Everything tagged "consumer" across research, earnings, and macro.
17 articles
U.S. households are still buying, but the latest data show inflation is taking a bigger bite out of spending power. Retail sales and credit growth remain firm, yet hotter CPI, sticky PCE, and weakening sentiment point to a consumer under strain and a Fed likely to stay higher for longer.
Wolverine World Wide is shifting from repair to controlled growth as Merrell and Saucony drive revenue, margins expand, and debt falls. Tariffs and a weak Work Group remain the main risks, but the recovery looks real.
Carvana has shifted from restructuring to execution, with revenue, margins, and profitability all surging in 2025 and Q1 2026. The main debate is whether the stock’s premium valuation already discounts too much of the turnaround.
DoorDash is evolving beyond food delivery into a broader local-commerce platform with strong revenue growth, rising profitability, and expanding membership scale. The stock still trades at premium multiples, but the business has crossed into durable cash generation.
Yum! Brands posted strong 2025 results powered by Taco Bell and KFC, but Pizza Hut remains a drag under strategic review. The stock looks like a quality Buy, though valuation and leverage limit the upside.
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