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Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index’s 16.7% gain. U.S. large-cap growth equities […]
Walmart Brings Dunkin to Its Delivery App
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, […]
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the gig economy industry, including DoorDash (NASDAQ:DASH) and its peers.
DoorDash stock has delivered very strong share price growth over the past three years, yet current valuation checks suggest the stock now looks expensive rather than like a clear bargain. With recent partnerships and expansion efforts in focus, the question for investors is how much of that story is already built into the price. DoorDash has returned about 169.7% over the past three years, which sets a high bar for any further upside from here. Recent partnerships with retailers and...
If approved, the combined company would become one of the largest food delivery platforms in the world.
DoorDash (DASH) is back in focus after new partnerships with Gap, Kohl's, Barnes & Noble, and Carter's expanded sub hour retail delivery, alongside a fresh Circana LLC deal on advertising measurement. Over the past year, DoorDash has combined community initiatives like Project DASH with new retail and advertising partnerships. Over the same period, the share price has seen a strong 90 day share price return of 45.98% and a very large 3 year total shareholder return of 169.67%, suggesting...
SERV has $240.4 million in liquidity, but heavy cash burn and lower revenue guidance raise questions about funding scalable growth.
With the new partnerships, DoorDash said it now has more than half a million products eligible for sub-hour delivery.
Investing.com -- Rosenblatt initiated coverage of the online travel and mobility sector, favoring the largest, most diversified platforms while staying on the sidelines on several names facing structural or competitive pressures.
The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.
Rising annual fees have intensified the cat-and-mouse game over rewards between card companies and customers.
Amazon.com, Inc. (NASDAQ:AMZN) said on August 20, 2026, that it will expand its Prime Air drone delivery service to nearly 500 US cities by the end of 2026, a sixfold increase from its current 11 locations. It was a part of a broader race with DoorDash, Inc. (NASDAQ:DASH), Uber, and Walmart to bring deliveries to […]
Kohl's is now offering same-day delivery through DoorDash to help customers get products quickly.
Carter’s, Inc.’s board recently declared a quarterly dividend of US$0.25 per share, payable on September 25, 2026, to shareholders of record as of September 1, 2026, while the brand also became DoorDash’s largest kids’ apparel assortment for rapid back-to-school delivery. Alongside this new on-demand distribution channel, Carter’s delivered earnings that exceeded prior expectations and raised its outlook, highlighting the impact of marketing and productivity improvements, as well as strength...
Gap reports earnings Thursday after disappointing results sent its stock tumbling, but lowered expectations could give the retailer an opportunity to turn things around.
Dollar Tree has had a good 2026 compared with a number of other retailers, but it is facing some of the same challenges that have tripped up peers.
As Meta moves closer to launching its consumer AI agent Hatch , its expansive AI ambitions could provide a fresh catalyst for META stock.
Investing.com -- Circle Internet Group (NYSE:CRCL) shares fell 4% Wednesday following a Wall Street Journal report that banks are now considering launching their own stablecoins after previously opposing them.
Kohl's (KSS) heads into its second quarter earnings report today with attention on recent partnerships and merchandising moves, including Martha Stewart kitchen electrics and expanded on demand delivery through DoorDash. Despite new partnerships and merchandising efforts, Kohl's share price has been under pressure in the short term, with a 1-day share price return of a 3.39% decline and a 7-day share price return of a 5.45% decline. At the same time, the 90-day share price return of a 36.74%...
In recent weeks, DoorDash, Inc. and Gap announced a nationwide on-demand delivery partnership for Gap and Gap Factory ahead of back-to-school, while Gap also declared a third-quarter 2026 dividend of US$0.175 per share and launched a refreshed, purpose-led Athleta fall campaign. Together with a New York Fashion Week Encore takeover, these moves highlight Gap Inc.’s push to deepen customer engagement, broaden access, and sharpen brand identity across its portfolio. Next, we’ll examine how the...
Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 4.9% in the afternoon session after The Information reported that Meta Platforms is preparing to launch a consumer AI agent named Hatch that is trained to access and browse the social discussion platform. According to coverage of the upcoming launch, Hatch will allow users to navigate Reddit, order from DoorDash, shop on Etsy, check Yelp, and manage Microsoft Outlook directly inside Meta’s ecosystem. Meta plans to launc
In August 2026, Kohl’s highlighted several developments, including Martha Stewart’s kitchen electrics expanding from Amazon into Kohl’s stores and Kohls.com, a new DoorDash partnership offering rapid delivery from more than 1,100 Kohl’s locations, and the Board declaring a regular quarterly dividend of US$0.125 per share payable on September 23, 2026. These moves collectively underscore Kohl’s push to refresh its merchandise mix and widen distribution, just as investors await the upcoming...
A consumer AI agent may launch within weeks.
Meta is aggressively testing the boundaries of its messaging ecosystem, moving beyond simple chat interfaces to integrate third-party agentic AI directly into WhatsApp. This shift, currently in limited trials, serves as a precursor to a more ambitious, internal project codenamed “Hatch.” If realized, Hatch would transform Meta from a social media giant into a primary […]
U.S. consumers are pulling back on spending in several areas, but food delivery remains a relatively resilient part of household budgets. DoorDash Inc., Uber Technologies Inc. through Uber Eats and Maplebear Inc., which operates Instacart, all posted strong sales growth...
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