The Walt Disney Company announces Josh D'Amaro, current head of parks and consumer products, will take the CEO reins from Bob Iger in 2026, while Dana Walden ascends to Chief Creative Officer, marking a pivotal leadership transition for the entertainment giant.
CNBC's Jim Cramer voiced renewed caution on the casino sector, pointing to Las Vegas Sands' sharp single-day decline as a sign of broader headwinds facing gambling-related investments.
CNBC's Jim Cramer pointed to Texas Instruments as a notable standout following its latest earnings, praising its guidance while the broader chip sector sees significant momentum.
Argentina's famed wine sector is grappling with a profound crisis, marked by plummeting domestic sales, declining exports, and financial distress among historic wineries, as shifting global habits and economic pressures converge.
General Mills faces a pivotal moment as it appoints a new independent director and updates governance bylaws, while simultaneously expanding a voluntary recall of Pillsbury Pizza Pops in Canada over potential E. coli contamination. These parallel developments underscore the balancing act between strategic oversight and operational risk management for the consumer staples giant.
In its latest investor letter, ClearBridge Investments highlighted Casella Waste Systems (CWST) as a long-term compounder, even as its mid-cap strategy faced a challenging quarter marked by narrow market leadership and sector-specific weakness.
Western Digital's board has authorized an additional $4 billion for stock repurchases, capitalizing on surging demand for its memory chips from the artificial intelligence sector. The announcement follows strong quarterly forecasts and extends a rally that has seen the company's shares more than triple in value over the past year.
PepsiCo reported stronger-than-expected Q4 2025 revenue of $29.34 billion, a 5.6% year-over-year increase. However, a continued drop in sales volumes and margin pressures highlight the challenges facing the consumer staples giant as it navigates a shifting market.
Graphic Packaging Holding Company (NYSE: GPK) reported fourth-quarter 2025 sales that surpassed analyst expectations, yet flat year-over-year revenue and a significant earnings miss led to a sharp sell-off. The consumer packaging giant faces headwinds from competitive pressures and shifting consumer spending, prompting a strategic review by its CEO.
BellRing Brands (NYSE: BRBR) reported fourth-quarter revenue that surpassed analyst expectations, though sales remained flat year-over-year. The company's full-year outlook and adjusted earnings also topped consensus forecasts, painting a picture of resilient performance amid a challenging market for consumer staples.
CNBC's Jim Cramer has placed PepsiCo on his radar, expressing specific concerns that the consumer giant's Frito-Lay snack division faces headwinds from the rising popularity of GLP-1 weight-loss drugs, even as the stock shows recent strength.
The broadcast giant Nexstar Media Group (NXST) confirms its upcoming quarterly dividend, maintaining a yield of 3.6% and highlighting a decade of aggressive payout growth. Analysts point to sustainable coverage and strong earnings projections as key supports for income-focused investors.
Baird upgrades Pool Corp to Outperform, citing cyclical recovery and resilient discretionary spending in the pool and outdoor living sector, with a price target of $320.
Morgan Stanley has increased its price target for Edison International (EIX) to $61, citing the utility's progress on debt reduction and wildfire cost securitization, even as it maintains a cautious Underweight rating. The move comes alongside a broader reassessment of the North American utilities sector.
S&P 500 and Nasdaq futures edged higher Tuesday morning, buoyed by a stronger-than-expected reading on U.S. manufacturing activity. The January ISM PMI reading of 52.6 suggests the sector is expanding, though steady Treasury yields near 4.27% remind markets that the Federal Reserve's higher-for-longer rate stance remains a headwind for some sectors.
A major consolidation is underway in New Jersey's regional banking sector, with Columbia Financial set to acquire Northfield Bancorp. The deal will create the state's third-largest regional bank but raises questions about branch closures and community impact.
German retail sales grew 2.7% in real terms in 2025, driven primarily by online channels, though momentum slowed significantly in the second half of the year. Industry forecasts for 2026 remain cautious amid persistent consumer headwinds.
Amidst a challenging macroeconomic climate of steady rates and low consumer confidence, a select group of technology firms are demonstrating remarkable resilience. We examine three companies from the Global High Growth Tech and AI screener that are leveraging innovation to outpace their markets.
The latest American Customer Satisfaction Index reveals a notable decline for Wegmans, with shoppers reporting diminished satisfaction in-store. Trader Joe's retains the top spot, highlighting shifting consumer preferences in the competitive grocery landscape.
As market concentration reaches historic levels, savvy investors are turning to the overlooked small-cap sector for diversification and growth. We analyze one company with a compelling niche and two where valuation or cyclical headwinds warrant a more cautious stance.
