U.S. Retail Distributors Stock News

Earlier this month, JPMorgan downgraded Wendy's from Overweight to Neutral after the company outlined plans to close about 300 underperforming U.S. restaurants in 2025, following 240 closures in 2024 as part of its ongoing turnaround efforts. The downgrade highlights investors' concerns that Wendy's must lift average unit volumes to keep franchisees profitable and reignite U.S. expansion. We’ll now examine how these planned U.S. closures and the questions around unit volume growth could...

Albemarle (ALB) is back on traders radar after a UBS upgrade to Buy helped power a fresh leg higher in the stock, with investors leaning into a recovering lithium story. See our latest analysis for Albemarle. The UBS call lands on top of an already powerful rebound, with Albemarle’s 30 day share price return of roughly 29 percent feeding into a 90 day gain above 70 percent, even as the three year total shareholder return remains deeply negative. This is a classic sign of momentum rebuilding...

General Motors recently highlighted that proposed cuts to US fuel economy standards could save it an estimated US$8.70 billion between 2027 and 2031, alongside reaffirming steady demand for its traditional vehicles and paying a US$0.15 per-share dividend in early December. This combination of potential regulatory savings, solid internal cost control, and ongoing demand support has underpinned a more optimistic outlook for the business and contributed to recent analyst upgrades. We’ll now...

Opendoor Technologies (OPEN) has been in the spotlight after a sweeping leadership reboot and an AI focused pivot that helped fuel a powerful rally earlier this year, even as meme style enthusiasm cooled. See our latest analysis for Opendoor Technologies. Those moves have come against a wild backdrop, with the share price climbing to $7.15 after a rapid rally earlier in the year, even as the recent 1 day share price return slipped. A hefty year to date share price return of roughly 350...

Radian Group (RDN) has been quietly grinding higher this year, and the stock’s recent pause is a good excuse to recheck the story, especially with steady earnings and mortgage credit trends supporting the backdrop. See our latest analysis for Radian Group. At around $34.73, the recent pullback in Radian’s share price looks more like a breather within a solid run, with positive year to date share price returns and a standout three year total shareholder return above 100 percent suggesting...

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

If you are wondering whether Yum! Brands at around $145 a share still offers value or if most of the upside has already been eaten up, you are not alone. That is exactly what we are going to unpack here. Despite being up 8.5% year to date and 6.2% over the last year, the stock has pulled back about 3.8% over the past week and 2.8% over the last month. Depending on your risk appetite, that can make it feel like either a potential opportunity or a warning sign. Recent headlines have focused on...

EastGroup Properties (EGP) just rolled out a new at the market equity program and shelf registration alongside fresh term loans, giving the industrial REIT more flexibility to fund projects, manage debt, and respond to mixed analyst sentiment. See our latest analysis for EastGroup Properties. The new equity program and term loans land after a solid run, with EastGroup’s 90 day share price return of 9.09% and five year total shareholder return of 55.86% suggesting momentum remains constructive...

CG Oncology (CGON) just released new topline data on its bladder cancer drug cretostimogene, with late-breaking BOND 003 and CORE 008 results highlighting strong responses and a clean-looking safety profile. See our latest analysis for CG Oncology. Those upbeat cretostimogene data land after a busy stretch for CG Oncology, including fresh SUO conference presentations and a new board appointment. The stock’s momentum reflects that, with a roughly 49 percent year to date share price return and...

In December 2025, National CineMedia announced a partnership with TransUnion to feed NCM’s theatrical exposure data into TransUnion’s cross-platform, multi-touch attribution system built on an identity graph covering 98% of US adults. This integration lets advertisers rigorously measure how cinema ads drive incremental lift and cross-channel reach alongside digital, CTV, social, and linear campaigns, reinforcing cinema’s role within performance-focused media plans. We’ll now examine how...

Archer Aviation (ACHR) just laid out two big steps in its story: an exclusive tiltrotor tech deal with Karem Aircraft and an ambitious Miami air taxi network plan that tightens both commercial and defense angles. See our latest analysis for Archer Aviation. Those dual commercial and defense milestones come against a backdrop where Archer’s share price sits at about $8.60, with a 7 day share price return of 15.28 percent. Its 1 year total shareholder return of 9.97 percent and 3 year total...

AGNC Investment recently reported mixed third-quarter 2025 results, with earnings per share falling short of expectations while revenue surpassed projections, and its Board declared a US$0.12 monthly cash dividend per share for November, payable in December. This combination of stronger revenue and ongoing monthly dividends, despite the earnings miss, appears to have supported investor confidence and enthusiasm around AGNC’s mortgage REIT model. Next, we’ll examine how stronger revenue...

What is happening with Builders FirstSource stock? Builders FirstSource (BLDR) has quietly lagged the broader market this year, with shares down about 23% year to date and nearly 38% over the past year, despite still solid multi year returns. See our latest analysis for Builders FirstSource. With the share price now around $110.01, the stock’s weaker 90 day share price return contrasts sharply with its strong three and five year total shareholder returns. This suggests short term momentum is...

In recent months, TE Connectivity plc completed its acquisition of Richards Manufacturing Co. and reported quarterly results and guidance that surpassed earlier Wall Street expectations, reinforcing its role as a global supplier of connectors, sensors, and electronic components across transportation, industrial, and communications markets. The combination of the Richards Manufacturing deal and stronger-than-anticipated earnings has highlighted TE Connectivity’s efforts to broaden its...

Americold Realty Trust (COLD) has quietly slid over the past year, with the stock down about 52% and nearly 20% in the past 3 months, prompting fresh questions around value and recovery potential. See our latest analysis for Americold Realty Trust. That slide caps off a bruising stretch, with the share price down sharply on a year to date basis and a similarly weak one year total shareholder return, suggesting sentiment has soured even as the business still posts modest revenue growth. If...

Shares of Cytokinetics (CYTK) are under fresh scrutiny after Grabar Law Office announced an investigation into whether management misled investors about the FDA review of its key heart drug candidate, aficamten. See our latest analysis for Cytokinetics. Despite the legal overhang, Cytokinetics’ 1 month share price return of 9.16 percent and 3 month share price return of 27.51 percent, alongside a 5 year total shareholder return of 209.18 percent, suggest longer term momentum is still firmly...

In November 2025, Eos Energy Enterprises completed a registered direct follow-on equity offering of approximately US$458.24 million, issuing 35,855,647 common shares at US$12.78 each. This capital raise comes as Eos benefits from policy-driven demand for its zinc-based, nonflammable grid batteries amid approaching clean energy tax credit deadlines and rising energy storage needs. We’ll now examine how this large equity raise, tied to policy-driven demand and looming tax credit deadlines,...

Key Insights The projected fair value for Dorman Products is US$177 based on 2 Stage Free Cash Flow to Equity Dorman...

Crown Castle (CCI) just moved another step closer to selling its $8.5 billion fiber segment. This strategic overhaul, alongside fresh leadership and an Anterix partnership, is quietly reshaping the tower REIT’s investment story. See our latest analysis for Crown Castle. The latest restructuring headlines come after a choppy stretch where the share price return over the past three months has been negative, and the one year total shareholder return is still in the red, suggesting sentiment is...

D-Wave Quantum Inc. recently created a dedicated business unit, led by government-sector veteran Jack Sears Jr., to expand adoption of its quantum computing products and services across U.S. federal agencies. The move positions D-Wave to pursue mission-focused applications in defense, national security, and logistics at a time when U.S.–China quantum competition is intensifying and government interest in the technology is rising. Next, we’ll examine how this focused U.S. government unit...

4PAY has partnered with Opti9 to enhance its Canadian digital payments infrastructure through advanced cloud technology. Leveraging Opti9's expertise in AWS, this collaboration aims to modernize 4PAY's PaiyHub platform, facilitating a secure and scalable cloud architecture. This development will support 4PAY's mission for financial inclusion and its capacity to enable real-time decision-making and global interoperability within its financial services platform. The partnership promises to...

Clover Health Investments (CLOV) just posted Q3 2025 results with break even adjusted earnings per share that fell short of expectations, along with a higher operating loss and a more cautious income outlook. See our latest analysis for Clover Health Investments. The mixed Q3 update lands after a choppy year, with a 1 year total shareholder return of minus 21.8% and a 3 year total shareholder return still up over 130%. This suggests long term optimism but fading recent momentum. If Clover's...

In early December 2025, CooperCompanies reported fourth-quarter and full-year results showing higher revenue of US$1,065.2 million and US$4,092.4 million respectively, but lower net income and diluted EPS from continuing operations versus the prior year, alongside updated 2026 revenue guidance and details on a completed US$1.03 billion share repurchase program. The company also launched a formal strategic review, signaled by a planned transition of the board chair role to long-time director...

Verra Mobility recently secured a five-year, approximately US$963 million contract with New York City to expand automated traffic enforcement across 600 intersections and add 300 new bus-lane cameras, materially increasing its recurring service revenue base. This contract further entrenches Verra Mobility’s dominant share in U.S. government traffic enforcement, underscoring how legislative and infrastructure commitments can convert into long-duration, service-based cash flows. We’ll now...