Stay Ahead of Market & Policy Shifts
Financial & Policy Research Insights
Sector: Consumer
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 more2023 Holiday Outlook and the U.S. Consumer
Fundamental, Webinar
As the holiday shopping season kicks off seemingly earlier each year...
Read moreAirlines: 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...
Read moreAmazon 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...
Read moreInstacart: Navigating Slower Growth and Crowded Aisles
Fundamental, Video
We initiate STARS coverage on shares of Maplebear Inc. (commonly known as “Instacart”)
Read moreBeverages: Have Price Increases Finally Reached the Point of Demand Destruction?
Fundamental, Research
Read moreWinners & Losers from the UAW Strike
Fundamental, Research, Video
As of September 25, approximately 13% of the United Auto Workers’ (UAW) membership...
Read moreChina’s Airlines: Promising Turnaround Clarity
Fundamental, Research
Backed by pent-up domestic and inbound travel demand following the country’s full reopening...
Read more