Shares of the consumer goods giant have tumbled over 20% this year, but a closer look reveals resilient fundamentals, strong cash flow, and a valuation now in line with historical norms, making a case for patient investors.
As Affirm Holdings prepares to release its quarterly results, investors are watching to see if the 'buy now, pay later' pioneer can maintain its growth trajectory against a backdrop of sector-wide pressure and shifting consumer sentiment.
Chipotle Mexican Grill reported Q4 and full-year 2025 results in line with expectations, navigating a challenging consumer environment. While revenue grew, comparable sales declined. The company outlined a 'Recipe for Growth' strategy focused on operational efficiency, new menu items, and global expansion to drive future performance.
In a strategic shift from its cashless origins, Uber is expanding its cash payment option to major markets like Texas and New York. The move, which includes safeguards like mandatory user verification and time restrictions, signals a bid to capture riders excluded by digital-only systems and adapt to evolving consumer preferences.
Amidst historic cocoa price swings, Mondelez International outlines a cautious 2026 strategy, holding chocolate pricing firm while pledging substantial brand reinvestment to revive consumer demand, particularly in pressured North American markets.
A sustained decline in capital efficiency at Beshom Holdings Berhad (KLSE:BESHOM) signals potential trouble for the consumer retailing group, as its returns lag far behind industry peers and shareholder wealth erodes.
Chipotle Mexican Grill announced plans for modest price increases this year, banking on its core higher-income customer base to absorb the cost. Executives revealed that 60% of their primary customers earn over $100,000 annually, insulating the chain from broader consumer spending pullbacks.
PayPal's stock suffered its worst single-day drop in years after forecasting potential profit declines for 2026, citing consumer spending pullback and intense competition, prompting a leadership change.
Chipotle Mexican Grill's Q4 earnings reveal a troubling decline in comparable sales and tepid 2026 outlook, casting doubt on its premium market valuation as consumer visits drop.
Columbia Sportswear's fourth-quarter performance surpassed expectations, driven by resilient U.S. consumer demand that countered warm weather abroad. As new leadership takes the helm, the outdoor apparel giant forecasts modest growth for 2026 while navigating persistent tariff pressures and implementing strategic price increases.
Shoppers in New York push back after Wegmans posts signs disclosing its use of facial recognition technology for security, igniting a debate over privacy, transparency, and the balance between theft prevention and consumer rights in retail spaces.
Consumer goods giant Unilever faces scrutiny over its ESG commitments after quietly dropping a global cage-free egg pledge, even as its CLEAR haircare brand accelerates into Formula 1 with a high-profile Red Bull Racing partnership, highlighting the company's complex balancing act between ethical sourcing and global marketing.
Amazon faces a pivotal week, agreeing to a major consumer settlement, announcing AI-linked workforce reductions, and exploring a landmark investment in OpenAI—a trio of moves that could redefine its operational and strategic trajectory.
The Clorox Company reported fourth-quarter revenue that edged past Wall Street expectations, though sales remained unchanged from the prior year. While the top-line beat provided a bright spot, earnings per share fell short of consensus, highlighting the challenges for the consumer staples giant in a volatile market.
New data reveals a growing financial strain for U.S. car owners, as nearly one-third find themselves owing more on their auto loans than their vehicles are worth. This negative equity, at its highest level in years, is reshaping consumer behavior and posing risks to the broader auto finance market.
The fast-casual giant reports a second consecutive quarter of declining same-store sales and forecasts zero growth for 2026, citing a strained core customer base and shifting consumer trends.
Despite boasting some of the world's most technologically advanced dairy farms, Israelis pay among the highest prices for milk. A fierce debate is now raging over whether decades of strict quotas, tariffs, and state control are protecting a national legacy or stifling competition at the consumer's expense.
A major Subway operator with 43 locations has filed for Chapter 11 bankruptcy, highlighting the intense pressure on franchisees as consumer definitions of 'value' shift away from pure low price.
A class-action lawsuit alleges Costco misled consumers by advertising its popular rotisserie chicken as preservative-free while it contained shelf-life-extending additives, prompting the retailer to remove the claims.
The recent shuttering of several Peet's Coffee locations has shifted focus from consumer inconvenience to a heated labor dispute, as unionized employees accuse management of sidestepping legal bargaining obligations over severance and job impacts.
