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Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

SNAP is trending after a post-earnings sell-off, with the community actively debating whether strong quarterly results and a share buyback are overshadowed by persistent concerns about high stock-based compensation and dilution, amid long-term optimism for AI/AR innovations.

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, where strong profitability and a strategic shift towards prudent risk management were met with a severe market sell-off due to conservative revenue guidance and prevailing fintech sector weakness. The community is sharply divided, with many calling the stock oversold and deeply undervalued while others express frustration over management's outlook and perceived manipulation.

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

Luckin Coffee is trending as it opens its 30,000th store, including a new premium flagship, coinciding with rival Cotti Coffee reportedly ending its aggressive discount strategy. This development is driving community discussions around potential margin expansion and the company's significant undervaluation compared to competitors.

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 Holdings is plummeting after the abrupt departures of its CFO and general counsel amid an SEC accounting investigation, sparking intense community discussion on whether the severe market reaction presents a bargain opportunity or signals deeper issues akin to prior corporate collapses.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is seeing intense discussion around its pivotal role in the AI-nuclear nexus, fueled by its power development partnership with Meta and anticipated DOE plutonium awards, though persistent insider selling and its pre-revenue status are generating fierce debate and price swings.

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

Recent exchange listings and extensive utility enhancements for BankrCoin's AI-powered trading agents on the Base ecosystem are driving intense community discussion, with many anticipating significant price discovery despite lingering "pump and dump" concerns.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum Holdings is actively discussed after its latest earnings report, which saw an EPS beat but a revenue miss largely due to contract transitions and a government shutdown, leading to divided community sentiment with many investors calling the stock's decline an overreaction and a long-term buying opportunity given its substantial backlog in nuclear, space, and defense programs.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is trending following the FDA's Complete Response Letter for its RGX-121 gene therapy for Hunter syndrome, citing issues with trial design and the use of natural history controls. The community is now intensely discussing the severe financial impact on the company and potential ramifications for its other gene therapy programs and the broader sector.

Haverty Furniture Cos., Inc. engages in the retail of residential furniture and accessories. Its products are Tempur-Pedic, Serta, Stearns and Foster, Beautyrest, and Sealy. The company was founded by James Joseph Haverty in 1885 and is headquartered in Atlanta, GA.

Haverty Furniture Cos., Inc. - Ordinary Shares - Class A

Haverty Furniture (HVT.A) is trending following a notable price jump, sparking significant community excitement and discussion about potential profit opportunities.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

ROOT is trending amidst upcoming Q4 earnings and recent partnership announcements, including a new integration with Kikoff and strong speculation around a Hyundai white-label deal, which bulls believe will drive significant growth. However, persistent stock declines, perceived market manipulation by shorts and insiders, and community frustration with CEO Alex Timm's communication have created a highly polarized sentiment, despite the company's reported operational improvements and profitability.

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<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.”

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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.

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