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Sector: Consumer
European Consumer Packaged Food: Price Hike Matters
Fundamental, Research
Facing an exceptionally difficult operating environment due to disrupted supply chains...
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Real Estate/REITs: The Power of Sub-Industry Selection
Fundamental, Video
Investors can find attractive investment opportunities in the Real Estate Investment Trust..
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Automotive: Capital Return Standouts Present Long-Term Investment Opportunity
Fundamental, Research
A handful of companies in the automotive industry stand out...
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Broadline Retail Trends and Outlook
Fundamental, Video
Broadline retailers are at the forefront of the retail industry...
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Amazon Q2 2023 Earnings Preview: E-Commerce Efficiencies and Generative AI
Fundamental, Research
Amazon.com (AMZN 131 ****) will soon report Q2 2023 results.
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CAVA-lanche: Snowballing Growth at a High Price – Initiate at Hold
Fundamental, Research
We initiate STARS coverage on CAVA Group, Inc. (CAVA)...
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Homebuilders: Gauging the Wind Under the Speculative Build Strategy
Fundamental, Research
Despite high home prices, elevated interest rates, and low...
Read moreWalmart Isn’t Happy with Packaged Food Companies
Fundamental, Research
Walmart has recently voiced its concern over...
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European Coca-Cola Bottlers: Similar, but Different
Fundamental, Research
Despite being two of the largest European independent bottling partners...
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THEME-atic Parks: Priced for Fun?
Fundamental, Research
Theme Parks enjoyed record years across many financial metrics in 2022...
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