U.S. Retail Distributors Stock News

In early February 2026, Liberty Energy Inc. completed a US$700 million Rule 144A zero-coupon senior unsecured convertible notes offering due March 1, 2031, with J.P. Morgan Securities LLC and Goldman Sachs & Co. LLC acting as co-lead underwriters. This refinancing move reshapes Liberty Energy’s capital structure by adding a sizable, potentially dilutive convertible layer that sits ahead of equity while involving top-tier underwriting support. Next, we’ll assess how this sizeable zero-coupon...

NETSTREIT (NTST) has just completed a follow on equity offering, raising about US$208.6 million by issuing 10,980,000 common shares at US$19 each, which represents a US$0.76 discount to the offer price. See our latest analysis for NETSTREIT. The follow on equity raise comes on the heels of NETSTREIT’s recent earnings release, dividend increase and 2025 investment update. The stock’s 30 day share price return of 9.49% and 1 year total shareholder return of 53.13% suggest momentum has recently...

In February 2026, Valvoline Inc. filed a shelf registration for up to US$455.10 million of common stock, tied to an ESOP-related offering of 12,078,021 shares, following a quarter in which it reported US$461.8 million in sales and a net loss of US$32.8 million for the period ended December 31, 2025. This combination of a sizable potential equity issuance and a swing from prior-year profitability to a quarterly loss raises important questions about how Valvoline plans to finance growth,...

Why Banquet’s new MEGA Breakfast Bowls matter for Conagra Brands (CAG) Conagra Brands (CAG) has drawn fresh attention after launching Banquet MEGA Breakfast Bowls, a high protein frozen option targeting the growing US$626 million breakfast bowls category. For investors, this launch ties directly to two key themes: protein focused eating and demand for fast, microwave ready meals. Banquet is leaning into both with 30g of protein per bowl and larger portion sizes than a leading competitor. See...

Expedia Group’s FY 2025 Earnings Snapshot Expedia Group (EXPE) has rounded out FY 2025 with Q4 revenue of US$3.5b and basic EPS of US$1.67, as investors weigh these headline figures against a share price of US$212.67. Over recent quarters, the company has seen revenue move from US$3.2b in Q4 2024 and US$4.1b in Q3 2024 to US$4.4b in Q3 2025. Basic EPS shifted from US$2.33 to US$5.27 and then US$7.75 over the same Q4 to Q3 comparison, setting the scene for analysts’ growth forecasts and the...

Kraft Heinz (KHC) is hitting reset, scrapping its planned breakup and instead committing US$600 million to marketing, R&D, product upgrades, and selective pricing after reporting declining organic sales and softer 2026 guidance. See our latest analysis for Kraft Heinz. The recent reset comes after a mixed share price pattern, with a 1 month share price return of 5.4% and a 1 year total shareholder return decline of 9.1%, suggesting short term momentum has picked up while longer term...

Why Astera Labs Stock Sold Off After Strong Q4 Astera Labs (ALAB) reported stronger than expected fourth quarter results and issued upbeat guidance tied to AI connectivity demand, yet the stock dropped as investors focused on margins and a chief financial officer transition. The company posted fourth quarter sales of US$270.58 million versus US$141.10 million a year earlier, with net income of US$44.98 million compared with US$24.71 million. Basic earnings per share from continuing operations...

Hancock Whitney (NasdaqGS:HWC) CEO completes a significant sale of company stock. The board approves an 11.1% increase in the regular dividend to shareholders. Investors receive new information on both insider activity and capital return policy at the same time. Hancock Whitney, a Gulf South focused regional bank, sits at the intersection of commercial banking, retail banking and wealth services. In this area, funding costs, deposit mix and credit quality remain front of mind for investors...

CareTrust REIT (NYSE:CTRE) reported a record US$1.8b of investments in its latest fiscal year. The company entered the UK care home market through the acquisition of Care REIT plc. CareTrust completed its first seniors housing operating (SHOP) sector deal, expanding its business model. The REIT reported nearly doubled net income and growth in normalized FFO, while doubling its professional team. CareTrust REIT, a healthcare focused real estate investment trust, is leaning further into...

Earlier this week, Maplebear Inc. (Instacart) reported fourth-quarter 2025 results showing revenue of US$992 million versus US$883 million a year earlier, while quarterly net income declined to US$81 million from US$148 million amid higher legal and regulatory costs. Alongside its strongest gross transaction value and order growth in three years, Maplebear bought back US$1.10 billion of shares in Q4 2025, signaling management’s confidence even as profitability came under pressure. Next,...

In recent sessions, ACM Research drew attention as investors focused on its upcoming February 26, 2026 earnings release, with expectations for lower earnings per share but higher year-over-year revenue. This combination of softer profitability alongside anticipated revenue growth is sharpening interest in how the company is balancing expansion with earnings quality. Against this backdrop of anticipated earnings pressure alongside revenue growth, we will explore how the upcoming results could...

Keurig Dr Pepper (NasdaqGS:KDP) has appointed Amie Thuener of Alphabet and William Newlands of Constellation Brands as independent directors. The company is restructuring its Board committees to adjust oversight as it pursues the acquisition of JDE Peet's and a planned split into two businesses. These governance changes come as Keurig Dr Pepper prepares for a major transformation of its corporate structure. Keurig Dr Pepper, trading at $29.69, sits at the center of a large transaction and...

Sylvamo (SLVM) has put its heavy investment plans front and center after reporting fourth quarter and full year 2025 results, with lower sales and earnings as Eastover mill projects and a 2026 transition year take shape. See our latest analysis for Sylvamo. The earnings release and Eastover mill plans have come with some volatility, with a 1 day share price return of a 6.16% decline and a 90 day share price return of 12.51% at a last close of $51.37. The 1 year total shareholder return of a...

What Sealed Air’s Recent Performance Signals for Investors With no single headline event driving Sealed Air (SEE) into focus today, many investors are looking instead at how its packaging business, returns, and recent financial figures fit into a broader portfolio. See our latest analysis for Sealed Air. Sealed Air’s share price has been fairly steady around US$41.93 recently, but the 1 year total shareholder return of 26.31% contrasts with a 3 year total shareholder return decline of 10.79%,...

Main Street Capital (MAIN) is back in focus after expanding its revolving credit facility by $30 million to $1.175 billion and backing DMS Holdco LLC’s acquisition of Johnson & Quin, Inc. with fresh capital. See our latest analysis for Main Street Capital. At a share price of $59.44, Main Street Capital has seen a 7.07% 1 month share price decline but still posted a 4.06% 3 month share price gain and a 148.40% 5 year total shareholder return, suggesting that long term momentum contrasts with...

Board member Dean Kamen has taken a leave of absence from NYSE:BETA following revelations about his connections to Jeffrey Epstein. The company has initiated an independent investigation into the matter. The development comes soon after NYSE:BETA's IPO, placing extra focus on board composition and governance practices. For investors following NYSE:BETA, this governance issue lands at a time when the company is in the spotlight for its post-IPO trajectory and high profile growth plans. As an...

In recent months, Fastenal reported a strong improvement in its outlook, with analysts expecting profits to increase by about 30% over the next few years, while its shares now trade at a higher valuation than many industry peers based on price-to-earnings multiples. This combination of a richer valuation and optimistic profit expectations raises important questions about how much future growth is already reflected in Fastenal’s current market value. We’ll now examine how Fastenal’s richer...

Southwest Airlines (NYSE:LUV) announced it will roll out free Starlink satellite WiFi across its fleet, along with broader cabin upgrades. The company also disclosed a board shake-up, with two directors resigning and the overall board size being reduced. The inflight connectivity initiative and the governance changes were announced together, underscoring a period of corporate change for the airline. For you as an investor, this development relates directly to how Southwest positions itself...

In February 2026, Terreno Realty Corporation reported past fourth-quarter and full-year 2025 results showing higher revenue and net income versus the prior year, and declared a regular quarterly cash dividend of US$0.52 per common share payable on April 10, 2026 to shareholders of record on March 27, 2026. Alongside confirming no share repurchases under its longstanding buyback authorization in late 2025, Terreno’s earnings release highlighted materially higher basic and diluted earnings per...

In recent quarters, Dollar Tree reported that 3 million additional households visited its stores versus a year earlier, with 60% of these new shoppers earning at least $100,000 and a growing share of new locations opening in higher-income ZIP codes. By lifting its base price to $1.25, adding items priced up to $7, and entering wealthier neighborhoods, the retailer is broadening its appeal beyond traditional bargain hunters to include more affluent, value-conscious customers. Next, we’ll...

In February 2026, Trinity Industries, Inc. reported fourth-quarter 2025 results showing quarterly sales of US$611.2 million and net income of US$186.6 million, alongside GAAP diluted EPS of US$2.28 and new 2026 earnings guidance of US$1.85 to US$2.10 per share. A key driver of this performance was a US$194.0 million non-cash gain from restructuring a major railcar partnership, which, together with stronger leasing margins and secondary market activity, lifted full-year EPS by 73% and...

The US Federal Trade Commission has expanded its antitrust probe into Microsoft’s cloud and AI practices, sending fresh information requests to competitors. Regulators are examining Microsoft’s software bundling and licensing approach in cloud services and AI tools. Microsoft and Capgemini are broadening their collaboration to offer sovereign cloud and AI solutions for highly regulated industries. Microsoft is investing in its own AI infrastructure and proprietary foundation models, reducing...

What MGIC Investment (MTG) Offers Investors Right Now MGIC Investment (MTG) has drawn fresh attention after recent share moves, with the stock down over the past week but modestly higher over the past month and past 3 months. At a last close of US$26.66, MGIC sits against a longer record that includes a negative year to date return, a positive 1 year total return, and multi year total returns that may interest income and value focused investors. See our latest analysis for MGIC...

Harrow, Inc. recently promoted Patrick W. Sullivan, age 50, to Chief Commercial Officer effective January 30, 2026, and reaffirmed its full-year 2025 revenue guidance of US$270 million to US$280 million. By elevating an experienced commercial leader with a track record across major pharmaceutical launches while reiterating revenue expectations, Harrow is signaling both commercial focus and operational steadiness. Next, we’ll consider how Sullivan’s promotion to Chief Commercial Officer might...