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Sector: Consumer

Automotive: Capital Return Standouts Present Long-Term Investment Opportunity

Automotive: Capital Return Standouts Present Long-Term Investment Opportunity

Fundamental, Research
A handful of companies in the automotive industry stand out...
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Broadline Retail Trends and Outlook

Broadline Retail Trends and Outlook

Fundamental, Video
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

Amazon Q2 2023 Earnings Preview: E-Commerce Efficiencies and Generative AI

Fundamental, Research
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

CAVA-lanche: Snowballing Growth at a High Price – Initiate at Hold

Fundamental, Research
We initiate STARS coverage on CAVA Group, Inc. (CAVA)...
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Homebuilders: Gauging the Wind Under the Speculative Build Strategy

Homebuilders: Gauging the Wind Under the Speculative Build Strategy

Fundamental, Research
Despite high home prices, elevated interest rates, and low...
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Walmart Isn’t Happy with Packaged Food Companies

Walmart Isn’t Happy with Packaged Food Companies

Fundamental, Research
Walmart has recently voiced its concern over...
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European Coca-Cola Bottlers: Similar, but Different

European Coca-Cola Bottlers: Similar, but Different

Fundamental, Research
Despite being two of the largest European independent bottling partners...
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THEME-atic Parks: Priced for Fun?

THEME-atic Parks: Priced for Fun?

Fundamental, Research
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

Automobiles: Auto Sales Slump Could Be Precursor to Production Cuts

Fundamental, Research
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

Club Stores: Prepare for a New Era of Expansion

Fundamental, Research
Sam’s Club, Costco, and BJ’s Wholesale are ramping up the pace of new club..
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