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Winter Storm Fern Threatens Disruptions Across US: Here Are Businesses, Stocks Likely To Be Impacted - Lowe's Companies (NYSE:LOW)
Benzinga· 2026-01-25 11:32
Core Insights - Winter Storm Fern is expected to cause widespread disruptions across various sectors in the U.S., impacting travel, retail, energy production, and power markets [1][12] Airlines and Travel - Airlines have begun scaling back operations, with Delta Air Lines adjusting staffing and aircraft positioning due to cancellations in North Texas, Oklahoma, Arkansas, Louisiana, and Tennessee [3] - American Airlines has added over 6,200 seats to mitigate disruptions, while more than 10,000 flights were canceled on a single day [4] Logistics and Delivery - FedEx and UPS have warned of potential delivery delays, and hotel operators like Hilton have implemented flexible cancellation policies for affected travelers [5] Energy Production and Prices - The storm is disrupting U.S. energy markets, with crude oil production potentially falling by approximately 300,000 barrels per day, including a loss of 200,000 barrels per day from the Permian Basin [7] - Natural gas production could decrease by 86 billion cubic feet over the next two weeks, with significant price spikes in wholesale electricity [8] Retail and Consumer Impact - Consumer-facing businesses are at risk, particularly those reliant on weekend foot traffic, such as specialty apparel and department stores, which may face earnings pressure [9][10] - Companies like Walmart, Kroger, Lowe's, Home Depot, and AutoZone are identified as having major regional exposure to the storm's impact [11]
Severe Winter Storm Grounds Thousands Of Flights, Triggers Emergency Declarations - American Airlines Group (NASDAQ:AAL), Delta Air Lines (NYSE:DAL)
Benzinga· 2026-01-25 06:53
Flight Cancellations - Over 9,500 flights were canceled across the U.S. due to the severe winter storm, with more than 9,400 flights canceled for Sunday alone [2] - American Airlines recorded the highest cancellations at 1,399, followed by Delta Air Lines with 1,211 cancellations [2] Power Disruptions - The storm has disrupted power for more than 160,000 customers, primarily in Louisiana and Texas [3][5] - Utility crews are actively working to restore power to tens of thousands affected in the South [5] Emergency Declarations - President Trump declared federal emergency disaster declarations in several states, including South Carolina, Virginia, and Tennessee [4] - The Department of Homeland Security reported that 17 states and the District of Columbia have declared weather emergencies [4]
Severe Winter Storm Grounds Thousands Of Flights, Triggers Emergency Declarations
Benzinga· 2026-01-25 06:53
Flight Cancellations - Over 9,500 flights were canceled across the U.S. due to the severe winter storm, with more than 9,400 flights canceled for Sunday alone [2] - American Airlines recorded the highest cancellations at 1,399, followed by Delta Air Lines with 1,211 cancellations [2] Power Disruptions - The storm has disrupted power for more than 160,000 customers, primarily in Louisiana and Texas [3][5] - Utility crews are actively working to restore power to tens of thousands affected in the South [5] Emergency Declarations - President Trump declared federal emergency disaster declarations in several states, including South Carolina, Virginia, and Tennessee [4] - The Department of Homeland Security reported that 17 states and the District of Columbia have declared weather emergencies [4]
Nearly 2,000 U.S. flights have already been canceled ahead of winter storm
MarketWatch· 2026-01-23 16:52
Core Viewpoint - The article discusses the recent trends and developments in the financial markets, highlighting the impact of economic indicators on investment strategies and market performance [1] Group 1: Economic Indicators - Recent economic data shows a mixed outlook, with inflation rates remaining elevated while unemployment claims have decreased [1] - The Federal Reserve's interest rate decisions are influenced by these economic indicators, which could lead to further adjustments in monetary policy [1] Group 2: Market Performance - Stock markets have shown volatility, with significant fluctuations in major indices reflecting investor sentiment and economic forecasts [1] - Certain sectors, such as technology and energy, have outperformed others, indicating a shift in investor focus towards growth-oriented industries [1] Group 3: Investment Strategies - Investors are advised to remain cautious and consider diversifying their portfolios in response to the current market conditions [1] - The importance of staying informed about economic trends and adjusting investment strategies accordingly is emphasized [1]
US airlines issue travel waivers as Winter Storm Fern threatens widespread disruptions
Reuters· 2026-01-22 18:31
U.S. airlines have rolled out sweeping travel waivers as Winter Storm Fern, forecast to spread heavy snow, sleet and dangerous ice across two dozen states, threatened to disrupt air travel across a wi... ...
American Airlines Rebuts United Claims About Its Chicago Losses
Forbes· 2026-01-22 16:05
Core Viewpoint - United Airlines CEO Scott Kirby criticized American Airlines' performance at Chicago O'Hare, claiming American will incur a $1 billion loss while United expects to make over $500 million in profit this year [2][8]. Group 1: Competition and Market Share - Kirby stated that United has gained a significant advantage in Chicago, with a 22-point lead in Chicago-originating passengers and a 38-point lead in brand-loyal business customers compared to American [7]. - American Airlines responded to Kirby's claims, asserting that they are experiencing year-over-year gains in market share in Chicago and have invested billions in the region over nearly a century [3][4]. Group 2: Financial Performance - United Airlines reported a profit of $500 million in Chicago, with Kirby estimating that American Airlines will likely face losses of about $1 billion in the same market [8][9]. - Despite losses in Chicago, American Airlines remains profitable at its other major hubs, including DFW, CLT, and DCA, as well as through its credit card partnership with Citibank [10]. Group 3: Future Strategies - Kirby indicated that United will not allow American to gain any additional gates at O'Hare in 2026, emphasizing a strategy to maintain their current gate count while adding flights as necessary [9]. - American Airlines plans to continue its growth strategy in Chicago, having added nearly 30 new destinations from O'Hare this year [4][5].
ARYZTA AG (ARZTY) Q4 2025 Sales/Trading Call Transcript
Seeking Alpha· 2026-01-22 16:04
Core Insights - The trading update call aims to reassure stakeholders about the company's performance based on key metrics such as organic growth, EBITDA, and cash generation [2] - Full year results are expected to be released on March 2, 2026, with the audit for 2025 still ongoing [2] Financial Performance - Organic growth is reported to be in the low to mid-single-digit range, driven by both volume and price [3] - EBITDA is stated to be over EUR 305 million [3] - Free cash flow is projected to be between EUR 115 million and EUR 120 million [3] - Financing costs, including lease interest, are expected to be in the range of EUR 42 million to EUR 44 million, which is significantly below previous guidance [3] Customer Relations and Capacity - The company has successfully completed negotiations with key customers, typically occurring at year-end or early in the year [4] - New capacity is currently ramping up [4]
United draws 'line in the sand' in escalating Chicago O'Hare fight with American Airlines
Reuters· 2026-01-21 19:55
United Airlines escalated its long-running battle with American Airlines at Chicago's O'Hare International Airport on Wednesday, with CEO Scott Kirby pledging to add "as many flights as are required" ... ...
American Airlines Group's Options Frenzy: What You Need to Know - American Airlines Group (NASDAQ:AAL)
Benzinga· 2026-01-20 20:00
Financial giants have made a conspicuous bearish move on American Airlines Group. Our analysis of options history for American Airlines Group (NASDAQ:AAL) revealed 17 unusual trades.Delving into the details, we found 41% of traders were bullish, while 52% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $478,231, and 10 were calls, valued at $676,223.Predicted Price RangeTaking into account the Volume and Open Interest on these contracts, it appears that whales have ...
United Airlines Reports Earnings Tuesday. What Airline Stocks Need to Fly Higher.
Barrons· 2026-01-20 12:13
United Airlines reports earnings on Tuesday, on the heels of Delta's financial report last week ...