U.S. Retail Distributors Stock News

Enterprise Products Partners (EPD) just got a boost from the spotlight, after Jim Cramer called out its income potential and natural gas liquids growth story, helping the units climb roughly 11% from recent levels. See our latest analysis for Enterprise Products Partners. That Cramer fueled jump sits against a steadier backdrop, with the latest share price at $31.94, a modest year to date share price return, and a much stronger five year total shareholder return, suggesting long term income...

Microchip Technology (MCHP) is back in focus after the company raised its third quarter guidance, pointing to stronger bookings and backlog, while also rolling out power monitors aimed at cutting energy use in portable devices. See our latest analysis for Microchip Technology. That stronger outlook seems to be feeding into sentiment, with the stock delivering a roughly 27.5 percent 1 month share price return and a healthier 1 year total shareholder return of about 20.6 percent. This suggests...

Packaging Corporation of America (PKG) has quietly slipped about 10 % this year, even after a modest rebound over the past month. This sets up an interesting moment to reassess the stock. See our latest analysis for Packaging Corporation of America. That near 10 % year to date share price decline, despite a positive 30 day share price return and a strong three year total shareholder return above 70 %, suggests sentiment has cooled lately even as the longer term compounding story remains...

Palo Alto Networks (PANW) has been quietly grinding higher again after a choppy past 3 months, with the stock now modestly up over the past month. That rebound has investors rechecking the longer term story. See our latest analysis for Palo Alto Networks. Zooming out, that 30 day share price recovery sits against a modest year to date share price gain. At the same time, a powerful three year total shareholder return north of 160 percent shows longer term momentum is still very much intact. If...

Performance Food Group (PFGC) just laid out a long planned leadership handoff, with COO Scott McPherson set to become CEO while veteran chief George Holm shifts to Executive Chair in early 2026. See our latest analysis for Performance Food Group. The leadership update comes after a more volatile period for the shares, with a recent double digit 3 month share price decline tempering an otherwise strong multiyear total shareholder return record. This suggests that longer term momentum may still...

In December 2025, Alpha Metallurgical Resources issued 2026 guidance to ship 14.4–15.4 million metallurgical tons plus 0.7–1.1 million incidental thermal tons, while director Kenneth S. Courtis bought tens of thousands of shares in open-market transactions totaling about US$6.7 million. Courtis’s unusually large and ongoing insider purchases, which lifted his stake above 800,000 shares, highlight internal confidence even as Alpha addresses operational challenges and refines its Kingston...

Silgan Holdings (SLGN) has been drifting after a weak year for the stock, even as earnings and revenue continue to inch higher. That gap between share performance and fundamentals is what catches my eye here. See our latest analysis for Silgan Holdings. Over the past year, Silgan’s share price return has been weak, with a year to date decline of about 20 percent and a 1 year total shareholder return of roughly minus 20 percent. However, the recent 1 month share price return has turned mildly...

Regency Centers recently announced that Mark J. Parrell, President and CEO of Equity Residential, was elected to its Board of Directors, expanding the board to twelve members and placing him on the Audit and Investment committees effective January 1, 2026. Parrell’s long track record leading a major residential REIT and serving on multiple corporate boards brings fresh real estate and capital allocation expertise to Regency’s governance bench. Against this backdrop, we’ll explore how...

Agnico Eagle Mines (AEM) has quietly turned into a strong performer, with the stock up about 3% over the week and nearly 9% over the past month as gold sentiment improves. See our latest analysis for Agnico Eagle Mines. Zooming out, that recent strength builds on a powerful run. The share price is now at $174.21, and a triple digit year to date share price return points to building momentum as investors reassess its growth and risk profile. If Agnico’s rally has your attention and you want to...

Earlier this month, The Bank of N.T. Butterfield & Son Limited announced a new share repurchase program authorizing the buyback of up to 3,000,000 ordinary shares for US$140 million, running through 31 December 2026 and replacing its current plan. This renewed commitment to buybacks highlights how management is using surplus capital to support shareholder returns while balancing other capital allocation priorities. Next, we’ll examine how this expanded share repurchase capacity could...

Earlier in December 2025, Morgan Stanley’s Christopher Snyder reiterated a positive rating on QXO, highlighting the company’s efforts to improve acquired operations like BECN and pursue an active M&A pipeline. This combination of analyst optimism and institutional trading models pointing to strong mid- and long-term signals has reinforced investor attention on QXO’s acquisition-driven growth approach. We’ll now examine how this analyst confidence in QXO’s acquisition integration efforts...

Lennar (LEN) has been sliding lately, with the stock down about 12% over the past month and roughly 19% year to date, prompting investors to revisit what they are actually paying for. See our latest analysis for Lennar. That slide reflects a clear shift in sentiment, with the share price now at $107.99 and negative short term share price returns contrasting with a still solid multi year total shareholder return. This suggests that longer term momentum is cooling rather than breaking. If...

Bunge Global (NYSE:BG) just formally canceled more than 12 million repurchased shares and updated its Swiss capital band, tightening up its equity structure after a stretch of solid earnings driven by the Viterra deal. See our latest analysis for Bunge Global. Despite the capital reduction and leadership reshuffle around the Viterra integration, the stock’s 90 day share price return of 18.58 percent and five year total shareholder return of 62.75 percent suggest momentum is still firmly on...

Capri Holdings (CPRI) just got knocked down a peg by Wells Fargo, which now sees a more balanced risk and reward as near term catalysts thin out, even as insider selling picks up. See our latest analysis for Capri Holdings. Even with the downgrade and news that Capri will sell Versace to Prada, the stock’s momentum has been quietly improving. The 90 day share price return of 25.94 percent and the 1 year total shareholder return of 19.67 percent contrast sharply with the deeply negative 3 year...

Owlet (OWLT) is back on traders’ screens after announcing a new DME partnership with 1 Natural Way, opening insurance backed access to its FDA cleared BabySat monitor for higher risk infants nationwide. See our latest analysis for Owlet. The DME deal lands after a busy stretch that included the UK and Ireland rollout of Owlet360 and a recent shelf registration closing. The market seems to be reassessing the story, with the share price at $14.05 and a powerful year to date share price return...

Cognizant Technology Solutions (CTSH) has quietly pushed higher lately, with the stock up around 12% over the past month and roughly 25% in the past 3 months, outpacing many large tech peers. See our latest analysis for Cognizant Technology Solutions. That recent surge builds on an 11.78% year to date share price return and a much stronger 60.18% three year total shareholder return. This suggests momentum is picking up as investors lean into Cognizant’s improving growth profile and perceived...

CCC Intelligent Solutions Holdings (CCC) just wrapped up a $300 million buyback and immediately rolled out authorization for another $500 million, which signals that management is comfortable with the risk reward at current levels. See our latest analysis for CCC Intelligent Solutions Holdings. The new buyback comes after a choppy run for CCC, with the share price at around $7.90 and a 30 day share price return of 9.42 percent, yet a much weaker year to date share price return of negative...

In recent months, STAG Industrial expanded its US industrial footprint by acquiring two warehouse buildings near Kansas City International Airport, including a DHL Express–leased facility, and an additional property in a high-demand Greater Cincinnati submarket. These acquisitions deepen STAG’s exposure to key logistics corridors, highlighting its focus on regional distribution hubs that serve e-commerce and supply chain needs. Next, we’ll explore how this latest expansion into key logistics...

Ardelyx (ARDX) has quietly outperformed many small-cap biotechs this year, and its mix of rising revenue and shrinking losses is drawing fresh attention from investors who are watching the company’s recent business trends. See our latest analysis for Ardelyx. At its latest share price of $5.68, Ardelyx has had a choppy few months, with a 30 day share price return of 4.8 percent but a 90 day share price return of negative 8.7 percent. Its 1 year total shareholder return of 17.8 percent and 3...

In December 2025, Digi International released an SGP.32-compatible eSIM accessory and aligned with Simetric to deliver validated eSIM orchestration and lifecycle control across its connected-device portfolio, positioning itself among the first IoT providers to align commercial deployments with GSMA .32 standards. This move strengthens Digi’s role in distributed networking by addressing enterprises’ need for secure, interoperable, and remotely managed multi-carrier connectivity as global IoT...

Earlier this month, Alarm.com announced its low-cost Video Intercom Mobile Directory, a QR code-enabled, mobile-based visitor management solution that replaces traditional multi-tenant intercom hardware while integrating with existing Alarm.com and PointCentral systems. By centralizing access control in the cloud and eliminating in-unit intercoms, the product deepens Alarm.com’s role in multi-tenant security infrastructure and could broaden its appeal with property managers across...

If you have been wondering whether Chipotle Mexican Grill is a bargain after its slide or still priced for perfection, you are not alone. This article is going to tackle that head on. Over the last week the stock is up 4.2%, building on a strong 19.0% move over the past month, even though it is still down 37.2% year to date and 39.2% over the last year, while longer term holders have seen roughly 33.3% and 33.2% gains over three and five years. Recently, investors have been reacting to a mix...

STAAR Surgical (STAA) has quietly turned into a contrarian idea, with the stock down over the past month and past 3 months even as revenue and net income growth look surprisingly strong on paper. See our latest analysis for STAAR Surgical. Zooming out, the recent pullback sits awkwardly against a modestly positive year to date 4.32 percent share price return and a slightly positive 1 year total shareholder return of 1.29 percent. However, the 3 year total shareholder return of negative 48.05...

Jefferies’ upgrade of CNO Financial Group (CNO) to a Buy rating, along with a higher expected upside, has put fresh attention on the insurer’s stock and prompted investors to reassess its recent performance. See our latest analysis for CNO Financial Group. That upgrade lands on top of an already solid run, with the share price at $43.55 and a year to date share price return of 17.26%, while the 3 year total shareholder return of 102.62% signals momentum is clearly building. If Jefferies’ call...