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Airlines: Unit Costs have Airlines Screaming Mayday

Airlines: Unit Costs have Airlines Screaming Mayday

Research, Fundamental
Airlines continue to struggle as rising unit costs (fuel, labor and maintenance) impact the sector’s...
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European Grocery Retailers: Easing Threats from Discounters

European Grocery Retailers: Easing Threats from Discounters

Research, Fundamental
In the face of cost-of-living difficulties, European consumers have continued...
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Trucking: Mixed Reactions to Lower Diesel Prices

Trucking: Mixed Reactions to Lower Diesel Prices

Research, Fundamental
In 2022, diesel prices were extremely high at an average price of $4.98 per gallon.
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Lowry Mid-Week Commentary Week of October 11, 2023

Lowry Mid-Week Commentary Week of October 11, 2023

Research, Technical
Although we all like to classify the market in well-defined boxes, the usual names of...
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Lowry Weekly Sector Commentary-October 24, 2023

Lowry Weekly Sector Commentary-October 24, 2023

Research, Technical
The broad market has seen little change over the past few weeks...
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Heightened Headwinds

Heightened Headwinds

Research, Fundamental
After falling nearly 8% from July 31 through October 3, the S&P 500 attempted...
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Tech Software: The Roadmap to GenAI Adoption

Tech Software: The Roadmap to GenAI Adoption

Research, Fundamental
While generative AI (GenAI) has gained significant market attention, we believe demand for...
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Lowry Weekly Industry Group Commentary-October 19, 2023

Lowry Weekly Industry Group Commentary-October 19, 2023

Research, Technical
The emerging evidence of renewed Demand must be tempered by the continued...
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Amazon Q3 2023 Earnings Preview: Has AWS Growth Bottomed?

Amazon Q3 2023 Earnings Preview: Has AWS Growth Bottomed?

Research, Fundamental
Amazon.com (AMZN 131 ****) will report Q3 2023 results after the market closes on...
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Holiday Outlook: Apparel & Footwear Retail

Holiday Outlook: Apparel & Footwear Retail

Research, Fundamental
We expect apparel and footwear retailers to continue to see revenue growth...
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