Consumer Backlash

Business

Take-Two Interactive Surpasses Q4 Revenue Forecasts, Fueled by Strong Franchise Performance and GTA VI Momentum

Video game giant Take-Two Interactive (NASDAQ: TTWO) reported fourth-quarter revenue of $1.70 billion, a 24.9% year-over-year increase that exceeded analyst expectations. The company also provided an optimistic outlook for the coming quarter, with guidance above consensus estimates, despite posting a GAAP loss per share.

Feb 3, 2026

Business

Designer Brands Joins Early 2026 Retail Layoffs, Citing Need for Agility Amid Sector-Wide Restructuring

Designer Brands Inc., parent company of DSW and several footwear labels, has confirmed a new round of layoffs as part of an organizational restructuring. The move follows a trend of job cuts across the fashion and retail sector, driven by efforts to streamline operations and adapt to shifting market dynamics.

Feb 3, 2026

Business

H&R Block Beats Q4 Revenue Forecasts, But Long-Term Growth Questions Linger

The tax preparation giant reported stronger-than-expected fourth-quarter sales, driven by its core services. However, analysts point to slowing demand trends and a challenging road ahead for the seasonal business.

Feb 3, 2026

Business

Evercore ISI Backs Phillips Edison, Citing Grocery-Anchored Centers as Recession-Resistant Bet

Investment firm Evercore ISI initiates coverage on Phillips Edison & Company with an Outperform rating, highlighting its portfolio of necessity-focused retail centers as a key strength in uncertain economic times.

Feb 3, 2026

Business

Barclays Bets on Apple Hospitality REIT with Overweight Rating, Defying Sector Skepticism

Barclays has initiated coverage on Apple Hospitality REIT (NYSE:APLE) with an Overweight rating and a $14 price target, positioning the hotel-focused trust as a standout in a sector often viewed by investors as a short-term play rather than a source of durable returns.

Feb 3, 2026

Business

Michael Burry Bets on a GameStop Comeback, Defying Meme-Stock Skepticism

Famed 'Big Short' investor Michael Burry has taken a significant long position in GameStop, praising CEO Ryan Cohen's leadership while simultaneously hedging with bearish bets on tech giants Palantir and Nvidia. The move has reignited debate over the retailer's future and the influence of contrarian investors in volatile markets.

Feb 3, 2026

Business

From Park Bench to CEO Suite: Josh D’Amaro's Three-Decade Ascent to Lead Disney

Josh D’Amaro, a 30-year Disney veteran and lifelong fan, has been named the company's next CEO. His journey from a strategic planning role to overseeing the global parks empire positions him to steer the entertainment giant through a period of significant investment and political challenges.

Feb 3, 2026

Business

FDA Warning Letter Puts Abbott's FreeStyle Libre Quality Controls in the Spotlight

Abbott Laboratories faces heightened regulatory scrutiny after the FDA issued a warning letter concerning the accuracy and testing protocols for its widely used FreeStyle Libre continuous glucose monitors, raising questions about the company's quality systems in a key growth market.

Feb 3, 2026

Business

Ahold Delhaize's Choppy Trading Raises Valuation Questions: Undervalued Gem or Fairly Priced?

After a year of muted returns and recent volatility, investors are scrutinizing whether European retail giant Ahold Delhaize's current share price presents a buying opportunity. Our analysis suggests a potential undervaluation, but competitive headwinds loom.

Feb 3, 2026

Business

Zegna's Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Ermenegildo Zegna's (ZGN) shares have dipped to $9.00, sparking debate among investors. While some see a luxury brand trading below its estimated fair value, others point to challenges in China and rich valuations as reasons for caution.

Feb 3, 2026

Business

Stitch Fix's Fair Value Holds Steady at $5.25 Amid Cautious Sector Sentiment

Stitch Fix's latest financial model update maintains its fair value estimate at approximately $5.25 per share, reflecting a market narrative that balances patience with profitability concerns. As the personal styling service navigates a challenging retail environment, incremental adjustments to long-term assumptions signal cautious optimism from analysts.

Feb 3, 2026

U.S. Government, Coalition of States Appeal Landmark Google Antitrust Ruling

Federal and state authorities are challenging a court decision that found Google monopolized online search but rejected stringent remedies, setting the stage for a pivotal legal battle over tech dominance.

Feb 3, 2026

Business

MassMutual at 175: How a $100,000 Bet in Springfield Built a Financial Titan

As MassMutual marks its 175th anniversary, the mutual insurer reflects on a journey from a local idea to a global force managing over $570 billion, while reaffirming its commitment to policyowners and its Springfield roots.

Feb 3, 2026

Business

Bob Iger Passes the Torch: Disney Names Josh D'Amaro as New CEO in Leadership Transition

The Walt Disney Company announces a historic leadership change, with Chairman of Disney Experiences Josh D'Amaro set to succeed Bob Iger as CEO in March, alongside the promotion of Dana Walden to Chief Creative Officer.

Feb 3, 2026

Business

Tesla's Rocky Road: Why One Analyst Sees Every Stock Dip as a Buying Opportunity

Despite a cooling EV market and recent earnings pressure, Roth Capital's Craig Irwin maintains a bullish $505 price target on Tesla, arguing the stock's long-term catalysts outweigh near-term automotive weakness.

Feb 3, 2026

Business

Cracker Barrel Clarifies Travel Dining Policy Amid Online Uproar

The Southern-style restaurant chain pushes back on reports of a 'new mandate' requiring traveling employees to dine exclusively at its locations, calling the policy longstanding and misunderstood.

Feb 3, 2026

Business

From the Parks to the Corner Office: Josh D’Amaro Named to Succeed Bob Iger as Disney CEO

The Walt Disney Company has ended its long-running CEO succession search, appointing 28-year company veteran and Disney Experiences Chairman Josh D’Amaro to take the helm from the retiring Bob Iger later this year.

Feb 3, 2026

U.S. Government, States Appeal Landmark Google Antitrust Ruling

Federal and state authorities are challenging a 2024 court decision that found Google maintained an illegal monopoly in online search but stopped short of ordering a breakup of the tech giant's business.

Feb 3, 2026

Business

Cattle Futures Extend Gains into Tuesday as Cash Market Holds Steady

Live and feeder cattle futures continued their upward momentum on Tuesday, building on last week's firm cash trade. Boxed beef prices showed mixed movement as market participants assess supply and demand fundamentals ahead of key spring marketing periods.

Feb 3, 2026

Business

Dividend Kings Duel: Why Coca-Cola's Fundamentals Outshine PepsiCo's Higher Yield

While PepsiCo offers a more attractive dividend yield, a deeper analysis reveals Coca-Cola's superior earnings growth, robust profit margins, and a more sustainable payout ratio, making it the stronger long-term investment for income-focused shareholders.

Feb 3, 2026