Consumer Backlash

Business

BellRing Brands Posts Solid Q1, Navigates Competitive Headwinds and Cost Pressures

BellRing Brands (BRBR) reported first-quarter sales and earnings that exceeded internal forecasts, driven by order timing and strength in its Dymatize brand. While management expressed confidence in its full-year foundation, they also highlighted intensifying competition and significant input cost inflation, leading to a narrowed sales outlook and expected margin pressure for fiscal 2026.

Feb 4, 2026

Business

Take-Two Blows Past Forecasts, Raises Outlook on Strength of GTA, NBA 2K, and Mobile Surge

The video game giant reported a blockbuster third quarter, with net bookings of $1.76 billion significantly exceeding guidance. Strong performance across its core franchises and a resurgent mobile division have prompted the company to raise its full-year forecast, setting the stage for a pivotal 2027 headlined by the launch of Grand Theft Auto VI.

Feb 4, 2026

Business

AMD's MI450 AI Accelerator Poised to Drive Growth as Analysts Bullish on 2026 Outlook

Advanced Micro Devices (AMD) garners a reiterated Buy rating and $300 price target from Susquehanna, with strong data center demand and the upcoming MI450 AI accelerator seen as key growth drivers for the semiconductor giant.

Feb 4, 2026

Business

Arm Holdings Faces Analyst Price Target Cuts, But Long-Term AI Growth Story Remains Intact

UBS and Wells Fargo have trimmed their price targets for chip designer Arm Holdings, citing near-term revenue adjustments. Despite the revisions, both firms maintain bullish Buy ratings, underscoring confidence in Arm's pivotal role in the expanding artificial intelligence ecosystem.

Feb 4, 2026

Business

Primo Water Corporation: A Deep Dive into the Bull Case After the BlueTriton Merger

Primo Water Corporation (PRMB), now North America's leading pure-play water platform following its 2024 merger, presents a compelling investment thesis. Despite a sharp stock decline due to integration challenges, analysts argue the market has overlooked its fundamental strengths, scale advantages, and a clear path to recovery under new leadership.

Feb 4, 2026

Business

Figure Technology Solutions: Can Blockchain Innovation Justify Its Lofty Valuation?

Fintech firm Figure Technology Solutions (FIGR) is drawing investor attention with its blockchain-powered platform for loan origination and digital assets. While its growth metrics and partner adoption are strong, its high P/E ratio raises questions about its long-term potential in a competitive market.

Feb 4, 2026

Business

GameStop CEO Ryan Cohen's 'Monumental' Project: A Strategic Pivot Fueled by Secrecy and a $100 Billion Ambition

A cryptic social media post from commentator Charles Payne has ignited speculation around GameStop's future, hinting that CEO Ryan Cohen is deep into planning a transformative move. With a war chest of cash and a performance-based goal to reach a $100 billion market cap, the company's shift from a retail turnaround story to a potential acquisition vehicle enters a critical, secretive phase.

Feb 4, 2026

Business

FICO Strengthens Credit Infrastructure Grip Through Scoring Model Adoption and Tech Mahindra Alliance

FICO expands the reach of its latest credit scoring model among community lenders and forms a strategic global partnership with Tech Mahindra to accelerate AI-driven digital transformation in financial services.

Feb 4, 2026

US

Families Sue Resort and Expedia for $100M After Carbon Monoxide Deaths of Three Massachusetts Women in Belize

The families of three young women from Massachusetts who died from carbon monoxide poisoning at a Belizean beach resort have filed a wrongful death lawsuit seeking $100 million, alleging the hotel ignored prior warnings and Expedia marketed unsafe accommodations.

Feb 4, 2026

Business

Chipotle's Sales Slump Continues, Sending Stock into a Tailspin

Chipotle Mexican Grill faces mounting pressure as same-store sales decline for a fourth straight quarter, with a bleak 2026 forecast triggering a double-digit stock plunge and raising questions about its growth strategy.

Feb 4, 2026

Business

Bahama Breeze, Darden's Tropical Casual-Dining Concept, to Wind Down Operations

Darden Restaurants is closing half of the remaining Bahama Breeze locations by April 2026, with the other half set for conversion to other brands within its portfolio, marking the end of the 1990s-era chain.

Feb 4, 2026

Business

Lumen Charts a New Course: Completes AT&T Deal, Slashes Debt, and Positions as AI Infrastructure Leader

Following the closure of its $5.75 billion fiber sale to AT&T, Lumen Technologies reports a dramatically strengthened balance sheet, with debt cut by over $5 billion and interest expenses nearly halved. The company is now pivoting its full focus toward becoming a core enterprise and AI infrastructure provider.

Feb 4, 2026

Business

End of an Island Escape: Darden Shutters Bahama Breeze After 30 Years

Darden Restaurants is closing its remaining Bahama Breeze locations, phasing out the Caribbean-themed brand. Half the sites will be converted to other Darden concepts, while the rest will close permanently this spring.

Feb 4, 2026

Business

Target's '10-4' Greeting Mandate Sparks Debate: Retailer Pushes Human Touch Amid Sales Slump

Target's new policy requiring employees to greet customers within ten seconds and offer help within four feet aims to revive the human connection in retail. But the forced friendliness is drawing mixed reactions from shoppers and staff alike, highlighting the delicate balance between service and authenticity.

Feb 4, 2026

Business

Wisr Limited Nears Profitability Milestone, Analysts Project 2027 Turnaround

Australian lender Wisr Limited (ASX:WZR) is on a path to potentially post its first annual profit in 2027, according to analyst consensus, marking a pivotal shift for the fintech after years of investment and growth.

Feb 4, 2026

Disney's Next CEO Josh D'Amaro Steps Into the Spotlight, Vows to Honor Legacy While Driving Innovation

In his first major interview since being named Bob Iger's successor, Disney Parks Chairman Josh D'Amaro outlines his vision for leading the entertainment giant, emphasizing a balance between cherished tradition and technological advancement, with AI as a tool in service of human creativity.

Feb 4, 2026

Business

Bunge Global's Soaring Stock: Is the Agri-Giant Still Undervalued After a 61% Rally?

Bunge Global's shares have surged over 61% in the past year, fueled by its pivotal role in global food supply chains. A deep dive into its cash flow outlook and valuation metrics suggests the rally may still have room to run, with analysts pointing to a significant gap between its current price and intrinsic value.

Feb 4, 2026

Business

Nintendo Defies Cost Headwinds as Switch Becomes Top-Selling Console, But Can Momentum Hold?

Nintendo's latest earnings reveal record-breaking Switch sales and a robust Switch 2 launch, achieved despite significant tariff and memory chip cost pressures. While profits surged, the company's unchanged full-year guidance and margin resilience are now the focal points for investors.

Feb 4, 2026

Business

Coty's Stock: A Beauty in Distress or a Value Play? Analysts Weigh In on Mixed Signals

Coty Inc. (COTY) presents a complex picture for investors, with its stock showing short-term volatility against a backdrop of strong long-term gains. As shares hover around $3.16, a significant gap remains between its market price and some analysts' fair value estimates, prompting debate on whether this signals a buying opportunity or underlying challenges.

Feb 4, 2026

Business

Longevity Expert Peter Attia Exits David Protein Amid Epstein Document Fallout; His Own Startup Stays Silent

Prominent longevity physician and author Dr. Peter Attia has resigned from his role at nutrition bar maker David Protein following the release of documents linking him to Jeffrey Epstein. The controversy now casts a shadow over Biograph, the medical testing startup he co-founded, which has removed references to him and declined to comment.

Feb 4, 2026