Trevor Srednick Bath & Body Works ( BBWI ) has begun selling directly on Amazon ( AMZN ) through an official, authorized brand storefront. Notably, the retailer is offering a curated set of its top-selling products, such as the Champagne Toast body wash, popular body mists, hand soaps, and candles, on Amazon in the U.S., with all items eligible for Prime shipping and many available with no minimum...
Trevor Srednick Bath & Body Works ( BBWI ) has begun selling directly on Amazon ( AMZN ) through an official, authorized brand storefront. Notably, the retailer is offering a curated set of its top-selling products, such as the Champagne Toast body wash, popular body mists, hand soaps, and candles, on Amazon in the U.S., with all items eligible for Prime shipping and many available with no minimum purchase for free delivery. Of course, by using Amazon's ( AMZN ) fulfillment network, Bath & Body Works ( BBWI ) gains access to next-day and expedited delivery capabilities that would be extremely costly to replicate in-house while still retaining ownership of its inventory and control over pricing. Before the official storefront arrangement, Bath & Body Works ( BBWI ) products only circulated on Amazon ( AMZN ) via third-party resellers, sometimes at discounted or inconsistent prices, which made the brand’s story and customer experience difficult to control. The new authorized storefront allows Bath & Body Works ( BBWI ) to effectively steer traffic toward authenticated listings, reducing gray-market exposure and improving brand consistency. At the same time, the company is also simplifying its site (for example, lowering the free-shipping threshold from $100 to $50) to keep its direct channel competitive while leaning on Amazon’s ( AMZN ) massive network for speed and convenience. Under current CEO Daniel Heaf, the company is expected to keep using Amazon ( AMZN ) as a key lever in its broader turnaround and digital-access strategy. More on Bath & Body Works Bath & Body Works: A Double-Digit Yield Bargain With Significant Turnaround Potential Bath & Body Works Goes Back To The Basics Bath & Body Works: Near-Term Outlook Still Poor, But Recovery Plan Has Merits (Rating Upgrade) Bath & Body Works merchandise now available on Amazon Citi downgrades Bath & Body Works as FY26 will show cracks in its core business
Chinese drone-maker SZ DJI Technology Co. filed a petition with the US Court of Appeals for the Ninth Circuit, challenging the Federal Communications Commission’s decision to add the company to its so-called covered entity list, a designation that blocks new equipment authorizations for its products in the US. In its petition, DJI argues the listing is procedurally and substantively flawed, saying...
Chinese drone-maker SZ DJI Technology Co. filed a petition with the US Court of Appeals for the Ninth Circuit, challenging the Federal Communications Commission’s decision to add the company to its so-called covered entity list, a designation that blocks new equipment authorizations for its products in the US. In its petition, DJI argues the listing is procedurally and substantively flawed, saying the agency failed to identify any national security threat tied to the company or its products, a requirement for inclusion on the list. “Despite repeated efforts to engage with the government, DJI has never been given the chance to provide information to address or refute any concerns. These procedural and substantive deficiencies violate the Constitution and federal law,” the company said in a statement on Tuesday. The FCC said in December it would ban most foreign-made drones and critical components for unmanned aircraft systems going forward. The agency will generally prevent non-domestic drones and drone parts from gaining equipment authorization for sale in the US — a certification most electronics must receive through a routine process before they are sold to consumers. The rules will only apply to future drone imports and sales, not those that have already been sold or are in use. Read more: No New Foreign Drones to Be Allowed in US Under FCC Rules Several Chinese and Russian companies including Huawei Technologies Co. , ZTE Corp. and AO Kaspersky Lab are already on the FCC’s covered entity list, making them ineligible for equipment authorizations.
Sinhyu/iStock via Getty Images Thesis Travere Therapeutics ( TVTX ) reported 4Q25 non-GAAP EPS of $0.37, a figure that was mostly in line with expectations. However, revenue came in at $129.6 million, and despite it being up 73% year over year, it missed consensus by about $18 million. Overall, the stock reaction wasn't too bad; the miss was driven by lower-than-expected reported revenue, but we s...
Sinhyu/iStock via Getty Images Thesis Travere Therapeutics ( TVTX ) reported 4Q25 non-GAAP EPS of $0.37, a figure that was mostly in line with expectations. However, revenue came in at $129.6 million, and despite it being up 73% year over year, it missed consensus by about $18 million. Overall, the stock reaction wasn't too bad; the miss was driven by lower-than-expected reported revenue, but we still saw very strong FILSPARI sales growth. So investors think there is still some upside, and it could be the case that there are some timing or mix effects rather than weakening demand. Overall, profitability metrics held up quite well, with that top-line shortfall likely tempering the market's initial reaction, in which we saw some stock volatility. But now shares are actually up since the announcement. Investors are also most likely staying cautious with the big stock catalyst still to come in mid-April, with the upcoming FSGS PDUFA date. In my previous coverage , I mentioned the boost we should see from the current FILSPARI sales momentum, but back then, with the FDA extending the PDUFA data, I thought it best to hold until we saw more promising FY25 results. Since then, shares have shown somewhat good growth, up about 6% to 7% over the past month. I think after what we have seen on earnings and the new narrative surrounding the updated data package, there is a lot more upside to this stock in 1H26. I would be on the side of optimism come the PDUFA date, and with the addressable TAM expanding come a potential approval, I see more upside ahead. I covered the TAM for FSGS in my previous coverage. Seeking Alpha FY25 Results Travere delivered a sharp top-line inflexion in 2025. When FY25 earnings came out, the stock saw a bit of volatility, but the net result has been positive, with shares up about 3.7% post earnings. As you would expect, revenue was driven almost entirely by the commercial ramp-up of FILSPARI. Total U.S. net product sales reached $410.5 million for the ye...
Repligen press release ( RGEN ): Q4 Non-GAAP EPS of $0.49 beats by $0.05 . Revenue of $197.91M (+18.1% Y/Y) beats by $5.68M . Full year 2026 revenue guidance of $810 million - $840 million, 10% to 14% reported revenue growth, 9% to 13% organic and adjusted operating margin expansion of 150 bps at the midpoint. FINANCIAL GUIDANCE FOR FULL YEAR 2026 All Adjusted figures are non-GAAP Our financial gu...
Repligen press release ( RGEN ): Q4 Non-GAAP EPS of $0.49 beats by $0.05 . Revenue of $197.91M (+18.1% Y/Y) beats by $5.68M . Full year 2026 revenue guidance of $810 million - $840 million, 10% to 14% reported revenue growth, 9% to 13% organic and adjusted operating margin expansion of 150 bps at the midpoint. FINANCIAL GUIDANCE FOR FULL YEAR 2026 All Adjusted figures are non-GAAP Our financial guidance for the full year 2026 is based on expectations for our existing business. Our Adjusted (non-GAAP) guidance excludes the impact of any potential or pending business acquisitions in 2026, and future fluctuations in foreign currency exchange rates. CURRENT GUIDANCE (at February 24, 2026) FY 2026 Adjusted (non-GAAP) Total Reported Revenue $810M - $840M vs. $823.87M consensus Reported Growth 10% - 14% Organic Growth 9% - 13% Gross Margin 53.6% - 54.1% Income from Operations $122M - $130M Operating Margin 15.1% - 15.5% Other Income (Expense) ~$18M Adjusted EBITDA Margin 20% - 20.5% Tax Rate on Pre-Tax Income 22% - 23% Net Income $109M - $114M Earnings Per Share - Diluted $1.93 - $2.01 vs. $2.07 consensus Click to enlarge More on Repligen Repligen Corporation (RGEN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Repligen Corporation (RGEN) Presents at Evercore 8th Annual Healthcare Conference Transcript Repligen Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Repligen Historical earnings data for Repligen
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on American Tower American Tower: The Turnaround May Already Be Underway American Tower: Steadily Growing Long-Term Demand Drivers, Shares Attractive American Tower Is Signaling Future Upside American Tower issues light 2026 guidance amid cost efficiency push; Q4 earni...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on American Tower American Tower: The Turnaround May Already Be Underway American Tower: Steadily Growing Long-Term Demand Drivers, Shares Attractive American Tower Is Signaling Future Upside American Tower issues light 2026 guidance amid cost efficiency push; Q4 earnings beat American Tower FFO of $2.63 beats by $0.26, revenue of $2.74B beats by $50M
United Parcel Service ( UPS ) plans to proceed with offering $150K buyout packages to some of its drivers after a federal judge rejected a bid by the International Brotherhood of Teamsters union to block its workforce-cutting program. The Teamsters union had argued that the buyouts violated the contract, but the judge deemed their claims of harm unfounded because a logical alternative could be inv...
United Parcel Service ( UPS ) plans to proceed with offering $150K buyout packages to some of its drivers after a federal judge rejected a bid by the International Brotherhood of Teamsters union to block its workforce-cutting program. The Teamsters union had argued that the buyouts violated the contract, but the judge deemed their claims of harm unfounded because a logical alternative could be involuntary layoffs. The parcel delivery company indicated that it wants to reduce its driver workforce due chiefly to the sharp decline in package delivery volume last year, which it expects to continue in 2026 as it shifts away from high-volume, low-margin deliveries for Amazon ( AMZN ). UPS' latest initiative, called the Driver Choice Program, would involve extending offers to 105,000 drivers to leave the company in exchange for $150K plus any retirement benefits earned, including pension and healthcare. Shares of UPS ( UPS ) are up 16.0% on a year-to-date basis. More on UPS United Parcel Service: From Legacy Drag To Margin Inflection United Parcel Service Rally Explained: Why Better Estimates Don't Automatically Mean Upside United Parcel Service: 2026 Is The Year To Accumulate Kevin Warsh to resign from UPS board if confirmed as next Fed chair America’s strongest brands in 2026, ranked
T20 World Cup latest from Pallekele; start: 1.30pm GMT Sign up to our weekly newsletter, The Spin | Email Daniel What an absolute state of affairs this is: Check out Simon Burnton’s preview. Continue reading...
T20 World Cup latest from Pallekele; start: 1.30pm GMT Sign up to our weekly newsletter, The Spin | Email Daniel What an absolute state of affairs this is: Check out Simon Burnton’s preview. Continue reading...
Fidelity National press release ( FIS ): Q4 Non-GAAP EPS of $1.68 misses by $0.01 . Revenue of $2.81B (+8.1% Y/Y) beats by $70M . Introduces 2026 outlook, projecting Adjusted revenue growth of 30-31%, Adjusted EBITDA growth of 34-35%, Adjusted EPS growth of 8-10% and Free Cash Flow 1 growth of 27-33% 2 Projecting 2026 Pro Forma revenue growth of 5.1-5.7% and Pro Forma Adjusted EBITDA growth of 7.2...
Fidelity National press release ( FIS ): Q4 Non-GAAP EPS of $1.68 misses by $0.01 . Revenue of $2.81B (+8.1% Y/Y) beats by $70M . Introduces 2026 outlook, projecting Adjusted revenue growth of 30-31%, Adjusted EBITDA growth of 34-35%, Adjusted EPS growth of 8-10% and Free Cash Flow 1 growth of 27-33% 2 Projecting 2026 Pro Forma revenue growth of 5.1-5.7% and Pro Forma Adjusted EBITDA growth of 7.2-8.4% 2. ($ millions, except share data) 1Q 2026 FY 2026 Revenue $3,270 - $3,290 vs. $3.04B consensus $13,770 - $13,850 vs. $13.52B consensus Adjusted EBITDA (Non-GAAP) 2 $1,275 - $1,290 $5,800 - $5,860 Adjusted EPS (Non-GAAP) 2 $1.26 - $1.30 vs. $1.34 consensus $6.22 - $6.32 vs. $6.25 consensus Click to enlarge More on Fidelity National Fidelity National Information Services, Inc. (FIS) Presents at UBS Global Technology and AI Conference 2025 Transcript Fidelity National Q4 2025 Earnings Preview Fidelity National raises quarterly dividend by 10% to $0.44/share Seeking Alpha’s Quant Rating on Fidelity National Historical earnings data for Fidelity National
(RTTNews) - Accenture (ACN), on Tuesday, agreed to acquire Verum Partners LLC, a fee-only wealth management firm and investment advisor, to expand its infrastructure and capital projects capabilities in Latin America.
(RTTNews) - Accenture (ACN), on Tuesday, agreed to acquire Verum Partners LLC, a fee-only wealth management firm and investment advisor, to expand its infrastructure and capital projects capabilities in Latin America.
Investing.com -- Advanced Micro Devices (NASDAQ:AMD) shares surged 14% Tuesday morning after the company announced an expanded strategic partnership with Meta to deploy up to 6 gigawatts of AMD GPUs for AI infrastructure.
Investing.com -- Advanced Micro Devices (NASDAQ:AMD) shares surged 14% Tuesday morning after the company announced an expanded strategic partnership with Meta to deploy up to 6 gigawatts of AMD GPUs for AI infrastructure.
Henry Schein (HSIC) delivered earnings and revenue surprises of +3.08% and +3.09%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Henry Schein (HSIC) delivered earnings and revenue surprises of +3.08% and +3.09%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Armstrong World Industries (AWI) delivered earnings and revenue surprises of -3.59% and -2.58%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Armstrong World Industries (AWI) delivered earnings and revenue surprises of -3.59% and -2.58%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Home Depot (HD) delivered earnings and revenue surprises of +8.08% and +0.05%, respectively, for the quarter ended January 2026. Do the numbers hold clues to what lies ahead for the stock?
Home Depot (HD) delivered earnings and revenue surprises of +8.08% and +0.05%, respectively, for the quarter ended January 2026. Do the numbers hold clues to what lies ahead for the stock?
Clarivate (CLVT) delivered earnings and revenue surprises of +25.00% and +2.35%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Clarivate (CLVT) delivered earnings and revenue surprises of +25.00% and +2.35%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Amer Sports, Inc. (AS) delivered earnings and revenue surprises of +12.85% and +5.25%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?
Amer Sports, Inc. (AS) delivered earnings and revenue surprises of +12.85% and +5.25%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?