Expedia Group stock rose sharply after announcing an expanded, exclusive partnership with Affirm, making the fintech firm the sole 'Buy Now, Pay Later' provider across its major U.S. travel platforms.
After a prolonged downturn, the pre-owned watch market saw a modest rebound in late 2025, driven largely by Patek Philippe and Rolex. However, a new report reveals a stark divide, with most brands still struggling with value retention as consumers pivot towards pragmatic purchases.
Baird's recent 'Outperform' reiteration for Kontoor Brands spotlights robust operating margin expansion and deep institutional backing, even as insider selling and leverage concerns linger. The analysis examines whether the company's core denim resilience can outweigh shifting investor sentiment.
BellRing Brands posted stronger-than-expected quarterly earnings, yet analyst sentiment turned more guarded as price targets were trimmed, reflecting concerns over a projected growth slowdown.
Yum! Brands' fourth-quarter revenue beat expectations, driven by robust digital sales and core brand strength at KFC and Taco Bell, while adjusted earnings per share came in slightly below analyst forecasts.
The Hain Celestial Group has entered into a definitive agreement to sell its North American snacks portfolio, including the Terra and Garden of Eatin' brands, to Canadian manufacturer Snackruptors Inc. for $115 million, marking a strategic shift to streamline operations and bolster profitability.
UTZ Brands (NYSE:UTZ) faces a split analyst outlook as recent ratings reflect both optimism over its snack portfolio and caution regarding near-term sales volatility and sector challenges.
Investment firm Stifel has significantly reduced its price target for BellRing Brands (BRBR) from $50 to $34, while maintaining a Buy rating. The move follows the company's Q1 earnings, which showed modest sales growth but a narrowed full-year forecast due to increased competition and input costs, alongside news of its CEO's planned retirement.
Canaccord Genuity raises Newell Brands' price target following the relaunch of its Chesapeake Bay fragrance line and signs of operational improvement, projecting 2026 as a potential inflection point for the consumer goods giant.
Yum! Brands announces the closure of roughly 3% of Pizza Hut's U.S. restaurants in H1 2026 amid a strategic review that could lead to a sale, as the iconic chain grapples with shifting consumer habits and domestic sales decline.
Yum! Brands Inc. (NYSE: YUM) edged past Wall Street forecasts for its fourth quarter, fueled by robust same-store sales at Taco Bell and record KFC expansion. While revenue climbed 6% to $2.51 billion, the market reaction was muted as investors weigh the fast-food giant's growth trajectory against a challenging consumer environment.
Authentic Brands Group has increased its stake to 77% in the entity holding the master license to Saks Fifth Avenue, Neiman Marcus, and Bergdorf Goodman's intellectual property, following Saks Global's bankruptcy filing. The move raises complex questions over ultimate control and could reshape the future of these iconic luxury retailers.
Yum Brands reports robust Q4 and full-year 2025 results, driven by exceptional same-store sales growth at Taco Bell and record international unit development for KFC. The company outlines its 'Raise the Bar' strategy to accelerate growth, while the strategic review of Pizza Hut progresses.
In a move timed for the Super Bowl shopping rush, PepsiCo announces permanent price cuts of up to 15% on flagship snack brands like Lay's, Doritos, and Cheetos, responding to sustained economic concerns among shoppers.
Yum Brands is closing approximately 4% of Pizza Hut's U.S. stores in the first half of this year as part of its 'Hut Forward' revitalization plan, amid an ongoing strategic review that could potentially lead to a sale of the struggling pizza chain.
Darden Restaurants announced the complete closure of its Caribbean-themed Bahama Breeze chain, with 14 locations shutting down and another 14 being converted to other brands within its portfolio over the next 18 months.
Aristotle Capital Management's Value Equity Strategy sold its position in beverage giant Constellation Brands in Q4 2025, citing a strategic pivot towards AI-driven opportunities despite the company's steady performance. The move comes as value stocks outperformed and AI dominated corporate earnings discussions.
Baron Discovery Fund's Q4 2025 letter reveals Primo Brands (PRMB) as a significant drag on performance, with shares down over 43% in the past year following disappointing results in its core water delivery segment.
Intuit has forged a multi-year alliance with Affirm, embedding the 'buy now, pay later' provider as the exclusive installment financing solution within QuickBooks Payments. The move aims to bolster cash flow for SMBs while tightening Intuit's grip on the small business financial ecosystem.
In a move timed for the biggest snacking weekend of the year, PepsiCo announces price cuts of up to 15% on its flagship chip brands including Lay's, Doritos, and Cheetos, directly addressing consumer affordability concerns.
