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.
Burlington Stores Stock Jumps on Earnings Beat: Is the Rally Just Starting?
Burlington Stores Inc (BURL) recently reported stronger-than-expected earnings and guidance, causing its stock to jump. This performance highlights the resilience of the off-price retail model, with strong traffic, margin recovery, and inventory management. The key question for investors is whether Burlington can maintain this momentum and justify its new valuation, especially given its sensitivity to the US consumer market and current valuation levels.
Colgate-Palmolive Stock: Quiet Giant Making a Loud Move in 2026
Colgate-Palmolive, historically considered a "boring toothpaste stock," is now viewed as a strong dividend-and-AI play by Wall Street. The company has achieved record highs by raising prices, investing in premium products, and leveraging AI for marketing and demand forecasting. Despite concerns about valuation and competition, analysts consider it a solid "hold" or "selective buy" for investors seeking stability and consistent dividends rather than explosive growth.
Uncrustables goes fridge friendly across full portfolio
Uncrustables announced at the Consumer Analyst Group of New York Conference that its entire product portfolio will become "fridge friendly" by summer 2026, allowing sandwiches to be stored in the refrigerator for up to five days. This change eliminates the thaw time barrier for consumers, offering greater convenience for immediate consumption while products will continue to be sold in the freezer aisle. The company also highlighted two new protein-packed morning varieties that are already fridge friendly and available nationwide.
Fridge-friendly Uncrustables are coming to Kroger, other stores
The J.M. Smucker Co. announced that its Uncrustables will soon be "fridge-friendly," allowing consumers to eat them straight from the refrigerator without thawing. This new option will be available at Kroger, Walmart, and Target stores nationwide, with a full rollout expected by summer 2026. Two morning flavors, Up & Apple and Bright‑Eyed Berry, are already on shelves.
Campbell Soup Co. Is Quietly Changing Your Pantry – Here’s How
Campbell Soup Co. is undergoing a significant transformation, shifting focus from traditional soups to snacks and convenience foods like Pepperidge Farm and Snyder’s of Hanover. This strategic pivot aims to make their products more appealing to Gen Z and Millennials seeking budget-friendly, quick comfort food while still making incremental moves toward "better ingredients." Despite dealing with inflation and consumer demand for healthier options, Campbell remains a stable, defensive stock, offering accessible and affordable meal solutions through retail promotions and social media engagement.
Parents: Your child’s favorite ready-made school lunch just moved out of the freezer aisle
J.M. Smucker Co. is transitioning its entire line of Uncrustables from the freezer aisle to the refrigerator aisle by summer 2026. This change means the pre-packaged peanut butter and jelly sandwiches will no longer require thawing and can be kept in the fridge for up to five days. Two new refrigerator-friendly varieties, Up & Apple and Bright-Eyed Berry, are already available nationwide.
Fiera Capital Corp Raises Position in Costco Wholesale Corporation $COST
Fiera Capital Corp has increased its stake in Costco Wholesale Corporation by 10.3%, now owning 87,423 shares valued at $80.9 million. This comes as Costco beats quarterly earnings estimates with an EPS of $4.34 and revenue of $67.31 billion, while institutional investors collectively hold 68.48% of the stock. Analysts have given Costco a "Moderate Buy" rating with a consensus target price of $1,008.07, despite recent insider share sales and mixed news regarding partnerships and operational challenges.
Alberta Investment Management Corp Sells 3,100 Shares of Costco Wholesale Corporation $COST
Alberta Investment Management Corp significantly reduced its stake in Costco Wholesale Corporation (NASDAQ:COST) by 58.5%, selling 3,100 shares and retaining 2,200 shares valued at approximately $2.04 million. This move coincides with recent insider selling by two executive VPs, totaling 6,915 shares sold for $6.32 million over the last 90 days. Despite institutional ownership being high at 68.48% and an average "Moderate Buy" analyst rating, the stock trades near $988 with a P/E of ~52.9 and a 0.5% dividend yield, raising questions about valuation after multi-year gains.
Target vs. Costco: Which Discount Retail Stock Has Better Upside Now?
This article analyzes Target (TGT) and Costco (COST) to determine which discount retail stock offers better upside potential for investors. It details Target's strategic transformation, digital capabilities, and attractive valuation, contrasting it with Costco's strong membership model but high valuation. The analysis concludes that Target is the stronger investment candidate due to its growth initiatives and current valuation, earning it a Zacks Rank #2 (Buy) compared to Costco's Zacks Rank #3 (Hold).
Conagra Brands appoints John Mulligan, Pietro Satriano to its board of directors
Conagra Brands has appointed John Mulligan and Pietro Satriano to its Board of Directors, increasing the board's size to 12 members. These appointments aim to strengthen the company's governance and bring additional operational and financial expertise, particularly in retail operations, supply chain resilience, and C-suite leadership. The move is expected to support Conagra's strategic focus on portfolio optimization, innovation, and shareholder returns in a competitive market.
Target vs. Costco: Which Discount Retail Stock Has Better Upside Now?
This article analyzes Target (TGT) and Costco (COST) as leading discount retailers, evaluating their current strategies and financial outlook to determine which offers better upside for investors. Target is undergoing a transformation with enhanced digital capabilities and strategic investments, while Costco maintains a strong membership-based model. Ultimately, the analysis concludes Target is the stronger investment due to its strategic repositioning, growing digital presence, and more attractive valuation relative to Costco's higher current valuation.
Costco stock price slides below $990 as Walmart outlook sharpens focus on U.S. consumer
Costco Wholesale Corp shares fell 0.9% to $987.22 after Walmart's CEO, John Furner, expressed caution regarding consumer spending, particularly among lower-income families. This sentiment from Walmart, despite its solid sales and $30 billion stock buyback, has intensified investor scrutiny on the retail sector amidst mixed economic signals. Costco's upcoming fiscal Q2 results on March 5 will be closely watched for further indications of consumer behavior and potential impacts on its stock.
Walmart vs. Target: Retail giants duke it out with new CEOs and 11 changes hitting all stores
Walmart and Target are entering 2026 with new CEOs, John Furner and Michael Fiddelke, respectively, who are implementing significant changes. Walmart, currently in a strong financial position, plans expansions in digital shelf labels, Scan and Go, AI tools, and store openings. Target, facing recent controversies and a stock decline, aims to revitalize its brand through in-house branding, website redesigns, expanded product selection, and numerous new store openings, signaling a pivot back to its core strengths.
Target vs. Costco: Which Discount Retail Stock Has Better Upside Now?
This article compares Target (TGT) and Costco (COST) as investment opportunities in the discount retail sector. It highlights Target's strategic transformation, digital capabilities, and attractive valuation, positioning it as a strong buy. Costco, despite its resilient membership model and loyal customer base, is deemed less attractive due to its high valuation.
Guggenheim Lifts PT on Target Corporation (TGT) to $125 From $110 – Here’s Why
Guggenheim recently increased its price target for Target Corporation (TGT) to $125 from $110, maintaining a Buy rating due to an optimistic 2026 EPS forecast and anticipated same-store sales growth. This update follows other analyst actions, including Bernstein's reiterated Sell rating with an $80 price target and Citi's adjustment to a Neutral rating with a $110 price target. These revisions come amidst Target's executive leadership changes aimed at accelerating growth and the company's reaffirmation of its Q4 2025 financial guidance.
Walmart Inc. Beats Q4 Expectations; Issues Weak EPS Guidance for Year Ahead
Walmart Inc. exceeded fourth-quarter expectations, reporting strong revenue growth and adjusted operating income, with global e-commerce up 24 percent. However, the company issued weak EPS guidance for fiscal year 2027, projecting adjusted EPS between $2.75 and $2.85 per share for the year ahead. The company also announced an increase in its annual dividend to 99 cents per share.
Here's What Analysts Are Saying About Costco Wholesale Corporation (COST)
Bernstein and Evercore ISI have reaffirmed positive ratings for Costco Wholesale Corporation (COST). Bernstein maintained an Outperform rating and a $1,155 price target, while Evercore ICI reiterated an Outperform rating and raised its price target to $1,050. The article highlights Costco's position as a natural and organic food stock and mentions the broader economic factors influencing the retail sector.
Alcohol-free cocktail brand Edna’s lands endcap at 1,000 Target stores
Edna’s Non-Alcoholic Cocktail Co. is significantly expanding its retail presence, now available in 1,000 Target stores nationwide. The brand has also secured premium endcap placement, which is expected to boost visibility and sales. This expansion underscores Target's confidence in Edna's brand and the growing demand for sophisticated non-alcoholic beverage options.
King Luther Capital Management Corp Has $97.04 Million Stock Holdings in Kimberly-Clark Corporation $KMB
King Luther Capital Management Corp reduced its stake in Kimberly-Clark Corporation by 2.7%, now holding 780,455 shares valued at $97.04 million. Kimberly-Clark recently increased its quarterly dividend to $1.28, offering a 4.7% yield, and reported an EPS beat of $1.86 against an expected $1.81. The stock currently holds a consensus "Hold" rating with a target price of $119.
Harold Davidson & Associates Inc. Raises Holdings in Costco Wholesale Corporation $COST
Harold Davidson & Associates Inc. significantly increased its stake in Costco Wholesale Corporation (NASDAQ:COST) by 41.2% in the third quarter, making it their 9th largest holding. This comes as Costco reported strong quarterly earnings, beating analyst estimates, and declared a $1.30 quarterly dividend. Despite this positive institutional sentiment and operational performance, the article also highlights recent insider selling and mixed analyst ratings, with an average "Moderate Buy" consensus.
USANA Health Sciences, Inc. (NYSE:USNA) Q4 2025 Earnings Call Transcript
USANA Health Sciences (NYSE:USNA) held its Q4 and fiscal year 2025 earnings call, with CEO Kevin Guest returning to lead the company's next phase of growth. The company is focusing on strategic pillars like scientific excellence, operational discipline, and an aligned global sales force, aiming for a 4% net sales growth at midpoint for fiscal 2026. Key initiatives include expanding omnichannel reach, advancing product innovation, accelerating technology modernization, and driving growth in its venture companies, Rise Wellness and Hiya.
7 Best New Dollar Tree Kitchen Finds Hitting Shelves This Week
Dollar Tree is a popular destination for affordable kitchen items, offering significant deals compared to other retailers. This article highlights seven new kitchen finds available this week, including wooden spatulas, a Snacklebox dupe, organization bins, Disney-themed gear, coffee bean containers, viral stools that double as tables, and DIY candle holder components.
Guggenheim Lifts PT on Target Corporation (TGT) to $125 From $110 - Here's Why
Guggenheim raised its price target on Target Corporation (TGT) to $125 from $110, maintaining a Buy rating based on an above-consensus 2026 EPS forecast and anticipated Q1 same-store sales inflection. This update follows recent executive leadership changes at Target aimed at accelerating growth, and comes amidst varying analyst opinions from Bernstein (Sell, $80 PT) and Citi (Neutral, $110 PT). The article suggests that while TGT has potential, some AI stocks may offer greater upside.
A Look At Dollar Tree (DLTR) Valuation After Rothschild & Co Redburn Upgrade And Multi Price Rollout
Rothschild & Co Redburn recently upgraded Dollar Tree (DLTR), bringing attention to its multi-price rollout and earnings potential. Despite a volatile stock performance with a significant 1-year return, the market shows mixed signals, trading at US$132.54 against an analyst target of US$125.30 and a narrative-based fair value of US$122.26. The article suggests that while the multi-price strategy could improve margins and EPS, risks like rising tariff costs and reduced low-income consumer spending could impact its valuation.
SKYX Provides Corporate Update including New Product Launches, NVIDIA Collaboration, and $29 Million in Recent Investments from Fundamental Institutions
SKYX Platforms Corp. announced a corporate update highlighted by a collaboration with NVIDIA AI Ecosystem Connect Program, the launch of new products like SKYFAN and Turbo Heater at major retailers including Home Depot, Target, Walmart, and Lowe's, and securing over $33 million in investments from fundamental institutions. The company expects continued growth, aims for cash-flow positivity, and is progressing towards mandating its safety standardization for ceiling outlets in homes and buildings. SKYX also anticipates deploying over 1 million units of its smart home technologies in upcoming projects in the U.S. and globally.
Conagra Brands Announces Appointment of John Mulligan and Pietro Satriano to its Board of Directors
Conagra Brands has appointed John Mulligan, former COO of Target, and Pietro Satriano, former CEO of US Foods Holding Corp., to its board of directors, increasing the board to 12 members. Both bring extensive experience in retail, corporate governance, and the food industry, which Conagra believes will support its strategy, technology integration, and innovation agenda.
Williams-Sonoma to test ads in ChatGPT
Williams-Sonoma is partnering with OpenAI to test ads within ChatGPT, aiming to reach customers at key decision-making moments and enhance product discovery. This move makes the home goods retailer an early participant in OpenAI's Ad Pilot program, which also includes Target. The collaboration seeks to deliver relevant, high-end product ads while maintaining a transparent and trustworthy user experience on the generative AI platform.
LongHorn Steakhouse and Olive Garden quietly allow gift card swapping and diners are catching on
Diners can use gift cards from LongHorn Steakhouse at other Darden Restaurants chains, including Olive Garden, because the parent company allows swapping among its brands. This policy also applies to gift cards from other Darden establishments like The Capital Grille and Seasons 52. However, gift cards will soon lose their value at Bahama Breeze locations, as Darden Restaurants is closing all of them by April 5th, with many being converted into other Darden brands.
Target, Walmart traffic numbers trending in different directions: Placer.ai
Recent data from Placer.ai reveals that Walmart and Target are experiencing contrasting financial trends as their new CEOs take the helm. Walmart, under John Furner, saw an increase in traffic and grocery penetration, while Target, led by Michael Fiddelke, faced declines in foot traffic, especially on weekends. These diverging trends highlight Walmart's strength in value and digital growth versus Target's challenges, prompting the latter to focus on improving assortment and in-store experience.
Honeywell Aerospace appoints Brian Grace VP of communications
Honeywell Aerospace has appointed Brian Grace as its new VP of communications. Grace, who previously founded the advisory firm True North, returns to the aerospace industry after starting his career at a Honeywell spin-off. This appointment comes as Honeywell prepares to spin off Honeywell Aerospace into an independent publicly traded company, a transition expected to be completed in the third quarter of 2026.
eBay Earnings on Deck – Stock Higher Into The Print
eBay (EBAY) is set to report its fourth-quarter 2025 earnings after market close on February 18, 2026, with analysts expecting $1.33 EPS and $2.73 billion in revenue. The stock, currently at $82.33, is up 2.98% on the day but down 19% from its 52-week high, reflecting investor focus on whether its platform transformation strategy can drive sustainable advertising revenue growth and improve margins. The primary driver for post-earnings stock movement will be management's guidance for 2026, particularly regarding advertising revenue trajectory and margin expectations.
Tide Unveils New Type Of Detergent: 'Significant Leap Into The Future'
Procter & Gamble has launched Tide evo, a new dry, fiber-based laundry tile designed as an alternative to Tide Pods and traditional detergents. This innovation, which dissolves instantly in cold water, represents over ten years of development and is positioned as the next significant step in laundry care. Tide evo is gradually rolling out nationwide and is expected to be as impactful as Tide Pods, contributing to Tide's environmental goal of increasing cold-water washes.
Analysts Offer Insights on Consumer Goods Companies: Edgewell Personal Care (EPC) and Target (TGT)
Analysts have provided new ratings for Edgewell Personal Care (EPC) and Target (TGT) within the Consumer Goods sector. Morgan Stanley maintained a Hold rating on Edgewell Personal Care with a $21.00 price target, while Guggenheim upheld a Buy rating on Target with a $125.00 price target. The consensus for Edgewell Personal Care is a Moderate Buy, and for Target, it's a Hold.
As Walmart and Target head in different directions, all eyes are on their new CEOs
Walmart and Target are both under new CEO leadership, with John Furner at Walmart and Michael Fiddelke at Target. While Furner aims to maintain Walmart's recent strong performance and integrate AI, Fiddelke faces the challenge of revitalizing Target amidst declining sales and store traffic. Investors will closely watch their respective earnings reports for insights into their strategies for the future.
Kroger Turns To Greg Foran To Reset Execution And Digital Grocery Plan
Kroger has appointed Greg Foran, former Walmart U.S. chief, as its new CEO to focus on operational improvements and digital transformation following the failed merger attempt with Albertsons. This leadership change signals a shift towards stronger execution, cost control, and a clearer digital grocery plan to compete with major retailers. Investors will be watching Foran's impact on margins, store productivity, and e-commerce profitability, with the upcoming March 5, 2026 earnings report providing initial insights.
JAKKS Pacific Renews Master Global Toy Partnership with Universal Products & Experiences for Nintendo and Illumination’s The Super Mario Galaxy Movie
JAKKS Pacific has renewed its global toy partnership with Universal Products & Experiences for Nintendo and Illumination’s upcoming film, "The Super Mario Galaxy Movie," set to release on April 1, 2026. The new toy line, available for pre-order and launching in February 2026, will feature figures, playsets, and plush inspired by the movie, building on the success of their previous Super Mario Bros. Movie collection. This partnership aims to bring beloved characters and movie moments from the new film into fans' homes, with an expanded universe of playability.
Walmart Vs Target: Which Retail Stock is the Best Investment as Q4 Results Approach?
As Q4 earnings approach, investors are analyzing Walmart (WMT) and Target (TGT) following a strong holiday shopping season. While Walmart has seen consistent growth and outperformed broader indexes in recent years, Target is showing signs of a rebound after struggling with sales declines. The article delves into their Q4 expectations, current valuations, and dividend yields to determine which stock might present a better investment opportunity.
Dollar Tree Tests Expansion As Affluent Shoppers Reshape Its Growth Story
Dollar Tree is expanding its operations into wealthier neighborhoods and metropolitan areas, aiming to attract affluent shoppers. This strategy shifts the company's traditional focus on budget-conscious customers and is reflected in a multi-price strategy. Investors should consider the potential risks and rewards of this expansion, including impacts on profit margins, debt levels, and the ability to balance different customer demographics while maintaining its core value proposition.
5 things top news: Target’s turnaround begins at the store
Target's new CEO plans to initiate the company's turnaround by focusing on enhancing the customer experience within its stores. This announcement is highlighted in a "5 things top news" summary from Supermarket News. The article also mentions other retail news, including Dollar General's new private-label air freshener line.
Dollar Tree Just Launched A Cheaper Version Of This Popular ALDI Snack
Dollar Tree has introduced new versions of popular chocolate-filled mini waffle cones, offering a more affordable alternative to ALDI's fan-favorite "Just the Fun Part Dubai Style Cones." These new Dollar Tree offerings include a "Dubai Chocolaty" flavor with pistachio and chocolate cream, and a "Sugar Cookie" flavor, priced at $1.25 per bag, significantly cheaper than ALDI's $4.19. The article highlights the versatility of these bite-sized treats for snacking or as dessert toppings.
Walmart Vs Target: Which Retail Stock is the Best Investment as Q4 Results Approach?
As Q4 results approach, investors are analyzing Walmart (WMT) and Target (TGT) following a strong holiday season. While Walmart continues impressive growth and outperformance, Target is working on a rebound with cost-cutting and reinvestment. Target appears undervalued with a lower forward P/E and a higher dividend yield, making it an attractive "Buy" according to Zacks, while Walmart is rated a "Hold" due to its higher valuation.
Kristi Argyilan Joins LiveRamp Board As Retail Media Focus Grows
LiveRamp Holdings has appointed Kristi Argyilan, Global Head of Advertising at Uber and a veteran in retail media and marketing from Albertsons and Target, to its Board of Directors. This strategic move highlights LiveRamp's increased focus on retail media, data collaboration, and AI-driven advertising solutions. Investors are keen to see if Argyilan's extensive experience can steer the company towards new partnerships and product integrations, especially given its challenging stock performance in recent times.
Target Restructures Executive Leadership
Target is restructuring its executive leadership team to streamline operations and drive growth. Michael Fiddelke, CEO, announced that Cara Sylvester has been appointed Chief Merchandising Officer and Lisa Roath as Chief Operating Officer. These changes aim to sharpen the company’s merchandising authority and improve the guest experience, with two current executives departing.
SN top 10: Kroger finally makes its big hire
Kroger has appointed Greg Foran, former CEO of Walmart U.S. and Air New Zealand, as its new CEO after a year-long search. Foran is credited with boosting digital capabilities at Walmart and leading Air New Zealand through a digital transformation and the pandemic. His hire was the top story last week for Supermarket News, which also covered other significant retail developments.
JAKKS Pacific Renews Master Global Toy Partnership with Universal Products & Experiences
JAKKS Pacific has renewed its global toy partnership with Universal Products & Experiences, Illumination, and Nintendo to create a new collection of toys inspired by "The Super Mario Galaxy Movie." This collaboration follows the success of their previous toy line for "The Super Mario Bros. Movie," which saw strong sales in 2023 and 2024. The new line will include figures, playsets, and plush toys available for pre-order and will expand on the cinematic universe for fans.
Unilever changes its brand discovery calculus with Google Cloud AI pact
Unilever has signed a five-year pact with Google Cloud to reorient its marketing strategy around artificial intelligence and agentic commerce. This partnership will involve migrating Unilever's data and cloud platforms to Google to build an enterprise-wide AI infrastructure, using tools like Vertex AI for brand discovery and measurement. The CPG giant aims to adapt to changing consumer behaviors where AI assistants will increasingly influence brand discovery and shopping.
Target forced to pay out $1,711 or more from $2.2m 'transparency' settlement - the date range to qualify
Target has agreed to pay $2.225 million to settle a class action lawsuit alleging that it failed to disclose salary ranges and wage scales in job postings in Washington state. Eligible class members, who applied for jobs with Target in Washington between January 1, 2023, and July 26, 2025, where salary information was not provided, are guaranteed a minimum payout of $1,711.93. Claim forms must be submitted by March 31, 2026, for individuals to receive their share of the settlement.
Target & Kroger among test advertisers on ChatGPT
Albertsons and Target are participating in OpenAI's Ad Pilot Program, which tests new advertising formats within the ChatGPT AI engine. This program targets logged-in adult users on free and Go subscription tiers with ads based on keywords in their prompts. Target noted a 40% monthly increase in traffic from ChatGPT, while Albertsons utilized the pilot for Valentine's Day promotions.
LiveRamp appoints retail media pioneer Kristi Argyilan to board
LiveRamp (NYSE:RAMP) has appointed Kristi Argyilan, a prominent figure in retail media, to its Board of Directors. Argyilan's extensive background includes leadership roles at Uber, Albertsons Companies, and founding Target's Roundel, making her a key addition as LiveRamp expands its data collaboration network for AI applications. The company, trading below its 52-week high, recently exceeded Q3 2026 financial expectations and received positive analyst ratings.
