U.S. Retail REITs Stock News

Carpenter Technology (CRS) just landed a spot in the S&P Aerospace & Defense Select Industry Index, a move that is sure to grab the attention of investors weighing what comes next. Index additions like this are not just symbolic; they tend to draw fresh interest from institutional investors that track or benchmark against these indexes. It is a shift that can alter both demand for shares and perceptions of the company’s place in the aerospace supply chain. This is interesting timing for...

In the past week, Cisco unveiled a series of advanced AI-powered enhancements across its Splunk platform, introduced the Cisco Data Fabric for AI applications, and expanded enterprise wireless offerings through collaborations such as with Federated Wireless and Tata Communications. These developments highlight Cisco's deep commitment to placing AI and unified data management at the center of its product strategy, aiming to address operational efficiency, security, and large-scale...

In recent news, lululemon athletica filed a lawsuit against Costco, aiming to halt the sale of alleged knockoff items that could erode its brand strength. Meanwhile, American Express announced a refreshed Platinum card for U.S. customers, featuring benefits like statement credits for lululemon purchases through a new partnership. This heightened focus on brand protection and prominent collaborations illustrates lululemon's efforts to reinforce its market presence amid changing consumer...

If you have been eyeing Voyager Technologies and wondering whether now is the right time to buy, hold, or move on, you are in good company. Over the past year, the stock has sparked debates among tech investors looking for opportunity amid volatility. After reaching a high earlier this year, Voyager shares have given up quite a bit. The price closed at $28.97, with a drop of 4.4% in the last 7 days and down 5.8% over the past month. Even more striking, the stock is down nearly 49% year to...

On September 16, 2025, Airinmar, a subsidiary of AAR Corp., announced it has signed a multi-year extension of its support services agreement with Philippines-based low-cost carrier Cebu Pacific, continuing component repair cycle management and aircraft warranty management services. This renewal highlights the importance of AAR's tailored maintenance solutions in supporting Cebu Pacific’s fleet growth and cost management efforts. We’ll explore how extending this long-term service partnership...

If you have been watching Booking Holdings (BKNG) lately, you are not alone. The company has landed back in the spotlight, fueled by buzz over its reliable earnings track record and news that it is actively exploring AI technology partnerships with major players like Google and Microsoft. These latest updates have investors paying extra attention and signal that management is intent on both maintaining financial discipline and pursuing new avenues for growth. When a company repeatedly tops...

Diebold Nixdorf (DBD) just received some fresh validation from S&P Global Ratings, which upgraded the company’s credit rating to ‘B+’ from ‘B.’ For investors, this change is more than a vote of confidence; it is a sign that Diebold Nixdorf’s efforts to tighten its finances, generate cash, and streamline costs are making a difference. S&P’s stable outlook, supported by expectations for stronger cash flow and working capital performance, reinforces that the company’s three-year plan is on track...

Williams-Sonoma, Inc. announced in the past week that its Board of Directors declared a quarterly cash dividend of US$0.66 per share, payable to shareholders of record on October 17, 2025, with payment on November 21, 2025. Alongside positive sales trends across all brands and management raising its outlook, the company’s leadership has also reported recent insider share sales, reflecting ongoing activity among executives. We'll explore how Williams-Sonoma's raised guidance and broad...

In September 2025, Starbucks announced it will be the Official Coffee Partner of the LA28 Olympic and Paralympic Games and Team USA, supporting athletes and fans with unique coffeehouse activations and exclusive partnerships with NBCUniversal for national coverage. This partnership highlights Starbucks’ focus on elevating brand presence through high-profile collaborations while emphasizing community connection and experiential marketing as core business priorities. We’ll examine how...

In recent days, Coherent Corp. unveiled several advanced products, including innovations in optical components, laser welding, and network test instruments, while Eudia and Coherent jointly announced a multi-year partnership to deploy AI-driven legal operations across the company’s global teams. This wave of product launches and AI adoption highlights Coherent’s drive to boost efficiency and meet demand in emerging industries such as AI, electric vehicles, and advanced manufacturing. We’ll...

Pure Storage recently reported double-digit year-over-year revenue and operating profit growth, along with increased annual recurring revenue and upgraded operating profit guidance. Institutional interest appears strong as new SEC filings reveal sustained insider selling activity, highlighting a focus on business fundamentals and investor confidence. We’ll examine how Pure Storage’s robust quarterly results and rising institutional support may influence its investment narrative and long-term...

Sphere Entertainment (SPHR) turned heads this past month after the company reported surging demand for its immersive adaptation of "The Wizard of Oz" at its Las Vegas venue. Since launching in late August, Sphere has sold more than 500,000 tickets and brought in $65 million in sales from the film alone. The news followed a $22.5 million share repurchase, which reflected management’s confidence in the business just months after investors were reeling from the company’s MSG Networks troubles...

If you’ve been following Owens Corning (OC), you probably noticed the big announcement: plans are underway for a cutting-edge shingle plant in Prattville, Alabama. This isn’t just another facility. With advanced automation and a major boost in manufacturing capabilities, the new plant is set to ramp up production for the company’s sought-after roofing products. Management’s move highlights a focus on capturing growth opportunities in the nation’s hottest shingle market and aims to deliver...

Sally Beauty and DoorDash recently held a "Beauty on the Go" pop-up event in New York City, offering complimentary swag bags and exclusive access to over 300 premium beauty products from September 25 to 27. This partnership highlights Sally Beauty's focus on experiential marketing and digital collaboration, melding professional product expertise with on-demand delivery to reach busy urban consumers in new ways. We'll explore how Sally Beauty's expansion into direct-to-consumer events and...

Cintas Corporation is set to report its quarterly earnings, with analysts expecting earnings of $1.19 per share and revenues of $2.69 billion, both higher than the previous year. Analyst forecast adjustments and increased attention ahead of the report highlight anticipation of Cintas' continued growth in its core business areas. We'll examine how these heightened earnings expectations could influence analysts' views on Cintas' growth outlook and competitive positioning. Find companies with...

Futu Holdings (NasdaqGM:FUTU) just turned heads with its latest quarterly update, as the company posted a remarkable jump in both revenue and operating margin. The sequential and year-over-year gains were not by chance. They came on the back of a growing base of funded accounts, robust overseas client expansion, and sticky client retention rates. Management isn't shy about their ambitions, reaffirming the goal to onboard 800,000 new funded accounts by year-end and highlighting ongoing...

Capital Clean Energy Carriers Corp. (NasdaqGS:CCEC) was recently added to the S&P Global BMI Index, highlighting its growing visibility among institutional investors and index funds. This development coincided with company leadership emphasizing a looming global vessel shortage and strong demand outlook in LNG shipping, pointing to potential long-term sector tailwinds. We’ll explore how CCEC’s S&P Global BMI Index inclusion, amid rising LNG shipping demand, may influence the company’s...

HEICO recently drew market attention due to continued strong organic revenue growth, higher earnings per share, and a robust free cash flow margin, setting it apart from sector peers. Analysts and investors are focusing on the company's financial strengths, suggesting confidence in HEICO's management to deliver consistent long-term performance. We'll explore how HEICO's improving profitability and organic revenue growth shape its investment narrative and competitive positioning going...

Earlier this month, Cadence Design Systems announced a significant expansion of its Cadence Reality Digital Twin Platform library with the inclusion of a digital twin model for the NVIDIA DGX SuperPOD featuring DGX GB200 systems, enhancing capabilities for high-fidelity AI factory and data center design. This upgrade marks a deepening collaboration between Cadence and NVIDIA, providing engineers with advanced tools to address power, space, cooling and performance optimization before any...

Earlier this month, XPO, Inc. presented at Morgan Stanley’s 13th Annual Laguna Conference in California, with CEO Mario A. Harik and Chief Strategy Officer Ali-Ahmad Faghri discussing the company’s business outlook. Shortly after, Moody’s affirmed XPO’s debt rating and upgraded its outlook to positive, anticipating that recent cost reduction efforts and terminal acquisitions from Yellow Corporation will drive improved operational performance in 2026. We’ll explore how Moody’s positive...

Earlier this month, Evercore Inc. announced that Alexander Virgo has joined Evercore ISI as a senior managing director in London, where he will focus on global multi-industry companies. Virgo's appointment, following his highly ranked tenure at Bank of America, brings nearly 25 years of industrial sector expertise and signals Evercore's continued investment in building its talent base and European presence. We'll look at how Virgo's addition enhances Evercore's global advisory capabilities...

Barrett Business Services (BBSI) just got a boost as its analyst rating was upgraded, thanks to a clear upward trend in earnings forecasts. If you own shares or are considering a position, this is definitely a headline worth your attention. The positive momentum in consensus estimates reflects that the market, as well as professionals watching BBSI, are recognizing stronger prospects for the company in the months ahead. Stepping back, the past year has been rewarding for Barrett Business...

JinkoSolar Holding announced it has sold 300.2 million A shares of its principal operating subsidiary, Jiangxi Jinko, to institutional investors at RMB4.90 per share, reducing its stake from 58.59% to about 55.59% and raising capital for business operations. This transaction allows JinkoSolar to strengthen its cash position and support ongoing operations while maintaining a majority interest in its key operating arm. We'll explore how the improved cash position from this divestiture may...

Celldex recently presented new clinical data showing Barzolvolimab induces rapid and sustained efficacy in chronic spontaneous urticaria (CSU) patients, regardless of baseline immunoglobulin E (IgE) levels, at the EADV Congress 2025 in Berlin. This finding highlights Barzolvolimab's potential to address a broad population of CSU patients whose disease is not impacted by their IgE status. We'll explore how Barzolvolimab's consistent efficacy across IgE subgroups could influence Celldex's...