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Sector: Consumer
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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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
Fundamental, Research
Bumpy road ahead for U.S. electric vehicles...
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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
Fundamental, Research
Packaged food companies to begin lapping price increased implemented over last year...
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Tesla: Looking Past the Noise
Fundamental, Video
Analyst Garrett Nelson discusses recent developments surrounding TSLA...
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European Equities: Putin Risk in Perspective
Fundamental, Video
European equities sell-off sparked by Russian invasion of Ukraine...
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Scotts Has Commitment Issues
Forensic, Research
Scotts inventory risks may prevent them from Miracle-Growth...
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A Tale of Two Drinks
Forensic, Research
We raise the concern that continued product shortages may result in revenue softness for SAM-US...
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Pea Protein in the Inventory, More Than Nine Days Old
Forensic, Research
Mismatches between inventories and gross margins go "beyond" the norm...
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