U.S. Retail REITs Stock News

Kanzhun (NasdaqGS:BZ) just reshuffled its leadership bench, moving long time finance chief Phil Yu Zhang into a new Chief Strategy Officer role while elevating Yang Mu and Wenbei Wang into boardroom and finance positions. See our latest analysis for Kanzhun. The shake up comes after a strong run for the stock, with the latest share price at $20.82 and a robust year to date share price return of 52.64 percent. This suggests momentum is still building even after a softer 90 day share price...

Praxis Precision Medicines (PRAX) just cleared a key regulatory hurdle, wrapping up a Type C meeting with the FDA that reshapes its EMBRAVE3 trial for elsunersen into a leaner single arm design. See our latest analysis for Praxis Precision Medicines. The news around EMBRAVE3 lands on top of a powerful run, with Praxis delivering a roughly 44 percent 1 month share price return and a staggering 546 percent 3 month share price return, while its 1 year total shareholder return above 250 percent...

A fresh class action lawsuit has put F5 (FFIV) back in the spotlight, accusing the company of downplaying a major security breach tied to its flagship BIG-IP product and reshaping the stock’s risk profile. See our latest analysis for F5. The lawsuit caps a volatile stretch for F5, where a sharp post earnings sell off and insider share sales have kept sentiment fragile, even as product launches and AI focused partnerships hint at longer term growth optionality. While the latest share price...

In December 2025, United Natural Foods, Inc. filed a US$49.70 million shelf registration for 1,500,000 common shares tied to an ESOP-related offering and, at its Investor Day, highlighted technology-enabled ecommerce growth, AI-driven supply chain tools, and resumed stock buybacks as it pursues low-single digit sales growth and low-double digit EBITDA growth through fiscal 2028. By pairing leaner distribution center operations with an expanded retail media network and advanced digital...

Natera recently reported that the phase III CALGB (Alliance)/SWOG 80702 trial, now published in JAMA Oncology, showed that adding celecoxib to FOLFOX chemotherapy after surgery reduced recurrence and death risk in Signatera-positive stage III colorectal cancer patients, while multiple new breast cancer studies further reinforced the prognostic power of its Signatera ctDNA assays. Together with a fresh MiRaDoR collaboration in hormone receptor-positive breast cancer and updated PALLAS MRD...

Earlier in 2025, CBL & Associates Properties announced a new US$25 million stock repurchase program through November 2026 and closed nearly US$158 million in financing across three transactions, including a lower-rate US$43 million loan used to retire existing debt. These moves highlight the company’s focus on capital allocation and refinancing to potentially strengthen its balance sheet and operational flexibility. Next, we’ll examine how the new US$25 million buyback program could...

Avantor recently announced that Simon Dingemans, a veteran executive with senior roles at GSK, Goldman Sachs and Carlyle, will join its Board of Directors effective January 2, 2026. This appointment brings additional healthcare, finance and corporate governance expertise to Avantor at a time when its competitive positioning and disclosures are under scrutiny from multiple securities class action lawsuits. We’ll now examine how the addition of Simon Dingemans to Avantor’s board shapes the...

Canadian Solar’s e-STORAGE division recently agreed to supply a 204 MW / 408 MWh battery energy storage system to Vena Energy’s Tailem Bend 3 project in South Australia, which is scheduled to begin operating in 2027 under an initial five-year service and maintenance agreement. This contract marks e-STORAGE’s fourth major battery project in Australia, lifting its installed and contracted footprint in the country to about 2 GWh and underscoring the company’s growing role in grid stability and...

Tyson Foods (TSN) has quietly outperformed the broader meat sector over the past month, climbing about 10% as investors warm up to improving earnings trends and steadier demand across beef, pork, and chicken. See our latest analysis for Tyson Foods. Zooming out, that recent 10.2% 1 month share price return has only nudged Tyson Foods to a modest 4.4% 1 year total shareholder return. Investors are still treating the latest operational improvements as early stage momentum rather than a full re...

Recently, Alaska Air Group lowered its fourth-quarter earnings outlook amid operational headwinds, while also announcing new 2026 route additions from Anchorage, Portland, and Seattle Paine Field that broaden its domestic and long-haul international network. Alongside these network moves, the company is investing in Hawai'i-produced sustainable aviation fuel and elevating safety leadership, signaling a focus on long-term efficiency and risk management even as near-term profit expectations...

Earlier this year, Getty Realty Corp. reported stronger-than-expected quarterly results, raising its AFFO guidance while maintaining portfolio occupancy at 99.8% and highlighting an almost 7% dividend yield. The combination of higher cash-flow guidance, accelerated investment activity, and a balance sheet with low leverage and no major debt due until 2028 underscored the REIT’s income resilience and financial flexibility. We’ll now explore how Getty’s raised AFFO guidance and stronger...

Peloton Interactive recently posted quarterly results showing a 6% year-on-year revenue decline but beating market expectations on revenue, EPS, and adjusted operating income, while management emphasized disciplined execution ahead of new product launches like Peloton IQ. Despite this operational progress, analysts have responded cautiously, with several reiterating Hold or Neutral ratings as they factor in higher churn, softer full-year guidance, and ongoing retail sector challenges. We’ll...

Recently, LCI Industries received a top Zacks Rank of #1 as analysts raised full-year earnings estimates by 12.8% over the past 90 days, supported by a year-to-date performance that has outpaced the broader Auto-Tires-Trucks sector. This upgrade builds on LCI Industries' consistent record of beating earnings expectations and valuation metrics that many investors view as attractive for value-focused exposure within auto components. With analyst earnings estimates moving higher and reinforcing...

If you are wondering whether Coty is a beaten down value opportunity or a value trap at today’s price, this article will walk you through what the numbers really say. The stock has barely budged in the short term, up 1.2% over the past week and just 0.3% over the last month. However, zooming out shows a much rougher ride, with the share price down 52.5% year to date and 53.7% over the last year. Those steep longer term declines reflect a mix of investor concerns around the pace of Coty’s...

In November 2025, the FDA warned Kroger after inspectors found recalled ByHeart infant formula linked to a multistate infant botulism outbreak still on sale across multiple Kroger-owned banners in several states, despite earlier recall notices. The letter raises serious questions about Kroger’s recall execution and food safety controls, highlighting potential legal exposure and reputational damage tied to its role in the contaminated infant formula supply chain. We’ll now examine how this...

Earlier in December 2025, Dyne Therapeutics reported positive topline results from the Registrational Expansion Cohort of its Phase 1/2 DELIVER trial, showing z-rostudirsen increased muscle content-adjusted dystrophin expression to 5.46% of normal in Duchenne muscular dystrophy patients amenable to exon 51 skipping. Alongside these data, Dyne completed a US$350.00 million follow-on common stock offering, reinforcing its financial capacity to advance z-rostudirsen and related...

In December 2025, Vita Coco, America’s leading coconut water brand, announced a partnership making it the Official Hydration Partner of Rush Soccer, bringing its naturally hydrating drinks to tournaments, hydration stations, and grassroots events across one of the world’s largest youth soccer communities starting in 2026. This collaboration gives Vita Coco direct, recurring exposure to young athletes and their families at organized events, potentially reinforcing its positioning as a cleaner...

In 2025, Chagee Holdings released its inaugural 2024 Sustainability Report and continued expanding across Asia Pacific, now operating over 7,338 tea houses in markets including Indonesia, the Philippines, Vietnam, Singapore, Malaysia, and Thailand. By pairing ESG-focused initiatives with health certifications and culturally tailored product innovation, the company is positioning its modern tea brand to appeal to both socially conscious and health-oriented consumers across the region. We’ll...

Earlier this month, Taylor Morrison Home’s board appointed Klaviyo Chief Financial Officer Amanda Whalen as an independent director and Audit Committee member, recognizing her as an “audit committee financial expert” effective March 1, 2026. Her background in finance leadership at Klaviyo, Walmart, and Bain brings additional financial oversight experience as Taylor Morrison contends with weaker demand, shrinking backlog, and pressure on homebuilding margins. We’ll now examine how Whalen’s...

Earlier this month, Kyndryl introduced a Quantum Safe Assessment service that maps cryptographic risks across enterprise IT estates and builds post-quantum security roadmaps, while also rolling out AI-powered services for IBM z/OS and a broader Agentic AI Digital Trust framework for managing AI across hybrid and multi-cloud environments. Together, these launches underscore Kyndryl’s effort to become a go-to partner for addressing emerging threats in encryption, AI governance, and digital...

Earlier this week, NRG Energy announced a multi-year partnership with Sunrun to expand solar-plus-storage adoption in Texas, aggregating home batteries into a virtual power plant that can supply dispatchable capacity to ERCOT during peak demand. The deal positions Sunrun as a key residential grid-services provider in Texas, earning fees for capacity aggregation while paying participating Reliant customers for sharing stored solar power. We’ll now explore how Sunrun’s role in building a...

Earlier this month, Tempus AI reported a non-GAAP profit for Q3 2025 as genomics testing and data services gained momentum, while management outlined plans for additional FDA submissions to support higher average selling prices and improved unit economics. The company also projected sharply higher 2025 revenue with positive adjusted EBITDA for the full year, suggesting that its growing testing footprint and data platform are beginning to scale operationally. We’ll now explore how Tempus AI’s...

Applied Optoelectronics recently announced a 400-milliwatt narrow-linewidth pump laser aimed at silicon photonics and co-packaged optics in AI data centers, with samples available now and volume production targeted for 2026. The laser’s ability to close 800G and 1.6T power budgets while stabilizing silicon photonics devices could strengthen Applied Optoelectronics’ role in next-generation AI infrastructure. Now we’ll examine how this high-power, narrow-linewidth pump laser may influence...

Insperity (NSP) just gave itself more financial breathing room by amending its credit agreement to lift revolving capacity to $750 million, with room to reach $800 million, and pushing the maturity out to 2028. See our latest analysis for Insperity. The expanded credit line arrives after a volatile stretch, with a strong 1 month share price return of 21.84% coming off a much weaker year to date share price return of 48.87% and a 3 year total shareholder return of 63.24%. This suggests recent...