Stay Ahead of Market & Policy Shifts

Financial & Policy Research Insights

Filters

Sector: Consumer

Weathering the Tariff Storm: Strategies for Investors in the Consumer Space

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 more
25 Years of Outperformance: How CFRA Delivers Alpha & Mitigates Risk

25 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 more
Lumber Tariff Threat: Adding to the Mounting Homebuilding Margin Risks

Lumber 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 more
2024 Market Outlook – Election Year Enthusiasm, Tech Views on AI and the Magnificent Seven

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 more
Broadline Retail Trends and Outlook

Broadline Retail Trends and Outlook

Fundamental, Video
Broadline retailers are at the forefront of the retail industry...
Read more
Scotts Has Commitment Issues

Scotts Has Commitment Issues

Forensic, Research
Scotts inventory risks may prevent them from Miracle-Growth...
Read more
A Tale of Two Drinks

A Tale of Two Drinks

Forensic, Research
We raise the concern that continued product shortages may result in revenue softness for SAM-US...
Read more
Pea Protein in the Inventory, More Than Nine Days Old

Pea Protein in the Inventory, More Than Nine Days Old

Forensic, Research
Mismatches between inventories and gross margins go "beyond" the norm...
Read more