U.S. General Merchandise and Department Stores Stock News

In recent days, Tenet Healthcare reported mixed quarterly results, with revenue growing and earnings per share exceeding expectations while full-year guidance lagged peers and came in slightly below analyst forecasts. At the same time, sector-wide concerns sparked by a peer’s profit forecast cut and payer mix pressures contrasted with continuing analyst support highlighting Tenet’s cash generation and liquidity. We’ll now examine how this combination of softer guidance and solid cash...

Kroger stock has delivered a solid 56.9% gain over the past five years. With the shares recently under pressure and trading around US$56.56, the current checks point to pricing that looks roughly in line with fundamentals rather than clearly cheap or clearly expensive. Over five years, a 56.9% return suggests Kroger has rewarded patient shareholders. This raises the question of how much of that progress is already reflected in today's valuation. For a mature grocery business like Kroger, the...

McCormick (MKC) continues to attract attention as investors weigh its mixed recent return profile, which includes gains over the past month alongside declines over the past 3 months, year to date, and over longer periods. See our latest analysis for McCormick. At a share price of US$50.92, McCormick’s recent 6.37% 1 month share price gain contrasts with a year to date share price decline of 24.32%, alongside a 1 year total shareholder return decline of 26.36%. This suggests that momentum has...

Earlier this week, Schneider National issued upbeat full-year 2026 guidance, outlining adjusted EPS of US$0.70–US$1.00 supported by ongoing cost reduction and productivity initiatives, while also authorizing up to US$150 million in new share repurchases alongside continued dividends. This combination of improved earnings visibility, efficiency-focused measures, and additional shareholder returns highlights management’s confidence in the business while the stock still screens as attractively...

Kinder Morgan Q2 Earnings Date Draws Investor Attention Kinder Morgan (KMI) has scheduled the release of its second quarter 2026 earnings for July 22, 2026, after the market close, with a webcast and conference call planned for investors. See our latest analysis for Kinder Morgan. At a share price of $32.20, Kinder Morgan has given investors a 16.20% year to date share price return, alongside a 20.15% one year total shareholder return and very large five year total shareholder gains,...

Lucid Group (LCID) is back in focus after its stock swung sharply on reports it might seek bankruptcy protection or go private, reports the company firmly rejected while highlighting ongoing operational and liquidity efforts. See our latest analysis for Lucid Group. Lucid Group's share price has been extremely volatile, with a 1-day share price return of 28.79% lifting the stock to US$5.95. However, it is still down 46.64% year to date, and the 1-year total shareholder return has declined...

RTX (RTX) is back in focus after its RaytheonUK business led the Omnia Training consortium to win a £2,000 million, 15 year British Army Collective Training Service contract, highlighting the company’s broader aerospace and defense exposure. See our latest analysis for RTX. RTX shares have been relatively steady despite a stream of contract wins and product updates, with a 6.67% 1 month share price return and a 1 year total shareholder return of 32.52% pointing to momentum that has built over...

Wall Street earnings expectations have put Wintrust Financial (WTFC) in focus, with analysts projecting quarterly earnings of $3.15 per share and revenue of $737.16 million in the forthcoming report. See our latest analysis for Wintrust Financial. Wintrust Financial’s recent 7 day share price return of 2.65% and 90 day share price return of 11.97% suggest momentum has been building, while a 1 year total shareholder return of 27.33% shows how recent optimism compares with longer term gains. If...

On July 7, 2026, activist investor Reference Equity released a letter and presentation to CBIZ’s Board, urging the company to halt share repurchases, resume its acquisition program, and raise equity capital to reposition the business for future growth. This intervention puts CBIZ’s capital allocation under the spotlight, questioning whether buybacks or renewed deal-making are better aligned with its growth ambitions. We’ll now examine how Reference Equity’s push to suspend buybacks and...

Intuitive Surgical stock has slid about 30.8% year to date, yet the Discounted Cash Flow (DCF) intrinsic value estimate still points to meaningful upside while earnings based multiples signal the shares look expensive and the broader valuation checks are weak. With the share price down 30.8% year to date, recent weakness has opened up a debate over whether the current level reflects pressure on sentiment more than a reset in long term prospects. Growth hopes around expanding robotic...

Duolingo (DUOL) slipped 3.01% in its latest session even as broader markets advanced, as investors focused on the upcoming August 5 earnings report, which is expected to pair revenue growth with a sharp EPS decline. See our latest analysis for Duolingo. At a share price of $131.22, Duolingo has seen short term momentum build, with a 90 day share price return of 26.84%. However, this contrasts with a year to date share price decline of 25.65% and a 1 year total shareholder return decline of...

GE HealthCare Technologies has had a difficult year so far, with the stock down 23.7% year to date, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a discount. Recent headlines ranging from a prostate cancer research collaboration with Mayo Clinic to securities law investigations frame a valuation story that sits between long term potential in precision oncology and heightened risk perception. The share price has...

CleanSpark (CLSK) is back in focus after signing a 20 year triple net infrastructure lease at its Sandersville, Georgia campus with a high investment grade global technology company, valued at about $6.6 billion. See our latest analysis for CleanSpark. The lease announcement has come after a mixed stretch for CleanSpark's stock, with a 23.73% 90 day share price return and a 12.41% one year total shareholder return, but a 17.56% 30 day share price pullback that hinted at fading momentum before...

On July 15, 2026, Truist Securities upgraded CNX Resources from Sell to Hold, citing improved valuation and effective hedging that better position the company against weaker natural gas prices. This reassessment has drawn fresh attention to CNX Resources’ long-term operating strategy in the Marcellus and Utica shales, highlighting its focus on execution and risk management within the Appalachian Basin. Next, we’ll examine how Truist’s upgrade, driven by CNX Resources’ hedging approach, may...

Skyworks Solutions has seen its share price fall about 65.6% over the past five years, yet current valuation checks suggest the stock now leans cheap relative to its estimated intrinsic value and earnings multiples. With a Discounted Cash Flow (DCF) estimate pointing to roughly 14.5% upside and market-based multiples also screening as undervalued, the key tension is whether this discount reflects opportunity or persistent concern about the business outlook. The share price decline of about...

The Morning Bull - US Market Morning Update Thursday, Jul, 16 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.2%, as investors react to a rare piece of good news on inflation. Consumer prices fell 0.4% in June and core inflation, which strips out food and energy, was flat at 2.6% over the past year. In plain terms, the cost of living stopped climbing for a month and underlying pressures cooled. That helped pull the 10 year Treasury yield to...

Earlier this month, Houlihan Lokey, Inc. said that Dan Buffery had joined its Capital Solutions Group in New York as a Managing Director, where he will help lead the firm’s North American GP-led secondaries advisory practice within Equity Capital Solutions. By adding an executive with deep GP- and LP-led secondaries experience at HarbourVest Partners and OPTrust, Houlihan Lokey is reinforcing its focus on growing capabilities in the expanding GP-led secondaries and infrastructure-related...

Earlier this month, Navitas Semiconductor responded to a past complaint filed by Wolfspeed in the U.S. District Court in Delaware, firmly denying allegations of patent infringement and pledging to defend its power semiconductor products. The company’s strong public stance, emphasizing decades of independent innovation and respect for intellectual property, highlights how legal disputes can intersect with perceptions of its technology leadership and competitive position. Next, we’ll examine...

In recent years, Brookfield Corporation has expanded its insurance platform to more than US$180 billion in assets through acquisitions and outlined plans to grow this to US$350 billion by 2030 via additional deals and organic growth. An interesting development is that Brookfield expects its wealth solutions and insurance platform to account for roughly one‑third of its total earnings growth and to underpin a very large compound annual earnings increase through 2030, signaling a meaningful...

Mosaic (MOS) is approaching a key catalyst, with second quarter 2026 earnings scheduled for August 4 after the close, followed by an investor conference call on August 5 to discuss the results. See our latest analysis for Mosaic. Mosaic's recent 7 day share price return of 11.57% and 1 day gain of 0.44% to US$23.04 contrasts with a weaker picture, with total shareholder returns declining 32.86% over the past year and 33.71% over three years. This suggests near term momentum has picked up...

Hamilton Lane stock moves higher after rating retained Hamilton Lane (HLNE) rose 6.0% on July 15, 2026, after Keefe, Bruyette & Woods cut its price target but maintained an Outperform rating, a combination that appeared to support investor confidence. See our latest analysis for Hamilton Lane. The strong 1-day share price return of 4.09% and 7-day gain of 8.65% for Hamilton Lane sit against a year to date share price decline of 37.22% and a 1-year total shareholder return that has fallen...

Highwoods Properties recently hit a 52-week high after reporting a strong first quarter of 2026, significantly beating earnings per share and revenue expectations and extending the maturity of a US$150 million unsecured bank term loan from May 2027 to June 2031 on improved interest terms. The combination of earnings outperformance and enhanced debt flexibility highlights the REIT’s current financial resilience and reinforces confidence in its balance sheet management. We’ll now examine how...

Recent commentary around Warner Music Group (WMG) centers on slower annual revenue growth versus consumer discretionary peers, weaker returns on capital, and concern that recent investments and subdued free cash flow margins may be eroding shareholder value. See our latest analysis for Warner Music Group. The recent concerns around Warner Music Group appear to be reflected in the share price, with the stock down 7.0% year to date on a share price basis and the 1 year total shareholder return...

On July 14, 2026, Virtu Financial, Inc. released preliminary Q2 2026 guidance, forecasting net income of US$285 million and basic and diluted EPS of US$1.63, alongside strong adjusted trading and EBITDA metrics and plans to market an additional US$400 million first-lien term loan under its senior secured credit facility. The preliminary results highlight a meaningful uplift in adjusted net trading income and Normalized Adjusted EPS of US$1.82, suggesting that recent market conditions and...