U.S. Household Products Stock News

NYSE:LEG
NYSE:LEGConsumer Durables

Is Leggett & Platt’s 2026 Outlook of Lower Sales and EPS Altering The Investment Case For LEG?

In February 2026, Leggett & Platt reported that fourth-quarter 2025 sales fell to US$938.6 million from US$1,056.4 million a year earlier, while net income rose to US$25.2 million and diluted EPS from continuing operations increased to US$0.18. For full-year 2025, the company’s sales slipped to US$4.06 billion from US$4.38 billion, yet it moved from a US$511.5 million net loss to a US$235.4 million net profit with diluted EPS from continuing operations of US$1.69 replacing a prior diluted...
NYSE:CAG
NYSE:CAGFood

Do New Board Appointments at Conagra (CAG) Hint at Shifting Cash Flow Priorities?

On February 18, 2026, Conagra Brands, Inc. expanded its board to 12 members by appointing former Target executive John Mulligan and former US Foods CEO Pietro Satriano, assigning them to key governance, human resources, and audit/finance committees. The addition of seasoned leaders with deep retail, foodservice, and financial oversight experience adds fresh oversight at a time when Conagra is managing goodwill impairments, weaker organic sales, and questions around its sizeable dividend. Now...
NYSE:BOOT
NYSE:BOOTSpecialty Retail

Boot Barn (BOOT) Is Up 6.3% After Raising Outlook And Accelerating Store Expansion Plans

In mid-February 2026, Boot Barn Holdings raised its full-year outlook after reporting continued strong sales across key merchandise categories and improved merchandise margin expectations. The company also outlined an accelerated expansion plan, targeting 70 new stores in fiscal 2026 and about 20 more in early fiscal 2027, highlighting management’s confidence in store-level performance. With Boot Barn upgrading its full-year outlook, we’ll now assess how this stronger guidance shapes the...
NYSE:KEX
NYSE:KEXShipping

Will Tracy Embree’s Board Appointment Recast Kirby’s (KEX) Industrial Leadership and Governance Narrative?

Kirby Corporation recently appointed Tracy A. Embree as an independent director to its Board, effective 16 February 2026, adding extensive industrial, manufacturing, and power generation leadership experience. Her cross-industry executive background and current roles on other major corporate boards may reshape how investors assess Kirby’s governance and industry expertise. We’ll now examine how Embree’s appointment, with her deep power generation and industrial operations experience, could...
NYSE:TPC
NYSE:TPCConstruction

A Look At Tutor Perini (TPC) Valuation As Earnings Momentum And Margins Show Signs Of Recovery

Why Tutor Perini (TPC) Is Back On Investors’ Radar Recent commentary around Tutor Perini (TPC) highlights a sharp move in quarterly EPS, healthier free cash flow, and gradual margin recovery, with technical trends and brokerage views pointing to renewed investor interest. See our latest analysis for Tutor Perini. The recent 2.36% 1 day share price return and 14.33% 30 day share price return, on top of a very large 1 year total shareholder return, suggests momentum has been building as...
NYSE:SRE
NYSE:SREIntegrated Utilities

Reassessing Sempra (SRE) Valuation As Wildfire Litigation Concerns Resurface Around SoCalGas

Why wildfire litigation around SoCalGas is back in focus for Sempra (SRE) Recent commentary on Sempra (SRE) has zeroed in on new wildfire related legal challenges tied to SoCalGas and the Eaton fire, pushing investors to reassess how much California litigation risk is baked into the stock. See our latest analysis for Sempra. The wildfire litigation noise is arriving just as the share price has moved to US$93.55, with an 8.86% one-month share price return but a flatter 90-day move. The 1-year...
NYSE:CRL
NYSE:CRLLife Sciences

How Investors May Respond To Charles River (CRL) Earnings, Impairment Charges and New 2026 Guidance

Charles River Laboratories International recently reported fourth-quarter and full-year 2025 results, including revenue of US$994.23 million for the quarter, a net loss of US$276.56 million, significant impairment charges, and new 2026 guidance calling for at least flat to 1.5% reported revenue growth and GAAP EPS of US$6.30 to US$6.80. Alongside the earnings, the company announced major leadership changes, appointing Glenn G. Coleman as Chief Financial Officer effective April 6, 2026, and...
NYSE:SO
NYSE:SOElectric Utilities

A Look At Southern Company (SO) Valuation As Capital Plan Rises To US$81b For Data Center Demand

Southern (SO) is back in focus after lifting its five year capital spending plan to US$81b, a US$5b increase, to serve rising power demand from data centers and industrial customers. See our latest analysis for Southern. Recent trading has been relatively steady, with a 30 day share price return of 7.72% and a year to date share price return of 8.17%, while the 5 year total shareholder return of 100.33% points to stronger longer term momentum. If Southern’s spending plans have you thinking...
NasdaqGS:IBRX
NasdaqGS:IBRXBiotechs

A Look At ImmunityBio (IBRX) Valuation After New European Anktiva Approval And International Expansion

ImmunityBio (IBRX) is back in focus after the European Commission granted conditional marketing authorization for Anktiva plus BCG in BCG-unresponsive non-muscle invasive bladder cancer across 33 countries, expanding its global reach. See our latest analysis for ImmunityBio. The European approval comes at a time when ImmunityBio’s share price has already seen strong momentum, with a 7 day share price return of 46.34% and a 90 day share price return of 304.65%, while the 1 year total...
NYSE:OMF
NYSE:OMFConsumer Finance

How Hedge Fund Interest Amid Macro Jitters At OneMain Holdings (OMF) Has Changed Its Investment Story

Recent coverage of OneMain Holdings has highlighted growing hedge fund interest and mixed analyst views as they weigh inflation, consumer sentiment, and broader macroeconomic uncertainty for the nonprime lending specialist. This tension between institutional enthusiasm and caution about the economic backdrop has brought fresh attention to how OneMain’s risk profile and growth ambitions intersect. With this backdrop of strong hedge fund interest but cautious analyst commentary on the macro...
NYSE:TK
NYSE:TKOil and Gas

Why Teekay (TK) Is Up 5.3% After Boosting Tanker Fleet Efficiency And Staying Debt Free

In Q4 2025, Teekay Corp Ltd reported strong net income and free cash flow while advancing its fleet renewal by acquiring newer Aframax tankers and selling older vessels, and it maintained a regular fixed dividend to return capital to shareholders. An interesting aspect of this update is Teekay’s combination of a younger, more efficient fleet and a debt‑free balance sheet at Teekay Tankers, which reduces its free cash flow breakeven and increases flexibility amid shifting, sanction‑affected...
NasdaqGS:APP
NasdaqGS:APPSoftware

AppLovin (APP) Is Up 7.2% After Social Platform Push And Q1 Outlook - Has The Bull Case Changed?

In February 2026, AppLovin reported past fourth‑quarter 2025 revenue of US$1.66 billion and net income of US$1.10 billion, issued first‑quarter 2026 revenue guidance of US$1.75 billion at the midpoint, and confirmed plans to build its own social networking platform after its unsuccessful attempt to acquire TikTok’s non‑Chinese operations. At the same time, investors are weighing ongoing SEC scrutiny of AppLovin’s advertising practices and unconfirmed social‑media rumors of an OpenAI...
NYSE:MBC
NYSE:MBCBuilding

Assessing MasterBrand (MBC) Valuation After Q4 Net Loss And Weaker Sales Guidance

MasterBrand (MBC) is back in focus after reporting a fourth quarter net loss of US$42 million on sales of US$644.6 million, alongside guidance calling for a year over year sales decline. See our latest analysis for MasterBrand. The earnings miss and softer 2026 guidance appear to have cooled sentiment, with an 8.35% 1 month share price return decline and a 19.44% 1 year total shareholder return loss, despite an 11.20% 3 month share price return gain. If this kind of earnings driven volatility...
NYSE:HGV
NYSE:HGVHospitality

A Look At Hilton Grand Vacations (HGV) Valuation As Modest Undervaluation Meets A Rich P/E Multiple

What Hilton Grand Vacations stock data suggests right now Hilton Grand Vacations (HGV) has attracted attention recently as investors look more closely at its share performance, fundamentals, and current valuation, using the latest return figures and earnings profile as key reference points. See our latest analysis for Hilton Grand Vacations. At a share price of $48.54, Hilton Grand Vacations has seen a 20.57% 90 day share price return and an 18.36% 1 year total shareholder return. This...
NasdaqGS:SRPT
NasdaqGS:SRPTBiotechs

A Look At Sarepta Therapeutics (SRPT) Valuation After A Tough Multi Year Share Price Decline

Why Sarepta Therapeutics (SRPT) is on investors’ radar Sarepta Therapeutics (SRPT) has drawn attention after a turbulent stretch for shareholders, with the stock showing an 82.2% negative total return over the past year and 84.7% over the past 3 years. At a last close of US$18.88, the company’s recent month performance reflects a 10.6% decline, while the past 3 months are roughly flat with a 0.2% negative return. This has prompted questions about how its rare disease franchise is currently...
NYSE:ALIT
NYSE:ALITProfessional Services

Why Alight (ALIT) Is Down 42.0% After Massive Goodwill Impairment And Dividend Suspension - And What's Next

Alight, Inc. reported fourth-quarter 2025 results showing sales of US$653 million versus US$680 million a year earlier, alongside a goodwill impairment charge of US$803 million that contributed to a full-year net loss of US$3.10 billion. The company is halting its dividend, increasing investment in AI and operational improvements, and has reshaped senior leadership in key Health, Navigation and Leaves solutions while simultaneously completing a sizeable share repurchase program. Next, we...
NYSE:LXP
NYSE:LXPIndustrial REITs

A Look At LXP Industrial Trust (LXP) Valuation After 2025 Results And New 2026 Guidance

LXP Industrial Trust (LXP) is back in focus after reporting fourth quarter and full year 2025 results, updating investors on revenue, earnings per share and fresh 2026 guidance for net income and Adjusted Company FFO. See our latest analysis for LXP Industrial Trust. At a share price of US$48.31, LXP has seen a 1 day share price return of 1.90% and a 90 day share price return of 1.90%. Its 1 year total shareholder return of 18.97% points to longer term momentum that contrasts with a modestly...
NasdaqGS:KTOS
NasdaqGS:KTOSAerospace & Defense

Is Kratos (KTOS) Quietly Redefining Its Defense Tech Identity Through Hypersonics, Space and Autonomy?

In recent weeks, Kratos Defense & Security Solutions has announced new contracts in hypersonic thermal protection testing, satellite ground systems for Airbus’ OmanSat-1, and continued deployment of its automated truck platooning technology with Champion Tire & Wheel, while investors also await its Q4 2025 earnings report on February 23, 2026. Together with the Prometheus Energetics solid rocket motor campus build-out and selection for the Drone Dominance Gauntlet, these developments...
NYSE:SEM
NYSE:SEMHealthcare

A Look At Select Medical (SEM) Valuation After Recent Share Price Weakness

Select Medical Holdings (SEM) has been drawing attention after recent share moves, with the stock down about 7% over the past week and 13.6% over the past year, despite reports of positive annual revenue and net income growth. See our latest analysis for Select Medical Holdings. The recent 1 day share price return of a 6.65% decline and 7 day share price return of an 8.36% decline suggest momentum has cooled, even though the 90 day share price return of 7.14% and 3 year total shareholder...
NYSE:NNN
NYSE:NNNRetail REITs

NNN REIT (NNN) Valuation Check As New Chair Edward Fritsch Takes Over Governance Duties

NNN REIT (NNN) is back in focus after a boardroom shift, with longtime chair Steven D. Cosler retiring and independent director Edward J. Fritsch stepping in as the new Chair on February 18, 2026. See our latest analysis for NNN REIT. The leadership change comes as NNN REIT’s share price, now at $44.35, has recorded a 4.95% 1 month share price return and 8.57% 3 month share price return, while its 1 year total shareholder return sits at 13.55%. This points to gradually building momentum...
NasdaqGS:NFLX
NasdaqGS:NFLXEntertainment

Is Netflix (NFLX) Pricing Look Reasonable After Recent Share Price Pullback

If you are wondering whether Netflix's current share price reflects its long term potential or is baking in too much optimism, it helps to break the story down into hard numbers and valuation checks. The stock last closed at US$78.67, with returns of 2.3% over 7 days, an 8.7% decline over 30 days, a 13.5% decline year to date, a 21.6% decline over 1 year and gains of 148.1% over 3 years and 46.0% over 5 years. Recent coverage has focused on Netflix's ongoing push in content, international...
NYSE:UNH
NYSE:UNHHealthcare

Is It Time To Reassess UnitedHealth Group (UNH) After A 36% One Year Share Price Fall

If you are wondering whether UnitedHealth Group's current share price reflects its underlying worth, you are not alone. This article is set up to help you unpack that question clearly. The stock last closed at US$290, with returns of a 1.1% decline over 7 days, an 18.6% decline over 30 days, a 13.8% decline year to date and a 36.3% decline over 1 year, adding important context for anyone reassessing risk and potential reward. Recent coverage has focused on UnitedHealth Group's role in the...
NasdaqGS:DBX
NasdaqGS:DBXSoftware

How Investors Are Reacting To Dropbox (DBX) Profit Boost, Big Buybacks, and New AI Push

In February 2026, Dropbox reported fourth-quarter and full-year 2025 results showing slightly lower sales but higher net income and earnings per share, completed share repurchases totaling US$1.46 billion across two authorizations, and filed a US$300.47 million shelf registration for an employee stock offering of 12,150,187 Class A shares. Beyond the headline earnings beat, the combination of over US$1 billion in unlevered free cash flow, significant buybacks, and early adoption of...
NYSE:SPGI
NYSE:SPGICapital Markets

A Look At S&P Global (SPGI) Valuation As Verisk Climate Partnership Expands Its Risk Analytics Offering

S&P Global (SPGI) just expanded its climate risk toolkit by partnering with Verisk. The collaboration combines Verisk’s catastrophe models with S&P’s climate projections to offer insurance and finance clients more granular climate catastrophe analytics. See our latest analysis for S&P Global. The climate collaboration arrives after a tougher period for the stock, with a 30 day share price return showing a decline of 21.76% and a year to date share price return showing a decline of 18.57%...