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Sector: Consumer
State of Apparel Retail
Fundamental, Research
Off-price retail continues to perform well in this environment where...
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Autos: Why Aren’t U.S. Consumers Sold on EVs?
Fundamental, Research, Video
In 2023, sales of electric vehicles (EVs) in the US increased by...
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Amazon Q4 2023 Earnings Preview: Strong Sales and More Efficiencies
Fundamental, Research
Amazon.com (AMZN) will announce Q4 2023 results on Feb 1, 2024.
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Movies & Entertainment: Prisoner’s Dilemma
Fundamental, Research
The shift from traditional networks to video streaming has been risky...
Read moreHoliday Sales Expectations for Retailers (ex. Auto)
Fundamental, Research
During the holiday season, e-commerce or non-store retail...
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European Maritime Logistics: Overcapacity and Subdued Demand Sink Freight Rates
Fundamental, Research
Maritime logistics are grappling with a new reality characterized by plummeting market freight...
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Consumer Staples: Risks From Anti-Obesity Medications Likely Overblown
Fundamental, Research
Anti-obesity medications (AOMs), including glucagon-like peptide-1 (GLP-1) agonists...
Read moreAmazon: $7+ EPS by 2025 Could Be the Next Catalyst
Fundamental, Research
Wall Street has historically valued AMZN shares using nontraditional relative valuation metrics.
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Hong Kong Investment Property: Retail Is a Bright Spot Amid Dismal Office
Fundamental, Research
Hong Kong’s tourist arrivals and retail sales have picked up since...
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APAC Tobacco: Limited Contributions from Reduced-Risk Products
Fundamental, Research
Despite increased adoption of reduced-risk products (RRPs) since 2014...
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