-- 月曜日の取引開始前、消費関連株は下落し、ステート・ストリート・コンシューマー・ステープルズ・セレクト・セクターSPDR ETF(XLP)は0.2%、ステート・ストリート・コンシューマー・ディスクレショナリー・セレクト・セクターSPDR ETF(XLY)は0.5%それぞれ下落した。 ルルレモン・アスレティカ(LULU)は、メキシコでeコマースプラットフォームを立ち上げたと発表した。ルルレモン・アスレティカの株価は、取引開始前で0.5%下落した。 イングルズ・マーケッツ(IMKTA)の株主は、議決権行使助言会社のインスティテューショナル・シェアホルダー・サービシズ、グラス・ルイス、イーガン・ジョーンズ・レーティングスから、アクティビスト投資家サマー・ロードが推薦するロリー・ヘルド氏の2026年年次株主総会での取締役選任を支持するよう求められている。サマー・ロードが発表した声明によると、イングルズ・マーケッツの株価は、取引開始前で約2%上昇した。 LCIインダストリーズ(LCII)とパトリック・インダストリーズ(PATK)は、事業統合の可能性について協議中であることを明らかにした。パトリック・インダストリーズの株価は、取引開始前に2%以上上昇した。
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Market Chatter: Rivian's Illinois Factory Hit by Tornado; No Injuries Reported
Rivian Automotive's (RIVN) factory in central Illinois was damaged by a tornado over the weekend, CNBC reported Monday, citing an internal message from CEO RJ Scaringe to employees Sunday night.The tornado struck an area used for parts storage for Rivian's R2 electric vehicle, which is expected to go on sale this spring, the report said.No injuries were reported, and operations in the damaged area are expected to resume this week, the report said.Rivian did not immediately respond to a request for comment by.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $16.86, Change: $-0.38, Percent Change: -2.18%
Home Sellers Outnumber Buyers by Near-Record Percentage, Redfin Says
US home sellers outnumbered buyers by a near-record percentage in March, a survey by Redfin showed Monday.Home sellers exceeded buyers by an estimated 43% last month, compared with the largest gap on record of just above 45% in December, according to the online real estate brokerage. The March tally increased from 28% a year earlier.There were about 1.39 million homebuyers in the market in March, little changed from a month ago and down 10% year-over-year, Redfin data showed. The number of sellers slipped slightly sequentially and annually, at nearly 2 million."Home sellers have been retreating in part due to lackluster demand from buyers," the Redfin report said. "Some sellers are delisting after watching their homes sit on the market, while others are choosing not to list at all after seeing nearby homes sell for below the asking price."In March, 38 of 49 US metro areas tracked by Redfin were buyer's markets, compared with 29 a year ago.Miami, Nashville, Austin, Texas, San Antonio and Las Vegas had more than twice as many sellers as buyers, Redfin said."High property taxes, rising insurance costs and fears about job security are making homebuyers very selective," Barb Cooper, a Redfin Premier real estate agent, said. "The buyers who are in the market want turnkey homes in every sense, and they can afford to wait without compromising because we have tons of inventory."Pending home sales in the US posted the biggest drop in a year as the Middle East conflict and high costs dampened demand, Redfin said Thursday.US homebuilder confidence sank this month to the lowest since September amid economic uncertainty, as well as increasing building material costs and interest rates, the National Association of Home Builders and Wells Fargo said Wednesday.
Fifth Third Bancorp Positioned for Stable Growth Following Comerica Deal, RBC Says
Fifth Third Bancorp (FITB) is well positioned for "stable and profitable" growth under Chief Executive Tim Spence, with strong capital discipline and successful execution of its Comerica acquisition supporting long-term shareholder value, RBC Capital Markets said in a report emailed Monday.The deal closed without any "tangible book value dilution," the firm said, adding that the tangible book value per share grew 1.2% sequentially and 15% year-over-year to $22.88. The merger instantly vaulted Fifth Third past $300 billion in total assets, according to the note.While reported earnings per share of $0.15 were impacted by one-time merger-related charges, adjusted earnings of $0.83 per share reflected the "underlying earnings power" of the combined franchise, according to the report.Integration of the markets is reportedly tracking ahead of schedule, with a full "system conversion" slated for Labor Day weekend, the firm noted. The bank's management expects to realize $360 million in "net cost savings" in 2026, the report said, adding that the bank is seeing particularly strong momentum in Texas, where customer response rates have tripled those of legacy markets.RBC maintained an outperform rating on Fifth Third Bancorp with a price target of $57.Price: $50.90, Change: $+0.56, Percent Change: +1.11%