Getty Images In the months that followed my previous coverage , a lot of things have materialized and affected the performance of many restaurant stocks. Faster inflation and skyrocketing oil prices weakened market sentiments. Even so, Shake Shack Inc. (
Getty Images In the months that followed my previous coverage , a lot of things have materialized and affected the performance of many restaurant stocks. Faster inflation and skyrocketing oil prices weakened market sentiments. Even so, Shake Shack Inc. (
Earnings Call Insights: Host Hotels & Resorts (HST) Q1 2026 Management View "Our first quarter results exceeded our expectations, representing a strong start to 2026," said President, CEO & Director James Risoleo, citing "adjusted EBITDAre of $543 million" and "adjusted FFO per share of $0.67," alongside "comparable hotel total RevPAR" and "comparable hotel RevPAR" growth in
Earnings Call Insights: Host Hotels & Resorts (HST) Q1 2026 Management View "Our first quarter results exceeded our expectations, representing a strong start to 2026," said President, CEO & Director James Risoleo, citing "adjusted EBITDAre of $543 million" and "adjusted FFO per share of $0.67," alongside "comparable hotel total RevPAR" and "comparable hotel RevPAR" growth in
Image source: The Motley Fool. Thursday, May 7, 2026 at 8 a.m. ET Lesaka Technologies (NASDAQ:LSAK) reported double-digit revenue and EBITDA growth, led by record Consumer and Enterprise division performances and ongoing business simplification. Management disclosed the exit of loss-making activities—including ATM and Switchpay—and recognized associated nonrecurring charges to prioritize capital f...
Image source: The Motley Fool. Thursday, May 7, 2026 at 8 a.m. ET Lesaka Technologies (NASDAQ:LSAK) reported double-digit revenue and EBITDA growth, led by record Consumer and Enterprise division performances and ongoing business simplification. Management disclosed the exit of loss-making activities—including ATM and Switchpay—and recognized associated nonrecurring charges to prioritize capital for scalable, digital-led initiatives. A material increase in Consumer division active users and ARPU demonstrated clear progress in driving product penetration and cross-sell, further underpinned by robust lending and insurance growth. The company further strengthened its capital position by improving net debt leverage and maintaining disciplined CapEx in line with prior guidance. Revised fiscal 2026 (period ending June 30, 2026) guidance indicates tighter revenue and EBITDA targets, and a substantial increase in EPS expectations, alongside a clear signal that Lesaka expects its first year of positive net income. Continue reading
Earnings Call Insights: Hertz Global Holdings (HTZ) Q1 2026 Management View “When we laid out our Transformation Strategy, we framed it around 3 financial North Star metrics: Fleet Management, measured by DPU below $300; Revenue Optimization, measured by RPU over $1,500; and rigorous Cost Control, measured by DOE per
Earnings Call Insights: Hertz Global Holdings (HTZ) Q1 2026 Management View “When we laid out our Transformation Strategy, we framed it around 3 financial North Star metrics: Fleet Management, measured by DPU below $300; Revenue Optimization, measured by RPU over $1,500; and rigorous Cost Control, measured by DOE per
Earnings Call Insights: Tronox Holdings plc (TROX) Q1 2026 Management view “We delivered a strong and better-than-expected top line performance and achieved EBITDA above the midpoint of our guidance.” (CEO & Director John Romano) “While various costs such as natural
Earnings Call Insights: Tronox Holdings plc (TROX) Q1 2026 Management view “We delivered a strong and better-than-expected top line performance and achieved EBITDA above the midpoint of our guidance.” (CEO & Director John Romano) “While various costs such as natural
Earnings Call Insights: Kimbell Royalty Partners (KRP) Q1 2026 Management view "To start off, we are pleased to report strong first quarter results and robust drilling activity across our acreage." (Chairman of the Board & CEO Bob Ravnaas) "Our production
Earnings Call Insights: Kimbell Royalty Partners (KRP) Q1 2026 Management view "To start off, we are pleased to report strong first quarter results and robust drilling activity across our acreage." (Chairman of the Board & CEO Bob Ravnaas) "Our production
Valverde accused Frenchman of leaking earlier argument Real play Barcelona on Sunday with title on the line Real Madrid’s Fede Valverde was taken to hospital to have stitches after a second confrontation with teammate Aurélien Tchouaméni in two days, as the club’s collapse into chaos continues. Players held an an emergency meeting and Real have opened disciplinary proceedings after a punch was thr...
Valverde accused Frenchman of leaking earlier argument Real play Barcelona on Sunday with title on the line Real Madrid’s Fede Valverde was taken to hospital to have stitches after a second confrontation with teammate Aurélien Tchouaméni in two days, as the club’s collapse into chaos continues. Players held an an emergency meeting and Real have opened disciplinary proceedings after a punch was thrown, blood was spilled and Valverde was taken for treatment, initially in a wheelchair. It is the latest episode in a catalogue of problems at the club; they will almost certainly end a second successive season without a trophy, Álvaro Arbeloa will not continue as coach, and the dressing room divide widens by the day. Real travel to Barcelona for the clásico on Sunday. Continue reading...
In this article NVO NVO Follow your favorite stocks CREATE FREE ACCOUNT Ozempic is medicine for adults with type 2 diabetes that along with diet and exercise may improve blood sugar. (Photo by Steve Christo - Corbis/Corbis via Getty Images) Steve Christo - Corbis | Corbis News | Getty Images A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest heal...
In this article NVO NVO Follow your favorite stocks CREATE FREE ACCOUNT Ozempic is medicine for adults with type 2 diabetes that along with diet and exercise may improve blood sugar. (Photo by Steve Christo - Corbis/Corbis via Getty Images) Steve Christo - Corbis | Corbis News | Getty Images A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions. The day has finally come: we have the first-ever generic versions of Novo Nordisk 's wildly popular diabetes drug Ozempic in North America. Health Canada approved the first one by Indian drugmaker Dr. Reddy's Laboratories on April 28, and later cleared another generic from Canada-based Apotex. The health agency said it is reviewing seven other generic versions of Ozempic for approval. To be clear, these generics are only available in Canada and not the U.S. Other generic versions of the drug have been available in India . Some analysts also don't expect the impact of new Canadian generics to spill over into the U.S. Even so, Ozempic sales here may be pressured by other factors, such as competition with Eli Lilly' s Mounjaro. Still, those two new generics in Canada likely mark the start of a decline in international revenue of semaglutide, the active ingredient in Ozempic and Novo's obesity drug Wegovy, BMO Capital Markets analyst Evan Seigerman said in a note late last month. They will also be a test case for how well generics can compete against branded GLP-1 treatments, he added. The firm will look at "how quickly pricing compression and revenue erosion impact Ozempic in the market as a proxy for other future generic entries," Seigerman said. But how's Novo thinking about it? Novo sees a low single-digit impact of generics, Emil Kongshøj Larsen, the company's executive vice president of international operations, said on an earnings call this week. Larsen added that the "leading tactic" in Can...
Federal Reserve Bank of Minneapolis President Neel Kashkari said the conflict in the Middle East has added uncertainty to the outlook for interest rates. “Given the uncertainty around the Iran war, I actually don’t know what the future holds,” Kashkari said Thursday during an event in Marquette, Michigan. “If the Strait of Hormuz is closed for an extended period of time, it may well be that the ne...
Federal Reserve Bank of Minneapolis President Neel Kashkari said the conflict in the Middle East has added uncertainty to the outlook for interest rates. “Given the uncertainty around the Iran war, I actually don’t know what the future holds,” Kashkari said Thursday during an event in Marquette, Michigan. “If the Strait of Hormuz is closed for an extended period of time, it may well be that the next move might need to be up in interest rates.” Kashkari was one of the three policymakers who dissented at last week’s meeting in opposition to wording that suggested the Fed’s next move was likely to be a cut. In an essay published last week, he said he backed the decision to hold rates steady but thought officials should signal that the next rate action could be either a cut or a hike depending on what happens with the economy. “We voted against the forward guidance because we just didn’t want to signal that the next move was likely down,” he said of the dissents at the event Thursday. The quasi closure of the Straight of Hormuz since the US and Israel attacked Iran at the end of February has caused an oil shock and sent energy prices soaring around the world. After five years of inflation running above the US central banks’ target, Kashkari said he’s “very cautious” about where prices are headed. “We cannot let elevated inflation be the new normal,” he said.
US Treasury Secretary Scott Bessent met with insurance regulators to talk about their exposure to private credit as the increasingly complex ties between the two sectors fuels mounting regulatory scrutiny. The meeting Thursday with the National Association of Insurance Commissioners , a standard-setting body composed of state insurance regulators, also focused on the off-shoring of life insurance ...
US Treasury Secretary Scott Bessent met with insurance regulators to talk about their exposure to private credit as the increasingly complex ties between the two sectors fuels mounting regulatory scrutiny. The meeting Thursday with the National Association of Insurance Commissioners , a standard-setting body composed of state insurance regulators, also focused on the off-shoring of life insurance and annuities reserves through reinsurers, the Treasury Department said in a statement. “We appreciated the opportunity to meet with Secretary Bessent and share how state insurance regulators are leveraging effective oversight and enhancing risk-mitigation frameworks to promote stable markets and deliver strong outcomes for consumers,” NAIC President-Elect Elizabeth Dwyer said in a separate statement. In recent years, alternative asset managers led by Apollo Global Management Inc. have acquired a growing share of the US life insurance industry, as they seek to tap the sector’s stable capital to invest more in the private credit products they originate. At the same time, insurers have used offshore reinsurance, in jurisdictions such as Bermuda and the Cayman Islands, to relieve pressure on their capital requirements. As the two industries become more intertwined, critics have voiced concerns that it could create systemic risks. “Treasury and the state insurance commissioners agreed to continue staff- and senior-level engagement on topics including the NAIC’s work on risk-based capital, private letter ratings, offshore reinsurance jurisdictions, and the oversight of evolving business models,” the Treasury Department said.
In this article MCD Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 2:03 02:03 Why McDonald's bets big on China Digital Original Even as numerous international consumer brands shrink their footprints in China, McDonald's is bucking the trend thanks to consumers like Yue Ma. Over the May Day holidays, Yue showed up at the U.S. fast food giant's newly opened McDonaldland store in Bei...
In this article MCD Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 2:03 02:03 Why McDonald's bets big on China Digital Original Even as numerous international consumer brands shrink their footprints in China, McDonald's is bucking the trend thanks to consumers like Yue Ma. Over the May Day holidays, Yue showed up at the U.S. fast food giant's newly opened McDonaldland store in Beijing's Chaoyang Park — one of the few stores countrywide that reintroduced the chain's classic strawberry and vanilla milkshakes on May 1. The businessman, who was born in the 1980s, told CNBC he came not only for the shake, but also the childhood memories. "McDonald's left a great first impression for those eating Western fast food for the first time," he said. "Nowadays we have so many options in fast food, Western or Chinese, but for me, 70% of the time, I go to McDonald's." While brands like Starbucks, Nike, and LVMH struggle in the country, McDonald's is supersizing its presence. The chain plans to have 10,000 stores in mainland China by 2028, from over 7,700 at the end of 2025. Only the U.S. has more McDonald's stores than China. Pedestrians use smartphones while walking past a McDonald's restaurant at Dongmen Pedestrian Street on April 18, 2026, in Shenzhen, Guangdong Province, China. Cheng Xin | Getty Images The market is a big source of the company's unit growth. Half of its new stores last year were in mainland China. The China business is part of what the U.S. company calls its international developmental licensed markets segment, where same-store sales rose 3.4% in the first quarter, McDonald's reported Thursday . A majority, or 52%, of McDonald's China business is owned by Chinese investor Trustar, a private equity unit of Citic Capital. The McDonald's brand benefits from nostalgia in China. The country's first McDonald's opened in 1990, and the iconic golden arches captured the excitement of China's opening to the world and rising wealth. Last summer, when McD...
In this article .VIX Follow your favorite stocks CREATE FREE ACCOUNT Traders work on the floor of the New York Stock Exchange (NYSE) on May 6, 2026 in New York City. Spencer Platt | Getty Images The Iran war has triggered big swings in the stock market since the conflict started more than two months ago. While sharp selloffs in stocks can be unsettling, they offer a silver lining to investors, fin...
In this article .VIX Follow your favorite stocks CREATE FREE ACCOUNT Traders work on the floor of the New York Stock Exchange (NYSE) on May 6, 2026 in New York City. Spencer Platt | Getty Images The Iran war has triggered big swings in the stock market since the conflict started more than two months ago. While sharp selloffs in stocks can be unsettling, they offer a silver lining to investors, financial advisors and other experts said. "Every drawdown is a useful stress test," Kevin Khang, senior global economist at Vanguard Group, an asset manager, wrote in an April 22 market commentary . Namely, the "discomfort" that investors feel reveals important information about their risk tolerances — something that "a calm market simply does not provide," Khang wrote. Read more CNBC personal finance coverage Used EV sales are surging — how their ownership costs compare to gas cars Trump said $465,000 in retirement savings is 'rich.' Is it? New college grads overestimate starting salaries by nearly $24,000, report finds Should you buy Series I bonds amid higher inflation? What experts say CNBC's Financial Advisor 100: Best financial advisors, top firms ranked That information can help guide investors' overall mix of stocks, bonds and other financial assets in a portfolio. For example, if a significant dip prompts behavior such as portfolio reviews or "restless nights, that's meaningful insight — not because this drawdown was particularly dangerous, but because the emotional signal it provides can help investors tailor portfolio allocations to their comfort zones," Khang wrote. The S&P 500 U.S. stock index shed about 9% from a Jan. 27 closing price peak to the March 30 trough, following the initial weeks of the Iran war. They've since gone on to recover their losses and reach new all-time highs, even though the Middle East conflict is ongoing. Stocks retreated from record highs as of 2:30 pm ET on Thursday as investors waited for Iran's response to a U.S. proposal to end the ...