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Financial & Policy Research Insights
Sector: Consumer
European Grocery Retailers: Easing Threats from Discounters
Fundamental, Research
In the face of cost-of-living difficulties, European consumers have continued...
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Amazon Q3 2023 Earnings Preview: Has AWS Growth Bottomed?
Fundamental, Research
Amazon.com (AMZN 131 ****) will report Q3 2023 results after the market closes on...
Read moreHoliday Outlook: Apparel & Footwear Retail
Fundamental, Research
We expect apparel and footwear retailers to continue to see revenue growth...
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Instacart: Navigating Slower Growth and Crowded Aisles
Fundamental, Video
We initiate STARS coverage on shares of Maplebear Inc. (commonly known as “Instacart”)
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Beverages: Have Price Increases Finally Reached the Point of Demand Destruction?
Fundamental, Research
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Winners & Losers from the UAW Strike
Fundamental, Research, Video
As of September 25, approximately 13% of the United Auto Workers’ (UAW) membership...
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China’s Airlines: Promising Turnaround Clarity
Fundamental, Research
Backed by pent-up domestic and inbound travel demand following the country’s full reopening...
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Hikes & Strikes
Fundamental, Research
Investors faced challenges last week, including higher inflation reports...
Read moreAuto: UAW Launches Targeted Strike; What Next?
Fundamental, Research
At midnight, approximately 12,700 United Auto Workers (UAW) members went on strike...
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Homebuilding Outlook: Analyzing the Path to Growth
Fundamental, Research
The S&P Composite 1500 Homebuilding sub-industry has seen a year-to-date increase...
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