U.S. Retail Distributors Stock News

Ziff Davis recently doubled down on artificial intelligence by rolling out its HALO and IMAGINE initiatives and forming the RetailMeNot Group, which unifies brands such as RetailMeNot, Offers.com, BlackFriday.com, TechBargains, Deals of America, and R BrandWorks under a single shopping portfolio. By pairing an AI-powered shopping companion and personalized deal tools with its established digital media and e-commerce brands, Ziff Davis is attempting to reposition its business around...

Recently, KBRA assigned preliminary credit ratings to a new series of Freddie Mac mortgage pass-through certificates, following the company’s release of updated portfolio and risk disclosures and a survey showing the 30-year fixed mortgage rate averaging 6.10%. Together, the enhanced transparency around Freddie Mac’s credit exposures and the backdrop of relatively low mortgage rates provide a clearer view of current housing finance conditions for investors. We will now examine how Freddie...

Landstar System (NasdaqGS:LSTR) is accelerating growth initiatives in heavy haul and U.S. Mexico cross border freight. These segments now represent about 20% of the business and delivered record heavy haul revenue in FY2025. The company plans to allocate about half of its 2026 IT capital spending to AI enablement and related technology. The moves come as the freight market remains soft and insurance costs stay elevated. Landstar System, a North American asset light truck brokerage and...

Texas Pacific Land recently outlined its earlier-announced plan to partner with Bolt Data & Energy to build large-scale data center campuses on its West Texas acreage, backed by a US$50,000,000 investment and rights linked to water supply. This move marks a clear shift for the historically land- and royalty-focused company toward digital infrastructure, adding equity, warrants, and utility-related exposure to its business mix. We’ll now examine how this move into large-scale data centers and...

Gemini Space Station (NasdaqGS:GEMI) has received a Designated Contract Market license from the Commodity Futures Trading Commission, allowing it to offer prediction markets in the U.S. The Securities and Exchange Commission has dismissed its lawsuit against Gemini Trust Company after full restitution of investors' crypto assets. These two regulatory outcomes mark a new phase for Gemini's U.S. operations and its position in crypto linked prediction markets. For you as an investor, the key...

Tyler Technologies (TYL) is back in the spotlight after ClearBridge Investments disclosed a new position in the company. The firm cited strong fundamentals and a recurring revenue model that it views as defensive in the current market context. See our latest analysis for Tyler Technologies. The recent ClearBridge entry and the upcoming Q4 2025 earnings call are landing against a softer backdrop, with Tyler Technologies’ 7 day share price return of 15.03%, 30 day return of 18.63% and year to...

Host Hotels & Resorts has recently reported strong Q3 2025 results, raised its full-year guidance, and advanced its capital-recycling program by moving to sell luxury Four Seasons resorts in Orlando and Jackson Hole for more than US$1 billion while returning cash through both regular and special dividends. This combination of improving earnings visibility, portfolio reshaping away from non-core assets, and direct cash distributions is reshaping how investors assess the REIT’s quality and...

Autoliv (NYSE:ALV) has just posted its FY 2025 third quarter results, with revenue of about US$2.7 billion and basic EPS of US$2.29, set against trailing twelve month revenue of roughly US$10.6 billion and EPS of US$9.71 that reflect a 19.4% earnings growth rate over the past year. Over recent quarters the company has reported revenue between US$2.58 billion and US$2.71 billion with quarterly EPS in a range of roughly US$1.71 to US$3.10, while trailing net margins have moved from 6.0% to...

Artisan Partners Asset Management (NYSE:APAM) has entered into a definitive agreement to acquire Grandview Property Partners, expanding into real estate private equity. The acquisition extends APAM's alternative asset capabilities into property focused strategies. APAM has also announced executive leadership changes, including the promotion of Angela Wu to Co-Lead Portfolio Manager. Together, these moves adjust both the firm's product mix and the decision makers shaping its investment...

Why Fidelity National Financial is on investors’ radar today Fidelity National Financial (FNF) has recently drawn attention after a period of mixed share performance, with modest gains over the past week but small declines over the month and past 3 months. With the stock last closing at US$54.39 and recent annual revenue of US$14.06b alongside net income of US$1.17b, many investors are taking a closer look at how this insurance group is currently valued. See our latest analysis for Fidelity...

If you are wondering whether Kilroy Realty's share price reflects its true worth, you are not alone. This article is meant to help you weigh that question clearly. The stock last closed at US$34.48, with returns of a 3.1% decline over 7 days, a 7.7% decline over 30 days, a 9.3% decline year to date, a 6.3% decline over 1 year and a 24.4% decline over 5 years, while the 3 year return stands at 2.1%. Recent moves in office and real estate investment trust names have kept attention on how the...

RLI Corp. reported past fourth-quarter 2025 results with revenue of US$465.69 million and net income of US$91.18 million, lifting diluted EPS from continuing operations to US$0.99 from US$0.44 a year earlier. Management attributed the stronger profitability to disciplined underwriting, limited storm losses, and higher investment income, even as competition in property and transportation specialty lines constrained premium growth. We’ll now examine how RLI’s emphasis on underwriting...

Electronic Arts (NasdaqGS:EA) is facing heightened regulatory and political scrutiny over a proposed acquisition by Saudi Arabia's Public Investment Fund. More than forty U.S. lawmakers have urged the Federal Trade Commission to closely review potential effects on American jobs and competition in the video game industry. Labor groups are also engaged, raising concerns about cost cutting, layoffs and the broader impact on the sector's labor market. Electronic Arts, trading at a recent share...

In recent days, ConocoPhillips has drawn increased attention as analyst opinions have diverged, with Zacks assigning it a Rank #4 (Sell) based on downward earnings estimate revisions, while other firms maintain more favorable ratings. This contrast between weaker near-term earnings expectations and ongoing optimism about longer-term natural gas trends is sharpening debate around ConocoPhillips’ outlook. We’ll now examine how this tension between softer earnings estimates and constructive...

In late January 2026, ServiceNow reported fourth-quarter and full-year 2025 results showing higher revenue and earnings year on year, raised its 2026 subscription revenue outlook, expanded its share repurchase authorization to US$9.50 billion, and detailed new AI collaborations and customer wins across sectors like aviation and financial services. A particularly interesting development is ServiceNow’s deepened partnership with Anthropic, making Claude the default model for its Build Agent...

If you are wondering whether Warby Parker is fairly priced, expensive, or a potential bargain, you are in the right place because this article is all about what the current share price actually reflects. The stock most recently closed at US$25.51, with returns of 17.1% over the last 30 days, 12.8% year to date, a 7.9% decline over the past year, and a 55.5% gain over three years, so recent performance has been mixed across different time frames. Recent coverage around Warby Parker has...

Merchants Bancorp launched a $100 million share repurchase program alongside its latest quarterly update. The company reported stronger than expected fourth quarter results with improved asset quality. Management highlighted record gains on multi family loans as a key driver in the period. For shareholders watching NasdaqCM:MBIN, these moves come with the stock at $41.46 and material gains in the near term, up 18.9% over the past week and 21.7% over the past month. Over a longer stretch,...

On January 30, shares of Aura Minerals Inc experienced a sharp intraday pullback before partially recovering, occurring without any major company-specific announcements or M&A activity. The move has highlighted heightened volatility in the stock, drawing increased investor attention even as brokerage analysts continue to maintain an Outperform consensus rating. Against this backdrop of recent volatility and an Outperform analyst stance, we will explore how the sell-off shapes Aura Minerals'...

Enviri (NVRI) shares have climbed 55.2% since the company’s latest earnings report, where revenue held at US$574.8 million and full year EBITDA guidance came in below analyst expectations. See our latest analysis for Enviri. At a share price of US$18.92, Enviri has delivered a 90 day share price return of 54.95% and a 1 year total shareholder return of 97.49%. This suggests momentum has recently been building as investors reassess the risk and earnings profile following the latest results. If...

PennyMac Mortgage Investment Trust (PMT) has just wrapped up FY 2025 with fourth quarter revenue of US$93.6 million and basic EPS of US$0.48, alongside trailing twelve month revenue of US$307.5 million and EPS of US$0.99. Over recent periods, the trust has seen quarterly revenue move between US$145.3 million and US$215.6 million in 2025, with EPS ranging from a small loss of US$0.04 in Q2 to US$0.55 in Q3, setting up the latest print against a backdrop of shifting headline results. With...

Baxter International (BAX) has been drawing attention after a period of mixed share performance, with recent gains over the past month and past 3 months contrasting with weaker longer term total returns. See our latest analysis for Baxter International. Those recent 30 day and 90 day share price returns, alongside the current $20.07 share price, sit against a much weaker backdrop, with 1 year, 3 year and 5 year total shareholder returns all deeply negative. This suggests recent momentum is...

CLSA’s fresh coverage of Atour Lifestyle Holdings (NasdaqGS:ATAT) with a positive rating has put the spotlight on the company’s asset light hotel model, resilient profit profile and retail-focused use of its brand. See our latest analysis for Atour Lifestyle Holdings. Atour’s latest share price of US$35.74 comes after a 3.25% one day share price decline and a 10.36% year to date share price fall. Its 1 year total shareholder return of 33.06% and 3 year total shareholder return of 49.82% point...

Beam Therapeutics (BEAM) is back in focus after a favorable regulatory update for its Alpha-1 Antitrypsin Deficiency program, a key development that analysts view as important for the company’s near term pipeline plans. See our latest analysis for Beam Therapeutics. Despite the positive attention from the Alpha-1 Antitrypsin Deficiency update, Beam Therapeutics’ 1-day share price return of 5.7% and 7-day return of 12.48% are both negative, while its 90-day share price return of 10.44%...

In recent months, AngloGold Ashanti has attracted increased attention as analyst estimate revisions point to very large expected year-over-year earnings and revenue growth, alongside favorable commentary on its mine portfolio and operations. Beyond the headline forecasts, the company’s emphasis on organic and inorganic growth, including the Augusta Gold acquisition and Brownfields expansions, is reshaping how investors assess its long-term production profile and asset quality. Next, we’ll...