TD Cowen named Dutch Bros ( BROS ) as its top SMIDCAP idea as it doubled down on its bullish view of the stock. Analyst Andrew Charles and his team expect a continued positive sales revision story from Dutch Bros ( BROS ), which is seen as an anomaly in the restaurant industry. The restaurant company is expected to benefit from the middle innings of mobile ordering and the phased rollout of an exp...
TD Cowen named Dutch Bros ( BROS ) as its top SMIDCAP idea as it doubled down on its bullish view of the stock. Analyst Andrew Charles and his team expect a continued positive sales revision story from Dutch Bros ( BROS ), which is seen as an anomaly in the restaurant industry. The restaurant company is expected to benefit from the middle innings of mobile ordering and the phased rollout of an expanded food line. Notably, the coffee and energy category is growing faster than other restaurant categories, leading TD Cowen to expect multiple winners in the category. Importantly, Charles said Dutch Bros ( BROS ) has effectively competed with 7 Brew in Texas while geographic overlap remains minimal in other parts of the nation. "With the multiple at near trough levels, we push back against the bear narrative surrounding competitive infringement by citing BROS is gaining share," noted Charles. Shares were highlighted as trading at a multiple of 19.0X EV/EBITDA two fiscal years out, which is near the historical trough multiple of 18.1X that came at a time of significant traffic and new shop productivity concerns, neither of which are evident in recent results. Dutch Bros ( BROS ) is down 5.6% on a year-to-date basis and trades 20% below its 52-week high of $74.65. More on Dutch Bros Dutch Bros Inc. (BROS) Presents at 46th Annual William Blair Growth Stock Conference Transcript Dutch Bros: Still Strong Despite Macro Storm Brewing Dutch Bros: Why This Coffee Chain Should Be Evaluated As An Energy Drink Competitor Dutch Bros is the favorite restaurant stock at UBS Venti problems? Coffee chain disruptors 7 Brew, Blank Street, and Scooter's are creating buzz
JHVEPhoto Taiwan-based Bizlink to buy Interplex Datacom from Blackstone ( BX )-backed Ennovi for $850M in a cash deal and an additional $50M earn-out. The deal is structured as an all-cash transaction, and $50M in contingent payments could take the potential total consideration closer to $900M. Singapore-headquartered Interplex Datacom supplies high-precision mechanical components and interconnect...
JHVEPhoto Taiwan-based Bizlink to buy Interplex Datacom from Blackstone ( BX )-backed Ennovi for $850M in a cash deal and an additional $50M earn-out. The deal is structured as an all-cash transaction, and $50M in contingent payments could take the potential total consideration closer to $900M. Singapore-headquartered Interplex Datacom supplies high-precision mechanical components and interconnect solutions used in AI server racks and data center infrastructure. The deal is expected to close in H2 2026. For Blackstone ( BX ), the sale represents an exit from a portfolio asset within the AI infrastructure value chain, while BizLink is positioning the acquisition as a strategic expansion of its data centre hardware footprint Citigroup is acting as the exclusive financial adviser to BizLink, while JP Morgan Securities Asia is advising Blackstone on the transaction. Blackstone ( BX ) acquired Interplex from Baring Private Equity Asia in 2022 for $1.6B. The planned sale of just its ICT unit for $850M, plus a potential $50M earnout, would see Blackstone ( BX ) recoup more than half of its original investment from a single division alone. More on Blackstone Blackstone Inc. (BX) Presents at Morgan Stanley US Financials Conference 2026 Transcript Blackstone: One Of The Best Opportunities Of The Decade Prologis: Likely To Outperform Blackstone Industrial Funds Apollo, Blackstone finalize $35B private credit deal to power Anthropic's AI expansion - report Ares, Blue Owl vie to help manage $500B of Mexican pension fund - report
These Are The Jobs With The Highest And Lowest Divorce Rates Actuaries have America’s lowest divorce rate at 14.2%. At the other extreme, several occupations report divorce rates near 48%, highlighting a striking divide across the U.S. workforce. Using American Community Survey data compiled by FlowingData , Visual Capitalist's Dorothy Neufeld created the following graphic ranking the occupations ...
These Are The Jobs With The Highest And Lowest Divorce Rates Actuaries have America’s lowest divorce rate at 14.2%. At the other extreme, several occupations report divorce rates near 48%, highlighting a striking divide across the U.S. workforce. Using American Community Survey data compiled by FlowingData , Visual Capitalist's Dorothy Neufeld created the following graphic ranking the occupations with the highest and lowest divorce rates among more than 500 jobs. One of the ranking’s most surprising findings is that healthcare occupations appear on both sides. Physicians, dentists, and physical therapists rank among America’s lowest-divorce occupations, while home health aides, psychiatric aides, and practical nurses rank among the highest. The contrast suggests that schedules, working conditions, and job structure may play a larger role than industry alone. The Jobs With the Lowest Divorce Rates America’s lowest-divorce occupations are remarkably similar. Most require years of advanced education, professional licensing, or specialized technical expertise. Education appears to be one factor. Census-based research shows divorce rates generally decline as education levels rise . Individuals with only a high school diploma experienced a divorce rate of 38.8%, compared with 30.1% for those with an associate degree and 25.9% for those holding at least a bachelor’s degree. Notably, America’s lowest-divorce occupations include not only high earners such as physicians and dentists, but also clergy, one of the few modest-paying professions in the group. The Jobs With the Highest Divorce Rates Telemarketers, bus drivers, bartenders, home health aides, psychiatric aides, casino workers, and security personnel all rank among America’s highest-divorce occupations, with rates exceeding 45%. The occupations at the opposite end of the ranking share a different set of characteristics. Many involve irregular schedules, shift work, public-facing responsibilities, or emotionally demand...
Michael Derrer Fuchs/iStock Editorial via Getty Images Rolls-Royce Holdings plc ( RYCEF ), ( RYCEY ) is one of the engine suppliers that I believe is a strong buy , as the company successfully restructured and has been outperforming its mid-term target trajectory. However, since my last report, the stock has been down slightly, underperforming the S&P 500. At the IATA conference in Rio de Janeiro,...
Michael Derrer Fuchs/iStock Editorial via Getty Images Rolls-Royce Holdings plc ( RYCEF ), ( RYCEY ) is one of the engine suppliers that I believe is a strong buy , as the company successfully restructured and has been outperforming its mid-term target trajectory. However, since my last report, the stock has been down slightly, underperforming the S&P 500. At the IATA conference in Rio de Janeiro, the CEO of United Airlines, Scott Kirby, heavily criticized Rolls-Royce: GE is working hard. I'll put them at the top of the list. Pratt has had well-publicized challenges, but is sincere and genuine in their desire to want to fix them and to work with us. The truth is, the only one that I sort of have in my doghouse is Rolls. In this report, I discuss a broader context in which Kirby’s comments fit and explain why this may be more of a negotiation lever with the Airbus A350 taking center stage as United Airlines has to make fleet decisions in the future that may involve the platform. Rolls-Royce Has Had Its Problems Rolls-Royce Trent XWB (Rolls-Royce) There is no doubt that Rolls-Royce had major problems. As I discussed in a prior report, Rolls-Royce had a very tough start on its RB211 program in the 1970s as its engine launched with the L-1011 TriStar, which was not a major program. Ever since, the three-spool architecture has had a bit of a reputation issue. The reality is that the bigger an airplane program is, the more an engine supplier can invest to improve reliability, and with a more complex three-spool engine, those investments may be more pivotal to improve reliability than for a two-spool architecture. On the Boeing 787 program, Rolls-Royce has the Trent 1000 engines, and that engine platform definitely suffered from reliability issues due to turbine blade corrosion and cracking. On the Trent XWB engine program exclusively powering the Airbus A350, Rolls-Royce had no major issues. The Trent XWB had some challenges in hot, sandy conditions, which would primari...
Amazon (NASDAQ:AMZN) has expanded its less-than-truckload (LTL) freight offering, making the service available to businesses nationwide regardless of destination. Previously focused on shipments bound for Amazon facilities, the platform can now be used to transport freight to third-party warehouses, distribution hubs and retail locations across the United States.
Amazon (NASDAQ:AMZN) has expanded its less-than-truckload (LTL) freight offering, making the service available to businesses nationwide regardless of destination. Previously focused on shipments bound for Amazon facilities, the platform can now be used to transport freight to third-party warehouses, distribution hubs and retail locations across the United States.
Aaron Davidson/Getty Images Entertainment I previously rated Celsius Holdings, Inc. ( CELH ) as a Buy in April 2026, given the excellent margin of safety from the notably oversold technicals. In this article, I shall discuss why I am reiterating my Buy rating for the CELH stock, given the accretive M&As and the consequently expanding market share. CELH Suffers Successful M&A Strategy & Mixed Optic...
Aaron Davidson/Getty Images Entertainment I previously rated Celsius Holdings, Inc. ( CELH ) as a Buy in April 2026, given the excellent margin of safety from the notably oversold technicals. In this article, I shall discuss why I am reiterating my Buy rating for the CELH stock, given the accretive M&As and the consequently expanding market share. CELH Suffers Successful M&A Strategy & Mixed Optics CELH 1Y Stock Price (Trading View) For now, CELH has pulled back as posited in my last article, with the stock experiencing a steep correction of -21.9% compared to the wider market at +12.9%. Even then, it is important to note that CELH's recent meltdown is likely attributed to a mix of weakening stock price momentum/optics from the new legal risk/aggressive short sellers, given their fundamentally robust FQ1'26 performance metrics, as discussed below. 1. Accretive M&A Strategy Drives Renewed Growth CELH Market Share (CELH) For one, CELH has demonstrated why the previously expensive $1.8B Alani Nu acquisition has worked out as intended in driving their renewed growth opportunities, as observed in the expanded Energy MULO+W/C Dollar Share to 20.9% for the 4 weeks ending April 12, 2026 (+1 point QoQ/+10.1 YoY). Readers may want to note the competitors' deteriorating market share as well, including Red Bull to 34.7% (-0.1 points QoQ/-2.3 YoY) and Monster Beverage ( MNST ) to 32.6% (-1.3 points QoQ/-1.4 YoY), with it apparent that CELH's share gains have occurred partly at the expense of its competitors. This is on top of the management highlighting the higher demand from retailers beyond the typical channels across convenience stores and gas stations, along with the higher shelf/foodservice gains for the upcoming summer selling season. These underscore the robust demand for CELH's differentiated offerings across the "Celsius Holdings portfolio with CELSIUS, Alani, and Rockstar ," with it "hitting differentiated consumer segments and really being incremental and driving incr...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Tensions flare up: Iran targets American bases in Gulf nations in response to U.S. retaliatory strikes . Mega IPO: SpaceX ( SPCX ) is said to draw over $250B of investor demand, eclipsing its $75B target. Safety fi...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Tensions flare up: Iran targets American bases in Gulf nations in response to U.S. retaliatory strikes . Mega IPO: SpaceX ( SPCX ) is said to draw over $250B of investor demand, eclipsing its $75B target. Safety first: Anthropic ( ANTHRO ) releases new Mythos-class AI model that is "safe for general users." Higher for longer? Markets are gearing up for the next big economic snapshot, with the Consumer Price Index report for May due this morning. Energy prices, elevated from the Iran war, will continue to exert upward pressure on the CPI, while the core CPI number is expected to show a more measured increase. What to expect: Economists expect the CPI to rise 0.5% M/M in May, slowing slightly from the 0.6% increase in April. On a year-over-year basis, the CPI is projected to advance 4.2% from 3.8% in the prior month. The Cleveland Fed Inflation Nowcasting model puts May CPI at 0.46% M/M and 4.2% Y/Y, in line with the consensus. Excluding food and energy, which can swing widely from month to month, core CPI is expected to climb 0.3% M/M, a tick slower than the 0.4% advance in April. Y/Y, core CPI is projected to rise 2.9%, a touch hotter than the 2.8% increase in April. The Cleveland Fed model sees core CPI at 0.23% M/M and 2.82% Y/Y, slightly cooler than consensus estimates. Rate outlook: "We are going to see a significant bump in the CPI headline that is expected to bring us up to about 4.2% Y/Y," Dan North, senior economist at Allianz Trade North America, told Seeking Alpha. By contrast, February's headline CPI was up 2.4% Y/Y. "That's a pretty stiff dose of price increases for the consumer to take," North said. Stubbornly high inflation is bad news for those who expected interest rate cuts when the year began, especially after last week's stronger-than-expected jobs report . The upw...
The choice between the JPMorgan BetaBuilders U.S. Small Cap Equity ETF (NYSEMKT:BBSC) and the iShares Morningstar Small-Cap ETF (NYSEMKT:ISCB) comes down to a familiar investing trade-off: concentrated recent performance versus broader, lower-cost diversification. Small-capitalization stocks offer significant growth potential but often come with higher volatility than large-cap peers. Investors se...
The choice between the JPMorgan BetaBuilders U.S. Small Cap Equity ETF (NYSEMKT:BBSC) and the iShares Morningstar Small-Cap ETF (NYSEMKT:ISCB) comes down to a familiar investing trade-off: concentrated recent performance versus broader, lower-cost diversification. Small-capitalization stocks offer significant growth potential but often come with higher volatility than large-cap peers. Investors seeking small-cap exposure often look for low-cost, passively managed funds like these two. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading