Workflow
Walmart Agrees to $100 Million FTC Settlement Over Driver Pay
WSJ· 2026-02-26 17:14
Group 1 - The Federal Trade Commission (FTC) has accused a major big-box retailer of misleading drivers regarding their potential earnings [1] - The allegations suggest that the retailer provided deceptive information that inflated expected income for drivers [1] - This case highlights ongoing scrutiny of large retailers and their advertising practices, particularly in the gig economy [1]
Small investors buy Nvidia in record numbers after Thursday's open
CNBC· 2026-02-26 17:14
Retail investors rushed into Nvidia on Thursday following the chipmaker's latest earnings report, according to VandaTrack.Mom-and-pop traders recorded their highest levels of net buying in the stock during the first 80 minutes of a trading day going back to at least 2012, according to analyst Viraj Patel. Retail is not behind the selling that led to a lackluster reaction to the blockbuster results, Patel said.There's a caveat: Patel said there's strong selling in addition to buying in the chipmaker. That ca ...
Shake Shack's Earnings Explosion Sends Shares Soaring
247Wallst· 2026-02-26 17:12
Shake Shack's Earnings Explosion Sends Shares Soaring - 24/7 Wall St.[S&P 5006,882.50 -1.21%][Dow Jones49,313.20 -0.31%][Nasdaq 10024,923.80 -1.95%][Russell 20002,649.63 -0.59%][FTSE 10010,836.30 +0.20%][Nikkei 22558,492.40 -2.50%][Stock Market Live February 26, 2026: S&P 500 (SPY) Flat as Markets Digest Nvidia Earnings][Investing]# Shake Shack's Earnings Explosion Sends Shares Soaring### Quick ReadShake Shack (SHAK) Q4 EPS of $0.37 beat consensus by 173%. Revenue grew 24.8% to $400.53M.Shake Shack cut new ...
Sealed Air Stock Set to Report Q4 Earnings: What's in Store?
ZACKS· 2026-02-26 17:11
Core Insights - Sealed Air Corporation (SEE) is set to report its fourth-quarter 2025 results on March 2, with net sales expected to decline by 2.4% year-over-year to $1.34 billion and earnings projected to fall by 4% to 72 cents per share [1][4]. Financial Performance - The Zacks Consensus Estimate for fourth-quarter net sales is $1.34 billion, reflecting a 2.4% decrease from the previous year [1]. - The earnings estimate for the fourth quarter is 72 cents per share, indicating a year-over-year decline of 4% [1]. - Sealed Air's earnings have historically exceeded Zacks Consensus Estimates, with an average surprise of 21.1% over the last four quarters [2][3]. Segment Analysis - The Protective segment is expected to see a volume decline of 3.4%, leading to a projected sales drop of 6.5% to $421 million [10]. - The Food segment's sales are anticipated to decrease by 1.1% to $912 million, although adjusted EBITDA may rise by 0.4% to $209 million [9][10]. - Overall, Sealed Air's volumes are projected to decline by 1.9%, with a pricing decrease of 1.3% expected for the quarter [10]. Strategic Initiatives - The company's "Reinvent SEE Strategy" is contributing to productivity gains and helping to mitigate supply chain challenges, which is expected to positively impact operating margins in the fourth quarter [11]. Stock Performance - Over the past year, Sealed Air's stock has increased by 30.1%, significantly outperforming the industry average growth of 0.9% [12].
The Rotation Is Peaking
Seeking Alpha· 2026-02-26 17:11
I've been talking on and off about a market rotation since October last year, but most recently in “ The Mag 7 Hit A Critical Level. ” The short of it, to catch new readers up toWriter | Investment Advisor | Economics Wonk | Top 5% on TipRanks | Long Signal, Short Noise | Author of The Macro Obsession, a weekly newsletter on current events and trends in finance, tech, and the real economy. My work focuses on my quest to uncover narrative trends before mainstream financial media, a process I've been describi ...
Can Percipio Define SKIL's Success in Capturing Market Share?
ZACKS· 2026-02-26 17:11
Core Insights - Skillsoft Corp.'s (SKIL) Percipio has transitioned the company from a traditional content provider to an AI-first skill-management organization, which is crucial for its market positioning [1] - The launch of the next-gen Skillsoft Percipio platform addresses the increasing demand for a connection between learning, skills development, and business performance, with a focus on workforce readiness [2] - Percipio's repositioning is supported by CAISY, LX Design Studio, and agentic AI capabilities, enabling faster bespoke content generation and efficient management of human and AI agents [3] Performance Metrics - The AI learner base increased by 74% year over year, while AI learning hours rose by 158%, indicating that Percipio is a key growth driver for the company [4][8] - The dollar retention rate for the talent development solutions segment remained at 99%, showcasing Percipio's role in retaining recurring revenues from existing customers [4][8] Strategic Positioning - Percipio allows SKIL to move away from the commoditized content market and enter the skills intelligence domain, with optimism about its potential to drive measurable business outcomes [5] - The company has experienced a significant decline in share price, dropping 84.7% over the past year, contrasting with the industry's 7% growth [6] Valuation Insights - SKIL trades at a 12-month forward price-to-earnings ratio of 0.86X, significantly lower than peers Enpro Inc. at 29.36X and Coherent Corp. at 40.78X, as well as the industry average of 21.95X [10] - The Zacks Consensus Estimate for EPS for 2026 and 2027 is projected at $4.17 and $4.64, respectively, remaining flat over the past 60 days [13]
DAVE is Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?
ZACKS· 2026-02-26 17:11
Core Insights - Dave Inc. (DAVE) is expected to report fourth-quarter 2025 results on March 2, with earnings per share (EPS) estimated at $3.5, reflecting a 71.6% increase year-over-year, and revenues projected at $164 million, indicating a 62.5% growth compared to the previous year [1][7] Earnings Performance - DAVE has a strong earnings surprise history, having exceeded the Zacks Consensus Estimate in the last four quarters with an average surprise of 74.7% [2] - The company currently has an Earnings ESP of +9.07% and holds a Zacks Rank of 1 (Strong Buy), suggesting a high likelihood of an earnings beat [4][3] Growth Drivers - DAVE's membership reached 843,000 in Q3 2025, driven by a customer-centric strategy and effective credit risk management through CashAI v5.5, which has improved monetization and retention rates [5][13] - The company reported a 49% year-over-year increase in ExtraCash origination in Q3 2025, contributing to a 63% rise in its top line [13][15] Stock Performance and Valuation - Over the past year, DAVE shares have increased by 66.5%, outperforming the industry average of 7% and the S&P 500's 20% gain [6][7] - DAVE trades at a trailing P/E ratio of 11.81X, significantly lower than the industry average of 21.95X, indicating an attractive valuation [9][18] Financial Health - As of September 2025, DAVE maintained a strong balance sheet with $92 million in cash and no current debt, resulting in a current ratio of 8.7, well above the industry average of 1.6 [16][15] - The company's return on equity (ROE) was 77.7%, far exceeding the industry average of 15.6%, and its return on invested capital (ROIC) was 48.8%, also above the industry average of 7.7% [15][18] Market Position - DAVE targets the underbanked population, capitalizing on the growing neobank market and the rise of mobile banking, positioning itself for significant market share growth [12]
CEO.CA's Inside the Boardroom: Why Ventripoint is the Most Profitable "Bolt-On" Solution for Modern Hospitals
TMX Newsfile· 2026-02-26 17:10
Core Insights - CEO.CA is a leading investor social network focused on junior resource and venture stocks, providing exclusive updates and insights to CEOs of junior mining explorers [1] - Founded in 2012, CEO.CA has become one of the most popular free financial websites and apps in Canada, attracting millions of global investors to share knowledge and discuss stocks and commodities [2][6] Company Overview - CEO.CA is a wholly owned subsidiary of EarthLabs, Inc., and has established itself as a prominent platform for small-cap investors, facilitating discussions among millions of users from over 164 countries [6][7] - The platform features industry-leading audience engagement and mobile functionality, enhancing the user experience for investors [2][6] Industry Engagement - The "Inside the Boardroom" interview series offers insights from industry leaders, allowing investors to understand their vision, challenges, and strategies [3] - An example highlighted is the interview with Dana Friesen of Summit Sciences Inc., discussing the advantages of Ventripoint Diagnostics Ltd.'s VMS+ system, which can save hospitals significant costs by reducing wait times for cardiac MRIs [4] Opportunities for Companies - Companies interested in showcasing their profiles on the "Inside the Boardroom" series can reach out to CEO.CA for collaboration opportunities [5]
What's Going On With Shake Shack Stock Today? - Shake Shack (NYSE:SHAK)
Benzinga· 2026-02-26 17:09
Shake Shack, Inc. (NYSE:SHAK) shares climbed Thursday after the burger chain delivered an earnings beat and outlined steady expansion plans despite mixed revenue results.Investors focused on continued restaurant growth and improving profitability trends as the company mapped out its outlook for the year ahead.Quarterly MetricsThe company reported fourth-quarter adjusted earnings per share of 37 cents, beating the analyst consensus of 35 cents. Quarterly sales of $400.531 million (+21.9% year over year) miss ...
U.S. Supreme Court Tariff Ruling Won't Help Volkswagen Boost Profitability
Seeking Alpha· 2026-02-26 17:09
Core Viewpoint - The article discusses the expertise of a journalist in the automotive industry, highlighting their extensive experience and contributions to major publications [1]. Group 1 - The journalist has spent nearly their entire career focusing on business and economic subjects, particularly in the automotive sector [1]. - They have authored two books and are recognized as an expert in the world automotive industry [1].