U.S. Hospitality Stock News

Target (NYSE:TGT) has launched a major executive leadership overhaul under new CEO Michael Fiddelke. Multiple senior roles have been reshaped, including a new chief operating officer and consolidation of merchandising responsibilities. The company is cutting around 500 corporate and distribution roles to redirect spending to store staffing and training. The changes are aimed at improving the in-store experience and customer service after recent sales declines and reputational...

Waste Management FY 2025 Earnings: Slower Top Line, Tighter Margins Waste Management (WM) has wrapped up FY 2025 with fourth quarter revenue of US$6.3b, basic EPS of US$1.84 and net income of US$742m. This comes against a backdrop where trailing twelve month revenue was US$25.2b and EPS was US$6.72. Over recent periods the company has seen revenue move from US$5.9b and EPS of US$1.49 in Q4 2024 to US$6.4b with EPS of US$1.80 in Q2 2025. Revenue of US$6.4b and EPS of US$1.50 in Q3 2025 sit...

If you are wondering whether Pagaya Technologies is attractively priced or already ahead of itself, you are not alone. This article focuses squarely on what the current share price might imply about value. The stock has been volatile recently, with a 7 day return of 24.6% decline, a 30 day return of 44.7% decline and a year to date return of 38.6% decline, while the 1 year return stands at 16.1% and the 3 year return at 15.6% decline from its recent closing price of US$13.68. Recent coverage...

Consensus Cloud Solutions (CCSI) just wrapped up FY 2025 with Q4 revenue of US$87.1 million and basic EPS of US$1.08, alongside net income of US$20.5 million. Over recent periods, revenue has stayed in a tight band between US$86.9 million and US$87.8 million per quarter, while quarterly EPS has moved within roughly US$0.93 to US$1.16 as net income ranged from about US$18.1 million to US$22.1 million, setting up a picture of steady top line and shifting profitability. With a trailing net...

Axalta Coating Systems (AXTA) just closed out FY 2025 with Q4 revenue of US$1.3b and basic EPS of US$0.28, alongside net income of US$60m. The trailing 12 month line shows revenue of US$5.1b, basic EPS of US$1.75 and net income of US$378m. Over recent quarters the company has reported revenue between US$1.3b and US$1.3b per quarter, with basic EPS ranging from US$0.45 in Q1 2025 to US$0.63 in Q4 2024. Together, these results point to a business where earnings and margins are very much in...

Upwork (UPWK) has wrapped up FY 2025 with Q4 revenue of US$198.4 million and basic EPS of US$0.12, alongside trailing twelve month revenue of US$787.8 million and EPS of US$0.87 that frame how the year shook out for the marketplace. Over the past six quarters, the company has seen quarterly revenue move between US$191.5 million and US$201.7 million, while basic EPS ranged from US$0.12 to US$1.10. This range gives investors a clear view of how earnings and top line have tracked through the...

If you are wondering whether USA Rare Earth is still good value after its recent moves, this article walks through what the current share price might be pricing in. The stock closed at US$21.88, with a 15.7% decline over the last 7 days, a 26.6% gain over 30 days, and returns of 54.6% year to date and 82.8% over 1 year, which suggests the market is actively updating its view on the company. Recent price action has been set against ongoing interest in rare earth supply chains in the US and...

Hasbro (HAS) has wrapped up FY 2025 with Q4 revenue of US$1,445.9 million and basic EPS of US$1.43, while trailing twelve month figures show revenue of US$4.7 billion and a basic EPS loss of US$2.30, underscoring that the business is still working through uneven profitability. Over the past several quarters, revenue has ranged from US$887.1 million to US$1,445.9 million, with basic EPS swinging between a loss of US$6.10 and a profit of US$1.66. This set of results therefore lands against a...

Tapestry, Inc. recently reported past second-quarter 2026 results showing sales of US$2,502.4 million and net income of US$561.3 million, alongside affirming a quarterly dividend of US$0.40 per share and completing a US$661.6 million share repurchase program. The combination of higher earnings, ongoing cash returns through dividends, and reduced share count highlights management’s focus on shareholder returns and capital efficiency. With sharply higher earnings and an affirmed dividend,...

LuxExperience B.V (LUXE) has just posted Q2 2026 revenue of €646.9 million with a basic EPS loss of €0.15, while trailing twelve month EPS stands at €5.14 on €2.1 billion of revenue. This frames a quarter where headline profitability and reported margins point in different directions. The company has seen quarterly revenue move from €222.99 million in Q2 2025 to €646.9 million in Q2 2026, while basic EPS shifted from a loss of €0.05 to a loss of €0.15 over the same periods. This sets up a...

Red Rock Resorts, Inc. recently declared a US$1.00 per Class A share special dividend, payable on February 27, 2026 to stockholders of record as of February 20, 2026, and reported fourth-quarter 2025 sales of US$390.2 million and full-year sales of US$1.53 billions. While quarterly net income eased slightly, full-year revenue, net income of US$188.07 million and higher earnings per share compared with 2024 underline improved profitability. Next, we’ll examine how this one-time US$1.00...

S&P Global (SPGI) has wrapped up FY 2025 with fourth quarter revenue of about US$3.9 billion and basic EPS of US$3.76, backed by trailing twelve month revenue of roughly US$15.3 billion and EPS of US$14.67. The company has seen revenue move from about US$3.6 billion in Q4 2024 to US$3.9 billion in Q4 2025, while basic EPS stepped up from US$2.85 to US$3.76 over the same period. Investors are weighing those figures alongside earnings growth forecasts around 10.65% and a trailing net margin of...

Corebridge Financial FY 2025 Results: Volatile Earnings Against Growing Revenue Base Corebridge Financial (CRBG) closed out FY 2025 with Q4 revenue of US$6.6b and basic EPS of US$1.60, rounding off a year in which trailing twelve month revenue came in at US$18.6b and basic EPS stood at a loss of US$0.68. The company has seen quarterly revenue range from US$3.2b in Q2 2025 up to US$6.6b in Q4 2025, while basic EPS moved from a loss of US$1.19 in Q1 2025 to US$1.60 in Q4 2025. This highlights...

If you are wondering whether Alibaba Group Holding is still attractively priced after its recent run, you are not alone. Many investors are asking the same question right now. At a last close of US$166.51, the stock has returned 1.7% over 7 days, 10.3% over 30 days, 6.9% year to date and 50.1% over 1 year, while the 5 year return sits at a 35.3% decline and the 3 year return is 68.1%. Recent headlines have focused on Alibaba's position as a major Chinese e commerce and cloud player, as well...

Roblox (RBLX) is back in focus after its latest earnings report, which paired stronger than expected fourth quarter bookings and user growth with 2026 bookings guidance that topped consensus expectations. See our latest analysis for Roblox. At a share price of US$71.94, Roblox has seen a 10.0% 7 day share price return but a 31.05% 90 day share price decline. Its 1 year total shareholder return of 8.92% and 3 year total shareholder return of about 2x highlight longer term momentum that...

In recent weeks, Parsons Corporation has announced a series of contract wins and extensions, including a US$125,000,000, five-year task order with the U.S. Army Research Laboratory, a US$91,000,000 extension on its Overseas Security Installation Services contract with the U.S. Department of State, new light rail design work in California, and further deployments of its DroneArmor counter-drone system. These awards and deployments highlight Parsons’ role at the intersection of...

Allstate (ALL) is back in focus after reporting fourth quarter and full year 2025 results that showed higher revenue and net income, followed by broadly supportive analyst commentary on the insurer’s business trends. See our latest analysis for Allstate. Allstate’s recent earnings jump and dividend increase have come against a backdrop of a slightly weaker 30 day share price return of 5.21% and a modestly negative year to date share price return of 1.31%. At the same time, the 1 year total...

Weyerhaeuser (WY) just reported fourth quarter 2025 earnings, with net income of US$74 million and earnings per share of US$0.10, along with an update on its recently completed share repurchase activity. See our latest analysis for Weyerhaeuser. The fourth quarter update sits against a share price of US$26.94 and a 90 day share price return of 20.0%. The 1 year total shareholder return of a 7.22% decline and 5 year total shareholder return of a 5.55% decline suggest that recent momentum...

Vestis (VSTS) opened Q1 2026 with revenue of US$663.4 million and a basic EPS loss of US$0.05, alongside net income excluding extra items of a US$6.4 million loss. Over recent quarters the company has seen revenue move between US$665.2 million and US$712.0 million, while quarterly basic EPS has ranged from a small profit of US$0.01 to a loss of US$0.21. This gives investors a clear view of pressure on margins at the same time as the market weighs the stock at US$8.50 per share. With losses...

Dow (DOW) is back in focus after its recent quarterly earnings showed a net loss for both the fourth quarter and full year, alongside fresh commentary from a high profile television analyst on cyclicals. See our latest analysis for Dow. That earnings update, combined with the completed share repurchase program, has coincided with strong recent momentum, with a 30 day share price return of 27.61% and a 90 day share price return of 51.49%, even though the 1 year total shareholder return is a...

Curbline Properties (CURB) has put fresh numbers on the table for FY 2025, with Q4 revenue of US$54.1 million, funds from operations of US$30.3 million and basic EPS of US$0.09 framing the latest update. The company has seen total revenue move from US$34.9 million in Q4 2024 to US$54.1 million in Q4 2025, while trailing twelve month EPS sits at US$0.38 and net income reaches US$39.8 million, giving you a clearer line of sight on how earnings and cash flow are feeding into the current margin...

In early February 2026, McCormick & Company completed a fixed-income offering of US$500 million in 4.15% senior unsecured notes due February 15, 2029, priced just below par and featuring a fixed coupon and callability. Around the same time, weaker-than-expected Q4 2025 earnings and cautious 2026 guidance, alongside an analyst’s reduced outlook, highlighted ongoing pressure on McCormick’s growth profile and cost structure. We’ll now examine how softer Q4 results and underwhelming 2026...

Quest Diagnostics FY 2025 earnings in focus Quest Diagnostics (DGX) has put its FY 2025 numbers on the table with Q4 revenue of US$2.8 billion and basic EPS of US$2.21, backed by net income of US$245 million for the quarter and US$988 million over the trailing twelve months. Over recent periods, revenue has moved from US$2.6 billion in Q4 2024 to US$2.8 billion in Q4 2025, while quarterly basic EPS has shifted from US$1.98 to US$2.21. This gives investors a clearer view of how the top line...

If you are looking at Zeta Global Holdings and wondering whether the current share price reflects its true worth, this article is going to walk through that question in a structured way. The stock last closed at US$17.17, with a 3.1% decline over the past week, a 29.6% decline over the past month, a 13.8% decline year to date, but a 75.9% return over the past three years. Recent coverage has focused on Zeta Global Holdings as a marketing technology player in a competitive software space,...