U.S. Retail Distributors Stock News

Winnebago Industries recently reported past first-quarter 2026 results showing sales of US$702.7 million and net income of US$5.5 million, while raising its fiscal 2026 guidance to consolidated net revenues of US$2.8–3.0 billion and reported EPS of US$1.40–2.10. Alongside stronger profitability, the company affirmed its US$0.35 quarterly dividend, filed a US$44.60 million ESOP-related shelf registration, and appointed long-time director John M. Murabito as board chair, signaling ongoing...

Wells Fargo just launched coverage on Arcellx (ACLX), spotlighting its experimental CAR T therapy for multiple myeloma as a potential future treatment pillar, and investors are now reassessing what the stock might be worth. See our latest analysis for Arcellx. The upbeat coverage comes after a choppy stretch, with Arcellx posting a steep double digit year to date share price loss but still delivering a strong three year total shareholder return. This suggests momentum is pausing rather than...

If you are wondering whether Paycom Software is a hidden bargain or a value trap at today’s price, this article will walk you through what the numbers are really saying. The stock has had a rough run, with the share price down 20.4% year to date and 23.0% over the last year, even though it has been roughly flat over the past month at 0.7%. Investors have been digesting a mix of headlines around competition in payroll and HR software and Paycom’s ongoing push to win larger enterprise clients...

Regeneron Pharmaceuticals (REGN) just picked up an important regulatory win in Japan, where Dupixent was cleared to treat severe pediatric asthma, and the stock is reacting as investors reassess its long term growth story. See our latest analysis for Regeneron Pharmaceuticals. That backdrop of new Dupixent approvals comes after a powerful run, with roughly a 41 percent 90 day share price return and a solid 5 year total shareholder return of about 65 percent, suggesting momentum is still very...

Jefferson Capital (JCAP) has quietly outperformed the market over the past 3 months, climbing roughly 34%. This has investors asking whether this specialized debt buyer still offers a reasonable entry point. See our latest analysis for Jefferson Capital. Zooming out, Jefferson Capital has notched a 23.1% year to date share price return and a striking 34.3% 3 month share price return. This signals that momentum is clearly building as investors reassess both its growth prospects and risk...

In recent weeks, Strategy Inc. paused its Bitcoin purchases and raised about US$748 million via common stock sales, lifting its USD reserve to roughly US$2.20 billion to cover preferred dividends and debt interest. This shift toward a larger cash buffer marks a meaningful evolution in Strategy’s Bitcoin-first treasury model, prioritizing liquidity and balance-sheet resilience over immediate crypto accumulation. We’ll now examine how this move to build a sizable cash reserve reshapes...

Morgan Stanley previously upgraded its rating on The Hershey Company from “Equal Weight” to “Overweight,” highlighting a potential rebound after one of the most significant periods of negative revisions in the company’s history, even as higher input costs continued to weigh on margins. This shift in analyst sentiment comes as Hershey leans on its broad global confectionery and snacks portfolio, innovation efforts, and sustainability focus to reinforce its positioning within the consumer...

Earlier this month, GoDaddy expanded its Agent Name Service (ANS) with a new ANS Marketplace and a suite of ANS-verified AI agents, while also teaming up with Prime Video’s Fallout series to showcase its Airo® tools through an interactive Ma June’s Sundries digital storefront. Together, these launches highlight how GoDaddy is trying to anchor itself at the intersection of small-business AI workflows and trusted agent identity infrastructure. Next, we'll examine how GoDaddy's ANS Marketplace...

Earlier this month, Kinsale Capital Group amended its debt agreements to loosen restrictions on dividends and buybacks, while also authorizing a new US$250 million share repurchase program after completing US$100 million of prior buybacks. This combination of greater flexibility for returning capital and continued repurchases offers fresh insight into how management views the company’s balance sheet strength and capital priorities. Next, we’ll examine how this added flexibility for...

Rush Street Interactive (NYSE:RSI) recently drew attention after a Jefferies analyst reiterated a positive rating, highlighting its online casino and sports betting operations across North America and Latin America, alongside elevated options activity and meaningful institutional involvement. An important angle for investors is how expected tax relief in Colombia and ongoing regulatory support for online wagering could interact with RSI’s relatively modest operating margin and lagging...

Kanzhun Limited recently reshaped its leadership, with former Chief Financial Officer and executive Director Phil Yu Zhang becoming Chief Strategy Officer, Vice President Wenbei Wang stepping up as Deputy Chief Financial Officer, and Vice President of Human Resources Yang Mu joining the board as an executive Director, effective 11 December 2025. These appointments shift finance, strategy, and human resources voices at the top table, potentially influencing how Kanzhun balances growth...

Carvana Co. (NYSE:CVNA) recently joined the S&P 500 and S&P Global 1200, while exiting a Russell small-cap growth index, after reporting record third-quarter 2025 unit and revenue growth. Alongside its index promotion, Carvana is amplifying brand reach through new sports partnerships, including NASCAR paint schemes and title sponsorship of a major pickleball tournament in early 2026. We’ll now examine how Carvana’s elevation into the S&P 500 reshapes its investment narrative and longer-term...

RH, the luxury home furnishings retailer, just posted higher third quarter revenue and earnings, but the story has quickly shifted as big options players position bearishly, hinting at choppier trading ahead. See our latest analysis for RH. That backdrop helps explain why, even with improving revenue and earnings, RH’s 30 day share price return of 22.41% looks more like a relief rally within a longer losing streak. The year to date share price return of negative 53.69% and one year total...

Essent Group stock: recent move and what is driving it Essent Group (ESNT) shares have quietly climbed about 5% over the past month, adding to strong year to date gains. That upside has investors asking whether the mortgage insurer’s fundamentals still justify fresh buying. See our latest analysis for Essent Group. Zooming out, that steady 30 day share price return of about 5% sits on top of a roughly 21% year to date share price gain and an impressive three year total shareholder return of...

Alkami Technology (ALKT) just landed on activist radar, with Jana Partners disclosing a new stake and openly urging the company to explore a sale. The firm argues that Alkami’s growth and sticky customer base are underappreciated. See our latest analysis for Alkami Technology. The activist interest lands after a tough stretch, with Alkami’s share price down sharply on a year to date basis and the 1 year total shareholder return also in negative territory. However, the 3 year total shareholder...

ABM Industries recently reported past fourth-quarter and full-year 2025 results showing higher sales and a swing back to profitability, while also issuing 2026 guidance that includes 3%–4% organic revenue growth plus an extra point from its pending WGNSTAR acquisition. The company paired these updates with a 9% dividend increase to US$0.29 per share and the completion of a multi-year buyback that retired 14.85% of shares, underscoring management’s focus on returning cash to shareholders...

In December 2025, The Andersons, Inc. increased its first-quarter 2026 cash dividend to US$0.20 per share, payable on January 23, 2026 to shareholders of record on January 2, 2026, up from US$0.195 in the prior quarter. The simultaneous dividend raise and long-term plan targeting a US$7.00 run-rate earnings per share exiting 2028 highlight management’s confidence in Andersons’ balance sheet resilience and earnings potential. We’ll now examine how Andersons’ higher dividend and ambitious 2028...

Southwest Airlines (LUV) is in the middle of a strategy reboot, from adding bag fees and assigned seating to striking a new transatlantic partnership with Turkish Airlines, and investors are taking notice. See our latest analysis for Southwest Airlines. Those shifts are already showing up in the tape, with a roughly 25% year to date share price return and a three year total shareholder return of about 38%. This signals that investors see the model reset and new partnerships as a genuine...

Welltower (WELL) has quietly become one of the strongest performers in healthcare real estate, with shares up about 51% over the past year as investors lean into aging demographic trends. See our latest analysis for Welltower. That strong run has come with some bumps, including a recent 1 month share price return of minus 7.22 percent after a powerful year to date share price gain of 50.5 percent and a striking 5 year total shareholder return of 236.2 percent. This still points to momentum...

Earlier this month, Hycroft Mining Holding Corporation reported its highest-ever silver grades at the Vortex zone of the Hycroft Mine in Nevada, confirming expanded high-grade mineralization that remains open in multiple directions and integrating this work into upcoming resource and technical studies. In parallel, Hycroft was added to the S&P/TSX Global Mining Index, signaling increased visibility among institutional investors just as it advances what management describes as a pivotal...

Wondering if Eversource Energy is still good value after its recent rebound, or if most of the upside is already baked in? Let us unpack what the market is really pricing into this utility heavyweight. The stock is up 17.1% year to date and 22.9% over the last year, even though longer term 3 year and 5 year returns are still slightly negative. This suggests sentiment has shifted meaningfully in the last 12 months. That change in mood has come as investors refocus on regulated utilities as a...

Polestar Automotive Holding UK (PSNY) has quietly bounced in the past week, even as the stock remains sharply lower over the past year, inviting a closer look at what the market is pricing in. See our latest analysis for Polestar Automotive Holding UK. The latest pop in Polestar’s share price, with a 7 day share price return of 36.89 percent off a depressed base, comes after a tough stretch that includes a 90 day share price return of minus 41.08 percent and a 3 year total shareholder return...

Carlyle Group (CG) has been back in the spotlight after a string of bullish developments, from analyst upgrades flagging undervaluation to the KFC Korea acquisition and Medline’s planned multibillion dollar IPO. See our latest analysis for Carlyle Group. Those catalysts seem to be feeding into sentiment, with the share price at $60.99 and a strong year to date share price return suggesting momentum is rebuilding, while multi year total shareholder returns remain robust. If Carlyle’s recent...

Leidos Holdings (LDOS) just locked in another three year term running Hawai'i's Energy program and EV Charging Station Rebate initiative, extending a long standing partnership that quietly underscores its growing sustainability and grid modernization franchise. See our latest analysis for Leidos Holdings. That backdrop has helped support a solid upward trend, with Leidos’ share price at $186.63 and a strong year to date share price return of 30.24 percent, complementing a robust five year...