U.S. Retail Distributors Stock News

In recent days, attention on Upstart Holdings has intensified as investors prepare for its February 10, 2026 earnings release, with expectations for materially higher year-over-year earnings per share and revenue. At the same time, Upstart’s AI-driven alternative to traditional FICO underwriting is drawing fresh scrutiny and interest amid shifting fintech sentiment and regulatory debates over potential interest-rate caps. With these earnings expectations and regulatory discussions in focus,...

In early February 2026, the MSG Family of Companies and Infosys extended their partnership, renaming the 5,600-seat Theater at Madison Square Garden as the Infosys Theater and expanding Infosys’ digital innovation and branding presence across the venue complex and its sports franchises. This deepened collaboration underlines how Sphere Entertainment’s broader ecosystem is increasingly monetizing sponsorship, technology integration, and fan-experience enhancements across high-profile...

Estée Lauder Companies (EL) just posted Q2 2026 results with revenue of US$4.2 billion and basic EPS of US$0.45, alongside net income of US$162 million, putting the latest quarter firmly back in profit territory. Over the past few quarters, revenue has moved from US$3.4 billion in Q1 2025 and US$4.0 billion in Q2 2025 to US$3.5 billion in Q3 2025, US$3.4 billion in Q4 2025, US$3.5 billion in Q1 2026, and now US$4.2 billion in Q2 2026. Basic EPS has ranged from losses of US$1.64 in Q2 2025 and...

In January 2026, ICON plc expanded its oncology research capabilities by opening the Brian Moran Cancer Institute at Duly Health and Care in Illinois, adding a comprehensive team of medical, radiation, and surgical oncology specialists to its Accellacare Site Network. This move deepens Accellacare’s ability to support oncology clinical trials and tackle one of the sector’s toughest issues: recruiting enough suitable patients for increasingly complex cancer studies. We will now examine how...

In early February 2026, Agilent Technologies announced it will showcase next-generation automated workflow innovations, including advanced imaging, AI-driven lab optimization, and compliance-enabling software, at the SLAS2026 International Conference in Boston. An interesting aspect of this news is Agilent’s emphasis on open, multi-vendor automation ecosystems that link its instruments with robotics partners like ABB Robotics, HighRes Biosolutions, Biosero, and Unite Labs, potentially...

Strategy (MSTR) closed out FY 2025 with fourth quarter revenue of US$123 million and a basic EPS loss of US$42.93. Trailing twelve month figures show revenue of US$477 million and a basic EPS loss of US$15.23. Over recent quarters, the company has seen quarterly revenue move from US$111 million in Q1 2025 to US$128.7 million in Q3 2025 before landing at US$123 million in Q4. This was alongside basic EPS swinging from a loss of US$16.47 in Q1 to a profit of US$36.23 in Q2 and back to a loss in...

Event driven focus on Eos Energy Enterprises Eos Energy Enterprises (EOSE) has drawn fresh attention after management outlined plans to materially lift revenue in late 2025 by easing operational bottlenecks and ramping production of its zinc based battery systems. This shift comes as AI and data center power needs grow and supply chain and tariff pressures keep the spotlight on U.S. manufactured, non lithium storage solutions, putting Eos’s execution plans under closer investor scrutiny. See...

Alexandria Real Estate Equities (ARE) is in focus after disclosing a large fourth quarter real estate impairment and reporting quarterly and full year net losses, along with lower sales and revenue compared with the prior year. See our latest analysis for Alexandria Real Estate Equities. Those impairment driven losses and the new tender offers for long dated notes come after a mixed year in the market, with a 1 month share price return of 7.13% and a 1 year total shareholder return decline of...

Dover (NYSE:DOV) has been identified as a key beneficiary of growth trends in the global fuel dispenser market. The company is cited for its role in smart fuel dispensing and support for alternative fuels as automation, IoT, and sustainability gain traction. This development highlights longer term opportunities tied to structural shifts in how fuel is monitored, delivered, and managed worldwide. Dover, trading at $223.66, is being noted for its position in fuel dispensing technology at a...

Coca-Cola (NYSE:KO) is discontinuing Minute Maid frozen juice concentrates in the U.S. and Canada after nearly 80 years. The move reflects a shift in its juice portfolio toward ready to drink and refrigerated products. The change affects a long standing grocery staple and may influence how consumers interact with the Minute Maid brand. Coca-Cola, through its Minute Maid brand, has long been a major player in the juice category across frozen, shelf stable, and chilled products. The decision...

Patrick Industries (PATK) capped FY 2025 with Q4 revenue of US$924.2 million and EPS of US$0.90, while trailing twelve month revenue came in at US$4.0 billion and EPS at US$4.16. Over the past few quarters, the company has seen revenue move between US$846.1 million and US$1.05 billion, with quarterly EPS ranging from US$0.45 to US$1.25. This gives investors a clear view of how the top line and per share earnings have tracked into the latest full year run rate. With a trailing net margin of...

Array Digital Infrastructure, Inc. has been monetizing its remaining assets following the past sale of its wireless business to T-Mobile, including distributing a special dividend to shareholders and pursuing additional spectrum sales. An interesting angle is the company’s under-monetized tower portfolio, where recent initiatives have driven rapid cash flow growth and highlighted previously underappreciated asset value. Next, we’ll examine how Array’s ongoing spectrum sales and tower...

Equity Residential (EQR) has wrapped up FY 2025 with fourth quarter revenue of US$781.9 million and basic EPS of US$1.01, alongside funds from operations of US$376.8 million that remain a key gauge for this residential REIT. Over the past few quarters, the company has seen revenue move from US$766.8 million in Q4 2024 to US$781.9 million in Q4 2025. Trailing twelve month basic EPS was US$2.95 and net income reached about US$1.1 billion, which may lead investors to focus on how margins and...

New Chief Product Officer puts AI focus in the spotlight CCC Intelligent Solutions Holdings (CCC) has appointed Josh Valdez as Chief Product Officer, with a mandate to oversee product strategy, design, and delivery, including scaling AI-driven capabilities across its insurance-focused SaaS platform. See our latest analysis for CCC Intelligent Solutions Holdings. Despite the appointment of a new Chief Product Officer and recent updates such as the upcoming Q4 2025 results release and workforce...

Liberty Live Holdings, Inc. came under pressure after Live Nation’s past third‑quarter earnings showed weaker‑than‑expected concert segment results and management reduced its 2026 ticketing outlook due to regulatory actions on ticket bots and costs tied to an FTC lawsuit. The episode highlights how Liberty Live’s exposure to Live Nation links its investment story not just to concert demand, but also to evolving regulatory and legal risks around ticketing. Next, we will consider how Live...

AI report puts DigitalOcean Holdings (DOCN) in focus DigitalOcean Holdings (DOCN) is back on investors’ radar after its latest Currents report highlighted how more businesses now treat AI as a core strategy and are reallocating spend from training to inference. The company also pointed to rising demand for integrated AI infrastructure and platform tools, which puts extra attention on how its cloud offering lines up against these usage trends and what that might mean for its business mix. See...

McCormick stock: what the recent performance tells you McCormick (MKC) has drawn fresh attention after a recent stretch of mixed returns, with the share price roughly flat year to date, modest gains over the past 3 months, and a 1 year total return decline. For investors, that combination of muted near term moves and weaker 1 year performance raises a simple question: does the current price around $67.42 fairly reflect a business generating US$6.84b in revenue and US$789.4m in net income, or...

Figma (NYSE:FIG) reports accelerating revenue growth and deeper customer spend, with large-customer revenues and annual revenue run rate reaching record levels. The company expands its AI focus through the acquisition of an AI-focused startup, reinforcing its product roadmap around AI driven design capabilities. These business updates arrive after recent analyst downgrades and a sharp share price pullback, drawing attention to fundamentals rather than sentiment. Figma sits at the center of...

Otis Worldwide (OTIS) is back in focus after its latest quarterly report delivered year-on-year revenue and profit growth but fell short of Wall Street revenue forecasts, particularly in new equipment and repair driven service. See our latest analysis for Otis Worldwide. The stock has been choppy around its latest earnings and dividend declaration, with a 5.19% 7 day share price return but a 3.56% decline in 1 year total shareholder return, so recent momentum contrasts with more muted longer...

First BanCorp (FBP) is drawing investor attention after recent trading, with the stock closing at $23.22 and showing positive returns over the past month and past 3 months. That move is prompting a closer look. See our latest analysis for First BanCorp. The recent 1 month share price return of 10.0% and 3 month share price return of 16.0% build on a year to date share price return of 11.1%. The 5 year total shareholder return of 171.5% shows how long term holders have been rewarded. If this...

Arrowhead Pharmaceuticals (ARWR) has opened fiscal 2026 with Q1 revenue of US$264.0 million and basic EPS of US$0.22, supported by net income of US$30.8 million as the company continues to build on its move into profitability over the past year. Over recent quarters, revenue has shifted from US$2.5 million in Q1 2025 to US$542.7 million in Q2 2025, US$27.8 million in Q3 2025, US$256.5 million in Q4 2025, and now US$264.0 million in Q1 2026. EPS has moved from a loss of US$1.39 per share in Q1...

Recent commentary on Henry Schein highlights that its organic revenue growth has lagged industry benchmarks over the past two years, while returns on capital have also contracted, suggesting rising competitive pressures on its core distribution business. These trends raise questions about whether Henry Schein’s existing product mix, pricing, and go-to-market approach remain sufficient to defend its position in increasingly contested healthcare markets. Against this backdrop, we will examine...

In early February 2026, DocuSign came under pressure as part of a broader software sector sell-off tied to concerns about artificial intelligence reshaping specialized software markets. The release of Anthropic’s AI-powered legal automation tools intensified worries that new AI capabilities could encroach on DocuSign’s core workflows and weaken traditional SaaS models. We’ll now look at how these AI disruption fears, particularly around Anthropic’s legal tools, may influence DocuSign’s...

Digital Realty Trust (DLR) closed out FY 2025 with Q4 revenue of US$1.6b and basic EPS of US$0.26, while funds from operations reached US$657.9m, giving investors a clear read on both top line scale and REIT specific cash generation. Over the last few quarters, the company has seen revenue move from US$1.40b in Q4 2024 to US$1.64b in Q3 2025 and then to US$1.64b in Q4 2025, with basic EPS ranging from US$0.54 in Q4 2024 to US$0.17 in Q3 2025 and US$0.26 in Q4 2025. With trailing twelve month...