U.S. Retail REITs Stock News

Interparfums, Inc. recently announced its second quarter results, posting sales of US$333.94 million and net income of US$31.99 million, both decreasing from the same period last year, alongside a regular quarterly dividend declaration and reaffirmed full-year guidance for 2025. Despite the year-over-year earnings dip, management's decision to maintain its sales and earnings outlook for 2025 signals confidence in its operational trajectory and future prospects. We'll explore how...

Dillard's, Inc. and Pandora recently celebrated the opening of their 100th Pandora shop-in-shop at the newly constructed Dillard's store in Springfield, Missouri, marking a significant expansion of their partnership which began in 2024. This rapid rollout highlights strong customer demand and underscores the growing importance of successful brand collaborations within large-scale retail environments. We'll explore how the swift expansion of Pandora offerings at Dillard's could influence the...

AXIS Capital Holdings recently reported its second quarter 2025 earnings, with net income of US$223.36 million and diluted earnings per share of US$2.72, reflecting year-over-year improvement for the quarter but a lower first half net income compared to last year. The company also completed its previously announced buyback program, repurchasing 3,066,815 shares for US$286.49 million, which could have implications for future earnings per share and investor returns. We’ll explore how AXIS...

Cipher Mining Inc. reported its unaudited July 2025 production and operations figures, revealing 214 Bitcoin mined, 52 Bitcoin sold, and a month-end operating hash rate of 20.4 exahashes per second with 111,500 deployed mining rigs. A unique point of interest is the company’s increased Bitcoin holdings, totaling 1,219 BTC at month-end, which may enhance operational flexibility moving forward. We'll now explore how Cipher Mining’s elevated operating hash rate and production levels could shape...

Aptiv PLC announced its second quarter 2025 financial results, updated earnings guidance for the third quarter and full year 2025, and provided an update on its ongoing share repurchase program. While sales increased year-over-year in the second quarter, net income fell materially and the company continued significant share buybacks, retiring 2.73% of outstanding shares in the past quarter. With Aptiv confirming a sizable share buyback and lowering net income, we'll examine how these updates...

On August 6, 2025, Mirum Pharmaceuticals reported financial results for the second quarter and first half of the year, with revenue reaching US$127.79 million for the quarter and net loss decreasing to US$5.86 million compared to the prior year. The company’s ability to significantly cut its net losses while growing revenue highlights meaningful operational improvements and strengthened financial discipline. We'll explore how these operational improvements impact the company's investment...

Strategic Education recently reported its second-quarter 2025 results, highlighted by a US$0.60 per share quarterly dividend and continued share repurchases as of the September 15 payment date. While revenue and net income both improved year-over-year, the company’s earnings per share missed analyst expectations, even as management reaffirmed its shareholder return commitments. We’ll assess how the combination of an earnings miss and ongoing share buybacks influences the company’s investment...

Universal Technical Institute recently reported fiscal third quarter results, posting US$204.3 million in sales and net income of US$10.66 million, both higher than the prior year, and raised the lower end of its revenue guidance for fiscal 2025. An important development was the lifting of growth restrictions on the Concorde Career Colleges division, allowing for accelerated expansion of programs and campuses ahead of plan. We'll examine how this combination of stronger earnings and new...

Penske Automotive Group announced its second quarter 2025 results, reporting US$250 million in net income and basic earnings per share of US$3.78, both higher than the prior year, along with continued sales near US$7.46 billion and further share repurchases. The company also raised its dividend by 4.8%, expanded its share buyback authorization, and acquired a Ferrari dealership in Italy as part of its ongoing business expansion and capital return initiatives. An interesting insight is that...

Unum Group recently announced its second quarter 2025 results, reporting US$3.36 billion in revenue and US$335.6 million in net income, while also confirming the completion of a US$300 million share repurchase totaling 3,840,822 shares since April 2025. An interesting aspect of this update is that revenue grew modestly year over year, but net income and earnings per share declined, reflecting possible profitability pressures during the period despite active capital return efforts. We’ll...

On July 24, 2025, Coursera reported its second quarter results, revealing sales of US$187.1 million and a net loss of US$7.8 million, alongside a raised full-year revenue outlook to between US$738 million and US$746 million. The company’s higher sales and significantly reduced net loss, together with the upward revision of its annual guidance, suggest growing business momentum and management confidence in performance improvements. We’ll explore how Coursera’s raised full-year revenue...

Antero Midstream Corporation announced strong second quarter 2025 results in late July, reporting revenue of US$305.47 million and net income of US$124.51 million, both up meaningfully from the prior year period, and raised its full-year net income guidance to US$455–495 million. The company also increased its 2025 free cash flow guidance and achieved record operational volumes, highlighting improved profitability and ongoing infrastructure growth in response to robust demand and efficiency...

California Resources Corporation recently reported that second quarter 2025 revenue rose to US$978 million and net income increased to US$172 million, both up sharply from a year earlier, while production nearly doubled to 137 MBoe/d. The company also issued higher production and income guidance for the rest of 2025 and reaffirmed its quarterly dividend, signaling confidence in its operational momentum and capital return outlook. Following these strong earnings and operational results, we'll...

Noble Corporation plc's board approved a US$0.50 interim quarterly dividend and issued second-quarter results, showing revenue growth to US$848.65 million but a sharp drop in net income to US$42.87 million from a year earlier; the company also lowered its full-year 2025 revenue guidance to a range of US$3.20 billion to US$3.30 billion. Despite higher revenues, the pronounced decrease in earnings and the reduction in guidance highlight ongoing pressures in the offshore drilling sector that...

Icahn Enterprises recently announced plans for a US$500 million senior secured notes offering, a US$1.2 billion shelf registration, and the affirmation of its quarterly distribution, alongside reporting second-quarter 2025 results with a narrower net loss year-over-year. This combination of debt refinancing, expanded capital-raising options, and continued distributions signals an emphasis on capital structure management during ongoing operational losses. We'll explore how these financing and...

Bristow Group Inc. recently updated its earnings guidance for 2025 and 2026, projecting total revenues between US$1.46 billion and US$1.56 billion for 2025 and US$1.62 billion to US$1.74 billion for 2026, while also reporting half-year 2025 sales of US$376.43 million and net income of US$31.75 million. These dual announcements provide greater clarity on Bristow’s revenue expectations and profit outlook as the company transitions through long-term contract changes and market expansion. We'll...

Bright Horizons Family Solutions recently reported second quarter 2025 results, delivering US$731.57 million in sales and raising its full-year revenue guidance to between US$2.9 billion and US$2.92 billion. Strong growth in Back-up Care services and ongoing investments to enhance enrollment and operational efficiency are fueling the company’s improved outlook. We’ll explore how the raised earnings guidance reflects growing demand for employer-sponsored childcare and impacts the company’s...

In recent days, Conagra Brands has continued to face organic sales declines, persistent margin pressure, and high leverage following its Pinnacle Foods acquisition, despite completing several asset sales including Chef Boyardee, Van de Kamp's, and Mrs. Paul's. A key insight is that these divestitures, while helping to reduce debt, have also led to a reduction in the size of the business and earnings with little improvement in core operations, raising concerns about the sustainability of the...

Ardent Health reported second quarter 2025 earnings showing US$1.65 billion in sales, up from US$1.47 billion a year prior, and net income of US$72.95 million compared to US$42.77 million the previous year. The company also reaffirmed its 2025 full-year revenue and diluted earnings per share guidance, suggesting it expects continued momentum in financial performance through the rest of the year. We'll explore how Ardent Health's strong earnings growth and guidance update may influence the...

On July 25, 2025, Bit Digital, Inc. announced the appointment of Justin Zhu, previously Senior Vice President of Finance, as its new Chief Accounting Officer, effective immediately. Zhu's extensive experience at leading global accounting firms and deep knowledge of public company audits may strengthen Bit Digital's financial reporting and compliance capabilities. We’ll explore how bringing in a seasoned financial leader could shape Bit Digital’s investment narrative and the company’s growth...

Adaptive Biotechnologies Corporation announced past second quarter 2025 earnings, reporting US$58.88 million in sales and a net loss of US$25.61 million, alongside an increased full-year MRD revenue guidance to between US$190 million and US$200 million. The company achieved substantial improvements in both revenue and net loss year over year, while also narrowing its basic loss per share for the period. We'll explore how strong quarterly revenue growth and raised MRD guidance could influence...

On July 31, 2025, 7-Eleven announced a collaboration with Mattel to launch an exclusive Hot Wheels collection, featuring a limited-edition die-cast Toyota Supra and custom fingerboards, available both in stores and online. This marks the first-ever branded Hot Wheels die-cast car for 7-Eleven, signaling the expanding appeal of collectibles through cross-industry partnerships. We'll examine how the branded Hot Wheels launch with 7-Eleven could influence Mattel's brand relevance and collector...

MARA Holdings recently reported its unaudited production results for July 2025, marking a 1% decrease in bitcoin produced compared to June, alongside second-quarter earnings showing sales of US$238.49 million and net income of US$808.24 million, both much higher than the previous year. The company also surpassed 50,000 BTC in holdings, reinforcing its status as the world’s second-largest publicly traded holder of bitcoin and highlighting its large-scale treasury management approach. We'll...

F&G Annuities & Life recently announced a new strategic partnership with a Blackstone-backed reinsurance vehicle, providing approximately US$1 billion in anticipated capital commitments to support forward flow reinsurance of certain fixed indexed annuity products. This development, along with the transition of Conor Murphy to the dual role of CFO and President, highlights F&G's efforts to strengthen its capital-light model and leverage leadership experience to support growth and risk...