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Recent Articles

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Stephens resumes coverage of Chipotle at equal weight with US$3,010 target, noting best-in-class execution, impressive unit economics in company-owned stores, expanding digital offerings; robust balance sheet supports continual funding of increased units

Stephens rates Tyson Foods at outperform with US$70 target, calls fiscal Q1 results solid in chicken, pork and prepared foods, with all showing solid margin expansion; given improvements in chicken and pork, momentum should continue as year progresses

Analysts mixed on Walmart: Stephens says Walmart carrying momentum into H2, continues to have multitude of investments yielding solid returns, enhancing margins for the business; JPMorgan says consumers under pressure, which spells trouble for retailers

Stifel: Yellow's failure doesn't signal US economic weakness, as struggles originate from ill-conceived merger; revival has 'almost no chance,' as Yellow already closed shop and would take a lot of energy and money to get it back open and running again

Stephens: J.B. Hunt's Q2 earnings miss Wall Street expectations on weaker-than-expected results in intermodal and higher tax rate, offset by better-than-expected results in dedicated and final mile; revenue also misses estimate amid freight recession

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