U.S. Specialty Stores Stock News

Dave (DAVE) has climbed over the past year, even after a recent pullback, as investors reassess its subscription banking and cash-advance model in light of tightening consumer budgets and rising digital finance competition. See our latest analysis for Dave. With the share price now at $198.93, Dave’s strong year to date share price return of 130.48 percent and powerful three year total shareholder return of 2259.23 percent suggest that momentum has been rebuilding as investors re rate its...

Replimune Group, Inc. ( NASDAQ:REPL ) shareholders might have a reason to worry after multiple insiders sold their...

If you are wondering whether Tesla at around $489 a share is still a buy or already priced for perfection, you are not alone. This piece is designed to cut through the noise for you. Over the last week Tesla has climbed 10.0%, extending a 21.2% gain over the past month and a 29.2% rise year to date, even though the 1 year return sits at just 2.1% after a wild few years that saw the stock surge 255.5% over 3 years and 129.5% over 5 years. Some of that recent momentum has been tied to ongoing...

In December 2025, Abercrombie & Fitch promoted Robert J. Ball to Executive Vice President and Chief Financial Officer, while pushing ahead with collaborations like Olivia Culpo’s NFL-inspired capsule and major holiday sales events. These moves come as the company highlights very strong comparable sales growth, high gross margins, rapid earnings per share expansion aided by buybacks, and tighter inventory management supported by AI tools. Next, we’ll examine how this combination of strong...

Immatics N.V. recently completed a follow-on equity offering of 12,500,000 ordinary shares, raising US$125,000,000 at US$10 per share with a US$0.60 discount, expanding its capital base. This sizeable fundraising reshapes the company’s capital structure and may influence how investors view its ability to finance upcoming development priorities. We’ll now examine how this sizeable follow-on equity raise could influence Immatics’ investment narrative and future funding flexibility. Explore 28...

Protagonist Therapeutics and collaboration partner Takeda recently reported 52-week data from the pivotal Phase 3 VERIFY trial of rusfertide in polycythemia vera, showing durable hematocrit control without phlebotomy eligibility and a safety profile in line with prior results. The therapy’s multiple FDA designations, including Breakthrough Therapy and Orphan Drug, underscore its potential importance for patients who remain phlebotomy-dependent despite current standard treatments. We’ll now...

AXIS Capital Holdings’ board has recently declared a past quarterly common dividend of US$0.44 per share and a Series E 5.50% preferred dividend of US$34.375 per preferred share (US$0.34375 per depositary share), both payable on January 15, 2026 to holders of record on December 31, 2025. These dividend moves, alongside a stronger earnings outlook and favorable analyst sentiment, highlight growing investor confidence in AXIS’s income profile and business momentum. We’ll now examine how the...

DaVita Inc. recently appointed Stephanie Hendrickson as Chief People Officer and Steve Phillips as Chief Strategy Officer, expanding its leadership bench across talent, strategy, and innovation. These leadership changes highlight DaVita’s focus on culture, patient-centered care, and long-term strategy as it responds to operational and cost pressures. We’ll now examine how this leadership reshaping, alongside rising patient care costs, may influence DaVita’s broader investment narrative. AI...

CONMED (CNMD) is reshaping its portfolio after deciding to exit gastroenterology, accelerating the end of its GORE VIABIL biliary stent distribution deal as Olympus takes over U.S. rights in early 2026. See our latest analysis for CONMED. Despite this strategic refocus, CONMED’s 1 year total shareholder return of negative 44.21 percent and year to date share price return of negative 41.8 percent suggest sentiment is still cautious, with momentum clearly fading rather than building. If this...

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Four Corners Property Trust recently expanded its portfolio with several newly constructed, net-leased properties across automotive services, healthcare, and pet care in Colorado, Alabama, New York, Georgia, Illinois, and Wisconsin, with cap rates generally around the high-6% to 7% range on rent at closing. Shortly after this acquisition streak, Evercore’s reassessment of Four Corners Property Trust’s valuation and outlook led to a research rating downgrade, adding a new dimension to how...

Airbnb (ABNB) just ran into a serious regulatory wall in Spain, where consumer authorities hit the platform with a €64 to €68 million fine tied to tens of thousands of allegedly unlicensed listings. See our latest analysis for Airbnb. Despite the Spanish fine and other recent headlines around legal disputes and insider selling, Airbnb’s 1 month share price return of just over 8 percent suggests investors are still leaning toward a steady, long term growth story, backed by a roughly 51 percent...

DraftKings (DKNG) just posted a solid jump in New York, with its betting handle up about 16% and revenue up 13% year over year, while also securing a mobile betting license in Missouri. See our latest analysis for DraftKings. That New York momentum and the new Missouri license come as the share price sits at about $34.54, with a strong 1 month share price return of 16.77 percent but a softer 1 year total shareholder return of negative 15.18 percent. This suggests near term enthusiasm...

Saba Capital Management just doubled down on ASA Gold and Precious Metals (NYSE:ASA), adding to its already large position through multiple December purchases. That renewed conviction is exactly what has traders revisiting this high flying gold fund. See our latest analysis for ASA Gold and Precious Metals. That backdrop of heavy insider style buying comes on top of powerful recent price action, with a 20.18% 1 month share price return and a 173.51% year to date share price gain contributing...

EastGroup Properties has announced a broad slate of leadership changes effective January 1, 2026, including promoting R. Reid Dunbar to President, Staci H. Tyler to Chief Financial Officer and Treasurer, and Brent W. Wood to the newly created role of Chief Operating Officer, alongside Michelle Rayner’s elevation to Chief Accounting Officer. By elevating long-tenured internal executives across finance and operations while planning for regional leadership succession, the company is signaling...

Earlier in December 2025, Hewlett Packard Enterprise reported fourth-quarter and full-year results showing higher sales but sharply lower net income, reaffirmed and raised parts of its fiscal 2026 earnings outlook, and declared a regular US$0.1425 per share dividend payable in January 2026. At the same time, HPE leaned further into AI and hybrid cloud with expanded GreenLake and networking offerings built around the Juniper acquisition and NVIDIA partnerships, underscoring a shift toward...

On December 10, 2025, an SEC filing showed JFrog director Yossi Sela sold 25,000 shares, extending a year-long pattern of insider disposals. This continued run of insider selling, with 0 insider purchases and 82 sales over the past year, may prompt investors to revisit assumptions about internal confidence and alignment. We’ll now examine how this pattern of insider selling may influence JFrog’s investment narrative, particularly expectations around growth, risk, and governance. Outshine the...

Starbucks (SBUX) is in the spotlight as its largest ever U.S. barista strike, fresh legal challenges, and an aggressive transformation push under CEO Brian Niccol collide. This confluence of events is giving investors plenty to reassess. See our latest analysis for Starbucks. Despite the strikes, lawsuits, and transformation drive, Starbucks’ 1 year total shareholder return of minus 5.2 percent and year to date share price return of minus 7.7 percent suggest momentum has been fading rather...

Earlier this month, CLEAR announced a contract with the Centers for Medicare & Medicaid Services to integrate its CLEAR1 identity platform into Medicare.gov from early 2026, while also rolling out CLEAR ID, a free mobile digital ID for TSA checkpoints, and expanding healthcare partnerships with Welldoc and Sharecare. Together, these moves extend CLEAR’s identity technology well beyond airports, embedding it into federal healthcare infrastructure and consumer health apps, which could deepen...

IDEX (IEX) has quietly climbed about 11% over the past 3 months, even as its year to date and 1 year returns remain negative. That mix of recovery and lag is drawing fresh attention. See our latest analysis for IDEX. Zooming out, that 30 day 7.7% share price return sits alongside a weak year to date share price performance and a negative one year total shareholder return. This suggests recent momentum is rebuilding as investors reassess IDEX’s growth and risk profile. If IDEX’s rebound has...

In early December 2025, Victoria’s Secret & Co. reported third-quarter 2025 sales of US$1,472 million with a reduced net loss of US$37 million, raised its full-year 2025 net sales outlook to US$6.45–6.48 billion, and projected fourth-quarter net sales of US$2.17–2.20 billion, above last year’s US$2.106 billion. Wells Fargo’s upgrade of Victoria’s Secret, citing improving product and marketing execution and a rebound at PINK, suggests that recent operational changes are starting to influence...

In December 2025, Agree Realty Corporation’s board approved and declared a higher monthly cash dividend of $0.262 per common share, equivalent to an annualized $3.144 and reflecting a 3.6% increase over the fourth-quarter 2024 rate, along with a monthly dividend of $0.08854 per Series A preferred depositary share. This dividend increase signals management’s confidence in the REIT’s cash flow profile and underscores its continued emphasis on delivering consistent income to both common and...

Stryker recently declared a quarterly dividend of US$0.88 per share payable on January 30, 2026, a 4.8% increase versus the prior year, and earlier this month named long-time executive Spencer Stiles as President and COO effective January 1, 2026, with Dylan Crotty stepping up as Group President of Orthopaedics. Taken together with a strengthening cranio maxillofacial fixation devices market, these internal promotions suggest Stryker is pairing leadership continuity with exposure to a...

Earlier this month, SoundHound AI announced a partnership with OpenTable to power a fully conversational, in-vehicle voice reservations agent that lets drivers and passengers find, select, and book tables hands-free through car infotainment systems, tapping into a network of over 60,000 restaurants worldwide. This move expands SoundHound’s in-car voice commerce platform beyond food ordering into end-to-end dining transactions, highlighting how the company is trying to turn its conversational...