This week, multiple consumer & retail-focused conferences will be held, and in this report, we highlight key participating companies. The nine names highlighted below are either Focus List-rated or industry leaders. We denote the following characteristics for these select names:
On August 13, Starbucks (SBUX) replaced CEO Laxman Narasimhan with Chipotle’s (CMG) CEO Brian Niccol. Starbucks’ stock, which has lagged since April 2023 and more sharply post-November 2023 on weak quarterly results, gapped up ~25% on 10.6x average daily volume on the news.
While technically, this looks like a potential character change for Starbucks, is this the right time to buy the stock? Using the O’Neil Methodology, we look at how Chipotle’s stock behaved when Niccol joined the company in 2018.
Attached is our monthly IPO Rewind report. This report identifies a select group of IPOs or spin-offs that have priced in the last two years, giving them time to digest any initial volatility. Our selected ideas display positive fundamental trends with strong top- and bottom-line consensus estimates, and IPO Rewind provides an efficient way to review these ideas that we believe warrant attention.
Attached is our monthly IPO Rewind report. This report identifies a select group of IPOs or spin-offs that have priced in the last two years, giving them time to digest any initial volatility. Our selected ideas display positive fundamental trends with strong top- and bottom-line consensus estimates, and IPO Rewind provides an efficient way to review these ideas that we believe warrant attention.
Attached is our monthly IPO Rewind report. This report identifies a select group of IPOs or spin-offs that have priced in the last two years, giving them time to digest any initial volatility. Our selected ideas display positive fundamental trends with strong top- and bottom-line consensus estimates, and IPO Rewind provides an efficient way to review these ideas that we believe warrant attention.
Attached is our monthly IPO Rewind report. This report identifies a select group of IPOs or spin-offs that have priced in the last two years, giving them time to digest any initial volatility. Our selected ideas display positive fundamental trends with strong top- and bottom-line consensus estimates, and IPO Rewind provides an efficient way to review these ideas that we believe warrant attention.
The pandemic drastically transformed some sectors directly and the supply chain issues caused by it led to a few sectors being impacted indirectly, but significantly. The $297B U.S. automotive aftermarket parts retail industry has been a benefactor of these indirect effects. It enjoys multiple tailwinds from changing consumer preferences in the U.S while also being aided by the macroeconomic conditions in the country. As customer confidence deteriorates, car payments keep surging and U.S. consumers continue with pickup trucks as vehicles of choice, certain retailers have started showing leadership.
Attached is a company update on Compass Group (CPG.GB) from Director, Research Analyst Irusha Peiris, William O’Neil India Analyst Kunal Gupta and Tapan Asgaonkar.
Attached is the latest IPO Rewind report. This report identifies a select group of IPOs or spin-offs that have priced in the last two years, giving them time to digest any initial volatility. Our selected ideas display positive fundamental trends with strong top- and bottom-line consensus estimates, and IPO Rewind provides an efficient way to review these ideas that we believe warrant attention.
