U.S. Retail REITs Stock News

Franklin Resources (BEN) just rolled out a trifecta of capital moves that income focused investors tend to watch closely: a higher quarterly dividend, a larger buyback pool, and expanded credit capacity. See our latest analysis for Franklin Resources. The backdrop here is a stock that has quietly rebuilt some momentum, with a roughly 10.7% 1 month share price return feeding into a 19.2% year to date gain and a 24.5% 1 year total shareholder return that suggests investors are warming to...

Natera (NTRA) just got a fresh spotlight after JAMA Oncology published phase III data showing its Signatera test can flag stage III colorectal cancer patients who benefit meaningfully from adding celecoxib to standard chemotherapy. See our latest analysis for Natera. The latest JAMA Oncology data caps a string of Signatera wins and has helped fuel a sharp swing in sentiment, with a roughly 34 percent 3 month share price return and a powerful 3 year total shareholder return of about 458...

On December 11, 2025, Yum China Holdings increased its equity buyback authorization by US$1,000 million, bringing the total program to US$5.40 billions. This larger repurchase pool highlights management’s commitment to returning capital to shareholders and underscores confidence in the company’s cash generation and balance sheet strength. Next, we’ll examine how this expanded share repurchase capacity may influence Yum China’s investment narrative, particularly its projected earnings per...

Trending interest in Monster Beverage (MNST) is being fuelled by upbeat institutional commentary, a high profile webinar on its outlook, and fresh debate over valuation as short interest edges higher. Investors are clearly paying attention. See our latest analysis for Monster Beverage. That enthusiasm is turning up in the price action too, with Monster’s share price at $76.26 after a strong year to date and a solid 1 year total shareholder return, suggesting momentum is still building despite...

Hess Midstream (HESM) has paired a leadership shake up with fresh 2026 guidance, naming Kristi McCarthy as board chair, adding Chevron executive Barbara Harrison, and outlining higher net income and throughput targets. See our latest analysis for Hess Midstream. The leadership refresh and 2026 guidance arrive after a mixed stretch, with the share price at $33.86 and a year-to-date share price return of negative 9.92 percent, contrasted against a resilient 5-year total shareholder return of...

Jazz Pharmaceuticals (JAZZ) has quietly outperformed much of the biotech space this year, with the stock up about 35% year to date, even after a recent month of weaker trading. See our latest analysis for Jazz Pharmaceuticals. At a latest share price of $166.99, Jazz’s roughly 29% 3 month share price return and 34% one year total shareholder return suggest momentum is still building as investors warm to its pipeline progress and earnings trajectory. If Jazz’s run has you thinking more broadly...

Earlier this month, Medical Properties Trust announced a 12% increase in its quarterly dividend, authorized a US$150,000,000 share repurchase program, and reported progress re-tenanting troubled hospital assets, including a new lease with NOR Healthcare Systems for six California facilities. The combination of a higher dividend, buyback authorization, and improved leasing on previously distressed properties highlights management’s focus on reinforcing cash flows despite ongoing leverage and...

First Watch Restaurant Group recently reported a past “beat-and-raise” quarter, with headline growth flattered by a temporary benefit from lower egg prices rather than broad-based operational improvement. Beneath the strong top-line print, concerns have emerged around weakening unit economics, slowing same-store sales, and franchisee exits, raising questions about the durability of its growth model. Next, we’ll examine how this reliance on one-time commodity tailwinds could reshape First...

Earlier in December 2025, Kymera Therapeutics announced positive Phase 1b results for KT-621 in moderate to severe atopic dermatitis, followed by the FDA granting Fast Track designation to the oral STAT6 degrader for this chronic, debilitating condition. These KT-621 data, which showed biologics-like effects across multiple biomarkers and clinical endpoints in an oral, once-daily format, could meaningfully reshape expectations for Kymera’s protein degradation platform in Type 2 inflammatory...

Oppy, now integrated with Dole Diversified North America, has already launched a Florida strawberry program under the DOLE brand, adding over 300 acres of premium production to support a year-round supply during key winter demand months. This move deepens Dole’s presence in branded berries, using Florida production to strengthen winter category performance and enhance supply reliability for retailers. Next, we’ll examine how expanding year-round DOLE-branded strawberry supply could influence...

Earlier this month, OneMain Finance issued US$1.00 billion of 6.750% senior unsecured notes due 2033, guaranteed by OneMain Holdings, to extend and diversify its funding base under standard covenants and redemption terms. At the same time, analysts have turned more cautious with Hold ratings and an uptick in insider share sales, highlighting growing attention on OneMain’s funding costs and governance signals. We’ll now explore how this large unsecured debt issuance and cautious analyst...

Recent commentary on Tractor Supply highlights ongoing pressure on its sales performance, with three-year annual revenue growth of 4.4% and disappointing same-store sales suggesting customers are not fully embracing its product offering or store experience. At the same time, a relatively low gross margin of 36.4% points to challenges from commoditized inventory, tough competition, and potentially weak store-level economics that could be harder to fix given the company’s already large revenue...

Western Union (WU) has quietly outperformed the broader market over the past month, climbing around 14% even as its one year return still sits slightly negative. This is a setup value-focused investors tend to watch closely. See our latest analysis for Western Union. That 13.5% 30 day share price return has arrived despite an 8.4% year to date share price decline and a slightly negative one year total shareholder return. This suggests sentiment may be turning as investors reassess Western...

Johnson Controls International (NYSE:JCI) just put its retail tech ambitions front and center, rolling out new AI powered Sensormatic sensors and analytics that promise sharper shopper insights, leaner staffing, and potentially stickier in store sales. See our latest analysis for Johnson Controls International. That launch lands at a strong moment for Johnson Controls International, with the share price at $119.53 and supported by a 51.40% year to date share price return and a 186.30% five...

If you are looking at Insulet and wondering whether the recent price makes it a buy, hold, or avoid, you are not alone. This stock often divides opinion among growth focused investors. After a strong run to around $289.62, the shares are still up 12.8% year to date and 10.0% over the last year, even though the stock has slipped 0.6% in the past week and 12.5% over the past month and remains roughly flat over 3 years while still compounding at 13.2% over 5 years. Recent attention has centred...

Oruka Therapeutics (ORKA) shares have been moving after the company added Chris Martin to its board, a commercial veteran whose launch and M&A track record could reshape how investors think about Oruka’s pipeline. See our latest analysis for Oruka Therapeutics. The market seems to be buying into that narrative already, with a 1 day share price return of 13.11% and a 90 day share price return of 104.63%. The 1 year total shareholder return of 51.62% suggests momentum has been building rather...

Sysco (SYY) just locked in a four year labor deal with the Teamsters for more than 1,000 drivers and warehouse workers, bringing 34% wage increases and richer benefits that could reshape its cost and risk profile. See our latest analysis for Sysco. Despite solid earnings growth, Sysco’s recent 90 day share price return of negative 9.4 percent shows momentum has cooled, even though its five year total shareholder return of 14.7 percent remains positive and points to steady long term...

Trinity Capital Inc. recently announced it will shift from quarterly to monthly dividends starting January 2026, with the Board approving regular monthly payouts of US$0.17 per share for January, February, and March 2026, alongside a US$0.51 per-share cash dividend for the fourth quarter of 2025 payable on 15 January 2026. This move preserves an equivalent total payout of US$0.51 per quarter, extends Trinity’s record to 25 consecutive quarters of consistent or higher distributions, and may...

United Homes Group, Inc. ( NASDAQ:UHG ) shareholders are no doubt pleased to see that the share price has bounced 41...

Scholastic Corporation ( NASDAQ:SCHL ) shareholders are probably feeling a little disappointed, since its shares fell...

Some lululemon athletica inc. ( NASDAQ:LULU ) shareholders may be a little concerned to see that the President of...

AutoZone, Inc. reported past first-quarter 2025 results with sales rising to US$4,628.63 million from US$4,279.64 million a year earlier, while net income fell to US$530.82 million and diluted EPS slipped to US$31.04 as margin pressures weighed on profitability. Management pointed to sizeable non-cash LIFO charges, higher store and supply-chain spending, and weather-related disruptions as key reasons why profit growth lagged solid top-line momentum. Next, we’ll examine how this margin...

PayPal Holdings (PYPL) has quietly drifted lower this year, even as its underlying business keeps growing revenue and earnings at mid single digit rates. That gap between sentiment and fundamentals is where the opportunity may sit. See our latest analysis for PayPal Holdings. The stock tells a different story to the business, with the share price sliding to about $59.81 and posting a year to date share price return of roughly negative 31 percent, alongside a similar one year total shareholder...

Trump Media & Technology Group stock reaction Trump Media & Technology Group (DJT) has experienced significant volatility lately, with the stock rising about 54% over the past month after a deep slide earlier this year. See our latest analysis for Trump Media & Technology Group. Despite the sharp 7 day and 30 day share price returns, the stock is still heavily down on a year to date basis. This suggests that momentum is more of a speculative rebound than a steady rerating based on...