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Sector: Consumer
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
Video, Fundamental
Warehouse club stores see 6% compounded annual growth rate since 2007...
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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...
Read morePackaged 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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