounts, securing US$1.7b in commitments with about half already deployed across 26 infrastructure secondary deals. At a share price of US$50.32, StepStone Group has seen a strong 30 day share price return of 17.02%, even though the share price return year to date is down 24.46% and the 1 year total shareholder return is down 16.50%. However, the 3 year total...

Elastic entered this print on a tear after a 55% gain over the past month. The stock then jumped another 19% to about $99.90 as traders rushed to price in what looks like a cleaner growth story in search and observability software. The headline is simple: Revenue reached $478 million with current remaining performance obligations of $1.2b, and the company posted a 16.2% non GAAP operating margin. The market is treating this quarter as proof that Elastic’s growth engine and profitability can...

Lululemon Athletica recently faced renewed scrutiny after analysts flagged ongoing weak sales trends in the US and China and the likelihood of a cut to its fiscal 2026 outlook, while the company prepares for former Nike executive Heidi O’Neill to step in as CEO on September 8. The combination of potential long-term guidance reductions and a leadership transition has sharpened investor focus on how quickly Lululemon can revive growth in its largest regions. We’ll now examine how the...

The market barely flinched at Lotus Technology’s half year report. The stock slipped 0.8% to US$1.24, leaving a 30 day gain of about 43% largely intact. However, the headline numbers underline why the thesis on this high growth luxury performance car maker is still focused on financial strain. H1 2026 revenue came in at US$268.1m with gross profit improving, but the company still reported a net loss of US$150.9m and remains unprofitable on a trailing basis, with negative shareholders’ equity...

Honeywell International recently announced leadership changes across its automation portfolio, naming Billal Hammoud as President and CEO of Process Technology and appointing Juan Picon to lead Building Automation effective October 1, 2026. The appointments bring two long-tenured Honeywell leaders with records of reshaping business focus and customer engagement into roles central to the company’s automation ambitions. We’ll now explore how elevating Billal Hammoud to lead Process Technology...

Bilibili slipped just under 1% to US$16.60 today, extending a tough month for the stock, yet the latest quarter told a very different story. Q2 revenue reached RMB 7.9b and adjusted net profit came in at RMB 704m, backed by a 37.2% gross margin that has now improved for 16 straight quarters. For a video platform long treated as a pure growth story, consistent profitability and rising advertising weight in the mix change the conversation from survival to what the multi year earnings power...

Amer Sports (AS) grabbed investor attention after second quarter 2026 earnings exceeded its own guidance, with revenue and earnings expanding, direct to consumer sales strengthening and full year guidance raised twice. Despite the upbeat Q2 story, Amer Sports’ recent share price performance has been weak. The stock is at US$31.05, with a 1-month share price return of down 13.89% and a year-to-date share price return of down 17.20%, while the 1-year total shareholder return of down 21.03%...

Expedia Group recently raised its full-year 2026 revenue guidance to about US$16.05–US$16.22 billion after reporting a 14% year-over-year revenue increase in the second quarter, fueled by stronger consumer demand and accelerated B2B growth. Alongside higher guidance, Expedia highlighted improved profitability, solid cash generation, and ongoing share repurchases, while analysts pointed to disciplined cost management and robust B2B momentum as key contributors. We’ll now examine how Expedia’s...

In recent days, analysts have revised their earnings estimates upward for Advanced Energy Industries, and the stock now holds a top-tier Zacks Rank, reflecting strong agreement on an improved earnings outlook. This clustering of positive estimate revisions offers investors a clearer read on how closely Wall Street is tracking Advanced Energy’s evolving earnings power. We’ll now explore how this wave of upward earnings revisions could reshape Advanced Energy Industries’ existing investment...

PagerDuty stock jumped 9.5% to US$13.83 the day after earnings, which suggests traders responded positively even before reviewing the full details. The company entered this report with a relatively low 5.8x trailing P/E and investor attention focused on whether profitability was sustainable or simply a one quarter anomaly. The key theme this time is margin performance. PagerDuty reported Q2 non-GAAP operating margin of 24% and free cash flow margin of 26%, alongside revenue of US$124.4m and...