U.S. Retail REITs Stock News

Over the past week, Shopify has been in focus as analysts highlighted strong billings, resilient free cash flow margins, expanding partnerships, and record Black Friday–Cyber Monday sales, while Frontier announced a US$44.20 million carbon-removal offtake deal involving Shopify and other tech firms. At the same time, the FDA flagged breast binders sold by Shapeshifters Apparel for non-registration as medical devices, underscoring the regulatory complexity that can affect some merchants...

Earlier this week, analysts highlighted strong demand for TTM Technologies’ advanced printed circuit boards used in artificial intelligence infrastructure, prompting a wave of positive research commentary around the company’s role in supporting large-scale computing buildouts. This renewed focus on AI-driven demand underlines how TTM’s specialized PCB capabilities are becoming increasingly central to the hardware backbone of modern data centers. Next, we’ll examine how this AI-related demand...

Wyndham Hotels and Resorts (WH) just gave investors a fresh catalyst by unveiling a trio of expansion moves across Miami Beach, Corfu, and Kochi that pushed the stock up about 4%. See our latest analysis for Wyndham Hotels & Resorts. These expansion headlines arrive after a choppy stretch for Wyndham, with a roughly 12% 1 month share price return but a weaker year to date share price return and a still respectable 5 year total shareholder return that suggests longer term momentum is...

HEICO (HEI) just delivered a strong one two punch: higher fourth quarter and full year earnings, plus another semiannual dividend. For investors, that combination reinforces the stock’s quality, cash generation, and staying power. See our latest analysis for HEICO. The latest results help explain why HEICO’s share price has climbed to $308.73 and delivered a robust year to date share price return of around 30 percent, while three year total shareholder return has roughly doubled investors’...

Earlier this month, FinVolution Group hosted a closed-door technology forum titled "New AI Paradigms: The Core Logic Driving Future Development," where it gathered over 20 leading AI scholars and unveiled an AI framework that blends commercial and proprietary models to strengthen risk management and customer service. The company also flagged an upcoming white paper on embedding multimodal large models into cross-border fintech operations, highlighting how AI could reshape its international...

Louisiana-Pacific (LPX) has quietly outperformed over the past month, gaining about 14% even as its year-to-date return remains negative. That mix of recent momentum and longer-term drag creates an interesting potential entry point for some investors. See our latest analysis for Louisiana-Pacific. Despite the recent 1 month share price return of 13.6 percent, Louisiana-Pacific’s year to date share price return is still negative. Its 5 year total shareholder return of roughly 135 percent shows...

John Wiley & Sons recently declared a past quarterly cash dividend of US$0.355 per share on its Class A and Class B stock, marking the 32nd consecutive annual increase and continuing its long-running capital return program. Alongside this, Wiley lifted its Fiscal 2026 share repurchase allocation to US$100 million and highlighted strong Research and AI-driven demand while reaffirming its earnings and cash flow outlook, signaling management confidence in the durability of its business...

On April 23, 2025, Playtika Holding Corp. entered into a Fourth Amendment to its 2019 Credit Agreement, extending the maturity of its US$550.0 million senior secured revolving credit facility from March 11, 2026 to September 11, 2027, subject to specified conditions. This extension can enhance Playtika’s financial flexibility by securing access to its revolving credit line for longer, potentially supporting ongoing game development and acquisition plans. Next, we’ll examine how extending the...

ExlService Holdings (EXLS) just checked two big boxes for investors: delivering double digit revenue and earnings growth while also completing a targeted share repurchase from Orogen Echo LLC that tightens the float. See our latest analysis for ExlService Holdings. Even with a solid quarter and that focused buyback from Orogen Echo LLC tightening the float, the latest $42.91 quote still leaves ExlService with a slightly negative year to date share price return. Its five year total shareholder...

Earlier this week, WEX announced that its DriverDash mobile payment app is now accepted at thousands of Sunoco stations across the U.S., extending secure, contactless fueling to nearly 40,000 locations nationwide for commercial fleets. This expansion materially deepens WEX’s integration into day-to-day fleet operations, strengthening its data, payments, and expense-management ecosystem across the fuel network. Next, we’ll examine how DriverDash’s wider Sunoco coverage could influence WEX’s...

Klaviyo (KVYO) just rewired its leadership structure, with the board greenlighting dual CEO roles and elevating interim executive Chano Fernández to co-CEO alongside founder Andrew Bialecki, a shift investors will quickly try to price in. See our latest analysis for Klaviyo. The co CEO move lands just as sentiment may be stabilizing, with a 1 month share price return of 14.42 percent. However, year to date share price performance and 1 year total shareholder return both remain firmly...

Navitas Semiconductor (NVTS) has quietly delivered huge gains over the past year, even as the stock slipped almost 20% in the past week, inviting a closer look at what might come next. See our latest analysis for Navitas Semiconductor. That recent 7 day share price drop of 19.72% looks more like a sharp pause than a trend change, given Navitas still boasts a year to date share price return of 111.17% and a 1 year total shareholder return of 162.28%. This suggests momentum has cooled but not...

For investors wondering whether Waste Management is still attractively priced at around $218 a share or whether much of the opportunity has already been realized, this article will walk through what the numbers indicate about its valuation. The stock has gained 1.3% over the last week and 1.2% over the last month, and is up 8.9% year to date, adding to a track record of 7.6% over 1 year, 43.7% over 3 years, and 101.9% over 5 years. Recent headlines have highlighted Waste Management's...

Earlier this week, PG&E Corporation CEO Patti Poppe announced a major leadership reorganization effective January 1, 2026, reshaping operations, customer and corporate affairs, strategy, transformation, and government engagement across its Northern and Central California footprint. The creation of focused roles like an Energy Delivery CEO and a Chief Transformation Officer highlights PG&E’s push to integrate operations, customer service and process modernization under clearer...

Elastic (NYSE:ESTC) is back in focus after securing a multiyear agreement with the U.S. Cybersecurity and Infrastructure Security Agency to build a standardized SIEM as a Service platform for federal civilian agencies. See our latest analysis for Elastic. The CISA deal comes at a time when Elastic’s share price has pulled back, with a year-to-date share price return of negative 23.14 percent and a one-year total shareholder return of negative 26.55 percent. However, a three-year total...

Ascendis Pharma (ASND) has quietly given back some ground over the past week, even though its longer term performance remains strong. With shares near 200 dollars, investors are weighing solid growth against ongoing losses. See our latest analysis for Ascendis Pharma. Despite the recent 7 day share price return of negative 9.4 percent, Ascendis still boasts a robust year to date share price return of about 45 percent and a 1 year total shareholder return of roughly 47 percent. This suggests...

Target (TGT) just landed in the regulatory spotlight after the FDA issued a public warning, saying recalled ByHeart infant formula linked to a multistate botulism outbreak was still being sold and even promoted in its stores. See our latest analysis for Target. The FDA warning lands at a tricky moment for Target, with the share price at $99.05 after a strong 1 month share price return of 15.07 percent. However, the 1 year total shareholder return is a much weaker negative 21.34 percent,...

Marathon Petroleum has appointed Maria A. Khoury as Executive Vice President and Chief Financial Officer, effective January 19, 2026, succeeding John J. Quaid after a transition period. Khoury’s blend of oil and gas, life sciences, and global finance experience positions her to influence Marathon’s capital allocation and risk management approach in meaningful ways. We’ll now examine how bringing in a globally experienced CFO from Danaher could influence Marathon Petroleum’s investment...

In November 2025, the FDA issued a warning letter to Albertsons after regulators found recalled ByHeart Whole Nutrition Infant Formula linked to a multistate infant botulism outbreak still available for purchase across multiple Albertsons-affiliated stores in 11 states. The letter highlights serious gaps in Albertsons’ recall execution and communication processes, raising questions about its food safety controls and regulatory risk management. We’ll now examine how this FDA warning, centered...

Investors may be wondering whether Hologic at around $74.94 is quietly turning into good value, or if it is just treading water while other healthcare names run ahead of it. Over the last year the stock is up about 4.6%, with a modest 4.5% gain year to date, while short-term moves have been fairly muted, down 0.1% over the last week and up 1.0% over the last month. Recent headlines have focused on Hologic expanding its portfolio of diagnostic and women’s health technologies and deepening...

Why Global Net Lease is Back on Income Investors Radar Global Net Lease (GNL) has quietly delivered a 33% 1 year total return, and that kind of move in a higher yield REIT immediately raises the question: is this momentum sustainable or already priced in? See our latest analysis for Global Net Lease. That recent 7.5% 1 month share price return, on top of a 15.2% year to date share price gain, suggests momentum is rebuilding even though the longer term total shareholder return is still...

Accenture (ACN) opened fiscal 2026 with Q1 revenue of about $18.7 billion and basic EPS of $3.57, setting the tone for another year where profit growth is firmly in focus. The company has seen quarterly revenue move from roughly $16.4 billion in Q4 2024 to $18.7 billion in Q1 2026, while basic EPS has ranged between about $2.27 and $3.64 over that stretch. This gives investors a clear view of how top line and per share earnings have been tracking. With trailing net margins easing a touch and...

American Bitcoin stock reacts to mounting losses and sharp pullback American Bitcoin (ABTC) has quietly slid over the past month, with the stock down roughly 66% and about 78% in the past 3 months. This has prompted investors to reassess its Bitcoin focused model. See our latest analysis for American Bitcoin. That rapid drawdown sits on top of an already weak year to date share price return of about 75% and signals fading momentum as investors reassess both Bitcoin volatility and American...

In recent months, Trane Technologies has rolled out new circularity impact metrics tied to its 2030 Sustainability Commitments, announced acquisitions in data center-focused digital cooling and AI HVAC optimization, and reported higher adjusted EPS alongside record enterprise bookings and backlog. These moves, combined with renewed STEM education funding and workplace culture recognition, highlight how Trane is using sustainability, talent, and data center exposure to reinforce its...