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Walmart Isn’t Happy with Packaged Food Companies

Walmart 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

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?

THEME-atic Parks: Priced for Fun?

Fundamental, Research
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

Automobiles: Auto Sales Slump Could Be Precursor to Production Cuts

Fundamental, Research
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

Club Stores: Prepare for a New Era of Expansion

Fundamental, Research
Sam’s Club, Costco, and BJ’s Wholesale are ramping up the pace of new club..
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Club Stores: Prepare for a New Era of Expansion

Club Stores: Prepare for a New Era of Expansion

Fundamental, Video
Warehouse club stores see 6% compounded annual growth rate since 2007...
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Automobiles: Weak EV Production Rates Suggest Bumpy Road Ahead

Automobiles: Weak EV Production Rates Suggest Bumpy Road Ahead

Fundamental, Research
Bumpy road ahead for U.S. electric vehicles...
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EMEA Luxury Goods: A Play for Recessionary Times

EMEA Luxury Goods: A Play for Recessionary Times

Fundamental, Research
EMEA luxury goods present opportunity in face of potential global recession...
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Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery

Packaged Foods: 2023 Brings Tough Revenue Comps, but with Margin Recovery

Fundamental, Research
Packaged food companies to begin lapping price increased implemented over last year...
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Tesla: Looking Past the Noise

Tesla: Looking Past the Noise

Fundamental, Video
Analyst Garrett Nelson discusses recent developments surrounding TSLA...
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