Public Sector Pension Investment Board Lowers Position in Kimberly-Clark Corporation $KMB
The Public Sector Pension Investment Board significantly reduced its stake in Kimberly-Clark Corporation (NASDAQ:KMB) by 65.9% in the third quarter, selling 56,142 shares and holding 29,019 shares valued at $3.61 million. Despite this, other institutional investors increased their positions, and Kimberly-Clark recently announced an increased quarterly dividend of $1.28 per share, payable on April 2nd. The company reported strong Q3 earnings, beating analyst estimates, and maintained an average "Hold" rating from equities research analysts.
Starbucks boosts investments in India despite widening losses - Bloomberg By Investing.com
Starbucks is increasing its investment in India, expanding its store network and introducing new products like protein foam coffee, despite facing widening losses in the country. The company's India unit, a joint venture with Tata Group, is prioritizing expansion over immediate profitability and considers India one of Starbucks' top five global markets. This move comes as Starbucks seeks new growth markets amidst operational streamlining in the US and challenges in the Middle East.
Starbucks boosts investments in India despite widening losses - Bloomberg By Investing.com
Starbucks' India unit, Tata Starbucks Pvt., is increasing its store network and introducing new products like protein foam coffee to expand its presence, despite widening losses. The company plans to prioritize expansion over profitability, viewing India as a key market and one of Starbucks' top five globally. This investment comes as Starbucks seeks new markets for growth amidst challenges in other regions.
Texas Roadhouse, Inc. (NASDAQ:TXRH) Q4 2025 Earnings Call Transcript
This is an earnings call transcript for Texas Roadhouse, Inc. (NASDAQ:TXRH) for Q4 2025. The company reported continued revenue growth, with sales reaching nearly $5.9 billion in 2025, marking its 60th consecutive quarter of comparable restaurant sales growth. Key highlights include the opening of their 800th system-wide restaurant, acquisition of 20 franchise locations, and a planned 1.9% menu price increase in Q2 2026 to offset commodity inflation, which is expected to be around 7% for the year.
Best Stock to Buy and Hold Forever: Dutch Bros vs. Starbucks
This article compares Dutch Bros (BROS) and Starbucks (SBUX) as long-term investment opportunities. It highlights Dutch Bros' aggressive growth strategy and strong shop expansion, while acknowledging Starbucks' efforts in turnaround and its established brand. The author concludes that Dutch Bros offers a better chance for significant returns for investors seeking rapid growth.
Starbucks Boosts Investments In Focus Market India Despite Mounting Losses
Starbucks is increasing its investments in India, including expanding stores and localizing menus, despite nearly doubling its losses in the market to $16.5 million last year. The company aims for aggressive growth over immediate profitability in India, considering it a key focus market and already the largest coffee chain by store count. This strategy comes amidst rising local competition and global challenges for the Seattle-based company.
Best Stock to Buy and Hold Forever: Dutch Bros vs. Starbucks
This article compares Dutch Bros (NYSE: BROS) and Starbucks (NASDAQ: SBUX) as long-term investment opportunities, ultimately recommending Dutch Bros due to its strong growth outlook and rapid expansion. While Starbucks is undergoing turnaround efforts and has a well-established brand, its stock is considered expensive. The authors suggest Dutch Bros is better positioned for robust returns, assuming its management can execute its growth strategy.
Starbucks Boosts Investments in ‘Focus’ Market India Undeterred by Mounting Losses
Starbucks' India unit is expanding its presence by adding more stores and introducing new menu items, such as protein foam coffee, despite facing increasing losses. The company, a joint venture with the Tata Group, plans to prioritize aggressive expansion over short-term profitability to solidify its position as India's largest coffee chain.
Las Vegas Sands Stock Pops on Macau Momentum – Is the Rally Just Starting?
Las Vegas Sands stock is rallying due to a strong rebound in Macau and increased price targets from Wall Street analysts. The company, which is now a pure-play on Asia's high-end gaming and tourism, is seeing renewed interest from US investors as it transitions into a cash-generating Asia leisure infrastructure story with an improving income profile. However, investors should be aware of risks such as China and Macau policy, concession obligations, interest rate sensitivity, and geopolitical sentiment.
McDonald's CapEx Steps Higher: What's Supporting the ROI Case?
McDonald's is increasing its capital expenditures to $3.7-$3.9 billion in 2026, up from $3.4 billion in 2025, primarily for new restaurant openings and development pipeline. The company plans to open approximately 2,600 new restaurants globally in 2026, aiming for 50,000 worldwide by the end of 2027, with new units performing as expected even in mature markets. Despite the higher investment, McDonald's stock has outperformed its industry peers over the past year, though its forward P/S ratio is above the industry average, with a Zacks Rank of #3 (Hold).
Why Jack in the Box bets parking lot paint can cure sales
Jack in the Box is implementing low-cost cosmetic changes, such as fresh paint and re-striped parking lots, to its restaurants in an effort to boost sales and prepare for a larger remodel program. The chain also plans to close 50 to 100 underperforming franchised units and is working to improve its value proposition and food quality to address sliding same-store sales and maintain profitability for franchisees. Despite these efforts, the company remains heavily indebted and faces challenges with price-sensitive consumers.
American Express and Visa alumni raise $4 million for Rhythmic, which partners with brands to provide financial products for their customers
Former American Express and Visa executives, Aaron Marks and Joseph Hayes, have founded Rhythmic, a startup that raised $4 million in seed funding. Rhythmic aims to integrate stablecoin-powered financial products, such as cash back and rewards programs, into consumer-facing brands. The company's goal is to enable brands to offer financial services and deepen customer relationships by leveraging stablecoin technology.
Comstock Welcomes Amentum to Reston Station
Comstock Holding Companies, Inc. announced a new 45,000 square feet lease agreement with Amentum Services, Inc. at 1900 Reston Metro Plaza in Reston Station. Amentum, a global provider of engineering and technology solutions, will relocate its headquarters to the new Northern Virginia hub, scheduled to open in early 2027. This move further establishes Reston Station as a hub for innovation and a premier destination for leading organizations.
First National Bank of Omaha Acquires Shares of 24,081 Starbucks Corporation $SBUX
First National Bank of Omaha recently acquired 24,081 shares of Starbucks (SBUX), valued at approximately $2,037,000, as part of a trend where institutional investors now own 72.29% of the company's stock. Despite mixed Q3 earnings where Starbucks missed EPS but beat revenue estimates, analysts maintain a "Moderate Buy" rating with an average target price of $104.31. The company faces governance risks due to an investor coalition pushing to replace directors over labor relations issues.
Burger King's president is giving customers his phone number
Burger King's U.S. and Canada president, Tom Curtis, is publicly sharing his work phone number to directly solicit customer feedback. He plans to dedicate several hours daily to take calls and texts, aiming to identify key areas for improvement in restaurants, technology, and marketing as part of Burger King's "elevation" strategy. This unconventional move is intended to gather a broad range of customer experiences and insights to further the brand's recent positive momentum.
“Sustained Oversight Failures of Labor Relations”: Starbucks Stock (NASDAQ:SBUX) Gains Despite New Investor Concerns
Starbucks faces investor pressure regarding its labor relations, with a coalition urging the removal of two board members due to alleged "sustained oversight failures" and mounting legal risks. Despite these concerns, SBUX stock saw modest gains. The company is also expanding into grocery stores with new ready-to-drink options, including sugar-free iced espressos, while analysts maintain a "Moderate Buy" rating, anticipating a slight upside.
Intraday volume spike lifts KO.SW The Coca-Cola Company to CHF59.76 on 18 Feb 2026: watch CHF61.37 resistance
The Coca-Cola Company (KO.SW) experienced an intraday volume spike, pushing its stock price to CHF59.76 on February 18, 2026, an increase of 0.83% from the previous day. This unusual trading activity occurred on the SIX exchange in Switzerland, with volume significantly higher than average. Meyka AI gives KO.SW a "BUY" suggestion with a grade of B+ and projects a yearly price target of CHF75.94, indicating a 27.07% upside.
Starbucks: Dividend at a Crossroads as Turnaround Unfolds
Starbucks, a long-time dividend investor favorite with a 15-year streak of annual dividend increases, is facing challenges to its dividend sustainability. The company's payout ratio now exceeds 200%, cash flows are declining, and dividend growth has significantly slowed. While CEO Brian Niccol's "Back to Starbucks" turnaround strategy is underway, income investors are cautioned about the near-term risks to the dividend given the current financial strain.
Starbucks' investor group urges shareholders to replace directors over labor row
A coalition of investors is pressing Starbucks shareholders to vote against the re-election of two directors, Jorgen Vig Knudstorp and Beth Ford, over persistent issues with managing labor relations. This action comes amidst a prolonged dispute with the Starbucks Workers United union, which recently involved a nationwide strike by over 3,800 baristas demanding better staffing, schedules, and pay. The investors, including several public-sector pension funds, have expressed concern that unresolved labor issues could threaten the company's turnaround efforts.
Apple Quietly Drops ESG Links From Top Executives’ Pay Packages
Apple Inc. has quietly removed the "ESG modifier" from its 2025 executive pay packages, affecting CEO Tim Cook and other top brass. This follows a trend seen in other major companies that began stripping diversity targets out of executive compensation. The provision, which allowed for bonus adjustments based on environmental performance like greenhouse gas reductions, had been in place since 2021.
Goldman Sachs scraps DEI criteria for its board as business case for boardroom diversity grows
Goldman Sachs has reportedly scrapped its DEI criteria for board appointments, a year after removing diversity goals for its workforce. This move, echoing trends among other companies due to federal crackdowns and lawsuits, comes despite a widespread belief among CEOs that diverse teams perform better. The article discusses how while companies may continue DEI efforts privately, publicly their stance is shifting, and questions the impact on boardroom diversity and leadership development.
Cercano Management LLC Sells 306,486 Shares of Starbucks Corporation $SBUX
Cercano Management LLC significantly reduced its stake in Starbucks Corporation by 99% in the third quarter, selling 306,486 shares and retaining only 2,980 shares. Despite this large sale, other institutional investors like Vanguard Group Inc., State Street Corp, and Invesco Ltd. increased their positions in Starbucks. The company recently reported Q3 earnings per share of $0.56, missing estimates, but revenue exceeded expectations at $9.92 billion, and analysts maintain a "Moderate Buy" rating with a consensus price target of $104.31.
Can Synopsys Stock Recover If Markets Fall?
Synopsys (SNPS) stock has recently dropped 17.0% due to concerns over its IP business transition and China market headwinds. Despite this, the article analyzes SNPS's historical resilience during market downturns, including the 2022 inflation shock, 2020 Covid Pandemic, 2018 Correction, and 2008 Global Financial Crisis, showing it often recovered faster than the S&P 500. The company's fundamentals are strong, but its valuation is considered relatively expensive, prompting a look into its ability to bounce back if broader markets decline further.
Assessing Brinker International's Valuation After Strong Quarter And Raised Guidance Attract Analyst Upgrades
Brinker International has garnered attention from Wall Street and rating agencies after a strong financial quarter, raised full-year guidance, and positive earnings estimate revisions. Despite recent small share price movements, its 90-day return of 25.9% and 3-year total shareholder return of over 3x indicate strong momentum. The company is considered 16% undervalued with a fair value of $191.05 per share, driven by investments in menu innovation, digital initiatives, and potential for revenue and margin expansion, though challenges like higher labor and commodity costs pose risks.
Starbucks Corporation $SBUX Shares Sold by Glenview Trust Co
Glenview Trust Co reduced its stake in Starbucks Corporation (NASDAQ:SBUX) by 13.0% in the third quarter, selling 14,826 shares. Despite this, other institutional investors like Nordea Investment Management AB and Asset Management One Co. Ltd. increased their positions. Starbucks reported mixed quarterly earnings, missing EPS estimates but exceeding revenue expectations, and analysts have a "Moderate Buy" rating with an average price target of $104.31.
Aberdeen Group plc Decreases Holdings in Kimberly-Clark Corporation $KMB
Aberdeen Group plc reduced its stake in Kimberly-Clark Corporation by 7.2% in the third quarter, selling 18,583 shares and now owning 240,572 shares valued at approximately $29.9 million. Kimberly-Clark recently increased its quarterly dividend to $1.28, offering an annualized yield of about 4.7%, and reported Q3 EPS of $1.86, beating consensus estimates despite slightly lower-than-expected revenue. The stock holds a "Hold" consensus rating with an average target price of $118.58 from analysts.
PNC Financial Services Group Inc. Raises Holdings in Starbucks Corporation $SBUX
PNC Financial Services Group Inc. has increased its stake in Starbucks Corporation (NASDAQ:SBUX) by 22.2% in the third quarter, bringing its total holdings to 1,187,168 shares valued at approximately $100.43 million. This comes as Starbucks reported Q3 EPS of $0.56, missing estimates, and provided FY2026 EPS guidance. Analysts currently maintain a "Moderate Buy" rating for Starbucks with a consensus target price of $104.31.
Assetmark Inc. Acquires 45,332 Shares of First Trust Core Investment Grade ETF $FTCB
Assetmark Inc. increased its stake in First Trust Core Investment Grade ETF (NYSEARCA:FTCB) by 9.5% in the third quarter, acquiring an additional 45,332 shares. The firm now holds 522,527 shares of FTCB, valued at $11.135 million. Other institutional investors also adjusted their positions in FTCB, and the ETF recently disclosed a monthly dividend.
With BTS’ V as its brand ambassador, the launch of South Korean brand Compose Coffee could give Starbucks, operated in the Philippines by the Tantocos’ Rustan Coffee Corporation, more serious competition
The South Korean coffee brand Compose Coffee, with BTS' V as its brand ambassador, is set to launch in the Philippines. This launch could pose a significant competitive challenge to Starbucks, which is operated in the Philippines by Rustan Coffee Corporation. The article suggests that Jollibee's Compose Coffee might give Starbucks a strong run for its money in the Philippine market.
McDonald’s stock price dips after a late-week swing as upgrades collide with a busy macro calendar
McDonald's stock dipped on Friday, falling 1.4% to $327.58, despite recent analyst upgrades. The retreat occurred just before a holiday-shortened trading week, with investors anticipating Federal Reserve minutes, PCE data, and Q4 GDP numbers. McDonald's reported strong Q4 global comparable sales and increased its quarterly dividend, but faces headwinds from cost inflation and tough winter weather.
McDonald’s stock: MCD pulls back from $335 high as Argus upgrades; traders watch new McCafé drinks
McDonald's (MCD) stock pulled back from a high of $335, closing at $327.58, despite an upgrade to Buy by Argus with a $380 price target, and a Jefferies price target increase to $375. The company is focusing on expanding its McCafé beverages, with a successful 500-store test showing increased sales and predictions for significant comparable sales growth from new CosMc's-inspired drinks. Investors are also anticipating the return of seasonal items like the Shamrock Shake and upcoming macroeconomic data that could influence consumer stocks.
Pumpkin Spice Latte: Why Starbucks’ Most Hyped Drink Still Owns Fall
Starbucks' Pumpkin Spice Latte (PSL), launched in 2003, continues to be a cultural phenomenon that defines the autumn season. Despite the proliferation of pumpkin-flavored coffees, the PSL maintains its dominance due to its consistent flavor, the nostalgic ritual it creates, and the expanded availability through Starbucks At Home products. This ecosystem allows customers to enjoy the iconic beverage both in-store and through various at-home formats, catering to individual preferences and extending the seasonal experience.
Pumpkin Spice Latte: Why Starbucks’ Most Hyped Drink Still Owns Fall
The article explores why Starbucks' Pumpkin Spice Latte (PSL) remains a dominant seasonal drink two decades after its launch. It attributes the PSL's enduring popularity to its association with comfort and nostalgia, its role as a cultural event marking the start of fall, and Starbucks' strategy of offering both in-store and at-home formats. Despite growing competition from other brands, the PSL's recognizable flavor profile and integration into personal rituals ensure its continued success as a seasonal hallmark.
A Look At Chipotle Mexican Grill (CMG) Valuation After First Comp Sales Decline And Ackman Exit
Chipotle Mexican Grill (CMG) is being scrutinized after its first year-over-year decline in comparable restaurant sales and a forecast of flat comps for 2026, alongside a notable investor exit. Despite a 17.9% undervaluation by analysts with a fair value of $44.24, the market's P/E ratio of 30.8x suggests a valuation stretch, especially compared to the US Hospitality group's 21.4x. International expansion efforts, particularly into Mexico and further into Latin America and Europe, are anticipated to fuel future revenue growth for the company.
Assetmark Inc. Raises Holdings in Starbucks Corporation $SBUX
Assetmark Inc. significantly increased its stake in Starbucks Corporation ($SBUX) by 19.8% in the third quarter, acquiring an additional 56,156 shares to now hold 340,168 shares valued at $28.78 million. Other institutional investors like Vanguard, State Street, and Invesco also boosted their holdings, with institutional ownership of SBUX now standing at 72.29%. Despite missing EPS estimates, Starbucks reported revenue that beat expectations and set a positive FY2026 EPS guidance, maintaining a "Moderate Buy" consensus analyst rating.
Prospecting: Restaurant Brands Tops Estimates Despite Popeyes U.S. Slump.
Restaurant Brands International exceeded Wall Street's expectations for earnings and revenue, driven by strong international performance, despite a continued decline in Popeyes' U.S. same-store sales. McDonald's also surpassed analyst estimates, while the broader U.S. restaurant and foodservice industry is projected to reach $1.55 trillion in sales in 2026, though operators anticipate ongoing traffic challenges due to cautious consumer spending. The article also highlights seasonal menu item trends and increasing competition in the quick-service restaurant chicken wrap segment.
Golden Arches Glimmer: McDonald’s Defies Economic Headwinds with Dominant Q4 Earnings Beat
McDonald's (NYSE: MCD) reported a strong Q4 earnings beat, surpassing revenue and profit expectations with consolidated revenue up 10% to $7.01 billion and global comparable sales growing 5.7%. This success is attributed to its "Value Leadership" strategy, which included a renewed focus on affordable offerings like the $5 Meal Deal and the return of the Snack Wrap, effectively attracting price-sensitive consumers. While McDonald's thrives, competitors like Wendy's (NASDAQ: WEN) struggle, highlighting the bifurcated market and McDonald's advantage in digital integration and scale.
Daily Coffee Report 2/13/26
This is the daily coffee report from StoneX for February 13, 2026, provided by the StoneX Coffee Team. The report includes market data for ICE Arabica, ICE Robusta, Brazil Arabica, and various arbitrage and switch figures. It also features economic commentary from Arlan Suderman on inflation data, stock futures, crude oil, and grain markets.
Dutch Bros Inc. SEC 10-K Report
Dutch Bros Inc. has released its 2025 SEC 10-K report, highlighting significant financial growth with total revenues of $1,638.2 million and a net income of $117.3 million. The report details the company's expansion to 1,136 shops across 25 states, driven by its unique drive-thru model and popular Dutch Rewards loyalty program. Dutch Bros aims for continued high growth through new shop openings, enhanced customer engagement, and product offerings, while addressing risks such as evolving consumer preferences and intense competition.
Starbucks Corporation $SBUX Shares Sold by Cibc World Market Inc.
Cibc World Market Inc. significantly reduced its stake in Starbucks by 56.1% in Q3 2025, selling 274,077 shares. Despite the reduction, Starbucks stock maintains a "Moderate Buy" consensus rating from analysts, with 72.29% ownership by institutional investors. The company recently missed EPS expectations but exceeded revenue forecasts and provided FY2026 EPS guidance.
How Chipotle lost its sizzle
Chipotle Mexican Grill experienced its worst year ever, with same-store sales declining for the first time since going public, reflecting a broader slowdown in fast-casual chains. This downturn is attributed to an uncertain K-shaped economy where consumers are cutting discretionary spending. Despite executive assurances that core customers are high-income, and attempts to offer value without significant price cuts, the company faces challenges with declining sales and a drop in stock value as competitors offer cheaper alternatives.
Braskem Announces Petrobras Waives Preemptive and Tag-Along Rights in Potential Share Transfer
Braskem announced that its major shareholder, Petrobras, decided not to exercise its preemptive and tag-along rights concerning a potential transfer of Braskem shares from Novonor to Shine I FIDC. This decision could facilitate a change in Braskem's shareholder structure and governance by allowing the transaction to proceed without Petrobras asserting its contractual protections at this stage. Braskem indicated it would continue to update the market on any material developments related to this proposed share transfer.
McDonald's Q4 Earnings & Revenues Beat Estimates, Rise Y/Y
McDonald's Corporation (MCD) reported stronger-than-expected fourth-quarter 2025 results, with earnings per share and revenues surpassing Zacks Consensus Estimates. The company saw a year-over-year increase in both its top and bottom lines, driven by comparable-sales growth, restaurant expansion, and strategic initiatives. Operational highlights include strong performance across U.S. and international markets, despite various economic headwinds affecting other industry players.
Filet Mignon or Filet-o-Fish? Here's How McDonald's Plans to Keep Courting Wealthier Customers
McDonald's is focusing on attracting high-income consumers by introducing new menu items in beverages and chicken, as these customers are increasingly trading down from full-service restaurants. While higher-earners are expected to drive mid-single-digit traffic growth, the company anticipates continued pressure on its lower-income customer base due to elevated inflation and a weakening labor market. This strategy aims to offset softer demand from its traditional low-income demographic and capitalize on the trend of wealthier diners seeking more affordable options.
(HWM) Howmet Aerospace Inc. Expects Q1 Adjusted EPS Range $1.09 - $1.11
Howmet Aerospace Inc. (HWM) forecasts its Q1 adjusted EPS to be in the range of $1.09 to $1.11. This announcement follows recent news of the company's Q4 adjusted earnings and revenue rise, alongside its 2026 revenue guidance of $9 billion to $9.2 billion. The company also recently declared a common stock dividend payable in February 2026.
SCS Capital Management Cuts Amazon.com Stake Under Abbiati
SCS Capital Management LLC, led by Antony J. Abbiati, recently reduced its stake in Amazon.Com, Inc. by 3,784 shares. Despite Amazon's stock experiencing fluctuations and trading below analyst targets, analysts maintain a strong bullish outlook due to significant investments in AWS, AI, and logistics. TipRanks' AI Analyst, Spark, rates AMZN as Neutral, citing strong financial performance tempered by weakened 2025 free cash flow conversion and a demanding valuation.
SCS Capital Management Trims Apple Inc Stake by 8,300 Shares
SCS Capital Management LLC, led by Antony J. Abbiati, recently reduced its stake in Apple Inc (AAPL) by 8,300 shares. Despite near-term choppiness, Apple's stock shows potential for solid upside according to Street targets, driven by a powerful iPhone 17 cycle, high gross margins, and strong growth in China and Services. TipRanks’ AI Analyst, Spark, rates AAPL an "Outperform" due to strong financial performance and a constructive earnings outlook, though it notes offsetting factors like mixed technical momentum and premium valuation.
Manitou Investment Management Cuts Alphabet Inc. Class A Stake
Manitou Investment Management Ltd., led by Alanna Marshall, has reduced its stake in Alphabet Inc. Class A (GOOGL) by selling 51,432 shares. This transaction comes as Alphabet Class A stock has seen substantial growth over the past year, with analysts maintaining a Strong Buy rating due to strong financial performance, AI-driven growth, and significant upcoming capital expenditures. Spark, TipRanks' AI Analyst, rates GOOGL as "Outperform," acknowledging its strengths but also pointing to risks from premium valuation and large investment plans in 2026.
Suncoast Equity Management Cuts Alphabet Inc. Class A Stake
Suncoast Equity Management, managed by Donald R. Jowdy, recently reduced its stake in Alphabet Inc. Class A (GOOGL) by 36,022 shares. Despite this, Alphabet Inc. Class A has seen significant gains over the past year and analysts maintain a Strong Buy rating, anticipating further upside. Spark, TipRanks’ AI Analyst, rates GOOGL as "Outperform," citing strong financial performance and a solid technical uptrend, though noting premium valuation and potential earnings-call risks from a large investment ramp.
Higher prices and pizzas on china: Papa Johns bets on premium as it returns to a pizza-mature India
Papa Johns is re-entering the Indian market with a premium strategy, positioning itself 10-15% above competitors. The company is focusing on higher pricing, a dine-in led experience, and ingredient quality, having spent two years preparing for this comeback. They believe the Indian consumer's understanding of food quality has evolved, supporting their premium approach despite intense competition in the QSR sector.
