Taco Bell

Business

Yum! Brands Tops Q4 Estimates on Strong Taco Bell, KFC Performance; Digital Sales Near 60% Mix

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.

Feb 4, 2026

Business

Taco Bell's Sizzling Growth Steals Market Share as Rivals Stumble

Yum Brands' latest earnings reveal a tale of two chains: Taco Bell's robust 7% same-store sales surge contrasts with Pizza Hut's decline, highlighting a shifting fast-food landscape where value and innovation win.

Feb 4, 2026

Business

Yum Brands Caps Strong 2025 with KFC and Taco Bell Leading Growth, Eyes Strategic Shift as Pizza Hut Review Continues

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.

Feb 4, 2026

Business

BellRing Brands Beats Street Forecasts, But Analysts Remain Cautious on Long-Term Growth

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.

Feb 5, 2026

Business

Analysts Sour on Campbell's Outlook as Price Targets Slashed Amid Competitive Pressures

Campbell's Company (CPB) faces a wave of analyst downgrades, with Barclays and UBS maintaining Sell ratings and multiple firms cutting price targets. The moves reflect growing concerns over competitive risks, private label momentum, and macroeconomic headwinds for the iconic snack and soup maker.

Feb 5, 2026

Business

Stifel Slashes BellRing Brands Price Target by 32% Amid Softer Outlook, CEO Transition

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.

Feb 5, 2026

Business

Grid Under Pressure: Why Hubbell Incorporated (HUBB) Is Seen as a Core Holding for America's Infrastructure Rebuild

As demand from data centers and AI strains the aging U.S. electrical grid, Hubbell Incorporated emerges as a critical supplier. Analysts argue its specialized products and regulatory moat position it for sustained growth, transcending its traditional industrial classification.

Feb 5, 2026

Business

Hubbell Launches Aclara360 Grid Analytics Platform, Betting on Data-Driven Growth for Utilities

Hubbell Incorporated (NYSE: HUBB) has officially launched Aclara360, a comprehensive grid analytics platform designed to help utility companies transform operational data into actionable intelligence. The move signals Hubbell's strategic push beyond its traditional hardware roots into higher-margin, recurring software and data services.

Feb 4, 2026

Business

Kimbell Royalty Partners Forecasts $1.43 Per-Share Dividend Amid Energy Market Volatility

Legacy Ridge Capital Management's latest investor letter reveals a 7% net return for 2025, highlighting Kimbell Royalty Partners (KRP) as a key holding poised for a significant dividend payout, even as concentrated value strategies face headwinds.

Feb 4, 2026

Business

Hubbell Powers Through Q4 on Data Center and Grid Spending, Eyes 2026 with Measured Optimism

Hubbell Incorporated posts strong Q4 2025 results, fueled by surging investments in data center infrastructure and utility grid modernization, while navigating inflationary headwinds with strategic pricing and automation.

Feb 4, 2026

Business

BellRing Brands Navigates Flat Sales, CEO Transition in Crowded Nutrition Arena

BellRing Brands' Q4 results beat profit expectations but revealed stagnant sales and margin pressure as newer rivals intensify promotions. The company's outlook remains cautious amid a planned CEO transition.

Feb 4, 2026

Business

Hubbell Powers to Strong 2025 Finish on Surging Grid and Data Center Demand, Eyes Steady 2026 Growth

Industrial manufacturer Hubbell Incorporated capped off 2025 with robust quarterly results, fueled by accelerating investments in utility infrastructure and a booming data center market. The company projects continued organic growth and margin expansion for the coming year.

Feb 4, 2026

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

BellRing Brands Shares Tumble on Weak Outlook, CEO Departure

BellRing Brands stock plunged 17% Tuesday following a mixed first-quarter earnings report and the surprise announcement of its CEO's retirement, casting doubt on the company's growth trajectory.

Feb 3, 2026

Business

BellRing Brands Shares Tumble as Margin Squeeze, Weaker Outlook Eclipse Earnings Beat

BellRing Brands stock fell sharply after its Q4 report highlighted severe margin compression and a trimmed revenue forecast, shifting investor focus away from top- and bottom-line beats.

Feb 3, 2026

Business

Hubbell Powers Through 2025 on Grid Modernization and Data Center Boom, Forecasts Continued Growth

Hubbell Incorporated capped off a robust 2025 with a strong fourth quarter, reporting double-digit sales and profit growth. The electrical equipment manufacturer is riding a wave of investment in grid infrastructure and data centers, positioning it for another year of solid performance in 2026.

Feb 3, 2026

Business

BellRing Navigates Intensifying Competition as CEO Announces Retirement

BellRing Brands reports a solid Q1 2026, beating expectations but narrows full-year sales guidance amid heightened promotional activity from insurgent brands in the protein shake market. CEO Darcy Horn Davenport announces her retirement, marking the end of a 17-year tenure that saw the company grow from $20 million to a $2.3 billion global business.

Feb 3, 2026

Business

BellRing Brands CEO Darcy Davenport Announces Departure Amid Mixed Quarterly Results

BellRing Brands, the US sports nutrition leader, has initiated a search for a new CEO as Darcy Davenport prepares to step down later this year. The transition news coincides with the company's Q1 FY2026 report showing modest sales growth but significant profit declines.

Feb 3, 2026

Business

BellRing Brands CEO Davenport to Depart Amid Mixed Quarterly Results

BellRing Brands announces CEO Darcy Davenport's planned exit, coinciding with Q1 earnings that show rising sales but declining profitability, prompting a narrowed annual outlook.

Feb 3, 2026

Business

BellRing Brands Stock Plummets as Major Fund Exits Position Amid Profitability Pressures

Wilson Asset Management has liquidated its entire $4.16 million stake in BellRing Brands, the protein shake maker, following a near 70% decline in the company's share price over the past year. The exit highlights growing investor concern over margin compression and leadership transition.

Feb 3, 2026