U.S. Specialty Stores Stock News

McDonald’s (NYSE:MCD) has launched a Canada-exclusive collaboration with Drake and OVO, offering special meals and branded merchandise. The company is concluding its CosMc’s spin off test and integrating unique beverage concepts into the core McDonald’s menu. McDonald’s is bringing the Big Arch burger to the U.S. market, adapting an international item for domestic customers. For investors, these moves illustrate how McDonald’s is using its scale and brand reach in new ways across culture,...

In February 2026, Pool Corporation reported fourth-quarter 2025 results showing slightly lower sales and earnings year on year, issued full-year 2026 EPS guidance of US$10.85–US$11.15 below analyst expectations, and disclosed that it had completed a long-running share repurchase program totalling US$2.46 billion. The combination of softer quarterly performance, cautious guidance tied to weaker pool construction and renovation demand, and the exit of a long-serving director raised fresh...

Cardboard and containerboard prices have moved lower unexpectedly, pressuring U.S. packaging producers. Packaging Corporation of America (NYSE:PKG) is directly exposed as a major producer of containerboard and corrugated packaging. The price weakness points to softer demand conditions and heavier discounting across the packaging sector. For Packaging Corporation of America, the sudden drop in cardboard pricing affects the core of its business in containerboard and corrugated boxes. When...

Earlier in February 2026, Philip Morris International reaffirmed its full‑year 2026 reported diluted EPS guidance of US$7.87 to US$8.02, signaling continued confidence in its earnings outlook despite currency headwinds. Management also underscored accelerating adoption and rising profitability of its smoke‑free products, which now extend across 106 markets and are reshaping the company’s revenue mix. We’ll now examine how reaffirmed 2026 earnings guidance, underpinned by expanding smoke‑free...

Hycroft Mining Holding Corporation recently filed an independent Technical Report that updates its Mineral Resource estimate as of January 21, 2026, showing substantial growth in gold and silver resources and outlining a flowsheet combining milling with pressure oxidation for sulfides and heap leaching for oxides. A key development is the newly defined high-grade mineral resource with underground potential, supported by improved metallurgical test work indicating stronger gold and confirmed...

American States Water (NYSE:AWR) has amended its Equity Distribution Agreement for its at the market equity offering program. Under the amendment, Huntington Securities replaces Janney Montgomery Scott as one of the sales agents. The company still has a significant portion of its authorized shares available for potential issuance under the program. American States Water is a regulated water utility and services provider, so access to cost effective equity funding can matter for long term...

Earnings event puts CoStar’s mixed results and AI push in focus CoStar Group (CSGP) just reported fourth quarter 2025 results, with sales of US$900 million versus US$709 million a year earlier, while net income came in at US$47 million versus US$60 million. See our latest analysis for CoStar Group. Despite the latest earnings and the Homes AI launch, CoStar Group’s recent performance has been weak, with a 30 day share price return of 25.08% and a 1 year total shareholder return decline of...

Earlier this month, Columbia Banking System, Inc. declared a quarterly cash dividend of US$0.37 per common share, payable on March 16, 2026, to shareholders of record as of February 27, 2026. This dividend affirmation, alongside revenue growth of approximately 23.2% as of December 31, 2025 relative to peers, highlights management’s confidence in the bank’s current financial position. With this dividend decision underscoring management’s confidence, we’ll now examine how it interacts with...

United Therapeutics stock: recent performance snapshot With no single headline event driving the move, United Therapeutics (UTHR) has drawn attention after a mixed stretch, including a small 1 day decline, a slight month gain, and a negative past 3 months return. See our latest analysis for United Therapeutics. At a share price of US$473.43, United Therapeutics has seen short term share price momentum soften. However, the 1 year total shareholder return of about 32% and 5 year total...

Snap-on (NYSE:SNA) reports resilient sales in a challenging environment, supported by strong product innovation and customer response. The company announces a dividend increase for the sixteenth consecutive year. Snap-on confirms continued share repurchases as part of its capital return program. Snap-on, a long established supplier of tools, equipment, and diagnostics to professional users, is leaning on new products and franchisee feedback as it responds to higher material costs and...

Why Electronic Arts is on investors’ radar today Electronic Arts (EA) shares have been drawing attention after a period where recent returns, including a small 1 day gain and a weaker month, contrast with much stronger 1 year and 3 year total returns. See our latest analysis for Electronic Arts. At around US$201 per share, Electronic Arts has seen modest recent share price returns. The 1 year and 3 year total shareholder returns of 53.5% and 84.0% suggest longer term momentum has been...

Investors may be wondering if Arcutis Biotherapeutics at around US$26.98 is still offering value after its recent run, or if most of the opportunity is already priced in. The stock has returned 1.4% over the last 7 days and 3.0% over the last 30 days, with a 121.1% return over 1 year and a 66.7% return over 3 years. Over the same time, the year-to-date return stands at a 7.0% decline, and the 5-year return is a 23.0% decline. Recent headlines around Arcutis Biotherapeutics have focused on...

State Street (NYSE:STT) has launched a new actively managed Prime Money Market ETF, expanding its cash management product lineup. The firm has also partnered with Mariner to roll out the Charles River Wealth Management Solution across Mariner’s advisory network. Both developments reflect fresh activity in short term investment products and wealth management technology for State Street. For you as an investor, these moves touch two important areas: cash management and wealth platforms. State...

Cellebrite DI Ltd. recently reported its fourth-quarter and full-year 2025 results, showing revenue rising to US$128.82 million for the quarter and US$475.68 million for the year, alongside a swing from a large prior-year loss to net income of US$78.33 million, and issued 2026 revenue guidance of US$126 million–US$128 million for Q1 and US$565 million–US$571 million for the full year. The move from a basic loss per share of US$1.35 in 2024 to basic earnings per share of US$0.32 in 2025...

Wayfair stock performance and recent context Wayfair (W) has been on the radar for retail investors after a volatile stretch. The share price recently closed at US$73.91 with negative returns over the past month and past 3 months. See our latest analysis for Wayfair. The recent 7 day share price return of negative 13.28% and 30 day return of negative 32.67% extend a weaker trend for Wayfair this year, even though the 1 year total shareholder return of 72.49% and 3 year total shareholder...

Why Youdao (DAO) is back in focus after its latest earnings Youdao (DAO) is drawing attention after reporting fourth quarter and full year 2025 earnings, with revenue higher than a year earlier but quarterly net income lower, while full year profit was above the prior year. See our latest analysis for Youdao. The earnings release appears to have sharpened market focus on Youdao, with the 1 day share price return of 5.34% and 7 day share price return of 10.20% standing against a 30 day share...

In February 2026, Nordson Corporation reported first-quarter fiscal 2026 results showing sales of US$669.46 million and net income of US$133.38 million, with diluted earnings per share from continuing operations of US$2.38, all higher than the same period a year earlier. Alongside these results, Nordson raised its full-year 2026 sales guidance to a range of US$2.86 billion to US$2.98 billion, signaling increased management confidence backed by strong demand in areas such as semiconductors...

National Health Investors, Inc. recently appointed Lilly H. Donohue, former CEO of Holiday Retirement, to its Board of Directors, effective February 17, 2026, adding deep senior housing operating experience to its governance bench. Her track record in running one of the country’s largest senior housing platforms could meaningfully influence how NHI shapes its senior housing operating portfolio and broader growth agenda. Next, we’ll examine how Donohue’s senior housing operating expertise...

In recent months, several institutional investors highlighted Veeva Systems after strong recurring revenue growth and raised full-year guidance, even as its stock lagged amid a rotation away from higher-valuation healthcare technology names and caution around the timing of large enterprise deals. While some funds exited Veeva citing rising competitive and AI-related risks, others emphasized its leading life sciences CRM platform and expanding role across R&D and commercial data clouds,...

Capital return focus reshapes the Alpha Metallurgical Resources (AMR) story Recent commentary around Alpha Metallurgical Resources (AMR) centers on its shift toward returning cash to shareholders through buybacks and selective dividends, a change that is drawing fresh attention from investors. See our latest analysis for Alpha Metallurgical Resources. At a share price of US$180.63, Alpha Metallurgical Resources has had a mixed year in the market, with a 30 day share price return of a 21.86%...

If you are wondering whether Kohl's current share price really reflects what the business is worth, you are not alone. This article is going to focus squarely on that question. Kohl's last closed at US$17.71, with returns of a 9.5% decline over the past week, 0.3% over the last month, a 17.0% decline year to date, but 53.4% over the past year, which can change how investors think about both risk and potential. Recent headlines around Kohl's have centered on the broader state of department...

Apple is expanding U.S. manufacturing with Mac Mini production in Houston and new assembly lines for advanced AI servers. The company is working with semiconductor partners to reinforce the domestic chip supply chain. Apple is investing in workforce training to support its growing U.S. manufacturing footprint. For investors watching NasdaqGS:AAPL, this manufacturing shift sits alongside a share price of $272.14 and multi year gains, including 10.6% over the past year and 123.3% over five...

On 24 February 2026, Anthropic announced that Docusign’s Intelligent Agreement Management platform is now available within its Cowork product, allowing organizations to draft, review, route, and execute agreements end‑to‑end through natural language prompts. This move extends Docusign’s AI-native agreement tools directly into a leading AI workspace, potentially deepening its role in legal, sales, procurement, and HR workflows. Next, we’ll examine how embedding IAM into Anthropic’s Cowork...

MarketAxess Holdings (NasdaqGS: MKTX) has entered a new integration partnership with DirectBooks, aiming to streamline primary market access and workflows for mutual clients. The company also announced an upcoming change in technology leadership, with a new Chief Technology Officer to be appointed and the current Chief Information Officer set to depart. MarketAxess, trading at $181.83, is in focus for investors watching electronic bond trading infrastructure. The stock has seen mixed...