Franchise Group Inc (FRG)
NASDAQ (NMS) NASDAQ (NMS) Primary 
Can Gilead's Efforts to Develop New Treatments Solidify HIV Franchise?
GILD's HIV franchise gains momentum with strong Biktarvy and Descovy demand, Yeztugo growth and a promising pipeline targeting long-term expansion.
Hemab Therapeutics: A Cash-Rich Coagulation Franchise With Multiple Clinical Catalysts
Hemab Therapeutics is building a differentiated coagulation franchise targeting underserved rare bleeding disorders with a prophylactic approach. COAG's robust cash position post-IPO funds operations into 2029, supporting multiple clinical catalysts across sutacimig, HMB-002, and preclinical HMB-003. Lead asset sutacimig shows strong Phase 2 efficacy and FDA-aligned Phase 3 dosing, while HMB-002 and HMB-003 broaden addressable markets.
Zenas BioPharma: Obexelimab Could Build An Autoimmune Franchise
Zenas BioPharma (ZBIO) is positioned as more than a rare-disease play, leveraging obexelimab's B-cell inhibition platform for multiple autoimmune indications. ZBIO's Phase 3 INDIGO trial validates obexelimab in IgG4-RD, showing 56% flare reduction and improved safety versus placebo, supporting a differentiated mechanism. With $718.5M cash and milestone access, ZBIO expects runway through Q2 2029, enabling launch prep and expansion into SLE and MS indications.
United Therapeutics: Trifecta Of 2026 Tyvaso Franchise Filings Makes It A Compelling Buy
United Therapeutics is rated a Buy, driven by robust core business growth and a promising late-stage pipeline. Management expects to exit 2027 with a $1 billion quarterly revenue run rate from currently approved products, providing a strong commercial base. Ralinepag and Nebulized Tyvaso in IPF are near-term pipeline catalysts, with multi-billion dollar peak sales potential if approved.
Arcos Dorados Provided Little Data On Its Franchise Agreement, The Name Is Not Attractive
Arcos Dorados' 4Q24 revenue declined due to FX headwinds, but comparable sales rose 1.7x inflation, indicating healthy demand despite macroeconomic challenges. Margins remain weak despite revenue growth, with EBITDA margin expanding only 40bps, highlighting high reinvestment needs and rising costs. The new Master Franchise Agreement with McDonald's lacks transparency, with key details on marketing and CAPEX requirements still undisclosed.
Warner Bros. Shuts Down Game Studios, Struggles To Revive DC and Harry Potter Franchise Success
Warner Bros. Discovery Inc WBD is shutting down three video-game studios and halting work on a Wonder Woman title to refocus on the games division on Harry Potter, Mortal Kombat, Game of Thrones, and DC Comics franchises to boost profitability.
Atour Lifestyle: An Undervalued, Rapidly Growing Hotel Franchise In China
Atour Lifestyle Holdings Limited is rapidly expanding its manachised hotel network in China. The company is also growing its branded retail sales, adding a new meaningful revenue stream. The manachising business model allows very high-margin revenues through franchising fees, compared to the business model of for example Marriott and Hilton. With rapid revenue growth prospects and potential for margin expansion, Atour's ATAT ADS remains attractively valued. I estimate 58% upside to a fair value of $43.1.
GE HealthCare Stock Gains After Jefferies Analysts Name It 'Franchise Pick'
GE HealthCare Technologies (GEHC) shares gained Wednesday after Jefferies analysts called the stock a “franchise pick” and made a bullish case for the company's diagnostic imaging business.
Gilead Sciences: 2025 Preview, A Buy Thanks To Thriving HIV Franchise
Gilead's stock is rated a "buy" due to its thriving HIV business, promising oncology pipeline, and potential for long-term growth despite some volatility. The company's Q3 earnings show strong performance in HIV treatments, with Biktarvy leading and new regimens expected by 2030, and upgraded 2024 guidance for >$28bn revenues, EPS of >$4. Liver disease and oncology divisions have slightly underperformed but show potential for growth, especially with new acquisitions and upcoming drug approvals.
Report: Franchise Group Paid $5.7 Million in Bonuses Before Bankruptcy
Franchise Group, owner of retailers like Vitamin Shoppe, started off this week by declaring bankruptcy. But as the company was collapsing, it paid insiders $5.75 million in bonuses to keep them in their jobs, Bloomberg News reported Thursday (Nov. 7).
Vitamin Shoppe Owner Franchise Group Inc. Files For Chapter 11
Vitamin Shoppe owner Franchise Group Inc. has filed for Chapter 11 bankruptcy protection after racking up months of losses and with background troubles dogging its Los Angeles-based backer B. Riley Financial Inc.
The Vitamin Shoppe Embraces Digital Transformation for Enhanced Customer Journeys
The Vitamin Shoppe is strategically striving to elevate its customer experience, using tech to create a more personal omnichannel shopping experience that the company hopes will strengthen consumer loyalties.
