U.S. Retail REITs Stock News

In late July 2025, Teledyne Technologies reported increased quarterly sales and net income, raised its full-year earnings forecast, and unveiled a new US$2 billion share repurchase program, alongside the launch of an advanced DDR4-3200 memory module from Teledyne HiRel Semiconductors. This combination of robust financial results, management’s raised guidance, and expanded capital allocation signals ongoing confidence in Teledyne’s business outlook and operational progress. Now, we'll examine...

V.F. Corporation recently reported results for the first quarter of 2025, with sales of US$1,760.67 million and a net loss of US$116.41 million, both showing improvement over the prior year. Alongside this, the company affirmed its quarterly dividend and outlined revenue guidance for the upcoming quarter, reflecting progress in its turnaround plan as insider stock purchases and operational changes take effect. We'll explore how the reduction in net loss and progress in its turnaround could...

PGIM, the asset management arm of Prudential Financial, recently closed its second commingled private credit fund, PGIM Senior Loan Opportunities II, securing over US$4.2 billion in capital commitments from a global set of institutional investors. This fund close highlights Prudential's growing appeal in alternative asset management, as its private credit platform continues to draw significant global interest despite recent earnings pressure. We'll explore how Prudential's continued success...

In the past week, GE HealthCare Technologies reported second-quarter 2025 results with revenue of US$5.01 billion and net income of US$486 million, both representing year-over-year growth, and raised its full-year earnings guidance. These results were accompanied by an analyst upgrade and the commercial launch of an AI-enabled digital X-ray system, signaling new momentum in advanced imaging innovation. We’ll examine how the upward revision in full-year guidance could influence GE HealthCare...

Illinois Tool Works recently increased its quarterly dividend by 7% to US$1.61 and raised its full-year 2025 earnings guidance, following the release of second-quarter results and ongoing share repurchases. The simultaneous update to both dividend policy and earnings expectations highlights management’s confidence in the business and ongoing commitment to returning capital to shareholders. We’ll now explore how the upgraded earnings guidance, supported by a dividend increase, could influence...

Hilton Worldwide Holdings recently reported its second quarter 2025 results, posting US$3.14 billion in revenue and US$440 million in net income, alongside updates on share repurchases, dividend, and forward earnings guidance. Management’s commitment to shareholder returns was underscored by a sizeable share buyback, an affirmed quarterly dividend, and increased net income forecasts for both the next quarter and full year. We’ll explore how Hilton’s upward guidance revision could influence...

PPL Corporation released its second-quarter 2025 results in late July, reporting US$2.03 billion in sales and US$183 million in net income, alongside reaffirmed guidance for full-year earnings and dividend growth targets. Despite a slight year-over-year dip in quarterly net income, PPL highlighted ongoing confidence in exceeding the midpoint of its projected earnings per share range, which may appeal to investors seeking stability and forward-looking growth. We'll look at how PPL's...

In July 2025, AeroVironment unveiled the Skyfall mission concept, developed in partnership with NASA's Jet Propulsion Laboratory, featuring six autonomous scout helicopters designed to explore and select Martian landing sites for future human missions. By leveraging proven technologies from the Ingenuity program and advancing aerial Mars exploration, AeroVironment is poised to play a key role in commercializing autonomous flight systems for space innovation. We'll examine how the NASA Mars...

Masimo Corporation announced its second quarter 2025 results after market close on August 5, 2025, with analysts broadly anticipating a turnaround in revenue performance. The reaffirmation of analyst estimates ahead of the results highlighted increasing confidence in Masimo's ongoing business transformation, as attention shifts toward their healthcare technology focus. We’ll explore how analysts’ expectations of a revenue rebound shape Masimo’s overall investment narrative and future growth...

Kinder Morgan reported a strong second quarter, with revenues rising 13.2% year-over-year to US$4 billion and recent regulatory shifts favoring its near-term capital investment plans. An important development is the expected avoidance of cash tax payments in 2026 and 2027, a change that could significantly support Kinder Morgan's future cash flows and reinvestment capacity. We'll examine how the new tax benefits and regulatory tailwinds may reshape Kinder Morgan's investment narrative and...

Oshkosh Corporation recently reported second quarter 2025 earnings, highlighting a rise in net income to US$204.8 million despite a 4% year-on-year decline in sales to US$2.73 billion, and announced a new three-year contract with the Department of Defense. The company also raised its full-year 2025 earnings guidance, increased its share repurchase activity, and expanded its free cash flow outlook, signaling management confidence in ongoing business strength even amid a variable global trade...

Viking Holdings recently marked a significant milestone with the float out of its newest ship, the Viking Mira, at the Fincantieri shipyard in Ancona, Italy, signaling the vessel's entry into the final phase of construction before its scheduled spring 2026 debut in the Mediterranean and Northern Europe. This achievement highlights Viking's ongoing investment in expanding its premium fleet, a strategy further validated by top industry accolades that reinforce its appeal among...

In July 2025, Genuine Parts reported lower second-quarter and first-half earnings, revised its full-year guidance downward, and paused share repurchases after completing a program that saw 15.19% of its shares repurchased since 2008 for US$2.13 billion. The company’s reduced sales outlook and earnings guidance highlight continued challenges from higher costs and weaker market conditions. We’ll examine how Genuine Parts’ lowered outlook and earnings decline may influence the company’s...

BioMarin Pharmaceutical recently reported second-quarter 2025 earnings, revealing a rise in revenue to US$825.41 million and net income to US$240.53 million year over year, while also raising its full-year revenue guidance. Alongside robust financial results, the company also appointed former Genentech CEO Ian T. Clark to its Board, expanding leadership expertise amid ongoing growth initiatives. We'll examine how these upgraded revenue expectations could influence BioMarin's long-term...

FTAI Aviation reported its second quarter 2025 results, showing a significant shift to net income of US$165.4 million compared to a net loss of US$219.87 million in the prior year, alongside affirming ordinary and preferred dividends for shareholders. This marked turnaround in profitability, supported by strong revenue growth and shareholder returns, highlights improved operating performance and renewed confidence in the company’s financial health. We’ll explore how FTAI Aviation’s move from...

On July 23, 2025, Hess Corporation (NYSE:HES) was removed as a constituent from the FTSE All-World Index, a widely tracked global equity benchmark. This index removal may prompt significant trading adjustments, especially by index-tracking funds and institutional investors managing portfolios aligned with benchmark indices. We'll examine how Hess's removal from the index could impact its visibility to institutional investors and shape the company's investment narrative. These 15 companies...

In July 2025, American Eagle Outfitters launched its Fall '25 campaign with Sydney Sweeney, introducing a limited-run denim collaboration that supports domestic violence awareness and leverages innovative digital marketing strategies targeting Gen Z. This campaign drew high-profile political attention and stirred broad consumer engagement, sparking national conversation around the brand and its message. Against this backdrop, we'll explore how the campaign’s celebrity partnership and...

Nebius Group N.V. recently notified shareholders of its Annual General Meeting scheduled for August 21, 2025, where key proposals include amendments to the Articles of Association intended to reduce the number of authorized Class B and Class C shares and enable potential adjustments to issued capital and par value. These housekeeping measures are designed to more accurately align the company’s share structure with its current capital configuration, potentially enhancing corporate governance...

Nutanix is drawing attention ahead of its upcoming earnings release, with forecasts indicating year-over-year growth in both earnings per share and net sales, despite recent downward revisions from analysts. This mixed sentiment underscores the importance of the upcoming financial performance as a potential catalyst for future investor decisions. We'll explore how anticipation for Nutanix's latest earnings, amid updated analyst expectations, could influence its broader investment...

Best Buy and IKEA U.S. launched an in-store partnership, bringing IKEA's home furnishings and planning services into ten Best Buy locations across Florida and Texas for the first time in the U.S. through a "shop-in-shop" model. This collaboration opens a unique multi-brand retail experience, allowing customers to integrate high-tech appliances with affordable design, and marks IKEA's first retail presence within another U.S. store chain. We'll explore how IKEA's entry into Best Buy locations...

On July 21, 2025, Edwards Lifesciences announced that Larry L. Wood, Corporate Vice President and Group President for Transcatheter Aortic Valve Replacement and Surgical Structural Heart, will resign effective September 1, 2025, with Daniel J. Lippis set to succeed him; the company also reported second quarter sales of US$1.53 billion and revised its full-year sales growth guidance upward to 9–10% with projected sales of US$5.9–6.1 billion. The decision to raise guidance, following solid...

Ameriprise Financial recently announced that ChoiceOne Bank has transitioned its investment program, overseeing about US$780 million in assets across Michigan, to the Ameriprise Financial Institution Group under the name ChoiceOne Wealth Management. This move broadens Ameriprise’s reach and underscores its emphasis on institutional advisory partnerships and the expansion of its digital and wealth management services. We’ll assess how the addition of ChoiceOne Bank’s investment program may...

BWX Technologies reported strong second quarter 2025 results, including US$764.04 million in sales and US$78.39 million in net income, alongside an increase in its full-year revenue guidance to US$3.1 billion and the announcement of a US$0.25 per share dividend. The company’s backlog reached a record US$6 billion after recent contract wins, highlighting exceptional demand momentum across both government and commercial segments. We'll explore how BWXT's raised annual guidance and record...

In the past week, Tradeweb Markets reported second quarter results showing year-over-year revenue growth to US$512.97 million and net income rising to US$153.78 million, with affirmed cash dividends of US$0.12 per share payable in September. The company's continued repurchases under its buyback program and consistent earnings growth signal operational stability and a reinforcing of shareholder value. We'll explore how Tradeweb’s strong revenue growth and affirmed dividend impact the...