Insights
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Sector: Consumer
APAC Tobacco: Limited Contributions from Reduced-Risk Products
Fundamental, Research
Despite increased adoption of reduced-risk products (RRPs) since 2014...
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Holiday Outlook – Apparel & Footwear Retail
Fundamental, Video
American consumers have shown remarkable resilience in 2023 despite the challenges...
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CFRA Asia Broadcast: 2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven
Fundamental, Webinar
The Presidential election year is nearly upon us. Since 1945, the S&P 500 has...
Read more2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven
Fundamental, Webinar
The Presidential election year is nearly upon us. Since 1945, the S&P 500 has...
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2023 Holiday Outlook and the U.S. Consumer
Fundamental, Webinar
As the holiday shopping season kicks off seemingly earlier each year...
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Airlines: Unit Costs have Airlines Screaming Mayday
Fundamental, Research
Airlines continue to struggle as rising unit costs (fuel, labor and maintenance) impact the sector’s...
Read moreEuropean Grocery Retailers: Easing Threats from Discounters
Fundamental, Research
In the face of cost-of-living difficulties, European consumers have continued...
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Amazon Q3 2023 Earnings Preview: Has AWS Growth Bottomed?
Fundamental, Research
Amazon.com (AMZN 131 ****) will report Q3 2023 results after the market closes on...
Read moreHoliday Outlook: Apparel & Footwear Retail
Fundamental, Research
We expect apparel and footwear retailers to continue to see revenue growth...
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Instacart: Navigating Slower Growth and Crowded Aisles
Fundamental, Video
We initiate STARS coverage on shares of Maplebear Inc. (commonly known as “Instacart”)
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