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Financial & Policy Research Insights
Sector: Consumer
Weathering the Tariff Storm: Strategies for Investors in the Consumer Space
Fundamental, Webinar
As tariffs loom, along with rising national debt, persistent inflation, and elevated interest...
Read more25 Years of Outperformance: How CFRA Delivers Alpha & Mitigates Risk
Case Study, Fundamental
Discover how CFRA’s proven research has consistently generated alpha, helped manage risk, and driven AUM growth for financial professionals.
Read moreLumber Tariff Threat: Adding to the Mounting Homebuilding Margin Risks
Fundamental, Video
In 2024, the U.S. imported $10.0 billion and exported $4.6 billion in forest products.
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...
Read moreBroadline Retail Trends and Outlook
Fundamental, Video
Broadline retailers are at the forefront of the retail industry...
Read moreScotts Has Commitment Issues
Forensic, Research
Scotts inventory risks may prevent them from Miracle-Growth...
Read moreA Tale of Two Drinks
Forensic, Research
We raise the concern that continued product shortages may result in revenue softness for SAM-US...
Read morePea Protein in the Inventory, More Than Nine Days Old
Forensic, Research
Mismatches between inventories and gross margins go "beyond" the norm...
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