Consumer Deflation

Business

Bank of America Bets Big on Credit Card Overhaul to Chase Elusive $20 Billion Consumer Profit Goal

In a bold bid to more than double its consumer banking profits by 2030, Bank of America is overhauling credit card rewards, deploying AI, and redesigning branches. The ambitious $20 billion target, a rare feat in U.S. banking history, hinges on deepening relationships with its 69 million customers while navigating fierce competition and technological transformation.

Feb 5, 2026

Business

Sullivan & Cromwell and Kirkland & Ellis Lead 2025 Consumer M&A Advisory Rankings

Sullivan & Cromwell advised on the highest-value deals in the consumer sector last year, while Kirkland & Ellis worked on the greatest number of transactions, according to new data from GlobalData.

Feb 5, 2026

Business

Flex Beats Q4 Estimates as Data Center and Industrial Strength Counter Consumer Slowdown

Manufacturing giant Flex posted stronger-than-expected fourth-quarter results, driven by robust demand in data center infrastructure and industrial automation. While consumer electronics remain a weak spot, strategic shifts toward higher-value segments helped lift profitability.

Feb 5, 2026

Business

Avery Dennison Navigates Shifting Tides: High-Value Labels Drive Growth Amid Tariff and Consumer Headwinds

Avery Dennison's Q4 2025 results present a mixed picture: revenue slightly missed expectations, but profits edged past forecasts. The adhesive and materials science leader is betting on its Intelligent Labels and food solutions to power future growth, even as trade policies and consumer spending patterns create challenges.

Feb 5, 2026

Business

Reynolds Consumer Products Declares $0.23 Quarterly Dividend, Yield Tops 4%

Reynolds Consumer Products (NASDAQ:REYN) announces its upcoming dividend payment, offering a yield above the industry average. While the payout appears sustainable for now, analysts point to underlying challenges in earnings growth that long-term income investors should watch.

Feb 4, 2026

Business

Beyond the Ring: Why Oura and Tech Giants Are Betting Big on Subscriptions Despite Consumer Pushback

As subscription models become ubiquitous from smart rings to cars, companies like Oura defend recurring fees as essential for innovation, even as consumers grapple with 'subscription creep' and mounting monthly bills.

Feb 4, 2026

Business

Reynolds Consumer Products Soars on Strong Q4, Despite Cautious Outlook

Shares of Reynolds Consumer Products (REYN) surged over 16% following a Q4 earnings beat, driven by robust revenue and cash flow. However, the company's tempered guidance for the coming year casts a shadow on the celebratory rally, highlighting investor focus on immediate financial health over future projections.

Feb 4, 2026

Business

Synchrony Financial: Analysts See Upside Despite Market Underperformance and Consumer Spending Headwinds

While Synchrony Financial's stock has trailed the S&P 500, Wall Street maintains a cautiously optimistic outlook, with price targets suggesting significant potential upside amid a challenging environment for consumer finance.

Feb 4, 2026

Business

Reynolds Consumer Products Navigates Inflation, Gains Market Share in Challenging 2025

Despite facing persistent commodity inflation and a value-conscious consumer base, Reynolds Consumer Products reported resilient fourth-quarter performance, marked by market share gains and improved profitability. The company's strategic focus on innovation and cost management helped offset headwinds, even as it forecasts continued pressure in 2026.

Feb 4, 2026

Business

H&R Block Shakes Up Board Amid Stock Slump, Adding Consumer Brand Veterans

The tax preparation giant appoints three new directors with deep experience in consumer sectors as its shares trade near 52-week lows, signaling a strategic pivot to revitalize growth and address investor concerns over valuation and debt.

Feb 4, 2026

Business

Reynolds Consumer Products Navigates Headwinds with Steady Q4 Performance, Eyes Strategic Shifts for 2026

Reynolds Consumer Products (REYN) reported resilient fourth-quarter results, citing market share gains and disciplined pricing strategies that helped offset commodity inflation and a challenging retail environment. While forecasting a stable 2026, the company announced a reorganization of its Hefty and Presto segments to sharpen focus and drive growth.

Feb 4, 2026

Business

Dutch Bros Shares Slump 11% in January Amid Broader Consumer Spending Concerns

The high-flying coffee chain's stock continues its recent decline as investors weigh its premium valuation against a potential slowdown in consumer discretionary spending.

Feb 4, 2026

Business

Reynolds Consumer Products Beats Q4 Revenue Forecasts, but Cautious Outlook Weighs on Sentiment

Reynolds Consumer Products (NASDAQ: REYN) reported fourth-quarter sales that surpassed analyst expectations, though a weaker-than-anticipated revenue forecast for the coming quarter highlights ongoing challenges in volume growth for the household staples maker.

Feb 4, 2026

Business

Tax Refund Windfall Set to Fuel Consumer Spending, Boost Retail Stocks: BofA

Bank of America analysts forecast a significant economic stimulus from this year's tax season, projecting up to $140 billion in GDP impact and identifying eight retail stocks positioned to benefit from the surge in consumer spending.

Feb 4, 2026

Business

Mondelez Posts Strong Q4 Sales but Profitability Squeezed by Cocoa Costs and Cautious Consumers

Mondelez International beat revenue estimates for Q4 2025, yet its margins faced significant pressure. The snack giant navigated volatile cocoa prices and shifting consumer spending, prompting a cautious outlook for the year ahead.

Feb 4, 2026

Business

Retail Sentiment Shows Tentative Recovery in Europe, But Consumer Caution Lingers

New EU survey data for early 2026 points to a fragile uptick in retail sector confidence, marking a potential turning point after a prolonged slump. However, persistently low consumer sentiment suggests households remain wary, casting a shadow over the durability of the recovery.

Feb 4, 2026

Business

Seeking Steady Income? Three Consumer-Focused Stocks With Reliable Dividend Growth

Amid market volatility, investors are turning to established companies with a proven history of returning cash to shareholders. We examine three consumer-sector names offering high yields and a commitment to growing their dividends.

Feb 4, 2026

Business

Evercore Bolsters EMEA Consumer Practice with Key London Hire

Investment bank Evercore has recruited veteran banker Jonathan Dale from Rothschild & Co as a Senior Managing Director in London, a strategic move to deepen its consumer sector advisory footprint across Europe, the Middle East, and Africa.

Feb 4, 2026

Business

Hershey's Sweet Test: Q4 Earnings to Gauge Consumer Resilience Amid Inflation

The Hershey Company prepares to release its fourth-quarter results, with investors watching closely for signs of how the iconic chocolate maker is navigating persistent cost pressures and shifting consumer spending habits.

Feb 4, 2026

Business

Post Holdings: A Deep-Value Play in Consumer Staples as Cash Flow Inflection Nears

Amid market skepticism toward mid-cap consumer staples, Post Holdings (POST) presents a compelling contrarian case. With shares trading near historical valuation lows and a management team renowned for shrewd capital allocation, analysts point to a looming free cash flow surge and aggressive buybacks as potential catalysts for a significant rerating.

Feb 4, 2026