2026-09-12 · 2026-09 / week-2
Summary: Analog Devices Nasdaq: ADI agreed to acquire Alif Semiconductor for $1.35 billion in cash, with up to $200 million of contingent consideration. Alif adds AI-native microcontrollers and fusion processors to ADI's...
2026-09-12 · 2026-09 / week-2
Summary: Independence Realty Trust NYSE: IRT and Centerspace NYSE: CSR agreed to combine in an all-stock merger creating an approximately $8.1 billion multifamily REIT with 44,354 units. Management estimates roughly $24 ...
2026-09-12 · 2026-09 / week-2
Summary: Copart Nasdaq: CPRT agreed to acquire ACV Auctions for $10.50 per share in cash, an implied equity value of about $1.9 billion. The deal adds dealer-to-dealer vehicle auctions to Copart's salvage platform and is...
2026-09-12 · 2026-09 / week-2
Summary: Hooker Furnishings returned to quarterly profitability after a $7.9 million tariff recovery, yet consolidated sales fell 8.7% and Hooker Branded sales fell 4.5%. The company says housing turnover and big-ticket ...
2026-09-12 · 2026-09 / week-2
Summary: Kroger's Q2 result was better than the pre-result short narrative: adjusted EPS rose 5% to $1.09, e-commerce sales grew 20%, Kroger Precision Marketing profit grew 24%, and full-year EPS and free-cash-flow guida...
2026-09-11 · 2026-09 / week-2
Summary: Starbucks Nasdaq: SBUX reported a strong fiscal Q3: global comparable sales rose 7.9%, North America comps 8.1%, transactions 4.2%, and non-GAAP operating margin expanded 430 basis points. Management raised fisc...
2026-09-11 · 2026-09 / week-2
Summary: Kroger's second-quarter report delivered a small adjusted-EPS beat, but identical sales excluding fuel rose only 0.2% and fiscal-year sales guidance was cut to 0.2%-0.8% from 1.0%-2.0%. The stock nevertheless tr...
2026-09-11 · 2026-09 / week-2
Summary: American Eagle Outfitters AEO reported record second-quarter revenue and a headline margin surge, but $161 million of operating-profit benefit came from tariff refunds. The core American Eagle comparable sale fe...
2026-09-11 · 2026-09 / week-2
Summary: Shoe Station Group Nasdaq: SHOE ended Q2 debt-free with $131.6 million of cash and marketable securities, and August comparable sales improved to a 2.7% decline from Q2's 7.1% decline. The new evidence is not en...
2026-09-11 · 2026-09 / week-2
Summary: RH’s second-quarter revenue reached $922.2 million and beat expectations, but the post-result bridge still depends on backlog conversion, RH Estates, new galleries, and a tariff benefit. The stock’s after-hours ...
2026-09-11 · 2026-09 / week-2
Summary: Reformation NYSE: REF delivered a strong fiscal Q2: net revenue rose 24.1% to $155.2 million, gross margin expanded 230 basis points to 66.7%, and adjusted EBITDA margin reached 16.4%. The stock nevertheless tra...
2026-09-11 · 2026-09 / week-2
Summary: Adobe reported record third-quarter revenue of $6.76 billion, 13% year-over-year growth, AI-first ARR growth above 150%, and raised FY26 targets. The stock nevertheless remained under pressure after the release....
2026-09-11 · 2026-09 / week-2
Summary: Oracle NYSE: ORCL delivered an extraordinary fiscal Q1: revenue rose 30%, cloud revenue 62%, cloud infrastructure 121%, and remaining performance obligations reached $664 billion. The latest extended-hours refer...
2026-09-11 · 2026-09 / week-2
Summary: Kroger’s first-quarter 2026 identical sales excluding fuel rose only 1.0%, gross margin fell to 22.7%, and OG&A rate increased 16 basis points. The Sep. 11 Q2 report tests whether e-commerce, pharmacy, and cost ...
2026-09-11 · 2026-09 / week-2
Summary: Macy's NYSE: M produced a better second quarter than its low valuation implies: comparable sales rose 2.7%, all three nameplates grew, and management raised fiscal 2026 adjusted EPS guidance to $2.15-$2.35. The ...
2026-09-10 · 2026-09 / week-2
Summary: Caleres reported second-quarter sales growth of 5.6% and adjusted EPS of $0.47, but $55.6 million of tariff refunds drove much of the GAAP margin surge while Famous Footwear sales fell 6.3%. The quarter changes ...
2026-09-10 · 2026-09 / week-2
Summary: Signet’s second-quarter fiscal 2027 sales were broadly flat, but operating margin expanded, adjusted EPS rose to $2.19, and management raised full-year guidance. The release also disclosed roughly $15 million of...
2026-09-10 · 2026-09 / week-2
Summary: Macy’s delivered four straight quarters of comparable-sales gains, but its Q1 gross margin slipped to 38.9%, adjusted EBITDA fell to 5.9% of revenue, and total debt remained $2.4 billion. The Sep. 10 Q2 release ...
2026-09-10 · 2026-09 / week-2
Summary: Zumiez grew first-quarter sales 4.9% and comps 4.0%, but still lost $13.3 million, used $28.1 million of operating cash, and guides to another quarterly loss. The Sep. 10 Q2 release and call test whether back-to...
2026-09-10 · 2026-09 / week-2
Primary instrument: Korn Ferry common stock, NYSE, unlevered only if every gate later passes