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The Street may be overestimating this fast-food name…
Earlier this week I was running a little early to […]
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4 Opportunities in Fitness
It’s officially pool-season. And time to check-in to see how […]
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$PLNT
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$PTON
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F45 Training Holdings
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FXLV
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Peloton
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planet fitness
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XPOF
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Xponential Fitness
Celsius (CELH): An Unlikely Winner Hiding in Plain Sight
Even though the Kentucky Derby is in the rear-view mirror, […]
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Was Home Depot (HD) the Canary in the Coalmine?
Scrolling through my news feed, you’d think the world could […]
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$AMZN
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amazon
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Weekly Preview: ONON, TGT, WMT, and a SUPERCYCLE?
I cannot force myself to write about something as boring […]
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$TGT
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HD
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ONON
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Target
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UPST
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walmart
BIG earnings wins on NFLX and SBUX
A month ago, Landon, Megan and I made some bold […]
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$NFLX
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netflix
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ONON
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Starbucks
TSLA has a giant target on its back
I’ve seen first-hand what can happen when a truly great […]
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Tesla
This Stock is a Rising Star $SFM
Premium resilience applies to consumer staples too… Luxury clothing, jewelry, […]
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SFM
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Sprouts
Can travel demand stay hot?
Did you get out of town in the last quarter? […]
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$ABNB
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Airbnb
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The Street may be overestimating this fast-food name…
May 19, 2023
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Consumer Insights
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Daily Drop
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Featured
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Partner Posts
WEN
,
Wendy's
4 Opportunities in Fitness
May 18, 2023
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Consumer Insights
,
Daily Drop
,
Featured
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Partner Posts
$PLNT
,
$PTON
,
F45 Training Holdings
,
FXLV
,
Peloton
,
planet fitness
,
XPOF
,
Xponential Fitness
Celsius (CELH): An Unlikely Winner Hiding in Plain Sight
May 17, 2023
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Consumer Insights
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CELH
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Celsius
Was Home Depot (HD) the Canary in the Coalmine?
May 16, 2023
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Daily Drop
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$AMZN
,
$HD
,
$LOW
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$TGT
,
$WMT
,
amazon
,
COST
,
Costco
,
Home Depot
,
Lowe's
,
Target
,
walmart
Weekly Preview: ONON, TGT, WMT, and a SUPERCYCLE?
May 15, 2023
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$TGT
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$WMT
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Commodities
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GSCI
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HD
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Home Depot
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ON Running
,
ONON
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Target
,
UPST
,
Upstart Holdings
,
walmart
BIG earnings wins on NFLX and SBUX
May 12, 2023
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$NFLX
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$SBUX
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netflix
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ON Running
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ONON
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Starbucks
TSLA has a giant target on its back
May 11, 2023
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$TSLA
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Tesla
This Stock is a Rising Star $SFM
May 10, 2023
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SFM
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Sprouts
Can travel demand stay hot?
May 9, 2023
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$ABNB
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Airbnb
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