SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl (KD) plunged after its CFO and general counsel exited amidst an SEC investigation and accounting review uncovering internal control weaknesses, leading to a fierce debate among investors questioning potential fraud versus an extreme, oversold market reaction.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BNKR is trending with significant bullish momentum as the community anticipates it will drop a zero, fueled by recent exchange listings and its launch on Solana. The crypto's innovative AI-powered financial agent ecosystem on Base, including the new BankrWallet, is attracting strong interest and perceived as having substantial growth potential.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending after its Q4 earnings report, which, despite profitability, featured a revenue miss and conservative guidance driven by prudent risk management, prompting a sharp sell-off that the community largely decries as an exaggerated market overreaction to an already undervalued AI-powered fintech. Many investors are viewing the dip as a significant buying opportunity amidst high short interest and broader pressures on the fintech sector.

Ichor Holdings Ltd. engages in designing, engineering, and manufacturing fluid delivery subsystems for semiconductor capital equipment. It offers gas and chemical delivery systems, which are key elements of the process tools used in the manufacturing of semiconductor devices. The firm also manufactures precision machined components, weldments, and proprietary products for use in fluid delivery systems for direct sales to its customers. The company was founded in 1999 and is headquartered in Fremont, CA.

Ichor Holdings Ltd

Ichor Holdings is surging after reporting positive earnings and future guidance, driving significant after-hours gains and enthusiasm from traders. The community is also highlighting recent insider buying by a Congresswoman, linking the company to favorable US semiconductor manufacturing policies and its role as a critical equipment supplier.

GhostwareOS (GHOST) is the Full-Stack Privacy Layer of Solana — a next-generation AI-driven infrastructure for encrypted communication, anonymous identity management, and untraceable transactions. By combining advanced zero-knowledge protocols with autonomous AI routing, GhostwareOS allows users and developers to operate invisibly across Web3. It powers decentralized apps that demand true digital anonymity, scalable privacy, and zero metadata leakage — restoring control to users in an overexposed internet age.

Ghost

GHOST CRYPTO is trending as a Solana-backed privacy protocol, gaining attention for its utility in private payments and a highly anticipated revenue share model for holders. The community is actively discussing its low market cap and potential to become the default privacy layer within the expanding Solana ecosystem, despite some skepticism.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences Ltd

Wave Life Sciences is trending after positive interim data for its obesity candidate WVE-007 revealed differentiated fat loss with muscle preservation and potential for rare dosing, leading to significant analyst upgrades and M&A speculation. The community is actively discussing WVE-007's profile compared to existing GLP-1 therapies, amidst the company's recent $19 per share public offering to further advance its pipeline.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. It offers Alpha, Beta, Gamma, and orbital transfer vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 27, 2017 and is headquartered in Cedar Park, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending as the community anticipates its Alpha rocket launch and weighs its recent inclusion in the Russell indexes and a major SHIELD defense contract. Investors are actively debating its valuation and volatility, with broader sector excitement driven by the impending SpaceX IPO.

Invesco DB US Dollar Index Trust - Invesco DB US Dollar Index Bullish Fund

Invesco DB US Dollar Index Bullish Fund

UUP is trending as concerns about dollar weakness intensify, driven by reports of China reducing US Treasury holdings and broad market expectations for upcoming Fed rate cuts under new leadership. The community is actively debating the implications of de-dollarization and persistent US fiscal deficits on the dollar's value and global asset inflation.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is drawing significant market attention as it reports strong earnings with increased deliveries and positive cash flow, buoyed by major new aircraft orders from India, while investors closely monitor its production ramp-up and ongoing regulatory certifications.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Recent news of Luckin Coffee's new premium flagship store and a key competitor ending aggressive pricing are fueling optimism for increased margins and market dominance. The community is eagerly discussing a potential uplisting to address the stock's perceived deep undervaluation amidst rapid growth and international expansion.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>Converse employees were reportedly asked to work from home during the week as the brand works on making these strategic changes.&nbsp;</li><li>Apart from layoffs, the brand is also looking to add new roles and reshuffle teams for some of its staff members, as per the report.&nbsp;</li><li>In its Q2 2026 earnings report, Converse revenues declined 30% on a reported basis and 31% on a currency-neutral basis.</li></ul>Nike Inc.’s (NKE) sneaker brand Converse is reportedly cutting employees as it makes strategic changes to its team in a bid to recapture sales growth.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-09/converse-to-cut-jobs-as-nike-owned-brand-reorganizes-its-teams">report</a> from Bloomberg that cited a memo from Converse’s CEO Aaron Cain, the company is making “difficult decisions” that will include “saying goodbye to friends and teammates.”Apart from layoffs, the brand is also looking to add new roles and reshuffle teams for some of its staff members, as per the report.Converse employees were reportedly asked to work from home during the week as the brand works on making these strategic changes.As per Bloomberg, Cain also said that many senior executives in the company were also departing. Converse reportedly announced to employees that it would hold an all-team meeting later this month.<h2 class="st-heading-2">Converse’s Underperformance</h2>In its latest earnings release for the second-quarter (Q2) 2026, Nike’s headline numbers improved marginally under CEO Elliott Hill.Revenues for the quarter were up 1% year-on-year, coming in at $12.4 billion, and beating street expectations of $12.2 billion, as per data from Fiscal.ai. The company’s wholesale revenues were also 8% higher than the previous period, coming in at $7.5 billion.However, revenues for its Converse brand declined 30% on a reported basis and 31% on a currency-neutral basis, coming in at $300 million. The company said this reflected the declines in sales across all territories.<h2 class="st-heading-2">Job Cuts</h2>Converse’s job cuts come amid wider layoffs at Nike. Earlier in January, a CNBC report said the shoe retailer was <a href="https://stocktwits.com/news-articles/markets/equity/nike-to-reportedly-lay-off-775-employees/cmyJRwsR4hk">cutting</a> 775 employees, mostly impacting distribution center roles in Tennessee and Mississippi, amid rising automation use.Nike also cut about 1,000 corporate jobs, or just below 1% of its workforce, in 2025 amid restructuring efforts.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NKE shares was in the ‘bearish’ territory over the past day amid ‘normal’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_at_12_52_40_AM_png_94b475d0a0.webp" alt="On Stocktwits, retail sentiment around NKE shares was in the ‘bearish’ territory over the past day amid ‘normal’ message volumes." width="1286" height="158"></figure>&nbsp;Shares of NKE have lost more than 11% of their value in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/money-laundering-claims-on-applovin-shareholder-retracted-by-capitalwatch/cZbve2pR4om">Money Laundering Claims On AppLovin Shareholder Retracted By CapitalWatch</a>

A guest wears high-top Converse x Comme des Garçons sneakers at the Paris Fashion Week on June 25, 2025. (Photo by Edward Berthelot/Getty Images)

Nike-Owned Converse To Lay Off Employees Amid Strategic Changes To Recapture Sales Growth: Report

According to a report from Bloomberg that cited a memo from Converse’s CEO Aaron Cain, the company is making “difficult decisions” that will include “saying goodbye to friends and teammates.”

Equity

Should You Invest in the State Street Consumer Discretionary Select Sector SPDR ETF (XLY)?

A Kroger grocery store in Atlanta, Georgia. (Photo by: Jeffrey Greenberg/Universal Images Group via Getty Images)

Kroger Stock Jumps Overnight As Buzz Of New CEO Takes Hold

Kroger’s CEO search seems to have come to an end, with the grocer reportedly zeroing in on an executive who turned Walmart’s U.S. business around.

<ul class="summary-bullets"><li>In its filing, Amazon outlined that it may raise funds through a range of securities, including debt, equity, and hybrid securities.</li><li>Amazon has guided capital expenditures of around $200 billion for 2026.</li><li>Morgan Stanley highlighted the company’s potential as an “under-appreciated GenAI winner.”</li></ul>Amazon.com Inc. (AMZN) on Friday filed a new&nbsp;shelf registration statement with the U.S. Securities and Exchange Commission (SEC)&nbsp;that outlines the range of financial instruments it may offer to the public, including debt, equity, and hybrid securities to raise funds.However, the retail giant didn’t specify the size of any offering. Amazon stock traded over 8% lower in Friday’s premarket.&nbsp;<h2 class="st-heading-2">Amazon’s Capital Expenditure Plan&nbsp;</h2>The tech giant has guided capital expenditure of around $200 billion for 2026.&nbsp;“With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low-earth-orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Andy Jassy, President and CEO of Amazon, said in the fourth-quarter earnings report.Jassy explained that the capital expenditures would predominantly be in Amazon Web Services (AWS). AWS revenue in the fourth quarter (Q4) increased 24% year-on-year (YoY) to $35.58 billion.&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">What Is the Street Saying?</h2>Morgan Stanley analyst Brian Nowak lowered the price target for Amazon shares to $300 from $315, but maintained an ‘Overweight’ rating, citing strong growth at Amazon Web Services (AWS) and improving efficiency in its Retail operations, according to The Fly.&nbsp;According to Nowak, Amazon’s consistent return on invested capital makes it a compelling long-term opportunity. The analyst highlighted the company’s potential as an “under-appreciated GenAI winner,” reflecting confidence in Amazon’s strategic positioning despite recent spending increases.Meanwhile, KeyBanc analyst Justin Patterson trimmed his price target from $308 to $285, keeping an ‘Overweight’ rating. The firm noted that Amazon’s Q4 results laid bare the effect of heavy capital expenditures to support anticipated AI workloads. This investment temporarily depresses free cash flow and earnings per share, though the firm still values long-term growth potential.AMZN stock has declined by over 6% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-roivant-sciences-stock-gain-pre-market-today/cZbFgIRR4FR">Why Did Roivant Sciences Stock Gain 9% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Amazon warehouse in Pawlikowice, Poland on May 29, 2025. 

Amazon Files For Mixed Shelf Offering To Support Future Capital Needs

Amazon shares traded 8% lower on Friday morning; the company did not specify the size of the offering in its filing.

Amazon Drops on Mixed Q4 & Capex Outlook: Buy the Dip With ETFs?

Amazon drops after mixed Q4 results and a massive AI-driven capex outlook. Is the selloff a buying opportunity via ETFs?

Amazon store is seen at Promenade Street in Davos, Switzerland on January 21, 2025. (Photo by Ömer Sercan Karku/Anadolu via Getty Images)

AMZN Stock Falls To 8-Month Lows In Pre-Market After Declining Below 200-DMA For First Time Since October

Cantor Fitzgerald noted that Amazon’s $200 billion capital expenditure plans could reignite concerns around long-term return on invested capital.

<ul class="summary-bullets"><li>Meanwhile, the company reported earnings per share (EPS) of $1.95 per diluted share, compared to $1.86 in the fourth quarter of 2024 and below analyst expectations of $1.97 as per Stocktwits data.&nbsp;</li><li>The company also boosted its capital expenditure for 2026, announcing a $200 billion allocation, up from about $130 billion reported in 2025.</li><li>During the earnings call with investors, CEO Andy Jassy clarified that the capital expenditures would predominantly be in Amazon Web Services because of “very high demand.”</li></ul>Shares of e-commerce giant Amazon Inc. (AMZN) slid nearly 11% in after-market trading hours on Thursday after the company announced its fourth-quarter (Q4) 2025 earnings results.The company reported a 14% rise in quarterly revenue to $213.4 billion in the quarter, compared with $187.8 billion in the same period last year. This was slightly above the street consensus of $211.44 billion, according to data from Stocktwits.Meanwhile, the company reported earnings per share (EPS) of $1.95 per diluted share, compared to $1.86 in the fourth quarter of 2024 and below analyst expectations of $1.97 as per Stocktwits data.Amazon also boosted its capital expenditure for 2026, announcing a $200 billion allocation, up from about $130 billion reported in 2025.<h2 class="st-heading-2">Capital Spend</h2>“With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Andy Jassy, President and CEO of Amazon, said in the earnings report.During the earnings call with investors, Jassy clarified that the capital expenditures would predominantly be in Amazon Web Services because of “very high demand.”“Customers really want AWS for core and AI workloads. And we're monetizing capacity as fast as we can install it,” he said. “We have deep experience understanding demand signals in the AWS business and then turning that capacity into strong return on invested capital. We're confident this will be the case here as well.”Meanwhile, AWS clocked a revenue of $35.58 billion for the quarter, a growth of 24%, which Jassy said was the company’s fastest growth in 13 quarters.The CEO added that the biggest reason AWS was gaining was due to the company’s “uniquely broad, top-to-bottom AI stack functionality,” adding that “we're doing what we've always done in AWS solving customer challenges.”<h2 class="st-heading-2">Q1 Guidance</h2>For the upcoming quarter, Amazon expects revenue to grow between 11% and 15%, to around $173.5 billion to $178.5 billion. As per data from Fiscal.ai, the street was estimating revenues of $175.16 billion for the quarter ending in March 2026.The company said it expects operating income to be between $16.5 billion and $21.5 billion, compared with $18.4 billion in the first quarter of 2025, which accounts for about $1 billion of higher year-over-year Amazon Leo costs, investment in quick commerce, and even sharper prices in its international stores business.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a> jumped from ‘bullish’ to ‘extremely bullish’ in the past 24 hours. Meanwhile, message volumes increased from ‘high’ to ‘extremely high’ levels.One bullish user commented that after Google’s report, it was likely that Amazon would spend at least as much in capex. In its latest earnings results, Google parent Alphabet Inc. (GGOG, GOOGL) <a href="https://stocktwits.com/news-articles/markets/equity/alphabet-shares-down-despite-reporting-record-annual-revenue-know-why/cZbjXJVR4Ng">announced</a> it would allocate about $175 billion to $185 billion in 2026 capital expenditures.<stembedurl>https://stocktwits.com/AstroMithras/message/644187788</stembedurl>&nbsp;Another user commented that Amazon’s capex spending should not be compared with others, citing the company’s investment in improving logistics, among others. The user said that they were surprised by the stock price decline and reiterated that ‘only time will make sure Amazon is here to stay.’<stembedurl>https://stocktwits.com/sbale/message/644195452</stembedurl>&nbsp;A third user urged the market to buy the dip, citing the investment in data centres.<stembedurl>https://stocktwits.com/ajmore/message/644198730</stembedurl>&nbsp;Shares of AMZN have declined more than 5% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-falls-on-major-analyst-downgrade-retail-take-on-the-stock/cZbZlpGR4n7">Microsoft Falls On Major Analyst Downgrade — What Is Retail’s Take On The Stock?</a> &nbsp;

In this photo illustration, the Amazon logo is seen displayed on a smartphone with an Artificial intelligence (AI) chip and symbol in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Amazon Stock Sinks Amid Q4 Earnings Miss, Massive 2026 Capex Announcement

Amazon reported a 14% rise in quarterly revenue to $213.4 billion in the quarter, compared with $187.8 billion in the same period last year and above street estimates of $211.44 billion. 

The company reported a 14% rise in quarterly revenue to $213.4 billion in the quarter, compared with $187.8 billion in the same period last year and above street estimates of $211.44 billion. 

<ul class="summary-bullets"><li>Germany’s top competition regulator has barred Amazon from using automated tools to set prices charged by independent sellers on its marketplace.</li><li>Additionally, the cartel office imposed a disgorgement order of roughly 59 million Euros ($69.5 million) against Amazon.</li><li>Amazon has one month to appeal the ruling to Germany’s Federal Court of Justice.</li></ul>Germany’s Federal Cartel Office has taken decisive action against Amazon.com Inc. (AMZN), restricting how the global e-commerce giant can influence pricing on its German marketplace and imposing a financial penalty for anticompetitive conduct.The regulator said the conduct amounted to abuse of market power under both German competition law and European Union (EU) antitrust rules. Additionally, the cartel office imposed a disgorgement order of roughly 59 million Euros ($69.5 million) against Amazon, equivalent to the benefits the company gained from its anticompetitive behaviour.&nbsp;<h2 class="st-heading-2">Regulatory Block On Price Influence</h2>Germany’s top competition regulator has barred Amazon from employing automated tools that steer the prices charged by independent sellers on its marketplace. The authority concluded that Amazon’s existing mechanisms went beyond simply flagging potentially overpriced items and effectively controlled how third-party vendors set their prices.&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon stock</a> inched 0.1% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_050130_png_ce83faeac6.webp" alt="AMZN’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="926" height="101"><figcaption>AMZN’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Marketplace Operations In Focus</h2>On Amazon’s German platform, roughly 60% of goods are sold by third-party merchants rather than directly by Amazon, and these sellers traditionally determined their own list prices.&nbsp;The watchdog said the tools Amazon uses to manage prices are unclear and dependent on vague rules. Also, sellers are not clearly told how the price limits are decided. This creates a lack of transparency and an uneven playing field.&nbsp;<blockquote>“For affected sellers, Amazon’s interference in their pricing may result in them no longer being able to cover their own costs, forcing them out of the Marketplace.”-Andreas Mundt, President, Germany’s Federal Cartel Office</blockquote>Amazon now has one month to appeal the ruling to Germany’s Federal Court of Justice.AMZN stock has declined by over 1% in the last 12 months.&nbsp;Exchange Rate: €1 = $1.18Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-amgen-stock-falling-premarket/cZbZTJNR4VT">Why Is Amgen Stock Falling Premarket?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Amazon Pricing Powers Curbed In Germany — Competition Authority Imposes $70 Million Fine

The regulator found that the conduct amounted to an abuse of market power under both German competition law and European Union (EU) antitrust rules. 

<ul class="summary-bullets"><li>On Wednesday, Yum Brands said it would close 250 underperforming Pizza Hut units in the first half of 2026.</li><li>The company expects Pizza Hut's first-quarter core operating profit to be down nearly 15%.</li><li>According to Placer.ai, overall visits to Taco Bell rose 3% in December, and KFC’s visits fell 1.6%, while visits to Pizza Hut declined 3.2%.</li></ul>Yum Brands' results failed to excite investors and retail traders, but focus has turned to the restaurant chain’s efforts to fend off its Pizza Hut chain, which has underperformed KFC and Taco Bell.On Wednesday, Yum Brands said it would close 250 underperforming Pizza Hut units in the first half of 2026. This is on the heels of the company initiating a formal review of strategic options for the Pizza Hut brand in November.<h2 class="st-heading-2">Pizza Hut Closure</h2>“To help set expectations on key Pizza Hut business metrics for 2026, from a unit standpoint, we expect strong gross openings globally, which are seasonally in the back half of the year,” CFO Ranjith Roy said.“In the first half, in the U.S., we expect approximately 250 targeted closures of underperforming units tied to the Hut Forward program, which will result in a decline in global Pizza Hut units in the first half,” he added.The company expects Pizza Hut's first-quarter core operating profit to be down nearly 15%, driven by one-time marketing support investments that will be recorded in franchise and property expenses.<h2 class="st-heading-2">The Crown Jewels Of Yum</h2>Pizza Hut has struggled over the past several quarters to keep up with competitors and drive demand as the overall restaurant category faces a consumer slowdown. However, as winners, KFC and Taco Bell have gained traffic through value meals and new menu options, helping attract customers.The company has opened new KFC and Taco Bell outlets, with more planned for the year. Taco Bell's same-store sales increased 7% during the first quarter, and KFC’s same-store sales rose 3% while Pizza Hut’s sales dipped 1%.According to Placer.ai, overall visits to Taco Bell rose 3% in December, and KFC’s visits fell 1.6%, while visits to Pizza Hut declined 3.2%. However, Taco Bell continues to stand out as the portfolio’s primary growth driver, with its promotional strategy and menu innovation serving as a model for the broader system and the quick-service restaurants space.<h2 class="st-heading-2">How Are Stocktwits Users Reacting?</h2>Retail sentiment on Yum Brands was in the ‘bullish’ territory compared to ‘extremely bearish’ a week ago, with message volumes at ‘high’ levels, according to data from Stocktwits.A user on Stocktwits <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/HeliumSigma/message/643919123">said</a> that KFC's international strength and Taco Bell's U.S. dominance are pillars.<stembedurl>https://www.stocktwits.com/HeliumSigma/message/643919123</stembedurl><a href="https://stocktwits.com/symbol/YUM">Shares of Yum Brands</a> gained nearly 11% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/sunrun-stock-is-shining-bright-as-ai-powered-power-demand-sparks-battery-boom/cZbmteCR4Nm">Sunrun Stock Is Shining Bright As AI-Powered Power Demand Sparks Battery Boom</a>

A general view of the closed Pizza Hut store on Queen Street on October 20, 2025 in Cardiff, Wales.

Pizza Hut Closures Signal Yum Brands' Bet On KFC, Taco Bell Growth

Yum Brands has seen KFC and Taco Bell as emerging winners, which have been able to gain traffic as efforts to offer value meals and coming out with new menu options have helped pull in customers.

Beauty products by e.l.f. cosmetics are seen on display at a Target store in Union Square on April 04, 2025 in New York, New York.

ELF Stock Jumps After-Hours: Retail Targets $100 Comeback After 3 Months

A post-earnings push, as well as better-than-expected results from larger rival Estee Lauder, could help ELF stock gain back its lost glory.

SSgA Active Trust - State Street Consumer Discretionary Select Sector SPDR ETF

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

What do you expect from $HOOD earnings on Tuesday?

XLY
Consumer Discretionary Select Sector SPDR Fund

Feed

News

Sentiment

Fundamentals

Info

Poll

Latest XLY News

XLYConsumer Discretionary Select Sector SPDR Fund