U.S. Retail Distributors Stock News

ConocoPhillips (COP) has been treading water lately, with the stock down slightly over the past week but up over the past month. This has left investors wondering whether the recent pullback is a chance to add exposure. See our latest analysis for ConocoPhillips. Zooming out, ConocoPhillips has seen its share price drift lower year to date while the recent 30 day share price return has turned positive, hinting that selling pressure may be easing even as the multi year total shareholder return...

Recent stock move and setup Beyond Meat (BYND) has quietly bounced about 14% over the past month, even after a steep 61% slide in the past 3 months, leaving shares around 1.11 and sentiment still fragile. See our latest analysis for Beyond Meat. That bounce comes after a bruising stretch, with the 90 day share price return still deep in negative territory and the one year total shareholder return also sharply lower. This suggests recent momentum is more of a tentative reset than a full...

In recent days, Microchip Technology raised its third-quarter financial guidance, highlighted stronger-than-expected bookings and backlog, and introduced new energy-efficient power monitors that aim to cut power consumption in portable devices by half. Separately, Kioxia confirmed its PCIe/NVMe SSDs are interoperable with Microchip’s Adaptec SmartRAID 4300 accelerators, underlining Microchip’s role in supporting next-generation data center infrastructure. We’ll now examine how Microchip’s...

If you are wondering whether Apple Hospitality REIT is quietly turning into a value opportunity or a value trap, you are not alone. This stock has enough moving pieces to merit a closer look. Despite a 6.7% gain over the last month and a small 0.4% uptick in the past week, the share price is still down 19.6% year to date and 15.6% over the last year, which signals that the market may still be reassessing the risk and return profile here. Recently, investors have been digesting a mix of macro...

Boeing and United Airlines previously completed ecoDemonstrator Explorer flight tests on a 737-8 to trial Internet Protocol Suite data communications, aiming to improve safety, cut fuel use and emissions, and ease air traffic congestion through more efficient, internet-based links between pilots, air traffic control and airline operations. This live testing, following a decade of development and involving major aerospace suppliers, government agencies and academia, shows how Boeing is trying...

KeyBanc’s fresh coverage of Dutch Bros (BROS) with an Overweight rating, landing right as the chain opens its first Los Angeles shop, has given the stock a clear sentiment jolt. See our latest analysis for Dutch Bros. The KeyBanc call lands on top of a strong run, with Dutch Bros posting a 29.09% 1 month share price return and a 19.92% 1 year total shareholder return, suggesting momentum is still building as new markets like Los Angeles, North Carolina, Illinois and Ohio come online. If this...

Energy Transfer (ET) just made a clear trade off, shelving its Lake Charles LNG export project to pour more capital into expanding the Transwestern Pipeline, a pivot toward demand driven growth in the Desert Southwest. See our latest analysis for Energy Transfer. That pivot comes after a choppy stretch, with the share price at $16.39 and a weak year to date share price return contrasting with a still impressive five year total shareholder return of nearly threefold. This suggests long term...

If you are wondering whether Invesco is still a smart buy after its big run or if you are showing up late to the party, this breakdown will help you assess whether the current price really makes sense. The stock has climbed 2.8% over the last week, 17.8% in the past month, and is now up 53.0% year to date and 62.7% over the last year, with longer term gains of 69.4% over 3 years and 88.8% over 5 years reshaping how investors view its risk and reward profile. Much of this move reflects...

In recent days, Freedom Capital Markets began covering The Cheesecake Factory, highlighting its collection of premium dining brands and underappreciated smaller concepts such as North Italia and Flower Child. Amid this fresh analyst attention, investors are reassessing Cheesecake Factory’s balance of a mature core brand with emerging growth concepts and off-premise sales. We’ll now explore how this renewed focus on incubator brands and off-premise momentum could influence Cheesecake...

Coca-Cola (KO) has slipped about 1% over the past week and roughly 1% over the past month, even as its past 3 months and one year returns remain comfortably positive for long term shareholders. See our latest analysis for Coca-Cola. With the share price at about $70, a modest pullback in the past month contrasts with a solid year to date share price return and healthy double digit total shareholder returns, suggesting momentum is moderating rather than breaking. If Coca-Cola has you thinking...

LyondellBasell Industries (LYB) has turned heads after its dividend yield jumped to around 13%, even as the company wrestles with a polyolefin supply glut, tariff uncertainty, and softer demand across key end markets. See our latest analysis for LyondellBasell Industries. The share price now sits at $43.09. The roughly 40% year to date share price decline, alongside a similar slide in multi year total shareholder returns, suggests momentum has clearly faded as investors reassess cyclical and...

Broadridge Financial Solutions (BR) has been quietly treading water, with the stock roughly flat over the past month but down about 6% in the past 3 months, despite steady earnings growth. See our latest analysis for Broadridge Financial Solutions. That sideways share price over the past few months sits against a far stronger backdrop, with a modestly positive 1 year total shareholder return and a powerful 3 year total shareholder return of 76.63%. This suggests that momentum is cooling...

CoreCivic recently reopened a previously shuttered ICE detention center in Dilley, Texas, expanded its revolving credit facility by US$300 million to support rising detention demand, and announced leadership changes including a new CEO effective January 1, 2026. The appointment of long-time executive Daren Swenson as Executive Vice President and Chief Corrections and Reentry Officer underscores CoreCivic’s emphasis on experienced, continuity-focused leadership across its corrections,...

Salesforce (CRM) just picked up two heavyweight endorsements for its Agentforce AI platform, with Novartis and the U.S. Department of Transportation both signing on for multi year, organization wide rollouts that highlight growing enterprise adoption momentum. See our latest analysis for Salesforce. For all that momentum around Agentforce, Salesforce’s 14.1% 1 month share price return comes against a year to date share price decline of 21.4 percent, although the 3 year total shareholder...

Lamar Advertising (LAMR) just handed the keys to its core Outdoor Division to Ross Reilly, effective January 1, 2026, a leadership move that directly ties strategy, acquisitions and digital growth together. See our latest analysis for Lamar Advertising. That leadership shuffle lands as Lamar’s $127.31 share price has quietly trended higher, with a solid year to date share price return and standout multi year total shareholder returns suggesting sentiment is leaning toward steady, dividend...

How Merck's Recent Performance Frames the Valuation Story With Merck’s share price hovering just above the 100 dollar mark, many investors are wondering whether they are looking at a solid long term compounder or a stock that has already priced in most of its upside. The recent performance numbers offer a useful starting point for framing that valuation debate. Over the last week, Merck has inched up around 0.8%, adding to a stronger 6.4% gain over the past month and a more modest 1.9% return...

Essential Properties Realty Trust (EPRT) has been quietly grinding higher over the past three years, and its latest trading session keeps that slow, steady story intact despite a flat near term performance. See our latest analysis for Essential Properties Realty Trust. That modest pullback in the share price over the past month sits against a far more upbeat backdrop, with a resilient 1 year total shareholder return and a standout 3 year total shareholder return suggesting momentum is still...

HEICO (HEI) just wrapped up FY 2025 with fourth quarter revenue of about $1.2 billion and basic EPS of $1.35, capping a trailing twelve month run that saw revenue reach roughly $4.5 billion and EPS hit $4.97 alongside a net income of $690 million. Over the last year, the company has seen revenue climb from about $3.9 billion to $4.5 billion, while basic EPS stepped up from $3.71 to $4.97 in the trailing figures, signaling a business that is translating top line expansion into healthier...

Visa (V) just checked off two big boxes on the future of payments timeline, moving AI shopping agents into real world use and turning USDC settlement for U.S. partners from pilot to product. See our latest analysis for Visa. Investors seem to be warming to that story, with Visa’s 1 month share price return of 7.75 percent helping build momentum on top of an 11.08 percent year to date share price gain and a robust 3 year total shareholder return of 73.56 percent. If Visa’s AI and stablecoin...

Etsy (ETSY) shares climbed after the board approved a fresh 750 million dollar buyback, lifting total potential repurchases to nearly 1 billion dollars and announcing a revamped leadership lineup. See our latest analysis for Etsy. The new buyback plan and leadership refresh land at a delicate moment, with Etsy’s roughly 2 percent year to date share price return contrasting sharply with a five year total shareholder return of about negative 71 percent. This suggests today’s pop could be early...

Rivian recently used its first Autonomy & AI Day to unveil an in-house 5nm autonomy chip, a next-generation ACM3 compute module with LiDAR for upcoming R2 models, and an Autonomy+ subscription service, while also announcing a future hands-free driving feature for current R1 vehicles. At the same time, former Patagonia CEO Rose Marcario’s decision to leave Rivian’s board while remaining chair of the Rivian Foundation underscores how the company is coupling an advanced autonomy roadmap with an...

National Health Investors (NHI) has quietly rewarded patient shareholders, with the stock up about 17% over the past year while maintaining steady revenue and earnings growth. This makes it an interesting income-focused REIT to revisit. See our latest analysis for National Health Investors. That steady climb in sentiment is visible in the numbers, with the latest share price at $77.84, a positive year to date share price return, and a strong one year and multi year total shareholder return...

Gilead Sciences (GILD) just strung together a trio of catalysts that the market could not ignore, including fresh HIV wins and a high profile U.S. drug pricing deal that reframes its long term growth story. See our latest analysis for Gilead Sciences. The latest HIV data and U.S. pricing accord appear to be feeding into a stronger narrative for Gilead, with the stock’s share price up meaningfully year to date and longer term total shareholder returns reinforcing that momentum. If...

PACS Group, Inc. recently named Kelly Priegnitz as Chief Compliance Officer and Trent Bingham as Chief Human Resources Officer, bolstering its leadership in compliance and workforce management after a series of acquisitions and a credit agreement amendment earlier in 2025. The addition of seasoned executives with deep healthcare compliance and human capital experience underscores PACS Group’s focus on governance, culture, and operational discipline as it grows its skilled nursing...