U.S. Retail Distributors Stock News

The latest leg higher in Banc of California (BANC) stock came right after its third quarter 2025 earnings beat, a fresh cash dividend declaration, and management leaning in with share buybacks. See our latest analysis for Banc of California. Those fundamentals seem to be showing up in the tape too, with Banc of California’s share price up roughly 30 percent on a year to date basis and about 22 percent total shareholder return over the past year. This suggests momentum is building as investors...

In the past quarter, Phreesia, Inc. reported third-quarter fiscal 2026 results showing revenue of US$120.33 million and net income of US$4.27 million, a shift from a loss a year earlier, while also raising its fiscal 2026 revenue outlook to US$479 million–US$481 million and issuing initial fiscal 2027 revenue guidance of US$545 million–US$559 million. The move from a loss to a profit, combined with revenue contributions from the recent AccessOne acquisition embedded in the updated outlook,...

JD.com (NasdaqGS:JD) has been grinding lower over the past month, and that slide is catching value hunters attention. The stock is now trading well below many estimates of fair value, inviting a closer look. See our latest analysis for JD.com. Zooming out, the recent pullback continues a weaker trend, with a 90 day share price return of negative 12.56% and a 1 year total shareholder return of negative 18.77%, suggesting sentiment is still cautious despite JD.com’s underlying performance. If...

LyondellBasell Industries (NYSE:LYB) just caught investors attention after Fermium Research shifted the stock to Hold, citing weak demand, rising costs, and stiffer competition, even as management leans on cash generation and a hefty yield. See our latest analysis for LyondellBasell Industries. The downgrade lands after a bruising stretch for LyondellBasell, with the share price down sharply on a year to date basis and multiyear total shareholder returns still negative. This suggests momentum...

Alvotech (NasdaqGM:ALVO) just ran into a serious regulatory roadblock, with the FDA issuing a Complete Response Letter on its AVT05 biosimilar application related to manufacturing issues at its Reykjavik facility. See our latest analysis for Alvotech. That hit helps explain why the 90 day share price return is down sharply, and the 1 year total shareholder return is also deep in negative territory. This suggests momentum has clearly faded for now. If this setback has you reconsidering your...

If you are wondering whether Charles Schwab at around $96 is still a smart idea at this price or if most of the upside is already priced in, this breakdown will help you consider whether the current market tag makes sense. The stock is up 3.0% over the last week and 30.9% year to date, even after a softer patch that left the 30 day return at -1.1%. The 1 year and 5 year gains of 23.0% and 98.5% highlight how strong the longer term story has been. Recent moves have been shaped by a steady...

Addus HomeCare (ADUS) has been quietly grinding higher, with the stock up around 4% over the past 3 months even as its year to date performance remains slightly negative. See our latest analysis for Addus HomeCare. At around $114.59, Addus HomeCare’s recent share price strength over the last quarter contrasts with its weaker year to date share price return. This hints that sentiment and perceived growth prospects may be cautiously improving after a softer spell. If you like the steady,...

If you are wondering whether Kraft Heinz is a beaten down staple or a quiet value opportunity, you are not alone, and that is exactly what we are going to unpack here. The stock has slipped around 20.5% year to date and is down 18.2% over the last year, even though the last week saw a modest 0.5% bounce after a softer 1.2% dip over the past month. Recent headlines have focused on Kraft Heinz leaning harder into cost discipline and portfolio simplification, while also pushing into higher...

Wondering if Western Alliance Bancorporation is still a bargain after its rebound, or if most of the easy upside is already priced in, you are not alone. The stock now trades around $87.59, up 2.6% over the last week and 8.9% over the past month, while still roughly flat over the last year but up more than 60% over three years. Recently, investors have been reassessing regional banks in light of shifting interest rate expectations and renewed confidence in balance sheet strength, and Western...

ASML Holding (NasdaqGS:ASML) has quietly kept rewarding patient investors, with the stock up around 32% over the past 3 months and more than 50% over the past year despite recent pullbacks. See our latest analysis for ASML Holding. That mix of a strong 90 day share price return of 32.8% and a 1 year total shareholder return above 50% suggests momentum is very much still building as investors reassess ASML Holding's growth runway and risk profile. If ASML Holding has you thinking about the...

In recent weeks, Lantheus Holdings has drawn increased attention after multiple research firms reiterated positive ratings on the company, with nearly 80% of covering analysts assigning it a Buy‑equivalent view despite ongoing pricing and competitive pressures on its Pylarify prostate cancer imaging franchise. What stands out is that this supportive analyst stance comes as Truist Securities highlights Lantheus’ strong financial health and margins that compare favorably with many peers, at a...

If you are wondering whether Copart's recent slide has turned it into a potential value opportunity, or if the market sees trouble ahead, this breakdown is for you. Copart is down about 0.1% over the last week, roughly 6.3% over the last month, and a steep 31.3% year to date, with the 1-year return sitting at around negative 36.8%. However, the 3- and 5-year returns are still positive at 28.1% and 26.4% respectively. These moves come as investors reassess the outlook for vehicle volumes,...

The Federal Reserve’s recent 25-basis-point interest rate cut, aimed at supporting economic growth through lower borrowing costs, has lifted sentiment toward consumer-facing companies like apparel and accessories maker VF Corp. This shift in monetary policy is especially relevant for VF Corp because easier credit conditions can encourage discretionary spending on branded clothing, footwear, and outdoor gear. Next, we’ll explore how the Fed’s signal of more supportive monetary policy could...

Recent performance puts 1st Source (SRCE) on investor radar 1st Source (SRCE) has quietly outperformed many regional peers, with the stock up about 7% over the past month and 14% year to date, prompting fresh interest in its valuation. See our latest analysis for 1st Source. That steady climb, with a roughly mid teens year to date share price return and a much stronger multiyear total shareholder return, suggests momentum is building as investors reassess the bank’s growth and risk profile at...

PNC Financial Services Group (PNC) has quietly pushed higher recently, with the stock up about 13% over the past month. That move has investors asking whether the regional banking heavyweight still offers value. See our latest analysis for PNC Financial Services Group. Zooming out, PNC’s roughly 12.7% 1 month share price return builds on a solid year to date rise. A hefty 5 year total shareholder return near 74% suggests long term compounding is still very much intact. If PNC’s momentum has...

In December 2025, ResMed announced it had received U.S. FDA clearance for Smart Comfort, an AI-enabled feature that uses more than 100 million nights of de-identified sleep data to recommend personalized comfort settings for new AirSense 11 CPAP users via the myAir app, with a phased U.S. rollout planned from early 2026. This marks the first FDA-cleared AI device focused on individualizing CPAP comfort to support obstructive sleep apnea adherence, while leaving core prescription therapy...

Recently, Simply Good Foods reported past fiscal 2025 results showing 9% net sales growth and modest adjusted EBITDA growth, while completing the OWYN integration, strengthening its balance sheet, and continuing to invest in its brands under cost inflation. Management’s cautious fiscal 2026 outlook for flat to slightly negative net sales growth and lower gross margins contrasts with strong consumption trends for Quest and OWYN, highlighting a portfolio in transition away from pressure points...

If you are wondering whether Realty Income is still attractively priced at around $57.72, or if the easy money has already been made, this article will walk through how the current price stacks up against its fundamentals. The stock has dipped about 1.3% over the last week but is still up 1.4% over 30 days, 9.7% year to date, and 10.4% over the past year. This quietly hints that the market may be rethinking both its growth prospects and risk profile. Recently, investors have been focused on...

Vistra (VST) is back in the spotlight after a flurry of bullish catalysts, from an S&P Global credit upgrade to new natural gas projects aimed at feeding power hungry data centers and AI growth. See our latest analysis for Vistra. Those catalysts are landing against a choppy backdrop, with the share price at $170.1 after a recent pullback that left the 90 day share price return at negative 18.88 percent. However, the year to date share price return of 13.66 percent and especially the five...

Earlier this week, Exxon Mobil announced that Chief Financial Officer and Senior Vice President Kathryn A. Mikells will retire on February 1, 2026, for health reasons, with long-time insider Neil A. Hansen set to assume both roles on that date. Alongside this leadership change, Exxon Mobil lifted its 2030 earnings and cash flow outlook on the back of technology-driven efficiency gains, higher expected output from advantaged assets like the Permian Basin, and ongoing cost reductions. We’ll...

Recently, BPI Direct BanKo and LLP Exotic Auto Finance each announced new partnerships with ACI Worldwide to overhaul their payment infrastructures, adopting ACI’s issuing, acquiring and Speedpay platforms to support real-time, omnichannel and digital wallet–enabled transactions. These wins highlight how ACI’s modular, cloud-ready payment solutions are being used across very different customer segments, from microfinance in the Philippines to US luxury auto finance, to cut costs, ease...

If you are wondering whether Semtech at around $72.89 is still worth a closer look, or if the big money has already been made, you are in the right place to work out what the current price really implies. The stock has pulled back about 8.4% over the last week, but it is still up 7.8% over 30 days and 17.4% year to date, with a 163.1% gain over 3 years that naturally raises questions about what comes next. Recent moves have been driven by growing investor attention on Semtech's role in...

Earlier this week, Guardant Health and Trial Library announced a collaboration to pair Guardant’s precision oncology diagnostics and real-world genomic data with Trial Library’s AI-powered matching and navigation platform, aiming to improve identification, referral and enrollment of cancer patients into clinical trials across more than 320 clinics and 1,500 providers in the United States. This partnership is distinctive because it connects Guardant’s data from over 1 million tested patients...

Recently released analysis highlighted that Constellation Brands’ rankings for financial strength, growth, valuation and predictability have weakened, with elevated debt levels and uncertain growth now weighing on perceptions of the business. An interesting implication is that the company’s historically important reputation for consistency is under renewed scrutiny, as lower predictability scores raise fresh questions about the reliability of its future revenue and earnings trends. Next,...