U.S. Retail Distributors Stock News

People Inc.'s new multi year content partnership with Meta puts several of IAC (IAC) lifestyle brands directly into Meta AI products, raising fresh questions about how this AI distribution push could influence the stock’s narrative and valuation. See our latest analysis for IAC. Despite the Meta partnership adding a fresh AI angle to IAC’s story, the stock’s recent 1 month share price return of 10.62 percent comes against a year to date share price decline and a weak 5 year total shareholder...

Strategy (MSTR) has been on a volatile ride lately, with shares down sharply over the past 3 months even as its longer term returns remain strong. That disconnect is where things get interesting. See our latest analysis for Strategy. After an explosive multi year run, capped by a 3 year total shareholder return of more than 800 percent, the stock’s recent 30 day and year to date share price losses suggest momentum is clearly fading as investors reassess Bitcoin leverage and valuation risk. If...

In the past week, Burlington Stores reported higher third-quarter revenue of US$2,710.44 million and net income of US$104.75 million, raised full-year sales guidance, continued share repurchases totaling US$429.21 million across two programs, and reaffirmed plans to open 104 net new stores by fiscal year-end 2025. This combination of stronger earnings, ongoing buybacks, and an aggressive store-opening plan underscores management’s confidence in Burlington’s off-price model and its...

Under Armour (UAA) has been grinding through a difficult stretch, with the stock sliding around 11% over the past 3 months and more than 50% over the past year, despite modest revenue growth. See our latest analysis for Under Armour. That weak backdrop has left Under Armour’s 1 year total shareholder return down sharply and the longer term picture is similarly negative. This suggests momentum is still fading as investors reassess execution risk and brand strength against modest growth. If...

AXIS Capital Holdings (AXS) has quietly built a strong track record, with shares up about 10% over the past year and more than doubling over five years, outpacing many insurance peers. See our latest analysis for AXIS Capital Holdings. More recently, the share price has cooled off a bit, with a 7 day share price return of minus 4.27 percent. However, that sits against a three year total shareholder return north of 80 percent, suggesting longer term momentum is still very much intact. If AXIS...

MSCI (MSCI) has quietly slipped about 8% over the past month and nearly 12% over the past year, even as its long term track record and double digit earnings growth remain intact. See our latest analysis for MSCI. That slide lines up with a softer 1 year total shareholder return of around negative 12%, suggesting momentum has cooled for now, even though the 5 year total return near 34% still reflects a solid long term compounding story. If MSCI’s recent pullback has you rethinking your...

If you are wondering whether Vertex Pharmaceuticals at around $455 a share is still a smart buy or if the best days are already priced in, you are not alone. The stock has climbed 7.0% over the last week and 11.2% over the past month. It is still only up 12.3% year to date and is actually down 3.9% over the last year, despite a strong 45.0% three year and 99.7% five year run. Recent headlines have focused on Vertex's expanding pipeline in cystic fibrosis and non opioid pain, along with...

In early December 2025, Olympus, W. L. Gore & Associates, and CONMED announced that U.S. commercial support and distribution of the GORE VIABIL biliary stent will shift from CONMED to Olympus on January 1, 2026, with CONMED continuing full product support through December 31, 2025. At the same time, CONMED confirmed it will exit its gastroenterology product lines altogether, aiming to improve its gross margin profile and concentrate resources on minimally invasive, robotic, and laparoscopic...

Stoke Therapeutics (STOK) just delivered another data update on zorevunersen at the 2025 American Epilepsy Society meeting, and it matters because it strengthens the long term disease modification story in Dravet syndrome. See our latest analysis for Stoke Therapeutics. The latest AES data drop lands after a big run, with the 30 day share price return of 35.04 percent and year to date share price return of 173.91 percent supporting a strong 1 year total shareholder return of 124.35 percent...

Peloton Interactive (PTON) is back in the spotlight after CEO Peter Stern laid out the company’s overhaul and new AI driven Cross Training Series, giving investors fresh context ahead of his appearance at Morgan Stanley’s Global Consumer and Retail Conference. See our latest analysis for Peloton Interactive. Despite the buzz around Peloton’s overhaul and AI driven launch, the stock’s recent momentum is still weak, with a 30 day share price return of minus 16.19 percent and a 1 year total...

Merus (MRUS) has quietly turned into one of the stronger performers in biotech this year, with the stock up roughly 127% year to date and more than 115% over the past year. See our latest analysis for Merus. At around $96 per share, Merus has seen its momentum really kick in over the past quarter, with a roughly 43% 90 day share price return and a massive three year total shareholder return above 600%. This suggests investors are steadily repricing its growth potential. If Merus has piqued...

RB Global (RBA) drew investors’ attention after its latest quarterly earnings, with revenue rising about 11% and topping expectations, and the stock ticking higher as the market digested the stronger profit picture. See our latest analysis for RB Global. The latest earnings beat has helped RB Global’s short term share price performance stabilize after a tough few months. A 3 year total shareholder return of 88.16% shows the longer term momentum story remains firmly intact. If RB Global’s...

Motorola Solutions (MSI) just doubled down on its security and cash return story by agreeing to buy AI video monitoring firm Blue Eye, lifting its quarterly dividend by 11%, and adding Phillips 66 CEO Mark Lashier to the board. See our latest analysis for Motorola Solutions. Those moves come after a choppy stretch for the stock, with a roughly 21.7% 90 day share price pullback and a similar 1 year total shareholder return decline. This comes despite a strong 3 year total shareholder return of...

Taylor Morrison Home (TMHC) is back on investors radar after a strong third quarter, with revenue topping expectations and key housing metrics holding up in a tricky market for homebuilders. See our latest analysis for Taylor Morrison Home. The stock has cooled off a bit after the earnings pop, with a recent pullback leaving the share price at $62.44. That comes on top of a resilient year to date share price return and a standout three year total shareholder return of roughly 105 percent,...

CRA International (CRAI) has quietly rewarded patient shareholders, with the stock up around 5% over the past month and roughly 72% over the past 3 years, outpacing many consulting peers. See our latest analysis for CRA International. Zooming out, CRA International’s $189.31 share price sits on the back of a modest year to date share price return but a much stronger three year total shareholder return, suggesting longer term momentum is still firmly intact. If CRA International has piqued...

Euronet Worldwide recently reported a third-quarter revenue miss and faced renewed short-seller pressure, even as management reaffirmed earnings guidance and highlighted improved October Money Transfer trends, new partnerships like Heritage Grocers, and a major Dandelion–Citibank integration. Beneath the headline disappointment, robust digital remittance growth and expanding partnerships suggest the company’s underlying payments network and competitive position may be strengthening. We’ll...

Stride (LRN) is back in the spotlight after a wave of securities class action filings accused the online education company of inflating enrollment with so called ghost students and downplaying operational problems. See our latest analysis for Stride. Those allegations have clearly reset expectations, with a roughly 61.9% 3 month share price decline and a 1 year total shareholder return of about negative 43.3% eclipsing what had been a strong multiyear run, even after today’s bounce to around...

In recent months, Procter & Gamble announced a major restructuring starting in fiscal 2026 that will cut up to 7,000 office jobs over two years, while reaffirming guidance for modest organic sales and core EPS growth amid tariff and cost pressures. This combination of headcount reductions and an upcoming CEO transition to Shailesh Jejurikar on January 1, 2026 highlights how P&G is reshaping its cost base and leadership to protect profitability in a challenging demand backdrop. We’ll now...

Global Payments Inc. recently presented at the UBS Global Technology and AI Conference 2025 in Scottsdale, Arizona, where CEO Cameron M. Bready discussed the company’s direction and financial performance. The company’s integration of EVO Payments and its continued earnings growth, including higher EPS and revenue, underline management’s focus on building a more technology-enabled, software-centered payments platform despite a sizeable debt burden. We’ll now explore how the EVO Payments...

In early December 2025, Southwest Airlines cut its 2025 earnings outlook to about US$500 million after weaker demand during the U.S. government shutdown and higher fuel costs, even though bookings have since returned to earlier expectations. Ahead of launching assigned seating, extra-legroom options, and a broadened international network through partners like Condor in 2026, Southwest is reshaping both its revenue model and customer experience at the same time it absorbs these cost and...

In recent months, Airbnb has pushed further into technology-led innovation, acquiring AI startup GamePlanner and working with Siri’s founder to build an AI-powered concierge that personalizes travel planning within its app. At the same time, the company is branching into areas like co-hosting, hotels, and Experiences, aiming to evolve into a broad travel super app even as it manages regulatory pressures and slower growth in mature markets. We’ll now examine how Airbnb’s AI concierge push and...

FIS announced that it helped BMW Bank GmbH in Germany accelerate deposit growth by deploying its deposits-as-a-service capability, using FIS K-CORE24 and K-e-Banking, and successfully transitioned over 300,000 deposit accounts in the second quarter of 2025. This rollout highlights FIS’s push into embedded finance, using cloud-based core and digital channels to boost banks’ operational efficiency and deepen customer engagement. We’ll now explore how this BMW Bank implementation, highlighting...

If you are wondering whether USA Compression Partners still represents good value after its big run, or if most of the upside is already priced in, this article will walk through what the numbers are really saying about the units today. The price has cooled slightly in the last week, down about 4.0%. That comes after a solid 1.5% gain year to date and a 15.9% return over the last year, with the longer term still showing a 63.2% gain over 3 years and 222.8% over 5 years. Recent moves in the...

Golar LNG Limited recently closed and drew a new US$1.20 billion asset-backed debt facility to refinance the FLNG Gimi, replacing an existing US$627 million loan, while also reporting mixed third-quarter 2025 results, declaring a dividend, and approving a new US$150 million share buyback program. An interesting takeaway is that this refinancing releases about US$400 million in net liquidity to Golar, highlighting how its capital structure decisions may influence future financial flexibility...