Insights
Access our latest insights & resources
Sector: Consumer
Real Estate/REITs: The Power of Sub-Industry Selection
Fundamental, Video
Investors can find attractive investment opportunities in the Real Estate Investment Trust..
Read more
Automotive: Capital Return Standouts Present Long-Term Investment Opportunity
Fundamental, Research
A handful of companies in the automotive industry stand out...
Read more
Broadline Retail Trends and Outlook
Fundamental, Video
Broadline retailers are at the forefront of the retail industry...
Read more
Amazon Q2 2023 Earnings Preview: E-Commerce Efficiencies and Generative AI
Fundamental, Research
Amazon.com (AMZN 131 ****) will soon report Q2 2023 results.
Read more
CAVA-lanche: Snowballing Growth at a High Price – Initiate at Hold
Fundamental, Research
We initiate STARS coverage on CAVA Group, Inc. (CAVA)...
Read more
Homebuilders: Gauging the Wind Under the Speculative Build Strategy
Fundamental, Research
Despite high home prices, elevated interest rates, and low...
Read more
Walmart Isn’t Happy with Packaged Food Companies
Fundamental, Research
Walmart has recently voiced its concern over...
Read more
European Coca-Cola Bottlers: Similar, but Different
Fundamental, Research
Despite being two of the largest European independent bottling partners...
Read more
THEME-atic Parks: Priced for Fun?
Fundamental, Research
Theme Parks enjoyed record years across many financial metrics in 2022...
Read moreAutomobiles: Auto Sales Slump Could Be Precursor to Production Cuts
Fundamental, Research
Last year, U.S. new vehicle sales hit their lowest level since 2011...
Read more