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Influencers and social media trends have reignited the beauty industry in recent years. Sneakerheads and workout apparel enthusiasts unite under one mindset: performance over anything else. Historically, dollar stores have been key beneficiaries of trade-down behavior. T...
Macroeconomic headwinds, including declining consumer confidence and elevated energy prices, have been driving down BBY's stock price. Although we believe that these headwinds are temporary, due to the near-term uncertainty, there may be further downside risk ahead. Both BBY's val...
On the heels of a surprise 50-basis-point increase in the ECB’s target rate the FOMC will likely make good on another 75-basis-point increase in its target federal funds range. Governor Waller stated that he favored another 75-basis-point increase, as has St Louis Fed President...
The majority of consumers have lost a lot of purchasing power over the last year. For the average consumer, the reality is not shaped by how much the government tells them things cost, it’s shaped by their personal reality when they go shopping and pay their bills. Consumer...
The S&P 500 Index closed out the week ending July 22 with a gain of 2.57%. The index is also now trading above its 50-day moving average. Many other indexes are showing technical improvement as well and are trading above their 50-day moving averages. This is certainly a positive t...
Durables and apparel have the best value and quality scores in the sector. The most overvalued subsector is auto and components. VCR: an alternative to XLY. This monthly article series shows a dashboard with aggregate subsector metrics in Consumer Discretionary. It is al...
Carnival has incurred huge dilution, defined as share dilution, and a debt built up since the start of the pandemic. I feel as if this is not recognized by investors, as a reopening of the operations has not resulted in lower losses. Higher fuel and interest costs only add to the ...
Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s large equity selloff. Investors priced in most central bank tightening and seem more confident with the inflation outlook...
Last week, the Labor Department announced that its CPI rose 1.3% in June, higher than the economists’ consensus estimate of 1.1%. But core CPI, excluding food and energy, rose only 0.7% in June and just 5.9% in the past 12 months. The main reason for a higher CPI number is that...
Inflation puts pressure on the service sector as labor shortage and material prices increase costs. Restaurants have to raise prices and pass inflation on to the consumer. Darden Restaurants can take a differentiated approach to price increases, thanks to its diversified revenue a...