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Analyst Blog: Archive

Zacks Equity Research

Is FCPT's Mission Pet Health Deal a Smart Step for Investors?

FCPT plans to buy up to 102 Mission Pet Health vet properties for up to $268M, boosting medical retail exposure and easing rent concentration.

SHOPositive Net Change HPPPositive Net Change FCPTNegative Net Change

Zacks Equity Research

Church & Dwight Buys Miss Mouth's to Strengthen Digital Fabric Care

CHD expands Fabric Care with the Miss Mouth's acquisition, adding a fast-growing stain remover brand with strong e-commerce traction.

CHDNegative Net Change NSRGYNegative Net Change ARKOPositive Net Change RYKKYPositive Net Change

Zacks Equity Research

Dollar General Gears Up for Q1 Earnings: Key Elements to Watch

Dollar General's Q1 report on June 2 is likely to test traffic gains, same-store sales and margin progress as storms and costs weigh on shoppers.

TGTNegative Net Change DGNegative Net Change DLTRNegative Net Change COSTNegative Net Change

Zacks Equity Research

Guidewire to Report Q3 Earnings: Here's What Investors Should Know

GWRE reports Q3 FY26 on June 4. It guides $352M-$358M revenue as cloud insurance modernization and AI deals lift ARR and margins.

DGNegative Net Change CIENNegative Net Change GWREPositive Net Change FIVENegative Net Change

Sumit Singh

Is Costco's 9.8% Comparable Sales Growth Stronger Than It Looks?

Costco's Q3 FY2026 9.8% comp sales jump gets a boost from fuel and FX. Adjusted comps rise 6.6% on higher traffic and bigger baskets.

TGTNegative Net Change WMTNegative Net Change COSTNegative Net Change

Sumit Singh

Is Target Finally Winning Back Shoppers Across Key Categories?

Target's Q1 FY26 shows shoppers returning, with sales +6.7%, comps +5.6% on higher traffic and gains across all six core categories.

TGTNegative Net Change WMTNegative Net Change COSTNegative Net Change

Zacks Equity Research

Is McDonald's Winning the Value Wars in a Tough Economy?

MCD is gaining market share with low-cost meals, strong marketing and menu innovation as consumers stay cautious on spending.

MCDNegative Net Change WENPositive Net Change QSRNegative Net Change

Zacks Equity Research

Has Starbucks Reached the Turning Point in Its Turnaround Story?

SBUX's turnaround gains momentum as revenues and earnings rise for the first time in over two years, backed by stronger traffic and engagement.

SBUXNegative Net Change MCDNegative Net Change BROSPositive Net Change

Maharathi Basu

Uber Aims Munich Robotaxi Rollout Via Autobrains Deal: Upside Ahead?

UBER taps Autobrains and Nvidia to bring a robotaxi program to Munich, aiming for scalable, OEM-agnostic autonomous ride-hailing, pending approvals.

AMZNNegative Net Change NVDAPositive Net Change UBERPositive Net Change

Zacks Equity Research

Here's Why You Should Add MasTec Stock to Your Portfolio Right Now

MTZ rides record $20.3B backlog and AI data-center buildout as acquisitions and strong liquidity power raise 2026 outlook.

PWRNegative Net Change FIXNegative Net Change STRLNegative Net Change MTZNegative Net Change