Insights
Access our latest insights & resources
Sector: Consumer
Instacart: Navigating Slower Growth and Crowded Aisles
Fundamental, Video
We initiate STARS coverage on shares of Maplebear Inc. (commonly known as “Instacart”)
Read more
Beverages: Have Price Increases Finally Reached the Point of Demand Destruction?
Fundamental, Research
Read more
Winners & Losers from the UAW Strike
Fundamental, Research, Video
As of September 25, approximately 13% of the United Auto Workers’ (UAW) membership...
Read more
China’s Airlines: Promising Turnaround Clarity
Fundamental, Research
Backed by pent-up domestic and inbound travel demand following the country’s full reopening...
Read more
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...
Read more
Homebuilding Outlook: Analyzing the Path to Growth
Fundamental, Research
The S&P Composite 1500 Homebuilding sub-industry has seen a year-to-date increase...
Read more
Pressure Persists
Fundamental, Research
September has been challenging for the stock markets due to rising...
Read more
Automobiles: Buckle Up for a Potentially Lengthy UAW Strike
Fundamental, Research
Given the apparent lack of progress in labor negotiations between the United Auto Workers (UAW) and...
Read more
Target and Walmart Earnings Recap
Fundamental, Video
As we head into the seasonally strong period for retailers and prepare for key shopping...
Read more