U.S. Hospitality Stock News

NYSE:M
NYSE:MMultiline Retail

Macy’s Owasso Closure Reshapes Fulfillment Footprint And Investor Story

Macy’s plans to close its Owasso, Oklahoma fulfillment center as part of a supply chain modernization and network consolidation effort. The closure affects a large facility and impacts almost 1,000 employees, marking a meaningful change in the company’s logistics footprint. The move is framed as an adjustment to changing consumer demand and evolving logistics needs across Macy’s network. Macy’s, traded as NYSE:M, is reshaping its operations while its shares trade around $21.71. The stock...
NYSE:UAN
NYSE:UANChemicals

A Look At CVR Partners (UAN) Valuation As New Profit And Loss Guidance Reshapes Expectations

Q4 loss guidance and full year profit outlook CVR Partners (UAN) issued fresh guidance that pairs an estimated fourth quarter net loss of US$14 million to US$7 million with full year 2025 net income of US$95 million to US$102 million. See our latest analysis for CVR Partners. Guidance for a fourth quarter loss alongside full year profit comes as CVR Partners’ share price sits at US$103.48, with a 1-year total shareholder return of 45.66% and a very large 5-year total shareholder return. This...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Should Pool’s Early Revenue Rebound and Baird Upgrade Require Action From Pool (POOL) Investors?

In January, Baird upgraded Pool Corporation from Neutral to Outperform, citing improving conditions in the pool market and expectations for the business to stabilize after a multi-year downturn. At the same time, Pool’s first revenue increase in nine quarters and two straight quarters of positive growth point to a cyclical recovery supported by a solid balance sheet and potential housing policy reforms. We’ll now examine how Pool’s early signs of revenue recovery reshape its investment...
NYSE:FMC
NYSE:FMCChemicals

FMC (FMC) Valuation Check After Loss-Making Year And Lowered 2026 Revenue Guidance

Why FMC’s latest earnings and guidance matter for shareholders FMC (FMC) recently reported a fourth quarter and full year 2025 loss and paired those results with 2026 revenue guidance that points to a 5% decline at the midpoint for both the first quarter and full year. Management cited delayed customer collections in Brazil, the sale of its India business, and increased generic competition as ongoing headwinds. The company also filed a shelf registration for an employee stock plan, which adds...
NYSE:RTX
NYSE:RTXAerospace & Defense

RTX Singapore Airshow Deals Highlight Long Term Revenue And Valuation Setup

RTX (NYSE:RTX) announced a series of new aerospace partnerships and multi-year service commitments at the Singapore Airshow. Subsidiaries Collins Aerospace, Pratt & Whitney, and Raytheon secured agreements with multiple Asia Pacific airlines and government entities. Pratt & Whitney received a substantial GTF engine order and associated maintenance contract from Vietjet Air. RTX signed memoranda with the Singapore Economic Development Board that include record investment commitments in...
NYSE:APAM
NYSE:APAMCapital Markets

Artisan Partners Asset Management (APAM) Net Margin Improvement Challenges Cautious Earnings Narratives

Artisan Partners Asset Management (APAM) closed FY 2025 with fourth quarter revenue of US$335.5 million and basic EPS of US$1.44, while trailing twelve month revenue came in at about US$1.2 billion with EPS of US$4.43. Over the past year, revenue has moved from US$1.11 billion to roughly US$1.2 billion and EPS has shifted from US$3.66 to US$4.43 on a trailing basis, setting a clear earnings benchmark for investors watching the trend. With net profit margin higher than a year ago and headline...
NasdaqGS:FRSH
NasdaqGS:FRSHSoftware

What Is Freshworks' (FRSH) Investment Narrative?

To own Freshworks, you must believe the company is successfully evolving from a simple help-desk provider into a sophisticated enterprise AI partner. The core bet is that their "Freddy AI" agents will move beyond hype to become an essential, high-margin revenue engine that makes their software indispensable to large corporations, not just small businesses.