Grégoire Legrand

W.R. Berkley Corporation : An insurance family group

W.R. Berkley Corporation operates as a commercial lines property and casualty insurance holding company, operating in 87 countries. Founded in 1967 and headquartered in Greenwich, Connecticut, the group has established itself among the largest commercial lines writers in the United States.

July 03, 2025 at 03:03 am

Darden Restaurants, Inc. : A portfolio of iconic restaurant brands

Darden Restaurants operates as one of the world's largest full-service restaurant company with 195,000 employees and 420+ million annual guest. The company owns and operates more than 2,100 Olive Garden, LongHorn Steakhouse, Yard House, Ruth's Chris Steak House, Cheddar's Scratch Kitchen, The Capital Grille, Chuy's, Seasons 52, Eddie V's and Bahama Breeze restaurants. Let’s take a closer look.

June 27, 2025 at 04:54 am

NVent Electric plc : Powering Electrification

Spun off from Pentair plc in 2018, nVent Electric plc operates as a global provider of electrical connection and protection solutions, headquartered in London with primary operational management based in Minneapolis, Minnesota. Today, the group is moving to a more focused, higher growth electrical connection and protection company after significant portfolio optimization in recent years and strategic acquisitions. Let’s take a closer look.

June 25, 2025 at 06:19 am

Pentair's Resilient Business Model

Pentair operates as a diversified water technology company that provides sustainable solutions for water movement, improvement, and enjoyment across residential, commercial, and industrial applications. Established in 1966 and headquartered in London, United Kingdom, the company maintains operational centers in Minneapolis, Minnesota. Let’s take a closer look.

June 23, 2025 at 03:21 am

Luckin Coffee Inc. : China's coffee best in kind

Founded in 2017, Luckin Coffee burst onto the Chinese market with a tech-first, cashless model and an aggressive expansion strategy that helped it surpass Starbucks in store count within two years. But its rapid rise was marred by a massive accounting scandal, leading to the firing of CEO Jenny Qian and COO Jian Liu, and a delisting from the Nasdaq in 2020. Rather than collapse, the company pivoted: viral product innovation, ultra-low prices, and a hyper-efficient digital experience. Backed by Centurium Capital since 2022, Luckin has continued to scale, launching hits like its baijiu-infused latte and rolling out a flood of new products while maintaining a low-cost, tech-enabled model. Let’s take a closer look.

June 19, 2025 at 03:23 am

Eaton Corporation plc : Bet on the energy transition

Founded in 1911, Eaton has grown from a truck axle manufacturer into a diversified global power management company serving customers in over 170 countries with 92K+ employees. Over the decades, the company has strategically transformed its portfolio— today expanding into high-margin electrical and aerospace systems that support critical infrastructure across commercial, industrial, and defense markets. Let’s take a closer look.

June 16, 2025 at 09:56 am

Cardinal Health, Inc. : Giant of Pharma Distribution

Formed in 1979 in Ohio, Cardinal Health is a US-based healthcare services and distribution company that operates primarily through two business segments: Pharmaceutical and Specialty Solutions (Pharma), and Global Medical Products and Distribution (GPMD). The company delivers branded and generic pharmaceutical products, medical and surgical supplies, and a range of value-added services to hospitals, pharmacies, and healthcare providers for which the company’s business model is based on high-volume and low-margin distribution. Let’s take a closer look.

June 12, 2025 at 05:50 am

MasTec, Inc. : Momentum in the infrastructure sector

Founded in 1929 and headquartered in Coral Gables, MasTec operates as a leading North American specialty contractor within the infrastructure sector, providing engineering, building, installation, and maintenance services for communications companies, utilities and governments throughout the United States. With 33,000 employees and 780 locations, the company is today in the top five contractors within Engineering News-Record’s Top 400 Contractors.

June 09, 2025 at 01:46 am

Trimble, Inc. : A system that renews itself

Founded in 1978, Trimble has the ambition of offering products and services connecting the physical and digital worlds. It specializes in precision positioning, modeling, connectivity, and data analytics solutions across construction, geospatial, agriculture, and transportation sectors. Let’s take a closer look.

June 04, 2025 at 01:40 am

Arlo Technologies, Inc. : Protect What’s Yours

Founded in 2018 and headquartered in Carlsbad, California, Arlo Technologies operates in the global smart security market. The company designs and sells advanced security products, including Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras, and integrated home security systems, and also offers subscription-based services - Arlo Secure, Total Security, Safe, and SmartCloud. With operations across the Americas, EMEA, and APAC, and strong market positions in the U.S. and Spain, Arlo serves a broad range of customers spanning residential, commercial, construction, and public safety sectors.

June 04, 2025 at 01:40 am

NV5 Global, Inc. : An infrastructure consultant experts in acquisitions

NV5 Global operates as a provider of consulting solutions to public and private sector clients in the infrastructure, utility services, construction, real estate, environmental, and geospatial markets, operating nationwide and abroad to various clients including the US Federal, state and local governments, and the private sector. On May 15th, Acuren and NV5 merged, creating a $2 billion combined revenue TICC and engineering services company. NV5 has established itself within the Architecture, Engineering, and Consulting (AEC) sector through an aggressive acquisition-based growth strategy.

June 02, 2025 at 04:15 am

Tariffs come and go

Fridays are usually a bit lighter in this column, but not today—there’s simply too much going on. Political, economic, and legal uncertainty continues to fuel market tension. This morning, we’re taking a closer look at the legal back-and-forth in the U.S. over tariffs, the latest round of corporate earnings, and the key developments to watch heading into the weekend.

May 30, 2025 at 09:17 am

Analyst recommendations: AbbVie, Emerson Electric, Marriott International, Zscaler, and Monster Beverage…

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 30, 2025 at 08:45 am

Nvidia takes off, Trump under scrutiny

Today is a public holiday in several European countries for Ascension Day, but markets remain open in most places, with the exception of Switzerland and a few others. The session will be marked by a court ruling—unsurprising but symbolically significant—and by Nvidia’s strong earnings, which highlight the company’s exceptional momentum despite export restrictions to China. Meanwhile, Washington continues tightening its economic grip on Beijing, which is unlikely to respond passively.

May 29, 2025 at 08:47 am

Nvidia, Salesforce, HP, Chipotle Mexican Grill, MongoDB...

Every morning, find a selection of analysts' recommendations covering North America. The list only includes companies that have been the subject of a change of opinion or price target, or of a new coverage. It may be updated during the session. This information can be used to shed light on movements in certain stocks or on market sentiment towards a company.

May 29, 2025 at 08:40 am

Corteva, Inc. : Focusing on tomorrow's food

Corteva specializes in the manufacture and marketing of agricultural and phytosanitary products: Seed and Crop Protection. It emerged as an independent agricultural company following the 2019 separation of DowDuPont into three distinct entities. Headquartered in Indianapolis, Indiana, Corteva operates globally across more than 110 countries, employing approximately 22,000 individuals.

May 26, 2025 at 03:02 am

Acushnet Holdings Corp. : The art of the perfect swing

Founded in Acushnet, Massachusetts in 1910 and gold business established in 1932, Acushnet Holdings is the leader of performance-driven golf products. The company maintains a portfolio of industry-leading brands including Titleist, FootJoy, Vokey Design, Scotty Cameron, Pinnacle and KJUS. Targeting dedicated golfers who are the cornerstone of the worldwide golf industry, the group aims to be the best golf company in the world.

May 22, 2025 at 01:37 am

Sonic Automotive, Inc. : Shifting Gears in a Tight Market

Sonic Automotive founded in 1997 and headquartered in Charlotte, North Carolina, is the fifth largest automotive retailer in the US, based on revenue. The company currently operates approximately 140 dealership franchises across 23 states, representing 25 different automotive brands ranging from mass-market to luxury segments. The automobile industry is struggling and used car prices jump to highest level since 2023 as auto tariffs squeeze consumers. Let’s get a closer look.

May 14, 2025 at 09:44 am

Dole plc : Leader in Fruit Production

Dole plc is the world’s leading fresh produce provider operating out of 30 countries. Formed through the merger of Dole Food Company and Total Produce in July 2021, the group has significant operational facilities across North America, Latin America, Europe, and Asia. With approximately 35,000+ employees worldwide, it operates through a vertically integrated structure that encompasses farming, sourcing, processing, shipping, and marketing of fresh fruits and vegetables.

May 08, 2025 at 10:47 am

Loar Holdings: A defense player aiming for a spot among the big players

Loar Group is a specialized manufacturer of highly engineered aerospace components and systems, primarily servicing commercial aviation, defense, and space sectors. Founded in 2011 through the consolidation of several aerospace component manufacturers, Loar Group has established a significant presence in the aerospace supply chain. The company maintains operations across North America, Asia and Europe. Loar Group operates through a portfolio of specialized subsidiaries that each focus on specific aerospace component categories.

May 05, 2025 at 03:11 pm

A month of zero gains on the stock market in April?

Donald Trump hasn’t changed his style, but he knows when to back off once his supporters start to frown. As a result, markets have (almost) regained their composure after a volatile month of April. The stock market seems increasingly driven by emotion. Monday’s news is dominated by a relative easing in Sino-US relations, an unexpected new tariff, Warren Buffett’s retirement, the sharp fall in oil prices, and the countdown to the Fed’s interest rate decision on Wednesday.

May 05, 2025 at 09:18 am