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- This Marketplace Is Making a Bold Move to Own the Future of Fashion Resale
This Marketplace Is Making a Bold Move to Own the Future of Fashion Resale
The race for younger shoppers is heating up.
With a strategic acquisition in social-driven resale, this e-commerce heavyweight is repositioning itself for the next era of online fashion.
Are you sitting pretty?
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An MIT-trained scientist has unlocked a virtually inexhaustible energy source, now drawing attention from the Trump administration.
According to the U.S. Department of Energy, it could power the world for billions of years.
That’s why big techs are racing to get involved.
Once operational, the fuel itself costs nothing.
Which is why early positioning — even small — could matter more than people expect.
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Healthcare
Can Medtronic Break Into a Market One Company Has Owned for Decades?
Medtronic's (NYSE: MDT) Hugo robotic surgery system just completed its first U.S. procedure, a prostatectomy performed at the Cleveland Clinic. The platform received FDA clearance in December and is now being installed at major hospitals across the country.
Hugo has been available in over 35 countries since receiving European approval in 2021. The U.S. was always the market that mattered most, and now it is live.
One Robot Has Owned This Space
A single company has dominated robotic soft tissue surgery for years. That level of market concentration is rare in medical devices, making it extremely difficult for competitors to break in.
Medtronic is one of the few companies with the resources, hospital relationships, and surgical business to mount a credible challenge. You do not enter this fight unless you believe the installed base is ready for a second option.
Start Narrow, Expand Fast
Hugo launches with a single urology indication. That is a small door into a massive room. Medtronic has already outlined plans to expand into gynecologic procedures, general surgery, and hernia repair.
The playbook is familiar. Prove the system works in one specialty, build surgeon trust, then unlock new procedures over time. If your read on Hugo stops at its current label, you are missing the platform's direction.
When a single company controls the market, hospitals have limited negotiating power over pricing, services, and upgrades. A credible second option changes that dynamic immediately.
MDT currently trades at $97 and pays a dividend of $2.84 per share, a yield of 2.92%.
Mining
Why a Machine Giant Paid $728 Million for a Data Company
Caterpillar Inc (NYSE: CAT) has completed its acquisition of RPMGlobal, an Australian company that builds data-driven software for the mining industry.
RPMGlobal helps mining operations plan, manage, and optimize performance across the entire value chain. This is Caterpillar moving beyond selling machines and into controlling the intelligence layer that runs the mine.
Iron Meets Algorithm
Caterpillar already dominates the heavy equipment side of mining. But modern mining runs on software as much as it does on steel. Planning, scheduling, fleet management, and efficiency tracking are all now on digital platforms.
RPMGlobal fills that gap perfectly. You can see the logic immediately. Sell the hardware and software together, and the customer has no reason to look elsewhere.
Stickier Than Steel
Equipment gets replaced on long cycles. Software gets embedded in daily operations and becomes almost impossible to rip out. That changes the customer relationship entirely.
Once a mine runs its planning and management through your platform, switching costs become enormous. Caterpillar just made itself harder to leave, not just harder to outbuild.
Mining is becoming more automated, more sensor-intensive, and increasingly dependent on real-time decisions. The companies that connect the physical and digital layers will define the next era of the industry.
A machine company is quietly becoming a platform company, and the mines that run on both will be very hard to pull away.
CAT currently trades at $763 and pays a dividend of $6.04 per share, a yield of 0.79%
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Logistics
FedEx Is Killing Its Old Identity and Rebuilding From the Inside
FedEx Corporation (NYSE: FDX) is restructuring everything under a single unified model called One FedEx. The company is shifting focus toward higher-margin business-to-business logistics and premium direct-to-consumer services.
At the same time, it is ending certain last-mile e-commerce subsidies and introducing new surcharges. FedEx is deciding what kind of company it wants to be next. The answer is leaner, pickier, and more profitable.
The Cheap Delivery Era Is Ending
For years, logistics companies subsidized e-commerce shipping to win volume. FedEx is now walking away from that race. New surcharges and the end of certain subsidies signal a company choosing margin over market share.
You feel this shift in how FedEx is repositioning itself. Instead of competing on the cheapest last-mile delivery, it is chasing the business contracts that pay better and stick longer.
One Network Changes Everything
Merging its separate operating units into a single system eliminates duplication, simplifies pricing, and gives enterprise clients a cleaner experience. That consolidation is what makes the rest of the strategy possible.
You can think of this as FedEx finally deciding that being everything to everyone was the old model. The new one is built around doing fewer things at a higher value.
FDX currently trades at $385 and pays a dividend of $5.80 per share, a yield of 1.51%
Dividend Stocks Worth Watching
The Kraft Heinz Company (NYSE: KHC) has named former Kellanova executive Nicolas Amaya as president of its North American business, its largest and most critical division.
The leadership change comes just weeks after new CEO Steve Cahillane paused plans to split the company, choosing instead to focus on fixing performance in its core portfolio. Amaya replaces Pedro Navio and will be tasked with executing a $600 million reinvestment plan to revive growth through stronger marketing, product improvements, and potential pricing adjustments.
If you’re an investor, this appointment is a positive development. It signals that Cahillane is moving quickly to reshape the leadership bench as part of a broader turnaround. With organic sales recently declining and further revenue pressure projected, the North America division will be central to whether Kraft Heinz can stabilize performance and rebuild momentum. KHC currently pays a 40-cent quarterly dividend, yielding 6.69%.
Bath & Body Works, Inc. (BBWI) has launched its first authorized storefront on Amazon, marking a notable shift for the mall-based fragrance and body care brand as it expands beyond its own stores and website.
The move makes a curated selection of its best-selling candles, soaps, and fragrances available to Prime members, with Bath & Body Works retaining control of inventory and pricing while leveraging Amazon's fulfillment network. CEO Daniel Heaf said the strategy is about "meeting customers where they already shop," reclaiming sales previously captured by third-party resellers and broadening access to new and lapsed buyers.
Rather than viewing Amazon purely as a competitor, Bath & Body Works is treating it as a logistics and distribution partner to extend reach, support its turnaround plan, and drive more consistent, profitable growth in an increasingly digital beauty market. BBWI pays a 20-cent dividend, yielding 3.31%.
eBay Inc. (NYSE: EBAY) has agreed to acquire Depop from Etsy for approximately $1.2 billion in cash, deepening its push into fast-growing fashion resale and younger consumer segments.
Depop, a mobile-first, community-driven marketplace focused on secondhand fashion, generated roughly $1 billion in gross merchandise sales in 2025 and has built a highly engaged user base, with nearly 90% of its buyers under 34. eBay sees the deal as a way to strengthen its consumer-to-consumer strategy, expand its reach among Gen Z and Millennials, and accelerate growth in one of its fastest-growing focus categories.
The transaction sharpens eBay’s strategic focus by doubling down on recommerce and demographic expansion. EBAY pays a 29-cent dividend, yielding 1.35%.
Dividend Increases
MLI has raised its dividend to 35 cents, an increase of 40.00%. Its new yield is 1.18%.
OXY has increased its dividend to 26 cents, a boost of 8.33%. Its new yield is 2.05%.
JXN has raised its dividend to 90 cents, a growth of 12.50%. Its new yield is 3.08%.
GRMN has lifted its dividend to 90 cents, a rise of 16.67%. Its new yield is 1.77%.
FPI has raised its dividend to 9 cents, an increase of 50.00%. Its new yield is 3.08%.
Dividend Decreases
UAN has reduced its dividend to 37 cents, a drop of 90.80%. Its new yield is 1.36%.
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KVUE’s ex-dividend date for the forthcoming 21-cent payment is 02/25/26.
HWM’s ex-dividend date for the forthcoming 12 -cent payment is 02/25/26.
LEVI’s ex-dividend date for the forthcoming 14 -cent payment is 02/25/26.
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Everything Else
Credit agency TransUnion says American consumer borrowing has spiked. It expects to see demand for unsecured personal loans, credit cards, and mortgages to continue in 2026.
Is Nike in trouble? The sportswear brand seems unable to stop rival New Balance in its path. The Boston-based rival has eaten up yet more market share with sales up 19% year-on-year, while Nike is mulling over how to stem losses in key markets.
Johnson & Johnson has secured Breakthrough Therapy Designation from the FDA for its subcutaneous amivantamab treatment.
Texas Roadhouse has marked its 33rd anniversary this week with a 4.2% increase in same-store sales and revenue of $5.8 billion, even as it continues to grapple with high beef costs.
That’s all for today’s edition of the Dividend Brief.
Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!
—Noah Zelvis
DividendBrief.com