Insights
Access our latest insights & resources
Sector: Consumer
Club Stores: Prepare for a New Era of Expansion
Fundamental, Video
Warehouse club stores see 6% compounded annual growth rate since 2007...
Read more
Automobiles: Weak EV Production Rates Suggest Bumpy Road Ahead
Fundamental, Research
Bumpy road ahead for U.S. electric vehicles...
Read more
EMEA Luxury Goods: A Play for Recessionary Times
Fundamental, Research
EMEA luxury goods present opportunity in face of potential global recession...
Read more
Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery
Fundamental, Research
Packaged food companies to begin lapping price increased implemented over last year...
Read more
Tesla: Looking Past the Noise
Fundamental, Video
Analyst Garrett Nelson discusses recent developments surrounding TSLA...
Read more
European Equities: Putin Risk in Perspective
Fundamental, Video
European equities sell-off sparked by Russian invasion of Ukraine...
Read more
Scotts Has Commitment Issues
Forensic, Research
Scotts inventory risks may prevent them from Miracle-Growth...
Read more
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
Forensic, Research
Mismatches between inventories and gross margins go "beyond" the norm...
Read more