U.S. Retail REITs Stock News

Sunoco (SUN) has wrapped up FY 2025 with fourth quarter revenue of US$8.6b and basic EPS of US$1.35, alongside net income excluding extra items of US$185m. This puts a clear spotlight on how efficiently those sales are turning into profit. The company has seen quarterly revenue move from US$5.3b and EPS of US$0.76 in Q4 2024 to US$8.6b and EPS of US$1.35 in Q4 2025. Trailing 12 month revenue stands at US$25.2b with EPS of US$3.55, setting the stage for investors to focus closely on how a 1.9%...

In February 2026, American Express and the NBA announced a multiyear renewal of their partnership across the NBA, WNBA, G League, USA Basketball and NBA Take-Two Media, expanding AmEx’s role into entitlement sponsorships, content, and a new connected benefits program with NBA ID. The broadened basketball partnership deepens American Express’s access to engaged sports fans while layering in exclusive cardmember perks that could reinforce its premium brand positioning and customer...

Primerica (PRI) is back in focus after its latest quarterly report paired record 2025 earnings with softer core insurance trends, prompting investors to look past headline numbers and scrutinize the company’s underlying growth drivers. See our latest analysis for Primerica. The mixed reaction to Primerica’s record 2025 results has shown up in the share price, with a recent 1-day share price return of 3.32% partially offsetting weaker 7-day and 30-day share price returns. The 5-year total...

Earlier in February 2026, analysts at Cantor Fitzgerald and Bank of America upgraded their views on DigitalOcean Holdings, emphasizing its developer-focused cloud platform and strengthening position in AI infrastructure and services. These research calls highlighted DigitalOcean’s success in attracting AI-native customers like Character.ai and growing usage of its GPU-led platform-as-a-service and agentic AI tools within developer communities. We’ll now examine how this increased confidence...

If you are wondering whether Marriott Vacations Worldwide is starting to look like value after a weak share price, this article will walk through what the numbers are really saying about the stock. The shares last closed at US$57.59, with a 3.0% gain over the past 7 days but declines of 3.8% over 30 days, 2.1% year to date and 31.9% over 1 year, and 58.5% and 60.0% across the 3 and 5 year periods. Recent coverage has focused on how timeshare and vacation ownership companies like Marriott...

Walker & Dunlop (NYSE:WD) arranged a major ESG-focused refinancing for the Zuiderpoort office complex in Ghent, Belgium. The financing supports plans to upgrade the property, including a fossil fuel free HVAC system and other sustainability measures. The deal highlights the company’s role in cross border real estate financing and activity in Europe’s green property market. For you as an investor following Walker & Dunlop, this deal sits within the company’s core business of real estate...

Why Frontier Group Holdings is back on investors’ radar Frontier Group Holdings (ULCC) has drawn fresh attention after reporting fourth quarter and full year 2025 results that paired softer revenue with a full year net loss and modest shifts in passenger metrics. The airline posted quarterly revenue of US$997 million versus US$1,002 million a year earlier, with net income of US$53 million compared with US$54 million. For 2025 as a whole, revenue was US$3.724b, while the company moved from net...

In late January 2026, Commvault Systems reported that its SaaS annual recurring revenue growth had slowed to 40%, prompting multiple law firms, including Kessler Topaz Meltzer & Check and The Schall Law Firm, to open investigations into potential securities law violations. The combination of moderating SaaS momentum and legal scrutiny raises fresh questions about Commvault’s prior growth messaging and the resilience of its subscription transition. We’ll now examine how the SaaS growth...

Latest FY 2025 Results Set the Stage for eToro Group (ETOR) eToro Group (ETOR) has put fresh numbers on the board for FY 2025, with fourth quarter revenue of about US$3.9b and basic EPS of US$0.79, alongside full year trailing twelve month EPS of US$2.58 on revenue of roughly US$13.8b. The company has seen quarterly revenue move from US$5.8b in Q4 2024 to US$3.9b in Q4 2025, while basic EPS shifted from US$0.78 to US$0.79 over the same period. Trailing twelve month revenue has ranged between...

In recent days, Korn Ferry has drawn fresh attention as analysts highlighted its high return on invested capital, solid balance sheet, and strong profit quality, even as it continues to contend with flat sales and higher expenses as a share of revenue. This contrast between financial strength and end-market challenges suggests investors are reconsidering how much Korn Ferry’s capital efficiency and flexibility can offset slower top-line momentum. We’ll now examine how this renewed focus on...

Why fresh analyst coverage has put Cintas (CTAS) back on investors’ radar A recent coverage reinstatement by a major bank, coupled with public commentary on Cintas’s financial health, margins, and operations, has refocused attention on the stock as a quality candidate. See our latest analysis for Cintas. Recent interest from institutional investors and fresh analyst commentary have come against a backdrop where the latest 90 day share price return of 6.21% and 3 year total shareholder return...

SunCoke Energy (SXC) closed FY 2025 with Q4 revenue of US$480.2 million and a basic EPS loss of US$1, while trailing twelve month figures show revenue of about US$1.8 billion and a basic EPS loss of roughly US$0.52. Over the past few quarters, revenue has moved between US$434.1 million and US$490.1 million, with quarterly basic EPS ranging from a small profit of roughly US$0.02 to US$0.36 before flipping to losses in the latest period. This pattern puts the focus squarely on how efficiently...

Sector wide selling in software linked to anxiety about artificial intelligence has brought fresh attention to RingCentral, NYSE:RNG, and its business model. Investors are questioning how emerging AI tools could affect communications platforms like RingCentral and whether current pricing and demand trends are at risk. The pullback across software names has coincided with heightened debate over which companies are most exposed to disruption from AI led offerings. RingCentral’s share price...

Allegion FY 2025 Earnings Snapshot Allegion (ALLE) has wrapped up FY 2025 with fourth quarter revenue of US$1.03b and basic EPS of US$1.71, while trailing twelve month figures sit at US$4.07b in revenue and EPS of US$7.48, giving investors a clear view of the latest run rate. Over the past few quarters the company has seen revenue move from US$945.6m in Q4 2024 to above US$1b in several 2025 quarters. Quarterly EPS has ranged between roughly US$1.66 and US$2.19 over this period, supported by...

Hyatt Hotels (NYSE:H) announced the immediate retirement of executive chairman Thomas J. Pritzker and his resignation from the board. Pritzker cited regret over his past association with Jeffrey Epstein and concerns about the impact on Hyatt's reputation. The board moved quickly to appoint CEO Mark S. Hoplamazian as chairman, consolidating leadership roles. Hyatt Hotels, known for its global portfolio of hotel and resort brands, now faces an important leadership reset at the board level...

IDEAYA Biosciences (IDYA) shares are in focus after the company reported fourth quarter and full year 2025 results that showed smaller net losses and a lower loss per share versus the prior year. See our latest analysis for IDEAYA Biosciences. At a share price of US$30.76, IDEAYA’s recent 1 day share price return of 1.62% contrasts with a 30 day share price return of a 14.17% decline. The 1 year total shareholder return of 50.49% and 3 year total shareholder return of 76.78% indicate that,...

Nuvation Bio (NUVB) is back in focus after the company finalized a protocol amendment for its global SIGMA study, moving safusidenib into a Phase 3 trial for high-risk IDH1-mutant astrocytoma. See our latest analysis for Nuvation Bio. The protocol amendment appears to have kept attention on Nuvation Bio, with a 1-day share price return of 1.91% and a 7-day share price return of 2.98% at a latest share price of $5.88. The year-to-date share price return of a 31.47% decline contrasts with a...

BrightSpring Health Services: recent performance snapshot BrightSpring Health Services (BTSG) has drawn attention after a mixed stretch in its share price, with a 1% decline over the past month and an approximately 19% gain in the past 3 months. See our latest analysis for BrightSpring Health Services. At a share price of US$38.46, BrightSpring’s recent 1 day and 1 week share price returns are modestly negative, but a 90 day share price return of 19.22% and a 1 year total shareholder return...

What Shopify’s recent performance tells you right now Shopify (SHOP) has been on many investors’ radars after a stretch of weak returns, with the stock down about 27% over the past month and 22% over the past 3 months. See our latest analysis for Shopify. The recent 7 day share price return of 10.76% decline and year to date share price return of 27.77% decline suggest momentum has faded, even though the 3 year total shareholder return of about 174% still reflects a strong longer term...

Sonoco Products (SON) closed out FY 2025 with fourth quarter revenue of US$1.8 billion and basic EPS of US$3.51, alongside net income from continuing operations of US$349.6 million, setting a clear marker for how the year finished. Over the last few quarters, the company has seen revenue move from US$1.4 billion and EPS of US$0.57 in Q4 2024 to US$1.7 billion and EPS of US$0.50 in Q1 2025, then US$1.9 billion and EPS of US$0.69 in Q2 2025, before reaching US$2.1 billion and EPS of US$1.24 in...

PDD Holdings recently came under scrutiny as analysts highlighted rising domestic competition, regulatory challenges, and higher expenses that are weighing on its profitability and core retail performance. At the same time, many analysts still point to PDD’s ecosystem strengths and international platforms like Temu as supporting its longer-term business potential despite these pressures. We’ll now explore how mounting regulatory and competitive pressures may alter PDD Holdings’ previously...

Recent commentary around CarGurus (CARG) centers on softer marketplace trends, with modest 2.5% annual growth in paying dealers and an 8.1% annual decline in average revenue per user, which points to ongoing demand and retention challenges. See our latest analysis for CarGurus. CarGurus’ share price has softened over 2025, with a 30 day share price return of 18.85% and a year to date share price return of 26.35%. The 1 year total shareholder return is 30.57% and the 3 year total shareholder...

Itron, Inc. reported past fourth-quarter 2025 results with revenue of US$571.66 million versus US$612.86 million a year earlier, while net income rose to US$101.63 million from US$58.11 million and full-year diluted EPS from continuing operations increased to US$6.50 from US$5.18. The company paired this record profitability with 2026 guidance calling for US$2.35 billion–US$2.45 billion in revenue and highlighted high-margin contributions from its new Resiliency Solutions segment built...

Genuine Parts (GPC) has wrapped up FY 2025 with Q4 revenue of US$6.0b and a basic EPS loss of US$4.39, as net income excluding extra items came in at a loss of US$609.5m. Across the last six reported quarters, the company has seen quarterly revenue move from US$5.8b in Q4 2024 to US$6.3b in Q3 2025 and then US$6.0b in Q4 2025, while basic EPS has ranged from US$0.96 in Q4 2024 to US$1.83 in Q2 2025 before the most recent loss. For investors, the focus this season is on how these revenue...