Yahoo Finance • 8 days ago

Conagra Adds Retail And Food Veterans To Board As Valuation Debate Grows

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Conagra Brands (NYSE:CAG) has appointed John Mulligan and Pietro S... Full story

Yahoo Finance • 8 days ago

How Investors Are Reacting To Conagra Brands (CAG) Board Expansion Amid Market‑Leading Dividend Payout Ratio

Conagra Brands recently expanded its board of directors to 12 members by appointing former Target executive John Mulligan and former US Foods CEO Pietro Satriano, assigning them to key governance and audit/finance committees. These appoint... Full story

Yahoo Finance • 10 days ago

US Foods debuts Menu IQ to help restaurants manage food costs

Food service distributor US Foods Holding has introduced Menu IQ, an AI-powered tool intended to help restaurants track and manage food costs. The new system is aimed at supporting data-driven menu planning decisions. Menu IQ is embedded... Full story

Yahoo Finance • 10 days ago

US Foods® Launches Menu IQ®: AI-Powered Tool Giving Restaurant Operators Real-Time Visibility Into Menu Profitability

US Foods Menu IQ New feature integrated into MOXē® platform to help operators make data-driven decisions ROSEMONT, Ill., February 23, 2026--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE:USFD), one of America’s largest food distributors a... Full story

Yahoo Finance • 20 days ago

Pinterest downgraded, Airbnb upgraded: Wall Street's top analyst calls

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Deutsche Bank upgraded Airbnb (ABNB) t... Full story

Yahoo Finance • 21 days ago

US Stock Market Today S&P 500 Futures Edge Lower As Traders Watch Inflation

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The Morning Bull - US Market Morning Update Friday, Feb, 13 2026 US stock futures are mixed this morning, with S&P 500 contracts... Full story

Yahoo Finance • 21 days ago

US Foods (USFD) Q4 2025 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, February 12, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — David Flitman Chief Financial Officer — Dirk Locascio Need a quote from a Motley Fool analyst? Email pr@fool.c... Full story

Yahoo Finance • 22 days ago

US Foods: Q4 Earnings Snapshot

ROSEMONT, Ill. (AP) — ROSEMONT, Ill. (AP) — US Foods Holding Corp. (USFD) on Thursday reported fourth-quarter net income of $184 million. On a per-share basis, the Rosemont, Illinois-based company said it had net income of 82 cents. Earni... Full story

Yahoo Finance • 25 days ago

Better Value ETF: iShares' IJJ vs. State Street's SLYV

The State Street SPDR S&P 600 Small Cap Value ETF(NYSEMKT:SLYV) and iShares SP Mid-Cap 400 Value ETF(NYSEMKT:IJJ) aim to capture the performance of U.S. value stocks, but SLYV emphasizes smaller companies and IJJ focuses on the mid-cap seg... Full story

Yahoo Finance • 25 days ago

IJJ vs. IWN: Can the Mid-Cap ETF Compete with a Small-Cap Fund?

Both the iShares Russell 2000 Value ETF (NYSEMKT:IWN) and iShares SP Mid-Cap 400 Value ETF (NYSEMKT:IJJ) aim to provide value exposure within the U.S. equity market, but they differ in company size and sector emphasis. This comparison exam... Full story

Yahoo Finance • 2 months ago

Large carrier M&A proves elusive in 2025

Large carriers kept their purse strings taught in 2025 as they focused on improving asset utilization and cutting costs. There were several small and midsize deals across trucking and logistics this year, however, not many transactions inv... Full story

Yahoo Finance • 2 months ago

Noteworthy ETF Outflows: IJJ, USFD, JLL, NLY

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares S&P Mid-Cap 400 Value ETF (Symbol: IJJ) where we have detected an approximate $832.4 million dollar o... Full story

Yahoo Finance • 3 months ago

US Foods Holding (NYSE:USFD) Shareholders Will Want The ROCE Trajectory To Continue

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want to see two things; firstly, a growing return on capital employed (ROCE) and secondly, an expansion in the company's amoun... Full story

Yahoo Finance • 3 months ago

Vertex Stock: Why One Fund Lifted Its $94.3 Million Position Even as Shares Sank

Key Points California-based Tensile Capital Management increased its position in Vertex by 160,559 shares in the third quarter. Despite the increase in shares, the position value fell by about $34.4 million from quarter to quarter. As of... Full story

Yahoo Finance • 3 months ago

Centuri Stock Up 18% This Year: What a New $17 Million Position Signals for Investors

Key Points California-based Tensile Capital Management disclosed a new position in the third quarter, acquiring 812,088 shares of Centuri in a position valued at approximately $17.2 million. The moe marked a new position for the fund, whi... Full story

Yahoo Finance • 3 months ago

Why One Fund Just Put $23.5 Million Into Champion Homes Despite an 18% Stock Slide

Key Points California-based Tensile Capital Management acquired 308,162 shares of Champion Homes for an estimated $23.5 million in the third quarter. The new position represents 2.9% of 13F reportable assets under management at quarter-en... Full story

Yahoo Finance • 3 months ago

Value Fund Cuts nCino Stake After $152 Million Quarter: What Long-Term Investors Should Know

Key Points California-based Tensile Capital Management sold 449,165 shares of nCino in the third quarter, decreasing the position value by $13.3 million. At quarter-end, the firm reported holding 901,539 nCino shares valued at $24.4 milli... Full story

Yahoo Finance • 3 months ago

Why One Investor Just Doubled Down on Clearwater Analytics Stock with a $45 Million Position

Key Points California-based Tensile Capital Management increased its holding of Clearwater Analytics by nearly 1.2 million shares in the third quarter, resulting in a net position value change of $15.7 million. At quarter-end, the fund re... Full story

Yahoo Finance • 3 months ago

Analysts see more upside for US Foods and Performance Food apart than merged

[Document management and checking system, Online documentation database, Online approve paperless and quality assurance, Audit or assessments, Review process, Compliance inspection] matdesign24 Investors seem to approve of the mutual deci... Full story

Yahoo Finance • 3 months ago

PFG and US Foods abandon pursuit of merger

Performance Food Group (PFG) and US Foods have backed out of plans for a merger after assessing potential benefits and regulatory concerns. The foodservice distributors have mutually decided to end an information-sharing process which com... Full story