Ulta Beauty is well positioned for continued upside amid a likely 2026 market rotation favoring lagging retail sectors. ULTA has accelerated comp sales growth, raised FY25 guidance, and delivered ...

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Roblox shares rallied after reporting strong Q4 results, with its best quarterly bookings growth in years. However, stock comp is growing even faster, and was ~33% of revenue in Q4. Roblox should ...

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Walmart shared first quarter results, including strong revenue and operating income growth of 7.6% and 17.3%, respectively. Operating expense leverage, along with progress from the company’s connected ...