U.S. Retail REITs Stock News

In recent weeks, International Flavors & Fragrances has faced ongoing business pressure, with shrinking revenue, softer demand in key markets, and thinner operating margins than broader benchmarks, prompting a sustained reassessment of its fundamentals by investors. At the same time, insider share purchases, the first share buyback program in six years, and new technologies like SENSORA highlight management’s push toward higher-margin, innovation-led growth even as the core business is...

Investor sentiment around O-I Glass (OI) has been shaped by upbeat demand headlines and anticipation for the upcoming Q2 2026 earnings release, even as some analysts recently trimmed expectations and adjusted their ratings. See our latest analysis for O-I Glass. At a share price of $9.60, O-I Glass has seen short term momentum pick up, with the 30 day share price return of 6.31% contrasting with a year to date share price decline of 36.68% and a 3 year total shareholder return decline of...

Bausch + Lomb recently launched its EyeGility preloaded inserter in the U.S. for enVista Aspire intraocular lenses, with availability for enVista Envy to follow, aiming to improve one-handed delivery, surgeon comfort and workflow in cataract procedures. Alongside this device rollout, the company is reallocating R&D toward a sustained-release implant for geographic atrophy and introducing its brand-agnostic Orphia AI platform, signaling a broader push into software-enabled and next-generation...

With a key Federal Reserve official arguing for “modestly” higher interest rates to tackle inflation that sits at 3.5% on consumer prices and 5.5% on wholesale costs, housing related stocks are back under the microscope. Higher borrowing costs can weigh on homebuyer budgets and reshape expectations for major homebuilders. This article focuses on how that backdrop might pressure three homebuilder stocks that appear exposed to the prospect of another rate hike later this year, possibly as soon...

With Dallas Fed President Lorie Logan arguing that interest rates may need to move modestly higher to tackle inflation stuck above the 2% target, the ground is shifting for banks and financial stocks. Higher rates can lift some revenue streams while also putting pressure on funding costs and valuations. To help you think through where the potential opportunities and risks might sit, this article looks at three large, financially healthy banking and financial stocks from our screener that...

Earlier this month, Gen Digital released its H1 2026 Threat Report, revealing rising scams that exploit trusted digital contexts like sessions, workflows, and brands, and highlighting agentic AI as an emerging security frontier. The report’s focus on attackers abusing permissions and trust granted to AI agents underscores both the evolving threat landscape and Gen Digital’s role in addressing these risks. We’ll now examine how Gen Digital’s emphasis on agentic AI vulnerabilities in its...

MetLife, Inc. recently declared a third quarter 2026 common stock dividend of US$0.5925 per share, payable on September 8, 2026 to shareholders of record as of August 4, 2026. Alongside this dividend, MetLife’s push to embed artificial intelligence across underwriting, claims, and service is turning technology into a core competitive edge. We’ll now explore how MetLife’s AI integration across underwriting and claims could influence the company’s existing investment narrative and risk...

Warren Buffett plans to donate all remaining Berkshire Hathaway shares by 2034, accelerating his long standing giving program. Future donations will exclude the Gates Foundation, ending one of the most prominent philanthropic partnerships tied to Berkshire Hathaway stock. The shift redirects Berkshire shares toward other foundations and raises fresh questions about the future composition of the shareholder base. Berkshire Hathaway (NYSE:BRK.B) sits at the center of this philanthropy shift...

Box’s latest quarter puts workflow automation and margins in focus Box (BOX) recently reported quarterly results that included an 80% gross margin, alongside the launch of new workflow automation tools and broader international expansion, giving investors fresh data on the company’s content management platform. See our latest analysis for Box. Box’s recent workflow launch and international expansion come against a backdrop of strong momentum, with a 30 day share price return of 22.46% and a...

In early July 2026, partners including Ciroos, Esri, Hitachi Digital Services, Hexnode UEM, and C1Secure announced new AI-powered integrations and certified apps that plug directly into ServiceNow’s AI Platform and ITSM workflows, extending its reach into SRE, GIS, infrastructure monitoring, endpoint management, and FedRAMP compliance. These developments highlight how third-party developers increasingly treat ServiceNow as a core control layer for AI-driven operations, reinforcing its role...

CrowdStrike Holdings (CRWD) is back in focus after expanding its partnership with Schwarz Digits to bring the Falcon platform to STACKIT, a sovereign EU cloud. This move gives European enterprises broader access to AI-native cybersecurity. See our latest analysis for CrowdStrike Holdings. The CrowdStrike Holdings share price has shown strong momentum, with a 30 day share price return of 19.95% and a 90 day share price return of 92.25%. The 3 year total shareholder return of around 4.5x...

United Natural Foods (UNFI) is reshaping its senior leadership, with current Chief Financial Officer Matteo Tarditi moving into the President and Chief Operating Officer role and experienced finance executive Alfredo Luchini appointed as the next CFO. See our latest analysis for United Natural Foods. The leadership reshuffle comes after a year in which United Natural Foods’ share price has moved around but still sits at US$48.52, with strong year to date share price performance and multi year...

Karman Holdings (NYSE:KRMN) is investing $2.7 million to expand its Horsham, Pennsylvania facility. The expansion is aimed at accelerating advanced defense technologies for the U.S. Navy and allied forces. The project is expected to support critical operational needs and add new high-tech roles in the region. This move follows recent acquisitions and marks a new phase in the company’s defense focused growth plans. Karman Holdings operates in high performance materials and advanced defense...

Natera, Inc. recently reported that Monica Bertagnolli resigned from its Board of Directors on July 1, 2026, following her appointment to the National Academy of Medicine, with the company confirming her departure was unrelated to any disagreement over operations, policies, or practices. The company also announced new JAMA Oncology data from the GALAXY arm of CIRCULATE-Japan showing its Signatera MRD test can help identify which patients with resected colorectal liver metastases gain...

Kyndryl Holdings (NYSE:KD) has entered into an alliance with Aptiv focused on mission-critical innovation. The partnership combines Aptiv’s Wind River software with Kyndryl’s advisory, implementation, and managed services. The collaboration targets customers that require high reliability and performance across global markets. Kyndryl Holdings, trading under ticker NYSE:KD, is expanding its presence in mission-critical environments through an alliance with Aptiv. By working with Aptiv’s Wind...

Why First Hawaiian’s TriCo deal is back in focus First Hawaiian (FHB) is back in the spotlight after agreeing to acquire TriCo Bancshares in an all stock deal valued at about US$2.01b, a transaction that would create a US$34b asset bank. The deal terms, including an 18% premium for TriCo shareholders and an exchange ratio of 2.095 First Hawaiian shares per TriCo share, give investors clear numbers to compare with First Hawaiian’s recent share performance. See our latest analysis for First...

Eaton (NYSE:ETN) is back in focus after announcing new partnerships in home energy systems and digital power infrastructure, along with upward earnings estimate revisions and expectations for higher Q2 2026 profits. See our latest analysis for Eaton. Eaton’s recent home energy and digital power partnerships come as the stock trades at US$412.86, with a 7 day share price return of 3.33% and year to date share price return of 26.14%, alongside a 5 year total shareholder return of 187.26%. This...

JFrog (FROG) is drawing attention after its software supply chain platform was added to the Government of Canada's Software Licensing Supply Arrangement Catalogue, giving federal agencies a standardized way to procure its tools. See our latest analysis for JFrog. That Canadian procurement win lands as JFrog’s recent 30-day share price return of 13.55% and 90-day share price return of 109.26% signal strong momentum, while the 1-year total shareholder return of 126.50% highlights how materially...

After a strong multi year run, Enterprise Products Partners now faces a valuation debate, with a solid 5 year return profile set against a mixed read from its broader valuation checks and an earnings multiple that screens as undervalued. Enterprise Products Partners has returned 127.4% over 5 years, which puts sharper focus on whether the current price still offers an attractive entry point. For long term valuation, expectations around the durability of its cash generation can support the...

JPMorgan Chase (JPM) has reported record second quarter results, with every business segment posting record revenue and net income reaching a historic level, largely driven by equities trading and investment banking strength. See our latest analysis for JPMorgan Chase. JPMorgan Chase’s recent run has been strong, with a 30 day share price return of 8.61% and a 90 day share price return of 11.92%. The 1 year total shareholder return of 23.7% and 5 year total shareholder return of 157.19% point...

U.S. tariffs on a wide range of Brazilian imports are reshaping where American companies source key products, and that shift could matter for your portfolio. As costs rise for imported machinery, apparel, footwear, electrical equipment, paper, and some chemicals, U.S. based suppliers may see new demand from buyers looking closer to home. This article looks at three stocks exposed to that trade story, all drawn from a U.S. Import Substitution Stocks screener built around the latest tariff...

Dividend affirmation puts Southwest Gas Holdings in focus Southwest Gas Holdings (SWX) is back on income investors radars after the board affirmed a third quarter cash dividend of $0.645 per share, payable on September 1, 2026. See our latest analysis for Southwest Gas Holdings. Southwest Gas Holdings shares trade at $91.25, with a 1 month share price return of 3.20% and a year to date share price return of 13.85%. The 1 year total shareholder return of 22.09% and 5 year total shareholder...

In recent days, Applied Materials announced long-term collaborations with EssilorLuxottica on augmented reality and AI glasses and with Taiwan Semiconductor Manufacturing Company on advanced AI chip packaging, while also introducing new DRAM and packaging tools and completing the NEXX acquisition to deepen its AI-focused product lineup. Together, these agreements and product moves highlight how Applied Materials is tying its equipment roadmap directly to customers’ multi‑year AI...

Visa’s share price has climbed 51.3% over the past five years, and with the stock now around US$355, there is a clear tension between an intrinsic value estimate that points to some upside and market multiples that suggest the shares already trade at a premium. A 51.3% total return over five years puts Visa in the category of a long term winner, which naturally raises the bar for what counts as an attractive entry price today. Recent news around AI driven services and payment partnerships...