U.S. Leisure Stock News

Stride, Inc. recently reported fourth quarter and full year earnings, highlighting sales growth to US$653.65 million for the quarter and US$2.41 billion for the year, while also posting a very large US$59.48 million impairment charge and sharing details of a new partnership to operate Destinations Career Academy of New Mexico. Despite higher full-year sales and net income, the company's quarterly profitability was reduced year-over-year, reflecting the impact of the impairment charge and...

CF Industries Holdings released its second-quarter 2025 results, reporting US$1.89 billion in sales, steady ammonia production, and updates on share repurchase activity completed under its ongoing buyback program. Notably, management issued full-year guidance projecting gross ammonia output to reach approximately 10 million tons, highlighting continued focus on production scale and operational efficiency. To understand the potential impact on CF Industries Holdings' investment outlook, we'll...

In August 2025, Raymond James upgraded Essex Property Trust to Outperform, emphasizing the company's robust presence in tech-driven West Coast markets and noting improving cash delinquencies as well as early signs of rent growth recovery in Oakland. The upgrade underscores Essex's cost of capital advantage, setting it apart as potentially less exposed to supply pressures affecting multifamily REITs in other regions. We'll now explore how Essex's cost of capital advantage, highlighted in the...

Cboe Global Markets recently filed a US$731.13 million shelf registration for 3,000,000 shares tied to an ESOP-related offering and, one day prior, announced a 14% increase in its quarterly dividend to US$0.72 per share for Q3 2025. This dividend hike highlights the company's confidence in its financial position and potential to return value to shareholders. We’ll explore how Cboe’s dividend increase signals financial strength and could influence the stock’s future investment outlook. The...

Harmony Biosciences Holdings recently reported second-quarter 2025 earnings, revealing net income of US$39.78 million versus US$11.59 million a year earlier and reaffirmed its full-year 2025 revenue guidance of US$820 million to US$860 million. This sharp improvement in earnings and maintained revenue outlook highlights the company’s operational momentum and management’s confidence in its ongoing business performance. With Harmony Biosciences delivering much higher profits and upholding its...

Earlier this month, Sunrun announced a rapid migration of its operations to Oracle Warehouse Management Cloud and reported strong second-quarter earnings with net income of US$279.77 million, more than doubling year over year. An independent study released by The Brattle Group also revealed that Sunrun's fleet of over 100,000 residential batteries supplied the majority of distributed energy during a major California grid event, underscoring the company's growing influence in the home energy...

In August 2025, Encompass Health Corporation announced a joint venture with BSA Health System to own and operate a new 50-bed inpatient rehabilitation hospital in Amarillo, Texas, and separately revealed plans to build a similar facility in Haslet, Texas, while also reporting improved second quarter financial results and raising its full-year guidance. These moves highlight the company’s commitment to expanding inpatient rehabilitation capacity in Texas and reflect increased management...

Bentley Systems recently completed a share repurchase of 499,143 shares for US$20 million and announced its second quarter 2025 financial results, reporting US$364.11 million in revenue and US$70.48 million in net income. An interesting detail is that despite year-over-year revenue growth, net income for the second quarter was steady, highlighting the company’s emphasis on shareholder returns through continued buyback activity. We'll examine how the blend of rising revenue and steady...

Grindr Inc. recently announced its second quarter 2025 earnings results, reporting sales of US$104.22 million and a net income of US$16.64 million, marking a shift from a net loss for the same period last year. This turnaround to profitability, alongside strong year-over-year revenue growth, reflects the company’s improved operational performance and shifting financial trajectory. Now, we’ll explore how Grindr’s return to profitability could influence its investment narrative and future...

In August 2025, Shake Shack Inc. and its long-term Asian partner Maxim's Caterers Limited announced plans to expand into Vietnam, with 15 locations set to open by 2035 and the first launch anticipated in 2026. This move extends Shake Shack’s international reach by leveraging Maxim’s experience with over 2,000 outlets across Asia and showcases a continued commitment to tailored menus and community engagement. We'll examine how Shake Shack’s entry into Vietnam with a trusted licensee could...

Flutter Entertainment recently reported its second quarter 2025 results, raising full-year revenue guidance to US$17.26 billion, announcing new debt financing to acquire the remaining stake in FanDuel, and updating on its completed share buyback program totaling US$651.27 million. The combination of higher revenue guidance, further investment in FanDuel ownership, and ongoing share repurchases highlighted management's confidence in both Flutter's growth prospects and commitment to...

Core Scientific reported its second quarter 2025 earnings on August 8, showing revenue of US$78.63 million compared to US$141.1 million a year earlier, with a net loss of US$936.8 million and basic loss per share from continuing operations of US$0.04. Despite continued year-over-year declines in revenue and net losses, major Wall Street analysts recently upgraded or reaffirmed positive ratings for the company after the earnings report. We’ll examine how improved analyst sentiment, following...

On August 9, 2025, MINISO Group Holding opened its first flagship store in Amsterdam, marking an important milestone in its European expansion with a three-story, 1,000-square-meter retail space on Nieuwendijk Street featuring immersive IP-themed zones and over 4,000 products. This new location highlights MINISO’s focus on engaging younger consumers with collectible toys and pop culture collaborations, reinforcing its commitment to adapting to evolving market trends in Europe. We'll examine...

Earlier this month, Dynavax Technologies Corporation raised its full-year 2025 revenue guidance for HEPLISAV-B to a range of US$315 million to US$325 million and posted quarterly results showing second-quarter revenue climbed to US$95.44 million, with net income reaching US$18.72 million. The guidance increase reflects strong performance in the first half, while the earnings report highlights significant year-over-year growth in both revenue and profit margins for the company. To understand...

Kenvue recently reported its second-quarter 2025 earnings, with net income rising to US$420 million from US$58 million a year earlier, while sales declined to US$3,839 million from US$4,000 million; the company also revised its full-year 2025 guidance, now expecting net and organic sales to be down low-single-digits. Alongside the financial update, Kenvue announced the appointment of a new Chief Technology & Data Officer and completed a significant share buyback, indicating both leadership...

Earlier this month, V2X, Inc. filed for a follow-on equity offering of 2,000,000 shares of common stock shortly after reporting a return to profitability in its second-quarter results and reaffirming its full-year revenue guidance. This sequence of events highlights how the company is taking advantage of renewed financial momentum to strengthen its balance sheet through equity financing. We'll explore how V2X’s follow-on equity offering, coming right after its profitability turnaround, may...

On August 14, 2025, Murphy USA's Board of Directors announced a 6% increase in the quarterly cash dividend to US$0.53 per share, or US$2.12 annually, payable on September 4 to shareholders of record as of August 25. This move highlights the company's ongoing commitment to rewarding shareholders and signals management's confidence in Murphy USA's overall financial health and cash flow stability. We’ll explore how this higher dividend payout could shape Murphy USA’s investment narrative by...

Crown Castle Inc. recently announced the appointment of Christian Hillabrant as its new President and CEO effective September 15, 2025, and declared a quarterly cash dividend of US$1.0625 per share payable on September 30, 2025. The leadership transition brings an executive with deep experience in digital infrastructure, highlighting the company's accelerated move to focus on operational changes and a new corporate direction. We'll explore how appointing Christian Hillabrant as CEO and the...

In the past week, Claritev Corporation reported second-quarter results showing higher sales at US$241.57 million and a sharply reduced net loss of US$62.64 million, while updating its full-year 2025 revenue guidance to between flat and 2% growth from 2024 levels. The company’s US$400 million universal shelf registration, covering a range of securities, adds financial flexibility to support potential future initiatives and growth plans. We will explore how Claritev’s improving financial...

Hesai Group recently reported strong second-quarter and first-half 2025 results, turning a net loss last year into a net income of CNY 44.09 million on sales of CNY 706.39 million, and announced it will unveil its new ultra-long-range ETX lidar for L3 autonomous driving at IAA Mobility 2025 in Munich. The combination of improved earnings and the upcoming ETX lidar launch reflects both financial progress and ongoing investment in automotive-grade lidar innovation. With the company posting a...

On August 5, 2025, Sally Beauty Holdings reported third quarter results showing an increase in net income to US$45.72 million and higher earnings per share, despite a slight year-over-year decline in sales, updated its full year guidance to expect flat comparable sales, and announced continued progress in its multi-year share buyback program. An interesting insight is that consolidated net sales are projected to be about 75 basis points lower than comparable sales for the year, reflecting...

Earlier this month, Catalyst Pharmaceuticals reported strong second quarter results, reaffirmed its full-year 2025 revenue guidance of US$545 million to US$565 million, and highlighted that new NCCN guidelines now include its lead product, FIRDAPSE, for Lambert Eaton myasthenic syndrome associated with small cell lung cancer. This guideline update may significantly expand the recognized patient population for FIRDAPSE, potentially increasing diagnosis rates and strengthening Catalyst’s...

Vera Therapeutics recently reported a second quarter net loss of US$76.53 million, significantly higher than a year ago, and announced a US$200 million follow-on equity offering of Class A common stock. The concurrent disclosure of increased quarterly losses and a major capital raise highlights potential funding needs and ongoing operational pressures facing the company. We’ll examine how Vera Therapeutics’ expanded capital raise shapes its investment narrative amid growing financial...

The board of Energizer Holdings, Inc. ( NYSE:ENR ) has announced that it will pay a dividend of $0.30 per share on the...