NYSE:GAP
NYSE:GAPSpecialty Retail

What Gap (GAP)'s Tariff-Driven Cost Pressures Mean for Shareholders

In recent days, Gap and several other major apparel retailers warned that new U.S. tariffs on garment imports from Vietnam, Cambodia, and Bangladesh are set to increase their operating costs significantly, possibly by as much as US$250 million to US$300 million if the tariffs continue. These higher costs could prompt Gap to consider raising prices for U.S. consumers, adding to worries about further inflationary pressures in the apparel sector as brands explore ways to offset tariff...
NYSE:WES
NYSE:WESOil and Gas

Should Lower Impairment Charges Spur a Rethink of Western Midstream's Asset Strategy (WES)?

Western Midstream Partners, LP recently reported unaudited consolidated impairment charges of US$686,000 for the quarter ended June 30, 2025, down from US$1.53 million a year earlier. The reduction in impairment charges compared to the previous year is a noteworthy indicator of changes in the value and management of the company’s long-lived assets. We’ll examine how these lower impairment charges may influence the company’s investment outlook and future profitability assumptions. Trump's oil...
NYSE:VVV
NYSE:VVVSpecialty Retail

Valvoline (VVV) Is Up 7.5% After Raising 2025 Revenue Guidance Does Momentum Signal Lasting Growth?

Valvoline Inc. recently reported its third quarter and nine-month 2025 results, showing higher sales and net income compared to the previous year, and updated its full-year net revenue guidance to a range of US$1.69 billion to US$1.72 billion. The company's raised outlook reflects increased confidence in ongoing business momentum after a period of improved operational and financial performance. We'll explore how Valvoline’s updated full-year revenue guidance could influence its investment...
NasdaqGS:LNW
NasdaqGS:LNWHospitality

Can Light & Wonder's (LNW) Profit Gains Outpace Slower Sales Growth Over the Long Term?

Light & Wonder, Inc. reported its second quarter 2025 results, with revenue at US$809 million, down slightly from a year ago, but net income rising to US$95 million and earnings per share increasing on both a basic and diluted basis. This performance indicates the company improved profitability and operational efficiency, achieving higher earnings despite flat or lower revenue in the same period last year. We'll examine how Light & Wonder's increased net income and earnings per share...
NasdaqGS:TSCO
NasdaqGS:TSCOSpecialty Retail

Will TSCO’s Exclusive SmartEquine Deal Reshape Its Edge in the Competitive Equine Wellness Market?

In late July 2025, Tractor Supply Company announced it would become the exclusive national retailer for SmartEquine's SmartPaks daily supplement packs, making these scientifically-formulated equine health products available in stores and online nationwide while expanding its equine wellness offerings. This partnership gives Tractor Supply a differentiated product in the competitive animal wellness market, enhancing its appeal to a key customer segment and cementing its focus on innovation...
NasdaqCM:VEON
NasdaqCM:VEONWireless Telecom

Will VEON’s (VEON) Almaty Hub Reshape Its Competitive Edge in Kazakhstan’s Digital Market?

VEON Ltd. recently inaugurated Beeline Kazakhstan's new home base in Almaty, consolidating telecom, AI, and digital services teams in a purpose-built space to foster cross-functional collaboration and support digital transformation in the region. This move signals a significant investment in innovative work environments, aiming to accelerate product development and enhance the digital experience for customers across Kazakhstan. We'll examine how consolidating leadership and digital teams in...
NYSE:WCN
NYSE:WCNCommercial Services

Is Executive Transition and a New Buyback Shaping Waste Connections' (WCN) Capital Allocation Strategy?

On July 24, 2025, Waste Connections, Inc. announced that Darrell W. Chambliss retired from his roles as Executive Vice President and Chief Operating Officer and moved into a Senior Advisor position, while also revealing completion of a share buyback tranche and the start of a new repurchase program pending regulatory approval. The combination of executive change and fresh capital return plans highlights management’s efforts to balance leadership continuity with ongoing shareholder value...
NYSE:WWW
NYSE:WWWLuxury

Wolverine World Wide (WWW) Is Up 17.6% After Strong Q2 Earnings and Higher Q3 Guidance

Wolverine World Wide recently reported second quarter 2025 results, posting sales of US$474.2 million and net income of US$26.8 million, both higher than the previous year, and issued third quarter revenue guidance of US$450 million to US$460 million, indicating expectations for continued growth. An interesting takeaway is the company's decision to withhold full-year 2025 guidance, citing uncertainty around tariffs and broader macro-economic factors, even as it maintains its quarterly...
NYSE:BE
NYSE:BEElectrical

The Bull Case For Bloom Energy (BE) Could Change Following Oracle Partnership and Record Q2 Revenue - Learn Why

Bloom Energy reported record second quarter revenue of US$401.24 million and improved margins, while revealing a partnership to deliver its fuel cell technology at select Oracle Cloud Infrastructure data centers in the US within 90 days. This combination of strong financial results and a growing presence in the AI data center market has fueled renewed investor interest in Bloom Energy's future prospects. We'll examine how the Oracle collaboration enhances Bloom Energy's investment narrative,...
NasdaqCM:PRCH
NasdaqCM:PRCHSoftware

Porch Group (PRCH) Is Up 25.7% After Return to Profitability and Upgraded 2025 Revenue Outlook

Porch Group, Inc. recently announced its second quarter 2025 results, reporting sales of US$119.3 million, up from US$110.84 million a year earlier, and a net income of US$2.58 million compared to a net loss of US$64.32 million in the prior year period. This marks a return to profitability alongside a raised full-year revenue guidance, with the company now expecting US$405 million to US$425 million in revenue for 2025, above previous expectations. With the company moving to positive earnings...
NYSEAM:LEU
NYSEAM:LEUOil and Gas

Is Centrus Energy’s (LEU) Improved Half-Year Profitability Shaping a Stronger Long-Term Story?

Centrus Energy reported its second quarter and first half 2025 financial results, showing lower quarterly revenue but a substantial increase in half-year net income compared to the same period last year. The significant improvement in six-month earnings, despite a recent dip in quarterly figures, may point to enhanced operational efficiency or successful cost management initiatives. We'll explore how stronger half-year profitability could impact Centrus Energy's long-term investment story...
NYSE:CPRI
NYSE:CPRILuxury

Why Capri Holdings (CPRI) Is Up 12.1% After a Return to Profitability and Improved 2024 Guidance

Capri Holdings recently reported first quarter earnings, showing sales of US$797 million and net income of US$53 million, a turnaround from a net loss in the same period last year. The company also released updated guidance, projecting full-year revenues between US$3.38 billion and US$3.45 billion and earnings per share of US$1.20 to US$1.40, suggesting greater clarity on outlook despite recent sales declines. We'll explore how Capri Holdings' improved profitability and new financial outlook...
NYSE:W
NYSE:WSpecialty Retail

Wayfair (W) Is Up 16.9% After Posting First Profitable Quarter Since 2021 – What's Changed

Wayfair recently reported second-quarter results, revealing sales of US$3.27 billion and achieving US$15 million in net income, a turnaround from a net loss in the previous year. This marks Wayfair's first profitable quarter since 2021, reflecting stronger demand for its home furnishings and improved operational efficiency. We'll explore what Wayfair's return to profitability and rising sales mean for its future growth and investment narrative. We've found 21 US stocks that are forecast to...
NasdaqGS:INTR
NasdaqGS:INTRBanks

Inter & Co (INTR) Is Up 11.3% After Posting Strong Q2 2025 Net Income Growth - What's Changed

Inter & Co, Inc. recently reported its second quarter and first half 2025 results, posting net income of R$315.13 million for the quarter and R$601.72 million for the six months, both showing significant increases over the same periods a year earlier. This strong financial performance reflects higher profitability and earnings per share, highlighting the company's improved operations and growth momentum. Given the substantial rise in quarterly net income, we'll examine how this earnings...
NasdaqGS:EXTR
NasdaqGS:EXTRCommunications

Extreme Networks (EXTR) Rises 12.6% After Revenue Gains and Narrowed Losses – Has the Outlook Shifted?

Extreme Networks released its full-year and fourth-quarter results for the period ended June 30, 2025, reporting increased revenue to US$1.14 billion for the year and a reduction in net loss to US$7.47 million, along with new financial guidance for fiscal 2026. The company’s ongoing move toward narrowing losses and issuing optimistic revenue guidance for the coming year signals management’s expectations of further operational improvement. Next, we’ll discuss how the substantial...
NasdaqGM:SITM
NasdaqGM:SITMSemiconductor

Why SiTime (SITM) Is Up 7.8% After Reporting Strong Revenue Growth and Narrowed Losses

SiTime Corporation recently announced its second quarter and first half 2025 financial results, reporting revenue of US$69.49 million for the quarter, up from US$43.87 million in the same period last year, and a narrowed net loss of US$20.18 million compared to US$26.77 million previously. These results highlight a trend of consistent sales improvement and reduced losses, signaling operational progress during a period of ongoing investments and industry competition. With SiTime reporting...