Insights
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Sector: Consumer
Broadline Retail Trends and Outlook
Video, Fundamental
Broadline retailers are at the forefront of the retail industry...
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Amazon Q2 2023 Earnings Preview: E-Commerce Efficiencies and Generative AI
Research, Fundamental
Amazon.com (AMZN 131 ****) will soon report Q2 2023 results.
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CAVA-lanche: Snowballing Growth at a High Price – Initiate at Hold
Research, Fundamental
We initiate STARS coverage on CAVA Group, Inc. (CAVA)...
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Homebuilders: Gauging the Wind Under the Speculative Build Strategy
Research, Fundamental
Despite high home prices, elevated interest rates, and low...
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Walmart Isn’t Happy with Packaged Food Companies
Research, Fundamental
Walmart has recently voiced its concern over...
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European Coca-Cola Bottlers: Similar, but Different
Research, Fundamental
Despite being two of the largest European independent bottling partners...
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THEME-atic Parks: Priced for Fun?
Research, Fundamental
Theme Parks enjoyed record years across many financial metrics in 2022...
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Automobiles: Auto Sales Slump Could Be Precursor to Production Cuts
Research, Fundamental
Last year, U.S. new vehicle sales hit their lowest level since 2011...
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Club Stores: Prepare for a New Era of Expansion
Research, Fundamental
Sam’s Club, Costco, and BJ’s Wholesale are ramping up the pace of new club..
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Video, Fundamental
Warehouse club stores see 6% compounded annual growth rate since 2007...
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