U.S. Retail REITs Stock News

The planned rebuild of the Kirkuk to Mediterranean oil pipeline could reshuffle how crude moves out of the Middle East, and that matters for your portfolio. A more secure export route that reduces dependence on the Strait of Hormuz may ease oil price risk, and that can change the cost base for energy intensive sectors. This article looks at how that news links back to our Energy Intensive Industries screener and what it could mean for stock selection. You will see 3 stocks exposed to this...

Powell Industries has delivered an exceptionally strong long term share price return over the past five years, yet its current valuation checks lean expensive rather than cheap. Powell Industries has returned about 25x over the last five years, which puts extra focus on whether the current share price already reflects investors' expectations. Growing interest in power infrastructure for data centers can support elevated expectations for future earnings, but recent pressure on the share price...

With softer U.S. inflation, shifting expectations for Federal Reserve rate moves, a weaker dollar and firmer oil prices, many investors are taking a fresh look at U.S. dividend stocks as potential sources of steady income and relative stability. This article focuses on large companies in traditionally resilient areas such as utilities, consumer staples, healthcare and industrials. All are drawn from a U.S. Dividend Stocks screener built around these macro shifts. You will see 3 stocks that...

Construction Partners, Inc. previously announced it would release its fiscal 2026 third-quarter results on August 7, 2026, accompanied by an investor conference call that morning to discuss its performance. This update has drawn attention to the company’s improving free cash flow margins and acquisition-driven expansion, which are shaping how investors view its long-term fundamentals. Now we’ll examine how growing anticipation around the upcoming earnings release and improving free cash...

Barclays downgrade and 52 week low put LegalZoom.com (LZ) under the microscope LegalZoom.com (LZ) is back in focus after a Barclays downgrade and a slide to a fresh 52 week low, as investors reassess its growth outlook and its reaction to emerging AI tools. See our latest analysis for LegalZoom.com. The Barclays downgrade comes after a sharp rebound in LegalZoom.com’s recent share price performance, with a 30 day share price return of 38.6% and a 90 day gain of 18.95%. However, longer term...

Recent Performance Context for V.F Stock Without a specific news catalyst, V.F (VFC) is attracting attention as investors weigh its recent share performance against reported annual revenue of US$9.6b and net income of US$254.9m. The stock is up in the past month but down over the past 3 months, with a contrasting 1 year total return gain and a weaker multi year track record. This mixed picture is shaping how investors assess V.F today. See our latest analysis for V.F. V.F’s recent 1 day share...

Ionis Pharmaceuticals (NasdaqGS:IONS) has dosed the first participant in the Phase 1-2 ASCEND trial of ION337 for Dravet syndrome. The study marks the first clinical evaluation of ION337, a next generation RNA targeted therapy candidate. ION337 has FDA Fast Track designation for Dravet syndrome, a rare seizure disorder with no approved disease modifying treatments. For investors following Ionis Pharmaceuticals, this new trial adds a fresh data point to the company’s rare disease portfolio...

Texas Capital Bancshares has delivered a 68.2% return over the past five years, yet the current valuation picture is mixed, with the Excess Returns intrinsic value estimate indicating the stock may trade below its estimated worth while market multiples sit closer to about right. A 68.2% return over five years points to a stock that has already rewarded patient shareholders, so the question is how much valuation upside may still be on the table. The appointment of Mo Jamous as Chief Digital...

The Cyclospora parasite outbreak linked to shredded iceberg lettuce at Taco Bell has pushed Yum! Brands (YUM) into the spotlight, with investors weighing food safety concerns alongside the company’s upcoming second quarter results on July 30. See our latest analysis for Yum! Brands. Recent trading reflects those concerns, with Yum! Brands’ share price down 2.75% over the past day and 9.55% over the past week. Its 1 year total shareholder return of 1.21% and 5 year total shareholder return of...

Mattel stock has had a tough run over the past three years, yet its current valuation checks lean cheap, which sets up a clear tension between weak long term returns and a market price that screens as potentially modestly undervalued. Mattel has declined 32.5% over the past three years, which means today’s valuation is being judged against a share price that has already come down meaningfully. On the upside, UBS has highlighted Mattel’s broad brand portfolio as a source of brand equity that...

Moody's (MCO) is back in focus after Intapp, Inc. expanded its collaboration to plug Moody's financial risk data directly into Intapp Celeste, an agentic AI platform used across legal, private capital, and accounting firms. See our latest analysis for Moody's. Against the backdrop of this Intapp collaboration, Moody's share price is trading at US$510.86, with a 30 day share price return of 11.98% and a 90 day share price return of 12.19%, while the 3 year total shareholder return of 46.33%...

LyondellBasell Industries (LYB) is in focus after unveiling a flexible packaging solution for Mondelez's Marabou chocolate bars, using ISCC PLUS-certified CirculenRevive polymers with 100% attributed recycled content. See our latest analysis for LyondellBasell Industries. LyondellBasell Industries shares recently closed at US$59.17, with a 1 day share price return of 2.37% and a 7 day return of 5.00%. Over the past 30 and 90 days, the share price returns declined 4.27% and 10.71%...

Cooling U.S. inflation, softer energy costs and a less aggressive Federal Reserve have shifted the focus back to dependable income stocks that can still grow their payouts. With annual inflation at 3.5% and core inflation at 2.6%, dividend growth stocks look interesting as potential anchors in portfolios that seek stability alongside income potential. This article walks through 3 dividend growers from our Dividend Growth Stocks screener that appear well positioned, based on their exposure to...

The recent move in Arcutis Biotherapeutics (ARQT) comes after the FDA accepted a supplemental application for ZORYVE cream 0.05%, which could extend its use to infants with mild to moderate atopic dermatitis. See our latest analysis for Arcutis Biotherapeutics. Against this backdrop, Arcutis Biotherapeutics’ recent 1-month share price return of 8.66% and 90-day share price return of 16.14% suggest improving momentum, while the year-to-date share price return has slightly declined 1.76%. Over...

Apollo Global Management (APO) has moved into the spotlight after easyJet backed its surprise takeover offer, valuing the airline at about £5.7b and setting up a bidding contest with rival suitor Castlelake. See our latest analysis for Apollo Global Management. Beyond the EasyJet bid, Apollo Global Management has been busy on the deal front. It recently closed the acquisitions of Emerald Holding and Questex and combined them into a single B2B events and media platform. This comes at a time...

Recent analyst coverage has pushed Cheesecake Factory (CAKE) into focus for growth oriented investors, highlighting favorable growth scores and a track record of positive earnings surprises ahead of its late July 2026 earnings report. See our latest analysis for Cheesecake Factory. The recent 36.84% 3 month share price return and 62.41% year to date share price return to about $85.77 suggest momentum has been building around Cheesecake Factory as investors react to its earnings track record...

Collegium Pharmaceutical stock has delivered a 59.6% total return over the past three years, yet its current checks point to pricing that looks broadly in line with the market rather than clearly cheap or clearly expensive. The 59.6% three year return suggests investors who stayed invested in Collegium Pharmaceutical have been rewarded, which raises the bar for what the current share price needs to justify. Future expectations for Collegium Pharmaceutical's revenue growth and cash generation...

Ulta Beauty (ULTA) has drawn fresh attention after appointing board member Kelly Garcia as chief technology officer. The move is tied to its Ulta Beauty Unleashed technology ambitions and the stock’s recent strength versus a weaker broader market. See our latest analysis for Ulta Beauty. The appointment of Kelly Garcia as CTO comes as Ulta Beauty’s share price shows mixed momentum, with a 30 day share price return of 6.39% but a year to date share price decline of 22.66%. The 5 year total...

Calumet (CLMT) is back on investors’ radar after Calumet Specialty Products Partners and Calumet Finance Corp. moved to redeem all $100 million of their 9.75% Senior Notes due 2028 at a premium in mid July. See our latest analysis for Calumet. The redemption news comes as Calumet’s share price trades at $42.83, with a 1 day share price return of 4.26% and a 30 day share price return of 29.20%. This has contributed to a stronger year to date share price return of 119.08% and a 1 year total...

Ecolab stock has delivered a 48.8% total return over the past three years, and at around US$272.83 per share the key question is whether that run now leaves it trading close to its intrinsic value or at a premium. The Discounted Cash Flow (DCF) estimate points to Ecolab being roughly fairly valued, while the broader valuation checks and market multiples lean more cautious. Ecolab's 48.8% return over three years means anyone who stayed invested has been rewarded, so fresh buyers now need to...

In July 2026, General Mills, ADM and Walmart announced a collaboration to expand regenerative agriculture across 40,000 Midwest wheat acres, offering farmers technical support and financial incentives to adopt practices such as no-till and cover crops. This three-way effort links ADM’s role as a major wheat supplier and manager of nearly 5 billion regenerative acres globally with large downstream buyers, creating a proof-of-concept for scaling sustainability across an integrated food supply...

RBC Capital recently downgraded ResMed to Sector Perform from Outperform, pointing to FY27 pressures from Astral ventilator replacements, higher input costs, and supply constraints on key components. The downgrade highlights how operational issues in a single product line can ripple through device sales, cost structure, and overall business planning for the coming years. Next, we’ll examine how expected FY27 cost pressures and supply bottlenecks may influence ResMed’s previously optimistic...

Ichor Holdings (ICHR) has drawn investor attention after recent share price moves, with the stock down 1.0% over the past day and 17.4% over the past week, following a period of strong multiyear total returns. See our latest analysis for Ichor Holdings. Zooming out, Ichor Holdings has seen its recent momentum fade, with the share price down 7.4% over the past month and 17.4% over the past week. However, the year to date share price return of 306.0% and 1 year total shareholder return of...

Resideo Technologies has nearly doubled investors' money over the past three years, and the current valuation checks suggest the stock still trades at a discount, with the Discounted Cash Flow (DCF) intrinsic value estimate indicating room above the recent US$35.83 share price. Resideo Technologies has returned 98.4% over the past three years, which puts extra focus on whether that gain is fully backed by fundamentals. The planned spin off of the ADI Global Distribution business may support...