Commodity trends shifted in Q1, with deflation in grains but a spike in coffee prices. Restaurant stocks lag historic EPS multiples, and investors now eye April demand and potential tariff impacts.
Dine Brands has gotten torched over the last six months - since October 2024, its stock price has dropped 35.9% to $20.12 per share. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
Since April 2020, the S&P 500 has delivered a total return of 85%. But one standout stock has more than doubled the market - over the past five years, Sanmina has surged 191% to $76.72 per share. Its momentum hasn’t stopped as it’s also gained 12.5% in the last six months, beating the S&P by 21.4%.
Shareholders of Ingram Micro would probably like to forget the past six months even happened. The stock dropped 33.8% and now trades at $16.29. This was partly due to its softer quarterly results and might have investors contemplating their next move.
Lowe's has gotten torched over the last six months - since October 2024, its stock price has dropped 20% to $225.44 per share. This might have investors contemplating their next move.
Shareholders of American Woodmark would probably like to forget the past six months even happened. The stock dropped 38% and now trades at $58.36. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
While the broader market has struggled with the S&P 500 down 7.3% since October 2024, DocuSign has surged ahead as its stock price has climbed by 9.4% to $75.30 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Shareholders of Hudson Technologies would probably like to forget the past six months even happened. The stock dropped 30.5% and now trades at $5.49. This was partly due to its softer quarterly results and might have investors contemplating their next move.
Crown Holdings trades at $81.71 per share and has stayed right on track with the overall market, losing 11.9% over the last six months while the S&P 500 is down 9.9%. This may have investors wondering how to approach the situation.
Mondelez trades at $66.06 per share and has stayed right on track with the overall market, losing 6.5% over the last six months while the S&P 500 is down 9.8%. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.
Shareholders of Avnet would probably like to forget the past six months even happened. The stock dropped 20.3% and now trades at $43.86. This may have investors wondering how to approach the situation.
Shareholders of Teleflex would probably like to forget the past six months even happened. The stock dropped 45.4% and now trades at $128.98. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
General Motors trades at $44.26 per share and has moved almost in lockstep with the market over the last six months. The stock has lost 7.2% while the S&P 500 is down 7.7%. This may have investors wondering how to approach the situation.
3M has been treading water for the past six months, recording a small return of 2.2% while holding steady at $136.46. However, the stock is beating the S&P 500’s 7.7% decline during that period.
Over the last six months, Columbia Sportswear shares have sunk to $67.45, producing a disappointing 15.1% loss - worse than the S&P 500’s 7.7% drop. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
Wingstop’s stock price has taken a beating over the past six months, shedding 44.6% of its value and falling to $223 per share. This was partly due to its softer quarterly results and might have investors contemplating their next move.
Fresh Del Monte Produce has been treading water for the past six months, recording a small return of 0.8% while holding steady at $29.11. However, the stock is beating the S&P 500’s 13.6% decline during that period.
Shareholders of Hexcel would probably like to forget the past six months even happened. The stock has dropped 21.7% and now trades at a new 52-week low of $46.48. This was partly due to its softer quarterly results and might have investors contemplating their next move.
Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match.
The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.
Shyft has gotten torched over the last six months - since October 2024, its stock price has dropped 23.1% to $8.98 per share. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
Since April 2020, the S&P 500 has delivered a total return of 87%. But one standout stock has nearly doubled the market - over the past five years, Potbelly has surged 153% to $9.13 per share. Its momentum hasn’t stopped as it’s also gained 12% in the last six months thanks to its solid quarterly results, beating the S&P by 22.6%.
Organon has gotten torched over the last six months - since October 2024, its stock price has dropped 29.4% to a new 52-week low of $12.79 per share. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.
