U.S. Retail Distributors Stock News

NasdaqGS:SBUX
NasdaqGS:SBUXHospitality

A Look At Starbucks (SBUX) Valuation As The Back To Starbucks Turnaround Shows Stronger Sales Momentum

Starbucks (SBUX) is back in focus after management highlighted stronger sales growth tied to its Back to Starbucks plan, with higher transaction volumes and average ticket size supporting rising global comparable store sales. See our latest analysis for Starbucks. Despite the Back to Starbucks plan gaining traction, the share price has been under some pressure recently, with a 1 day share price return of 3.07% decline and a 7 day share price return of 5.24% decline. The 90 day share price...
NYSE:DRD
NYSE:DRDMetals and Mining

Is DRDGOLD (NYSE:DRD) Still Attractively Priced After Its Multi‑Year Share Price Surge

If you are wondering whether DRDGOLD's share price still reflects fair value after its recent run, this article walks through the key valuation checks to help you frame that question clearly. The stock last closed at US$35.65, with a 1.6% return over 7 days, a 1.6% decline over 30 days and returns of 17.6% year to date, 251.3% over 1 year, 412.2% over 3 years and 327.9% over 5 years. Recent coverage has focused on DRDGOLD's share price performance and how investors are reacting to changes in...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

Is Duolingo (DUOL) Now A Potential Opportunity After A 74% One-Year Share Price Slide?

If you are wondering whether Duolingo is starting to look attractive or still priced for perfection, the recent share price moves give you a lot to think about. The stock closed at US$112.57, with returns of a 5.3% decline over 7 days, a 25.0% decline over 30 days, a 36.2% decline year to date, and a 74.0% decline over the past year, even though the 3 year return sits at 23.2%. Recent coverage has focused on how Duolingo fits into the broader shift toward app based learning and subscription...
NYSE:T
NYSE:TTelecom

Assessing AT&T (T) Valuation After Expanded AWS And Satellite Connectivity Alliance

AT&T (T) is back in focus after expanding its work with Amazon Web Services and Amazon Leo to modernize connectivity infrastructure, migrate key workloads to AWS Outposts, and extend broadband reach using satellite supported solutions. See our latest analysis for AT&T. For context, AT&T’s share price sits at US$28.69, with a 30 day share price return of 22.14% and a 16.82% year to date share price return. Its 5 year total shareholder return of 74.86% reflects performance over a longer horizon...
NasdaqGM:NTLA
NasdaqGM:NTLABiotechs

A Look At Intellia Therapeutics (NTLA) Valuation After FDA Lifts MAGNITUDE-2 Clinical Hold

The FDA’s decision to lift the clinical hold on Intellia Therapeutics (NTLA) MAGNITUDE-2 study, following protocol changes and safety measures, brings renewed focus to how this gene editing stock may fit into a portfolio. See our latest analysis for Intellia Therapeutics. The FDA news arrives after a mixed stretch for the stock, with a 90 day share price return of 40.14% and a 1 year total shareholder return of 10.93%, set against a 3 year total shareholder return decline of 70.60%. If the...
NYSE:SARO
NYSE:SAROAerospace & Defense

A Look At StandardAero (SARO) Valuation After First CFM LEAP Engine Restoration Milestone

StandardAero (SARO) has completed and delivered its first CFM LEAP engine performance restoration shop visit at its San Antonio facility. This marks a milestone that broadens its LEAP aftermarket offering for a growing global customer base. See our latest analysis for StandardAero. At a share price of $30.57, StandardAero has a 90 day share price return of 24.83% and a 1 year total shareholder return of 15.01%, suggesting recent momentum has strengthened after some near term softness. If this...
NasdaqGS:KRYS
NasdaqGS:KRYSBiotechs

Krystal Biotech’s RMAT Win Puts KB707 At Core Of Oncology Story

Krystal Biotech (NasdaqGS:KRYS) received FDA Regenerative Medicine Advanced Therapy (RMAT) designation for KB707 in advanced non small cell lung cancer. The designation focuses on KB707, a redosable immunotherapy candidate being studied in an ongoing clinical trial. RMAT status provides access to more frequent FDA interactions and certain expedited programs, including the potential for rolling review. For you as an investor, this RMAT milestone highlights how Krystal Biotech is extending...
NYSE:GEF
NYSE:GEFPackaging

Is It Too Late To Consider Greif (GEF) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Greif is still reasonably priced after its recent run, you are not alone. This article will focus squarely on what you might be paying for each dollar of the business. The stock last closed at US$76.82, with returns of 3.5% over 7 days, 6.8% over 30 days, 12.2% year to date, 30.2% over 1 year, 18.4% over 3 years and 90.6% over 5 years. This naturally raises questions about how much value is already reflected in the price. Recent coverage of Greif has highlighted...
NasdaqGS:COST
NasdaqGS:COSTConsumer Retailing

Costco Lawsuit Over Chicken Safety Puts Food Operations And Margins In Focus

Costco Wholesale (NasdaqGS:COST) is facing a proposed class action lawsuit tied to alleged salmonella contamination at its Nebraska chicken processing facility. The suit claims Costco did not adequately manage or disclose salmonella risks related to its operations supplying rotisserie chickens. The legal action raises questions about food safety controls, disclosure practices, and potential operational and reputational effects for the retailer. Costco operates a membership warehouse model...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Cognex Returns To Profitable Growth As AI Products Reshape Business

Cognex (NasdaqGS:CGNX) reported Q4 2025 results that marked a return to profitable growth. Management highlighted an operational turnaround helped by portfolio optimization and cost actions. The quarter included launches of new AI-powered machine vision products and strong new customer intake. Cognex, trading at $58.79, is back in focus after Q4 2025 results showed a shift to profitable growth supported by operational changes. The stock has been strong recently, up 34.5% over the past week,...
NYSE:STZ
NYSE:STZBeverage

Constellation Brands CEO Shift Tests Premium Growth And Capital Allocation Plans

Constellation Brands (NYSE:STZ) has appointed Nicholas Fink as its new CEO, succeeding Bill Newlands. Newlands will remain with the company in an advisory capacity during the leadership transition. Fink previously held senior roles at Fortune Brands Innovations and Suntory Global Spirits. Constellation Brands, the owner of a broad portfolio of beer, wine and spirits labels, operates in a highly competitive consumer beverages market where brand strength and distribution relationships are...
NYSE:AXP
NYSE:AXPConsumer Finance

Assessing American Express (AXP) Valuation After Recent Share Price Weakness

American Express stock snapshot American Express (AXP) has drawn investor attention after a period of mixed recent returns, with the share price around $337.50 and one year total return close to 9.7%. See our latest analysis for American Express. Recent trading has been softer, with a 1-day share price return of a 1.6% decline, a 7-day share price return of a 6.2% decline, and a 30-day share price return of a 7.5% decline. The 1-year total shareholder return of 9.7% and 5-year total...
NYSE:RDN
NYSE:RDNDiversified Financial

Is It Time To Reassess Radian Group (RDN) After Strong Multi‑Year Share Price Gains

If you are wondering whether Radian Group at around US$32.82 is offering good value or not, this article is going to focus squarely on what the current price might mean for long term investors. The stock is roughly flat over the last 7 days at 0.2%, slightly lower over the past month with a 0.9% decline, and shows longer term returns of 3.2% over 1 year, 60.7% over 3 years, and 88.6% over 5 years. Recent coverage around Radian Group has mainly centered on its position in the US mortgage...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

MercadoLibre Expands Latin American Ecosystem While Valuation Lags Analyst Expectations

MercadoLibre (NasdaqGS:MELI) is expanding its e-commerce and fintech ecosystem across Latin America, adding new markets and reinforcing links between shopping, payments and financial services. The company is addressing operational challenges in its fintech arm, including non-performing loans, by applying advanced technologies to its credit portfolio. Management is focusing on higher margin marketplace segments while responding to rising competition, particularly from Shopee in...
NYSE:WPC
NYSE:WPCREITs

Assessing W. P. Carey (WPC) Valuation After Q4 Beat, 2026 Guidance And €1b Notes Offering

W. P. Carey (WPC) is back in focus after a packed fourth quarter, with FFO and revenue above expectations, fresh 2026 guidance, a dividend increase, heavy portfolio activity, and a €1 billion senior unsecured notes offering. See our latest analysis for W. P. Carey. The recent earnings beat, higher 2026 AFFO guidance and the €1b senior unsecured notes offering appear to sit behind a clear shift in sentiment, with a 10.95% 3 month share price return and a 33.76% 1 year total shareholder return...
NasdaqGS:META
NasdaqGS:METAInteractive Media and Services

Meta Indiana AI Data Center Raises Big Questions For META Valuation

Meta Platforms has started construction on a $10 billion, 1-gigawatt data center campus in Lebanon, Indiana. The facility is designed to support Meta's AI workloads and core products as part of a broader expansion in AI infrastructure. Meta plans to allocate up to $135 billion in 2026 for AI related infrastructure, with the Indiana site among its largest projects. The campus is expected to be one of the most power dense data centers globally, incorporating advanced water reuse and...
NasdaqGS:HTHT
NasdaqGS:HTHTHospitality

Assessing H World Group (NasdaqGS:HTHT) Valuation After Launch Of Budget-Focused Hanting Inn Brand

H World Group (HTHT) has launched Hanting Inn, a new economy hotel brand aimed at lower tier cities and price sensitive markets, using a low investment, asset light model tailored for faster expansion. See our latest analysis for H World Group. H World Group’s new Hanting Inn launch comes as the share price sits at US$52.53, with a 30 day share price return of 7.12% and a 90 day share price return of 16.17%. The 1 year total shareholder return of 51.79% suggests momentum has been building...
NYSE:BAX
NYSE:BAXMedical Equipment

Baxter Restructuring And Divestiture Plan Tests Turnaround And Valuation Case

Baxter International (NYSE:BAX) is rolling out a new decentralized operating model after a challenging fourth quarter and full year. The company is separating its Kidney Care business and reshaping its board as part of a broad restructuring effort. Management is also working to streamline operations following margin pressure, operational issues, and a sizeable goodwill impairment. Baxter International enters this restructuring phase with its shares at $19.79 and a difficult recent track...
NYSE:CACI
NYSE:CACIProfessional Services

Insider Sales At CACI International Contrast With Bullish Analyst Outlook

CACI International Executive Vice President and General Counsel, William Koegel, sold 2,000 shares of NYSE:CACI. This was his latest transaction in a pattern of insider selling over the past year, with no insider purchases reported in that period. The activity comes with CACI International shares recently closing at $573.3. For investors watching NYSE:CACI, this cluster of insider sales is arriving after a strong longer term share move, with the stock up 69.4% over the past year and 144.7%...
NYSE:MRK
NYSE:MRKPharmaceuticals

Is Merck’s First PD-1 Ovarian Cancer Approval Reshaping The Investment Case For Merck (MRK)?

In early February 2026, Merck received FDA approval for KEYTRUDA and KEYTRUDA QLEX plus paclitaxel, with or without bevacizumab, for adults with PD-L1 positive, platinum-resistant epithelial ovarian, fallopian tube or primary peritoneal carcinoma after one or two prior systemic treatments. This marks the first approval of a PD-1 inhibitor regimen for this hard-to-treat setting, broadening KEYTRUDA’s reach in women’s cancers and reinforcing Merck’s oncology franchise. Next, we’ll examine how...
NYSE:NEU
NYSE:NEUChemicals

Assessing NewMarket (NEU) Valuation As Shares Trade Near Half Of DCF Fair Value Estimate

What recent returns say about NewMarket With no single headline event setting the tone, NewMarket (NEU) has been moving under the radar. The stock has shown a 0.7% decline over the past day and weaker performance over the past week. See our latest analysis for NewMarket. Beyond the latest 0.7% daily share price decline, NewMarket’s recent 7 day and 90 day share price returns of 17.0% and 21.1% point to fading short term momentum. At the same time, 1 year and 3 year total shareholder returns...
NasdaqGS:CART
NasdaqGS:CARTConsumer Retailing

Assessing Instacart’s (CART) Valuation After Recent Share Price Volatility

Why Maplebear’s recent performance has investors taking a closer look Maplebear (CART), better known as Instacart, has drawn investor attention after a mixed run, with the share price up over the past week but showing weaker returns over the past month and past 3 months. See our latest analysis for Maplebear. At around $36.30, the latest move, including a 1 day share price return of 9.21% and a year to date share price return decline of 17.33%, points to short term momentum but weaker longer...
NYSE:TWO
NYSE:TWOMortgage REITs

Two Harbors Investment (TWO) Is Up 5.8% After Swinging From 2025 Profit To Loss - Has The Bull Case Changed?

Two Harbors Investment Corp. recently reported fourth-quarter 2025 results, with net income falling to US$11.72 million and a basic loss per share from continuing operations of US$0.02, compared with basic earnings per share of US$2.54 a year earlier. For the full year 2025, the company moved from net income of US$298.17 million to a net loss of US$454.30 million, underscoring a sharp swing in profitability that reframes how investors may view its risk and return profile. Against this...
NYSE:DE
NYSE:DEMachinery

Deere’s AI Push And Tenna Deal Reframe Growth And Cycle Resilience

Deere (NYSE:DE) is pushing further into autonomous farming with AI-powered tractors and expanded digital platforms. The company is integrating these efforts with its recent acquisition of Tenna, a construction equipment tracking and fleet management provider. Together, these moves reflect a technology focused shift toward precision, data driven agriculture and equipment management. Deere, trading at $602.92, is increasingly defined by its software, automation and connected equipment, not...