Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
Sector: Consumer
U.S. Automakers Regain Market Share as EV Challenges Grow
Fundamental, Research, Video
U.S. automakers are regaining dominance over smaller firms and EV startups.
Read moreChina’s Solar Chain: Why Overcapacity Still Threatens Profitability in 2025
Fundamental, Research
CFRA’s thematic research reveals why China’s solar overcapacity problem remains unresolved and what it means for Tongwei, JA Solar, LONGi, and TCL Zhonghuan.
Read moreWalmart’s E-Commerce Profit Breakthrough: What It Means for Retail’s Future
Fundamental, Research
Discover how Wal-Mart reshaping margins, competition, and the digital retail landscape.
Read moreU.S. Railroads Staying on Track: 2025 Outlook Amid Tariffs & AI Disruption
Fundamental, Research
Despite macro uncertainty, U.S. railroad volumes are climbing—discover which operators are poised to benefit most in 2025 and beyond.
Read moreIs the U.S. Job Market Signaling Trouble Ahead?
Fundamental, Research
This exclusive CFRA report provides timely macroeconomic insights into the real health of the U.S. economy.
Read moreNo-Alcohol Beverages Fuel Surprising Growth in the Beverage Industry
Fundamental, Research
This report delivers data-backed, actionable insights into the shifting dynamics of the pizza QSR market.
Read moreHow Papa John’s Is Reclaiming Market Share in the $40B U.S. Pizza War
Fundamental, Research
This report delivers data-backed, actionable insights into the shifting dynamics of the pizza QSR market.
Read moreEuropean Logistics Outlook: Key Risks and Catalysts for DHL, DSV & KNIN
Fundamental, Research
This report provides a comprehensive breakdown of trade dynamics, political developments, and company-specific factors shaping the future of the logistics sector.
Read moreU.S.-China Trade Deal: Winners, Losers & Inflation Risks for Retail
Fundamental, Research
Temporary tariff cuts ease pressure on U.S. retailers, but inflation and supply chain challenges remain.
Read moreAutomakers Winning and Losing Market Share in 2025
Fundamental, Research
This report reveals the automakers gaining ground in global markets and those at risk of falling further behind, with implications for long-term performance and equity positioning.
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