Archives

Privia Health: Value-Based Care Lives Jump 19% To 1.65 Million As Adjusted EBITDA Rises 29%

By Amit Chowdhry ● Aug 9, 2026

Privia Health continued expanding its value-based care platform during the second quarter of 2026, with attributed lives increasing 19.2% year-over-year to approximately 1.647 million as its provider network and profitability also grew.

BCE: $1.3 Billion AI Data Center Spending Increase Supports 300 MW Bell AI Fabric Expansion

By Amit Chowdhry ● Aug 9, 2026

BCE is accelerating its artificial intelligence infrastructure strategy, with 2026 capital expenditures expected to increase by $1.3 billion from 2025 primarily because of the construction of Bell AI Fabric's 300 MW data center in Saskatchewan.

FS KKR Capital: $600 Million Support Plan Advances As Shares Are Repurchased Roughly 41% Below NAV

By Amit Chowdhry ● Aug 9, 2026

FS KKR Capital is executing a $600 million package of shareholder and balance-sheet initiatives involving KKR and FSK as the business development company works to improve portfolio quality and capitalize on a substantial discount between its share price and net asset value.

Diageo: $850 Million Savings Plan Follows $900 Million Restructuring Charges And $1.5 Billion Impairments

By Amit Chowdhry ● Aug 9, 2026

Diageo is undertaking a major operating overhaul expected to generate approximately $850 million of savings over two years beginning in fiscal 2027 after recording roughly $900 million of restructuring charges during fiscal 2026.

Americold: $310 Million Impairment Follows Customer Exit As EQT Venture Targets Balance Sheet Improvement From 7.3x Leverage

By Amit Chowdhry ● Aug 9, 2026

Americold Realty Trust recorded a $309.6 million impairment during the second quarter of 2026 after reaching a mutual agreement with a customer to wind down operations at facilities in Lancaster, Pennsylvania, and Plainville, Connecticut.

Arhaus: $37.8 Million Tariff Refund Arrives As Comparable Written Sales Jump 12.5%

By Amit Chowdhry ● Aug 9, 2026

Arhaus received $37.8 million of refunds for previously paid IEEPA tariffs as of August 6, along with another $1.3 million of interest, while underlying customer demand accelerated during the second quarter of 2026.

Leggett & Platt: Bedding Adjusted EBIT Nearly Triples To $37 Million Despite Low-Double-Digit Mattress Market Decline

By Amit Chowdhry ● Aug 9, 2026

Leggett & Platt's Bedding Products business delivered a significant profitability improvement during the second quarter of 2026 despite continued weakness across the U.S. mattress industry.

Millicom: Postpaid Subscribers Nearly Double To 16.5 Million As Acquisitions Transform Latin America Footprint

By Amit Chowdhry ● Aug 9, 2026

Millicom's subscriber base expanded dramatically during the first quarter of 2026 as acquisitions across Latin America transformed the scale of its mobile and fixed-network operations.

Restaurant Brands International: Burger King U.S. Comparable Sales Jump 8.5% As $700 Million Reclaim The Flame Plan Advances

By Amit Chowdhry ● Aug 9, 2026

Restaurant Brands International reported a significant acceleration at Burger King U.S. during the second quarter of 2026 as its multi-year Reclaim the Flame investment program continues reshaping the brand's restaurants, technology and marketing.