Tractor Supply (NASDAQ:TSCO) Cut to "Sell" at Wall Street Zen
Wall Street Zen has downgraded Tractor Supply (NASDAQ:TSCO) from a "hold" to a "sell" rating. This decision comes despite a consensus "Moderate Buy" rating from fifteen analysts, with a target price of $59.78. The company recently missed earnings estimates, and several insiders have sold shares, though institutional ownership remains high at 98.72%.
Unilever PLC (NYSE:UL) Receives Average Recommendation of "Hold" from Analysts
Analysts have given Unilever PLC (NYSE:UL) an average "Hold" recommendation, with a consensus 1-year price target of $65.55, below its current share price of around $73.25. The company recently missed earnings and revenue estimates, reporting $0.75 EPS against an expected $1.75, and $11.87 billion in revenue versus a $31.39 billion consensus. Unilever declared a quarterly dividend of $0.5547, with an ex-dividend date of February 27th.
Sprouts Farmers Market, Inc. (NASDAQ:SFM) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Sprouts Farmers Market (NASDAQ:SFM) has received a consensus "Moderate Buy" recommendation from fifteen brokerages, with an average 12-month price target of $108.15, despite some recent target trims. Operationally, the company beat Q4 EPS estimates and saw a 7.6% YoY revenue growth, but management issued a soft Q1 and FY2026 guidance, citing a "soft start" and margin pressures. Insider selling contrasts with reports of billionaire Philippe Laffont acquiring SFM shares.
Burlington Stores Stock Pops on Earnings: Is the Rally Just Starting?
Burlington Stores Inc. recently surpassed earnings expectations, boosting its stock and raising its outlook. The off-price retailer's strong performance indicates that US consumers are "trading down" to more affordable options, benefiting value-oriented chains. This raises the question of whether Burlington can sustain its momentum and close the margin gap with competitors like TJX and Ross.
Upbound Stock Gains 6% After Reporting Q4 Earnings & Revenue Beat
Upbound Group, Inc. (UPBD) saw its stock rise by 6.3% after reporting Q4 2025 earnings and revenue that exceeded analyst expectations. Despite macroeconomic challenges, the company's strategic positioning, including the acquisition of Brigit and growth in Acima, contributed to increased revenue and investor confidence. Upbound also provided optimistic guidance for Q1 2026 and the full year 2026, forecasting continued revenue and EBITDA growth.
Coca-Cola's Q4 Revenue Exceeds Expectations: 2024 Outlook
Coca-Cola announced impressive Q4 and full-year 2024 earnings, exceeding expectations due to strong revenue growth, effective pricing strategies, and increased demand. The company's success is attributed to its iconic brand strength, continuous product innovation including low-sugar options, and an extensive global distribution network. Despite challenges like health concerns and competition, Coca-Cola is strategically positioned for future growth through sustainability initiatives, digital transformation, and capitalizing on emerging markets.
Royal Caribbean Cruises in 2026: What’s Really Worth Your Money?
This article evaluates Royal Caribbean cruises for US travelers in 2026, weighing the hype against practical considerations like cost and experience. It highlights the appeal of mega-ships and private islands but advises careful consideration of add-on costs and ship selection. The piece concludes that Royal Caribbean offers significant value for activity-focused travelers, especially those near US departure ports, provided they plan their budget and itinerary wisely.
Ronaldo Kicks In $7.5M Pro2col Investment For Herbalife’s Shift Toward ‘New’ With Personalization
Cristiano Ronaldo has invested $7.5 million in Herbalife's Pro2col business, extending his collaboration with the company. This investment is aimed at supporting Herbalife's strategic shift towards personalization and new approaches in the health and wellness market. The partnership highlights a continued focus on evolving consumer health.
Barclays Upgrades Etsy (ETSY) to Overweight, Raises Price Target
Barclays has upgraded Etsy (ETSY) from Equal-Weight to Overweight, simultaneously increasing its price target from $62.00 to $72.00, reflecting a 16.13% increase and a more optimistic outlook. This upgrade comes despite several recent downward revisions by other analysts. Etsy, a leading e-commerce marketplace for vintage and craft goods, boasts $12.5 billion in 2024 gross merchandise volume and connects 95 million buyers with 8 million sellers.
BellRing Brands Shareholder Alert: ClaimsFiler Reminds Investors With Losses In Excess Of $100,000 Of Lead Plaintiff Deadline In Class Action Lawsuit Against BellRing Brands, Inc. - BRBR
ClaimsFiler is reminding investors with significant losses in BellRing Brands, Inc. (NYSE: BRBR) to file lead plaintiff applications by March 23, 2026, in a securities class action lawsuit. The lawsuit alleges that BellRing and its executives failed to disclose material information that led to substantial stock price drops, following disappointing sales outlooks announced in May and August 2025. Investors who purchased shares between November 19, 2024, and August 4, 2025, are encouraged to seek legal counsel to discuss their options.
Animal, Chick Days Bring Family Fun To Local Tractor Supply
Tractor Supply Company is hosting a series of animal-centered events, including their annual Chick Days and a new Animal Days savings event, culminating in a nationwide Farm Bash on February 21st. These events offer discounts on pet and animal supplies, live poultry, and community activities, aiming to celebrate the role of animals in rural and home life. The initiative also includes a $120,000 donation from PepsiCo Inc. to local animal shelters.
Northern Colorado business park calls on Xcel Energy to revise outage policies; "We are at their mercy"
Businesses in a Northern Colorado industrial park are demanding Xcel Energy revise its Public Safety Power Shutoff (PSPS) policies, which result in significant financial losses during severe weather events. Companies like American Furniture Warehouse and Forney Welding and Metalworking lose considerable revenue and production, with employees facing unpaid time off. Xcel Energy states it sympathizes with affected businesses and is taking measures like undergrounding power lines and using Enhanced Powerline Safety Settings to mitigate wildfire risk, but acknowledges the grid's design can lead to disparate impacts.
Sysco (SYY) PT Lifted by Guggenheim as Firm Highlights Importance of Local Case Growth
Guggenheim has raised its price target for Sysco (SYY) to $95 from $91, maintaining a Buy rating, despite the stock's significant outperformance against the S&P 500 this year, emphasizing the need to monitor local case growth. Sysco recently exceeded Q2 expectations and increased its full-year profit outlook, driven by strong demand in its US business, international sales growth, and effective cost control measures. The company's performance was bolstered by consistent restaurant traffic and sustained spending from higher-income consumers, even as lower-income households showed more caution.
Oxford Industries, Crocs, WeightWatchers, Scholastic, and Bark Shares Skyrocket, What You Need To Know
Shares of Oxford Industries, Crocs, WeightWatchers, Scholastic, and Bark surged following a Supreme Court ruling that struck down sweeping Trump tariffs, providing potential relief to companies affected by international trade disputes. This decision is expected to lower operating costs and boost earnings for businesses reliant on global supply chains, overshadowing earlier concerns about slowing economic growth. Despite the ruling, the Trump administration announced plans for new global tariffs, and the article notes that market overreactions can create buying opportunities.
Acadia Realty Trust: Quiet REIT Makes a Big Bet on Prime Retail
Acadia Realty Trust (AKR) is a small-cap retail REIT focused on urban high-street retail and grocery-anchored centers, making strategic moves in a challenging commercial real estate market. The article explores how AKR's portfolio focus, financing discipline, modest NOI growth, and dividend strategy position it for long-term returns amidst fluctuating interest rates and retail trends. It advises investors on key metrics, risks, and how the stock might fit into a diversified US portfolio, emphasizing that its income is the main draw but cautioning on its small-cap volatility and focused geographic risk.
Reese’s Recipe Debate Heats Up After Hershey Confirms Ingredient Swap
The grandson of Reese's Peanut Butter Cups founder, Brad Reese, has accused The Hershey Co. of "ruining" Reese's by switching to cheaper ingredients like compound coatings and peanut créme. While Hershey confirmed recipe changes, citing innovation and rising cocoa prices, Reese argues it compromises the brand's quality and trust. He expressed his disappointment in a letter to Hershey's corporate brand manager, emphasizing his 25-year dedication to protecting the Reese's brand integrity.
Acadia Realty Trust: Quiet REIT Makes a Big Bet on Prime Retail
Acadia Realty Trust (NYSE: AKR) is a small-cap retail REIT that focuses on high-street urban retail and grocery-anchored centers. The article examines AKR's risk/reward profile for US income investors, highlighting its portfolio focus, financing discipline, modest growth, and dividend as key attractions. It also discusses the impact of US interest rates, retail health, and urban recovery on its performance, advising investors to consider its balance sheet and dividend coverage, and to cross-check analyst ratings.
Flowers Foods, Inc. to Issue Quarterly Dividend of $0.25 (NYSE:FLO)
Flowers Foods (NYSE:FLO) has declared a quarterly dividend of $0.2475 per share, representing a 9.8% annualized yield and payable on March 20th to shareholders of record on March 6th. While the company has consistently increased its dividend for 24 years, its high payout ratio of 87.6% indicates potential risk if earnings decline. Analysts, however, forecast an EPS of $1.29 for next year, suggesting continued dividend coverage with a future payout ratio of 76.7%.
Insider Sell: Sweetnam Jordan Douglas Bradley Sells 1,009 Shares of eBay Inc (EBAY)
Sweetnam Jordan Douglas Bradley, Senior Vice President and Chief Commercial Officer at eBay Inc (EBAY), sold 1,009 shares of the company on February 18, 2026. This transaction adds to a history of insider selling for eBay, with 41 insider sells and no buys over the past year. eBay Inc is currently deemed significantly overvalued based on its GF Value, with a price-to-GF-Value ratio of 1.21.
Kroger Selects McCann as New Creative Agency, Ending DDB Partnership
Kroger has appointed McCann as its new creative agency of record, replacing DDB New York after a six-year partnership. This move signifies a strategic shift in Kroger's marketing approach to enhance its brand and customer engagement in the competitive grocery market. McCann will develop creative campaigns under its "Truth Well Told" philosophy to drive business growth.
Insider Sell: Matthew Kulasa Sells Shares of WESCO International Inc (WCC)
Matthew Kulasa, Senior Vice President and Chief Accounting Officer at WESCO Distribution, Inc., a subsidiary of WESCO International Inc (WCC), sold 73 shares of the company on February 18, 2026. This transaction follows a pattern of 16 insider sells and no insider buys for WESCO International Inc over the past year. The stock is currently trading at $307.03, which is significantly above its GF Value of $191.93, indicating it is overvalued.
Selena Gomez Creates First-Ever Autographed OREO Cookie: Limited Edition Horchata Flavor Drops June 9
OREO has partnered with global artist Selena Gomez to launch a limited-edition horchata-inspired cookie set to release on June 9, 2025. These cookies feature a unique flavor combination of chocolate & cinnamon creme, sweetened condensed milk creme, and cinnamon sugar, all within chocolate cinnamon wafers. The collaboration also includes six unique embossments, with one exclusive design featuring Selena's signature found in approximately every three packs.
Life Time Set to Debut Kiehl's in New York City Athletic Country Clubs this Summer
Life Time (NYSE: LTH) is partnering with Kiehl's, the iconic skincare company, to introduce Kiehl's products in its New York City athletic country clubs this summer. Members in Manhattan and Brooklyn locations will have access to popular Kiehl's formulas in dressing rooms and showers, enhancing their pre- and post-workout self-care routines. This collaboration aligns with Life Time's commitment to luxurious, immersive wellness experiences and addresses the growing trend of self-care in health and fitness.
Is Now An Opportune Moment To Examine National Beverage Corp. (NASDAQ:FIZZ)?
National Beverage Corp. (NASDAQ:FIZZ) saw a 15% share price increase recently and is currently trading below its intrinsic value of $66.84, suggesting a potential buying opportunity. While future revenue growth is expected to be modest at 4.6% over the next two years, the current undervaluation makes it attractive for both existing shareholders to accumulate and potential investors to consider, provided they also assess capital structure and balance sheet strength. Investors should be aware of one identified warning sign and the stable stock price behavior due to its low beta.
DXP Enterprises, Inc. Announces Fourth Quarter and Fiscal 2025 Earnings Release and Conference Call
DXP Enterprises, Inc. (NASDAQ: DXPE) announced it would release its financial results for the fourth quarter and fiscal year ended December 31, 2025, on Wednesday, February 25th, after the market closes. The company will also host a conference call and webcast on its website at 10:30 AM Central Time on Thursday, February 26th, to discuss the results. Related presentation materials will be available on the Investor Relations section of DXP's website.
Strategic Business Splits
Genuine Parts Company announced its plan to separate its Automotive Parts Group and Industrial Parts Group into two independent, publicly traded companies by the first quarter of 2027. This strategic move aims to create two focused industry leaders, Global Automotive (operating as NAPA) and Global Industrial (operating as Motion), each better positioned to cater to their specific markets efficiently. The split is expected to enable distinct capital strategies and faster market alignment for both entities.
Criteo SA (CRTO) Q1 2025 Earnings Call Highlights: Strong Growth in Retail Media and AI Innovations
Criteo SA reported strong Q1 2025 results, driven by significant growth in Retail Media revenue and advancements in AI-powered tools like Commerce Go, despite facing macroeconomic headwinds and the loss of a major retail media client. The company achieved a 7% year-over-year growth in contribution ex-TAC at constant currency and substantial increases in adjusted EBITDA and diluted EPS. Criteo is focusing on self-service platforms, AI integration, and optimizing operational expenses to sustain growth while exploring new avenues like CTV advertising.
US retailer Boot Barn confirms John Hazen as chief executive officer
Boot Barn Holdings, Inc. has officially appointed John Hazen as its Chief Executive Officer, effective May 5, 2025. Hazen, who has been serving as Interim CEO since November 2024, brings over 20 years of experience in the apparel and footwear industry and joined Boot Barn in 2018 as chief digital officer. The board expressed confidence in his leadership and digital expertise to drive long-term growth and strategic plans.
Here's How Much You'd Have If You Invested $1000 in AutoZone a Decade Ago
This article examines the hypothetical return on a $1000 investment in AutoZone (AZO) made ten years ago, showing it would be worth $5,558.24 today, a 455.82% gain. It details AutoZone's business operations, store count, financial performance, and competitive landscape. The article also touches on analyst forecasts and potential challenges for the company.
Authentication and Brand Protection Market Size Report, 2032
The global authentication and brand protection market, valued at USD 2.99 billion in 2024, is projected to reach USD 7.64 billion by 2032, growing at a CAGR of 12.80%. This growth is driven by the increasing trade of counterfeit goods and the need to safeguard brand integrity, with North America holding the largest market share. Key trends include the implementation of blockchain-based authentication and the integration of IoT device authentication to enhance product traceability and security.
Dine Brands declares $0.19 quarterly dividend per share By Investing.com
Dine Brands Global (NYSE:DIN) announced a quarterly cash dividend of $0.19 per share, payable on April 10, 2026, to stockholders of record as of March 18, 2026. The company, parent to Applebee’s, IHOP, and Fuzzy’s Taco Shop, has had a 62% return over the past six months and recently expanded its Board of Directors with the appointment of Enrique "Rick" Silva and Amanda Clark. This move aims to strengthen its leadership team and diversify its governance structure.
News | Saks Global and its biggest landlord, Simon Property, clash over two stores
Saks Global, currently in Chapter 11 bankruptcy, has resolved most disputes over unpaid rent with landlords and secured $1.75 billion in financing. However, it continues to clash with its largest landlord, Simon Property Group, over the latter's attempt to terminate two store leases to relet them at higher rates. This dispute highlights the complex relationship between the two companies, who are also partners in a joint venture.
McDonald's (MCD) Upgraded to Buy by Argus on Strong Competitive Positioning
Argus analyst John Staszak upgraded McDonald's (MCD) to Buy from Hold with a $380 price target, citing its strong competitive position through value menus, digital investments, and new product launches. This upgrade follows a positive response from Wall Street analysts to the company's Q4 2025 earnings report, with some maintaining a bullish outlook for the stock. JPMorgan and Deutsche Bank also hold positive ratings, emphasizing the success of McDonald's value strategy and its efforts to recapture market attention.
Evercore ISI Raises Costco (COST) Price Target, Citi Also Lifts Valuation After Q2 Beat
Evercore ISI and Citi analysts have both raised their price targets for Costco (COST) following the company's strong fiscal Q2 performance. Costco reported a modest beat in same-store sales and earnings, with notable growth in e-commerce and a significant increase in membership fee income and total paid members. The article also touches upon Costco's business model and briefly mentions other investment opportunities in AI stocks.
Insider Selling: US Foods (NYSE:USFD) Insider Sells $6,344,935.24 in Stock
US Foods (NYSE:USFD) director James David Works Jr. sold 65,737 shares of the company's stock for over $6.3 million, reducing his stake by 42.71%. This sale follows the company's recent earnings report, which met EPS expectations but slightly missed revenue estimates. Analysts currently rate US Foods as a "Moderate Buy" with an average target price of $107.33.
Lowe's (LOW) Workforce Reduction Comes as Bernstein Maintains Bullish Rating
Lowe's Companies, Inc. announced plans to cut approximately 600 corporate and support positions, less than 1% of its workforce, to focus more on store operations and customer interaction. Concurrently, Bernstein raised its price target for Lowe's to $313 from $284 while reiterating an Outperform rating, despite anticipating modest Q4 earnings due to winter storms. The company stated it would provide financial support and career assistance to affected employees.
Q&A & Video: Leigh Tiffin Explains Decision to Join NIRVC
Leigh Tiffin, former president of Tiffin Motorhomes, discusses his decision to join National Indoor RV Centers (NIRVC) as its new president. He explains that the move was driven by a "phenomenal personal opportunity," including NIRVC's ambitious goal of an initial public offering (IPO). Tiffin emphasizes that his departure from Tiffin Motorhomes was not due to negative reasons, but rather a pursuit of a unique career path.
PepsiCo Sued Over Attempt to Bury PETA Shareholder Resolution Over Abuse of Bulls
PETA Foundation has filed a lawsuit against PepsiCo for trying to block a shareholder resolution concerning animal treatment in its supply chains, specifically regarding the abuse of bulls in India. The resolution seeks a report on the treatment of these animals, which are forced to haul overloaded carts, often suffering severe injuries and handler abuse. PETA highlights that mechanized solutions like eco-tractors exist and improve efficiency, but PepsiCo has failed to address the documented cruelty despite being urged by over 50,000 supporters.
Church & Dwight (CHD) Gets Upgrade from Rothschild & Co Redburn on More Attractive Valuation
Rothschild & Co Redburn upgraded Church & Dwight (CHD) to Neutral from Sell and raised its price target to $91 from $81, citing a more attractive valuation for the stock. The analyst previously had a cautious view due to a perceived premium valuation that didn't fully reflect expected growth slowdown. Church & Dwight recently reported better-than-expected quarterly results, benefiting from steady demand, margin expansion expectations, and strategic business reshaping.
Mizuho Raises Sherwin-Williams (SHW) Price Target to $410 after Earnings Review
Mizuho has increased its price target for Sherwin-Williams (SHW) to $410 from $400, maintaining an Outperform rating, following a review of the company's latest earnings. Sherwin-Williams reported record consolidated sales and adjusted diluted EPS for the full year 2025, alongside its 47th consecutive year of dividend increases. The company also highlighted strategic investments, the acquisition of Suvinil, and a commitment to long-term growth.
Don’t overreact: Tariffs overturned, but fundamentals still rule
The article discusses the Supreme Court's decision to strike down the president's use of IEEPA to implement tariffs, arguing that this will likely have limited impact on long-term intrinsic valuations, similar to the initial tariff announcements. It highlights that market fundamentals and company-specific issues, rather than tariffs, are the primary drivers of stock performance, citing examples like Nike, Walmart, and Apple. The author also notes the surprising strength of the US economy in 2025 despite the tariffs, attributing it to other factors such as the AI boom and consumer spending.
TD Cowen Flags Margin and Comparable Sales Pressure at Tractor Supply (TSCO)
TD Cowen has lowered its price recommendation for Tractor Supply Company (TSCO) to $53 from $55, reiterating a Hold rating due to a difficult operating environment squeezing comparable sales and margins. The company missed Wall Street expectations for fourth-quarter net sales and issued a weaker-than-expected outlook for annual sales and profit, citing a shift in consumer behavior towards essential products over discretionary items. Higher import costs (tariffs) also impacted gross margins, leading the company to adjust pricing strategies.
TD Cowen Flags Margin and Comparable Sales Pressure at Tractor Supply (TSCO)
TD Cowen has lowered its price recommendation for Tractor Supply Company (TSCO) to $53 from $55, maintaining a Hold rating due to margin and comparable sales pressure. The company faces a challenging operating environment with softer demand for discretionary items, leading to missed Q4 sales and profit expectations and a conservative fiscal 2026 outlook. Tariffs also impacted gross margins, despite price adjustments and promotions, as consumer behavior shifts towards essential spending.
York Water rate hike: How it impacts local businesses
The York Water Company's rate increase, effective March 1, is set to raise average residential bills by approximately $34 per month, significantly impacting local businesses as well. Establishments like Gift Horse Brewing Company and World A Cuts barbershop anticipate higher operating costs, with some considering increasing menu prices or facing doubled water bills due to increased usage and new programs. The company's CEO states the rate hike balances investment in their systems with customer impact, a move businesses hope will maintain infrastructure for future stability while acknowledging the current financial pressure.
TD Cowen Flags Margin and Comparable Sales Pressure at Tractor Supply (TSCO)
TD Cowen lowered its price target for Tractor Supply Company (TSCO) due to a difficult operating environment, which is exerting pressure on comparable sales and margins. The company's weaker-than-expected outlook for annual sales and profit, coupled with soft demand for heavy-duty farming equipment and a shift in consumer behavior towards essential items, contributed to this revised recommendation. Despite raising prices on some products, the company also introduced promotions to support customers, leading to a slight dip in gross margin.
EBay Execs Seek To Bar Criminal Deal From Harassment Trial
Three former eBay executives, who are facing a harassment lawsuit from a Massachusetts couple, have requested that the judge prevent the plaintiffs from mentioning a deferred prosecution agreement involving eBay in a separate criminal case. The executives are slated to go to trial next month for allegedly targeting the couple over their blog posts.
W.W. Grainger (GWW) Gets Price Target Increase from JPMorgan Following Earnings Update
JPMorgan analyst Patrick Baumann raised W.W. Grainger's (NYSE: GWW) price target to $1,165 from $1,100, maintaining a Neutral rating, after the company's Q4 2025 earnings. CEO Donald Macpherson highlighted adapting to a difficult macroeconomic environment, exiting the UK market, expanding supply chain capacity, and leveraging AI and machine learning to grow market share, particularly in the High-Touch Solutions segment. Grainger also expanded its product assortment by over 85,000 SKUs in 2025.
Coca-Cola Bottler Sued for Allegedly Excluding Men From Company Event
A Coca-Cola distributor, Coca-Cola Beverages Northeast, is facing a federal lawsuit from the EEOC for allegedly excluding men from a women-only professional development event. The lawsuit claims this exclusion violates Title VII of the Civil Rights Act of 1964, arguing that male employees missed out on professional opportunities and benefits. Coca-Cola Beverages Northeast stated disappointment with the lawsuit and expects vindication, declining to comment on specific claims.
American Eagle Outfitters (AEO) Laps the Stock Market: Here's Why
American Eagle Outfitters (AEO) recently closed trading up 1.34%, outperforming the S&P 500. Despite a slight dip over the past month, the company is projected to see significant EPS growth in its upcoming earnings report on March 4, 2026, with revenue also expected to increase. Zacks Investment Research currently gives AEO a "Strong Buy" rating, noting its favorable valuation compared to its industry.
NASDAQ Small-Caps in Focus: SNYR, RXT, CDIO, HTLM, KOS – Value Plays Gaining Momentum
This article highlights several NASDAQ small-cap stocks, including Synergy CHC Corp. (SNYR), Rackspace Technology (RXT), Cardio Diagnostics Holdings, Inc. (CDIO), HomesToLife Ltd. (HTLM), and Kosmos Energy Ltd. (KOS), as value plays gaining momentum. Synergy CHC Corp. is particularly noted for the nationwide rollout of its FocusFactor® Ready-to-Drink Beverage, leveraging its existing distribution network and 25-year brand legacy to enter the functional beverage market. The company is poised for significant revenue growth with projections of an additional $20 million annually from this expansion, placing it in the spotlight for investors seeking small-cap growth opportunities in consumer health.
