market share gains

Proficient Auto reported Q1 revenue down 1.6% to $93.7M despite 1.5% unit growth, with EBITDA halving to $4.5M. Company guides to improved Q2 margins of 8-10%.

$BUD surged 8.7% after Q1 2026 beat: $15.3B revenue (+12%), $0.97 EPS (+20.8%), growing volumes as industry shrinks.

Oscar Health added 1.4M members to 3.4M total while projecting $250-450M operating income on $18.7-19B 2026 revenue. Trading under 10x forward earnings despite 50% stock decline.

Progressive's earnings soared from $1 to nearly $20 per share since 2022, but softening market conditions and rising competition threaten sustainability of this exceptional growth run.

Caleres stock jumps 8.92% after Q4 earnings beat, driven by strong direct-to-consumer sales representing 74% of revenue. Company guides FY26 EPS of $1.35-$1.65.

BofA upgrades Walmart to Buy with $150 price target, citing strong market share gains among affluent consumers through improved delivery infrastructure and marketplace growth.

Constellation Brands stock falls 42% amid consumption concerns and weight loss drug competition, but maintains strong Mexican beer brands and trades at decade-low valuations.

Domino's stock jumped 4.09% on strong fiscal 2025 results: 776 new stores, 3.7% same-store sales growth, and 9.4% EPS increase. Company raised dividend 15%.

Nu Holdings and SoFi Technologies show strong user growth and revenue expansion, trading at premium valuations expected to compress as they continue scaling operations.

GN Store Nord scheduled March 2026 annual meeting. 2025 revenue declined 1% organically to DKK 16.8 billion, though Hearing division gained market share for fourth consecutive year.