Core Viewpoint - Dollar General Corp. has agreed to a $15 million settlement regarding claims of deceptive pricing practices, although the company does not admit to any wrongdoing [2]. Settlement Details - The settlement addresses claims that customers were charged prices at checkout that did not match the advertised shelf prices across its 20,000 stores in the U.S. [1][2]. - Consumers who shopped at Dollar General between October 10, 2016, and November 19, 2025, may be eligible for compensation if they experienced pricing discrepancies [3]. - Eligible customers can claim either a cash payment of $10 or the actual overcharge amount, whichever is higher, with a maximum of $20 per household [3]. Additional Compensation - In addition to cash payments, all class members can register for a one-time in-store discount of $3 on purchases of $10 or more during a yet-to-be-announced promotional period [4]. - The company will implement corrective measures to enhance pricing accuracy, including third-party audits and improved oversight [4]. Stock Performance - Dollar General's stock dipped by 1.74% to close at $144.60, but saw a 2.05% increase overnight [6]. - The stock had a strong performance in 2025, gaining over 83%, with analysts remaining optimistic, including Morgan Stanley raising its price target to $160, indicating a potential upside of 10.65% [6]. - The stock ranks high on Momentum in Benzinga's Edge Stock Rankings, showing favorable price trends across short, medium, and long-term periods [6].

Core Insights - Dollar General is promoting its same-day delivery service by offering one free delivery from January 20 to February 28, 2025, through the myDG account [2] - The myDG Delivery service is available from over 17,000 Dollar General stores via the DG app and website, with an option for a $1 "ASAP fee" for faster delivery [2][3] Delivery Partnerships - The service is powered by partnerships with DoorDash, covering 18,000 stores, and Uber Eats, covering 17,000 stores [3] - Dollar General began piloting its same-day delivery program in Q2 2024 and expanded it to 75 stores by December 2024 [4] Customer Experience - The company aims to bridge the digital gap in rural communities, enhancing convenience for existing customers and attracting new ones [4] - CEO Todd Vasos highlighted the demand for convenience and personalized experiences, noting the unique aspect of using third-party services for delivery [5] - The partnership with Uber Eats, established in August 2025, positions Dollar General to compete with grocery delivery providers and Walmart [6] Performance Metrics - During a December 2025 earnings call, it was reported that the delivery platform is seeing larger basket sizes compared to in-store transactions and a strong repeat visit rate from customers [8]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] Company Overview: Dollar General (DG) - Dollar General currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [3][4] - The stock has shown significant price increases, with a 43.87% rise over the past quarter and a 103.82% increase over the last year, compared to the S&P 500's 1.25% and 14.72% respectively [7] Price Performance - Over the past week, Dollar General shares increased by 4.2%, while the Zacks Retail - Discount Stores industry saw a similar increase of 4.19% [6] - The monthly price change for Dollar General is 9.22%, matching the industry's performance [6] Trading Volume - The average 20-day trading volume for Dollar General is 2,703,684 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the last two months, 22 earnings estimates for Dollar General have been revised upwards, with no downward revisions, raising the consensus estimate from $6.15 to $6.49 [10] - The positive earnings revisions contribute to the stock's strong performance and favorable outlook [9][10] Conclusion - Given the strong momentum indicators and positive earnings outlook, Dollar General is positioned as a solid momentum pick for investors [12]

Core Insights - VINCI Airports experienced significant growth in passenger traffic, welcoming over 334 million passengers in 2025, an increase of 16 million travelers or 5% compared to 2024 [2][9] - The fourth quarter of 2025 also showed a traffic increase of 3.2% compared to the same period in 2024, indicating robust momentum across various regions [3][9] Traffic Trends - European airports, particularly Budapest and Edinburgh, recorded strong growth, with Budapest experiencing double-digit growth driven by airlines like easyJet, Ryanair, and Wizz Air [4] - In Portugal, Porto airport saw traffic growth due to low-cost airline offerings and expanded transatlantic routes, while Lisbon airport continued to show notable growth in long-haul flights [5] - Latin America and Africa also saw traffic acceleration, with Salvador de Bahia in Brazil achieving record traffic in Q4, supported by GOL's expansion and long-haul traffic from TAP and Air Europa [6] Regional Performance - Japan's traffic results increased in Q4 despite geopolitical tensions with China, which led to some flight cancellations [7] - The overall traffic growth at VINCI Airports was reflected in various regions, with notable increases in Serbia (+8.6%), Hungary (+9.9%), and Brazil (+8.5%) [11] Commercial Movements - VINCI Airports reported a 1.9% increase in commercial movements year-to-date, with a 4.0% increase in Q4 compared to the previous year [12] - Specific airports like Lyon in France and Monterrey in Mexico showed strong performance in commercial movements, with Lyon experiencing a 2.9% increase and Monterrey a significant 8.6% increase [13][17] Passenger Traffic by Airport - Lisbon airport in Portugal recorded 8,669 thousand passengers in Q4 2025, reflecting a 3.4% increase, while Porto airport saw an 8.1% increase [14] - In the United Kingdom, Edinburgh airport showed an 8.4% increase in traffic, while Gatwick experienced a slight decline of 2.5% [14] Summary of Key Figures - Total passenger traffic for VINCI Airports in Q4 2025 was 80,777 thousand, marking a 3.2% increase, with a total of 334,123 thousand passengers for the year, a 5.0% increase [16][19] - The overall commercial flights for VINCI Airports in Q4 2025 reached 622,333, reflecting a 1.7% increase year-on-year [19]

Core Viewpoint - VINCI SA has conducted share buybacks from January 12 to January 16, 2026, under the authorization granted by its General Meeting on April 17, 2025, in compliance with share buyback regulations [2]. Group 1: Aggregate Transactions - The total number of shares purchased during the specified period is 478,282 shares, with an aggregated daily weighted average price of €117.3552 [2]. - Daily transactions included: - January 12: 62,210 shares at an average price ranging from €121.010128 to €121.351804 [2]. - January 13: 94,897 shares at an average price ranging from €117.650666 to €118.328369 [2]. - January 14: 98,556 shares at an average price ranging from €116.667844 to €117.273369 [2]. - January 15: 113,915 shares at an average price ranging from €115.791135 to €115.943344 [2]. - January 16: 108,000 shares at an average price ranging from €116.663621 to €116.735232 [2]. Group 2: Market Details - The transactions were executed across multiple markets, including XPAR, CEUX, AQEU, and TQEX, indicating a diversified approach to share buybacks [2]. - The detailed information regarding these transactions is available on the VINCI website, ensuring transparency in compliance with market regulations [3].

Core Insights - The U.S. stock market starts the new year with confidence, supported by easing inflation, a steady economy, and expectations of lower interest rates over time, alongside the influence of artificial intelligence [1] Economic Environment - Recent data shows mixed but encouraging signs, with factory activity performing better than expected while housing shows signs of cooling; earnings season is ramping up, focusing on company-level performance [2] - Trade headlines and tariff threats have introduced short-term pressures, but markets typically overlook near-term volatility to focus on future prospects [2] Investment Strategy - Relative price strength is crucial; stocks that are already outperforming the broader market tend to continue leading, making them attractive for investors [3] - Companies such as Micron Technology (MU), Hilltop Holdings (HTH), Casey's General Stores (CASY), Agnico Eagle Mines (AEM), and Dollar General (DG) are recommended for consideration due to their strong performance [3] Stock Selection Criteria - Investors should evaluate stocks based on earnings growth and valuation multiples, while also considering their performance relative to industry peers or benchmarks [4] - Underperforming stocks should be avoided, while those showing strong relative price performance are more likely to yield significant returns [5] Performance Metrics - Stocks that have outperformed the S&P 500 over the past 1, 4, and 12 weeks, along with positive earnings estimate revisions for the current quarter, indicate potential for growth [6][9] - The screening parameters include relative price changes over different time frames and positive earnings estimate revisions, focusing on stocks with a Zacks Rank of 1 (Strong Buy) [8][10] Company Highlights - **Micron Technology (MU)**: Expected earnings growth of 297.5% for fiscal 2026, with shares gaining 243% in a year and a market cap over $400 billion [11][12] - **Hilltop Holdings (HTH)**: Projected EPS growth of 11.3% year-over-year for 2026, with shares up 24% in a year [12][13] - **Casey's General Stores (CASY)**: Anticipated EPS growth of 18.8% for fiscal 2026, with shares increasing by 64% in a year [14][15] - **Agnico Eagle Mines (AEM)**: Market cap nearly $100 billion, with shares more than doubling in a year and a projected earnings growth of 9.1% for 2026 [16][17] - **Dollar General (DG)**: Market cap nearly $33 billion, with shares gaining 117% in a year and a projected earnings growth of 5.4% for 2026 [17][18]

Core Viewpoint - VINCI Construction is set to enhance its presence in New Zealand through the acquisition of Fletcher Construction, a subsidiary of Fletcher Building Group, with the deal expected to be finalized in 2026 [1][2]. Company Overview - Fletcher Construction, established in 1909, employs 2,300 people and generates an annual revenue of approximately €630 million (NZ$1.3 billion) [2]. - The company specializes in hydraulic, maritime, port, airport, railway, and road works, and is expanding its activities in renewable energies [2]. Market Position - This acquisition, alongside HEB Construction, positions VINCI Construction as a significant player in New Zealand's growing infrastructure construction market [2][6]. - VINCI Group reported revenue exceeding €900 million in New Zealand in 2024, indicating a strong market presence [3].

Company Performance - Dollar General (DG) closed at $148.74, reflecting a -1.97% change from the previous day, underperforming the S&P 500 which lost 0.06% [1] - Over the past month, Dollar General shares have increased by 11.01%, while the Retail-Wholesale sector gained 5.39% and the S&P 500 gained 1.99% [1] Upcoming Earnings - Dollar General is projected to report earnings of $1.58 per share, indicating a year-over-year decline of 5.95%, with expected revenue of $10.75 billion, up 4.28% from the prior-year quarter [2] Full-Year Estimates - Zacks Consensus Estimates forecast earnings of $6.48 per share and revenue of $42.56 billion for the full year, representing year-over-year changes of +9.46% and +4.79% respectively [3] Analyst Sentiment - Recent changes to analyst estimates for Dollar General are linked to stock price performance, with positive revisions indicating analyst optimism about the business [4] - The Zacks Rank system, which incorporates estimate changes, currently rates Dollar General as 1 (Strong Buy) [5] Valuation Metrics - Dollar General has a Forward P/E ratio of 23.42, which is lower than the industry average of 29.94, suggesting it is trading at a discount [6] - The company has a PEG ratio of 2.76, compared to the industry average PEG ratio of 3.28, indicating favorable growth expectations relative to its valuation [7] Industry Ranking - The Retail - Discount Stores industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 18, placing it in the top 8% of over 250 industries [7]

Group 1: Dollar General Corporation (DG) - Dollar General Corporation has a Zacks Rank 1 and a PEG ratio of 2.75, which is lower than the industry average of 3.14 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 5.2% over the last 60 days [1] - The company possesses a Growth Score of B [1] Group 2: Dycom Industries, Inc. (DY) - Dycom Industries, Inc. holds a Zacks Rank 1 and has a PEG ratio of 1.82, compared to the industry average of 3.23 [2] - The Zacks Consensus Estimate for its current year earnings has risen by 7% over the last 60 days [2] - The company has a Growth Score of B [2] Group 3: Micron Technology, Inc. (MU) - Micron Technology, Inc. carries a Zacks Rank 1 and has a PEG ratio of 0.21, significantly lower than the industry average of 1.41 [3] - The Zacks Consensus Estimate for its current year earnings has surged by 82.8% over the last 60 days [3] - The company possesses a Growth Score of A [3]

Core Insights - The 2025 holiday shopping season saw strong retail sales, with November sales rising 0.6% month-over-month to $735.9 billion, indicating robust consumer spending despite economic concerns [1][2][7] - The increase in retail sales was primarily driven by motor vehicle purchases and discretionary spending, suggesting a rebound from October's slight decline [1][4][7] Retail Sales Breakdown - Motor vehicle and parts dealers experienced a 1% month-over-month increase in sales, while building material and garden equipment dealers saw a 1.3% rise [4] - Food and beverage stores and clothing stores had modest increases of 0.1% and 0.9%, respectively, while health and personal care stores rose by 0.3% [4] - Sporting goods and hobby stores reported a significant jump of 1.9% in sales, indicating strong consumer interest in these categories [4] - Food services and drinking places saw a 0.6% increase, while miscellaneous stores grew by 1.7% [5] Company-Specific Insights Dollar General - Dollar General is enhancing its market position through strategic initiatives like "Project Elevate" and "Project Renovate," which are driving sales growth and customer satisfaction [8] - The Zacks Consensus Estimate for Dollar General's current fiscal year sales growth is projected at 4.8%, with a trailing four-quarter earnings surprise of 22.9% [10] American Eagle - American Eagle is revitalizing its brand through successful marketing campaigns and collaborations, leading to increased customer traffic and acquisition [12][14] - The Zacks Consensus Estimate for American Eagle's current fiscal year sales growth is 2.6%, with a trailing four-quarter earnings surprise of 35.1% [15] Gap - Gap is executing a brand reinvigoration strategy that includes high-impact marketing and partnerships, which are attracting younger demographics [17] - The Zacks Consensus Estimate for Gap's current fiscal year sales growth is 1.8%, with a trailing four-quarter earnings surprise of 19.1% [18] Ulta Beauty - Ulta Beauty is leveraging its "Ulta Beauty Unleashed" strategy to drive growth, focusing on exclusive product launches and international expansion [20] - The Zacks Consensus Estimate for Ulta Beauty's current fiscal year sales growth is 8.8%, with a trailing four-quarter earnings surprise of 15.7% [21]