Floor & Decor: 2Q26 Business Update
Floor & Decor’s same-store sales improved to minus 2%, while $45 million of tariff refunds lifted second-quarter gross profit and operating income.
Tuesday, August 4, 2026
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Floor & Decor 2Q'26: Tentative Green Shoots
Floor & Decor held 2026 guidance after a 2Q beat, with comps improving through June; tariff refunds lifted margins and may fund pricing…
[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO
Old Dominion Freight Line grew Q2 revenue 10.4% and EPS 32.3% as pricing offset lower tonnage, while excess network capacity sets up…
DoorDash: The Infrastructure of Local Commerce
DoorDash built a last-mile logistics network around restaurant delivery, then extended it to groceries, convenience, and other local…
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Under the Hood - Tractor Supply ($TSCO)
Tractor Supply’s 2,602-store rural retail network supported 30+ years of growth.
Boston Scientific Has to Keep Buying the Future
Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ activist Ryan Bunn urges ending buybacks, issuing equity and resuming bolt-on acquisitions to delever after the $2.3 billion Marcum…
Under The Hood - Sprouts Farmers Market, Inc.
Sprouts Farmers Market’s 483-store fresh-food format combines dedicated distribution, curated assortments and long-built site selection,…
$VEON: a busted EM telecom hiding a 4x? | Samit Umatiya, UIG Funds
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Pershing Square Challenge 2026 finalists on MSA Safety: a hidden quality compounder? $MSA
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PPTA · long Perpetua Resources CORP
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LVMH: 4Q25 Business Recap
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Coupang Expert Insight Interview (No Paywall)
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Uber Stock Breakdown (Five Minute Money)
Uber’s $50 billion revenue and $4.5 billion operating profit reflect a turnaround from years of subsidy-heavy growth, with autonomous…
National Beverage Update
National Beverage’s rare share repurchase is framed as a buy signal, with 50% upside projected.
Tis The (Earnings) Season
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Fair Isaac Corporation (FICO) – Pricing Power Impaired?
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Brookfield's New Lawsuit
Brookfield faces whistleblower allegations over its VC funds; $569 million of Q1 buybacks challenges claims that $8 million of remaining…
When extend and pretend is a virtue
Upstart says longer repayment terms lifted Q1 debt-settlement acceptances 50%, but does not disclose delinquency changes or the number of…
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- 1851 Capital
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