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Sector: Consumer
Automobiles: Weak EV Production Rates Suggest Bumpy Road Ahead
Research, Fundamental
Bumpy road ahead for U.S. electric vehicles...
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EMEA Luxury Goods: A Play for Recessionary Times
Research, Fundamental
EMEA luxury goods present opportunity in face of potential global recession...
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Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery
Research, Fundamental
Packaged food companies to begin lapping price increased implemented over last year...
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Tesla: Looking Past the Noise
Video, Fundamental
Analyst Garrett Nelson discusses recent developments surrounding TSLA...
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European Equities: Putin Risk in Perspective
Video, Fundamental
European equities sell-off sparked by Russian invasion of Ukraine...
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Scotts Has Commitment Issues
Research, Forensic
Scotts inventory risks may prevent them from Miracle-Growth...
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A Tale of Two Drinks
Research, Forensic
We raise the concern that continued product shortages may result in revenue softness for SAM-US...
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Pea Protein in the Inventory, More Than Nine Days Old
Research, Forensic
Mismatches between inventories and gross margins go "beyond" the norm...
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