Consumer Discretionary Stock Analysis
1,072 articles on Consumer Discretionary companies
LVMH – Still a Brilliant Compounder. Just Cheaper
LVMH ($MC.PA) • By Rijnberk Investinsights • 2026-09-19
Watches of Switzerland (WOSG): Rolex's #1 Partner | By Hidden Gems Investing
Watches of Switzerland Group ($WOSG.L) • By The Dutch Investors • 2026-08-26
Allegro earnings update
Allegro ($LU2237380790.SG) • By Emerging Value • 2026-08-25
Unorthodox Ideas From 13-F Season: Pinduoduo
PDD ($PDD) • By Rene Sellmann • 2026-08-20
The Amazon of Latin America might be a Perfect Business... So Why Am I Not Buying It?
Mercado Libre ($MELI) • By CompoundingAlpha • 2026-08-18
Compounding Alpha Scorecard: MercadoLibre (MELI)
Mercado Libre ($MELI) • By CompoundingAlpha • 2026-08-18
JD.com earnings and update
JD.com ($JD) • By Emerging Value • 2026-08-17
The Trillion-Dollar Wallet War: Inside the Brutal Rivalry Between Nubank and Mercado Pago
Mercado Libre ($MELI) • By CompoundingAlpha • 2026-08-15
MercadoLibre – The Market is Short-Sighted. That’s the Opportunity.
Mercado Libre ($MELI) • By Rijnberk Investinsights • 2026-08-12
Mercado Libre (MELI) Q2'26 Business Update - Credit Issue?
Mercado Libre ($MELI) • By Sleep Well Investments • 2026-08-12
Airbnb 2Q'26: Widening the Gap with Booking
Airbnb ($ABNB) • By MBI Deep Dives • 2026-08-07
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
Airbnb ($ABNB) • By scuttleblurb • 2026-08-07
Duolingo Q2 2026 | Premium Earnings Update
Duolingo ($DUOL) • By The Dutch Investors • 2026-08-07
DoorDash 2Q'26: Growth Beyond the Restaurant
DoorDash ($DASH) • By MBI Deep Dives • 2026-08-06
Amazon's AWS Re-Acceleration & Uber's Autonomous Future | CompoundingAlpha Ep. 4
Amazon ($AMZN) • By CompoundingAlpha • 2026-08-06
Coupang: 2Q26 Business Recap
Coupang ($CPNG) • By Speedwell Memos • 2026-08-05
💥Eyes on Earnings💥
Leslie's ($LESL) • By PETITION • 2026-08-05
Floor & Decor: 2Q26 Business Update
Floor and Decor ($FND) • By Speedwell Memos • 2026-08-04
Dividend Informer Q2 2026 Update: Avery Dennison
Avery Dennison ($AVY) • By Dividend Informer • 2026-08-04
Dividend Informer Q2 2026 Update: Douglas Dynamics
Douglas Dynamics ($PLOW) • By Dividend Informer • 2026-08-04
You can’t sell the picks and doubt the miners
Amazon ($AMZN) • By Best Anchor Stocks • 2026-08-03
[scuttleslops] BLDR, RYAN, APG, GFL, FND
Floor and Decor ($FND) • By scuttleblurb • 2026-08-03
🔓LVMH 1H 2026 Results
LVMH ($MC.PA) • By European Value • 2026-08-03
$LVMH: Will luxury ever turn around?
LVMH ($MC.PA) • By TQI Capital • 2026-08-03
💥Crap Cases Crash into Court💥
America's Car-Mart ($CRMT) • By PETITION • 2026-08-02
Floor & Decor 2Q'26: Tentative Green Shoots
Floor and Decor ($FND) • By MBI Deep Dives • 2026-08-02
Asian Dividend Gems: Cuckoo Holdings
Cuckoo Holdings ($192400.KS) • By Asian Dividend Stocks • 2026-08-01
Dividend Informer Q3 2026 Update: Starbucks
Starbucks Corporation ($SBUX) • By Dividend Informer • 2026-07-31
Amazon 2Q'26: AWS Gets the Love
Amazon ($AMZN) • By MBI Deep Dives • 2026-07-31
Weekly Dose of Optimism #204
DoorDash ($DASH) • By Not Boring • 2026-07-31
Amazon Q2 2026 - Premium Earnings Update
Amazon ($AMZN) • By The Dutch Investors • 2026-07-31
Q2 2026 - Ferrari
Ferrari ($RACE) • By The Compounding Tortoise • 2026-07-30
A busted acquisition has made Galaxy Gaming incredibly cheap
Galaxy Gaming, Inc. ($GLXZ) • By Leftfield Investing • 2026-07-29
Chess is a Total Game Changer for Duolingo!
Duolingo ($DUOL) • By The Dutch Investors • 2026-07-29
Dividend Informer Q2 2026 Update: Tractor Supply
Tractor Supply ($TSCO) • By Dividend Informer • 2026-07-28
DoorDash: The Infrastructure of Local Commerce
DoorDash ($DASH) • By MBI Deep Dives • 2026-07-28
DoorDash
DoorDash ($DASH) • By MBI Deep Dives • 2026-07-28
Ken Dart triggers mandatory bid for Evolution Gaming
Evolution AB ($EVVTY) • By Leftfield Investing • 2026-07-28
LVMH Q2 2026 | Earnings Update
LVMH ($MC.PA) • By The Dutch Investors • 2026-07-27
💥Sleep Number's Number is $701.8 Million💥
QVC Group ($QVCAQ) • By PETITION • 2026-07-26
SUTL Enterprise is cheap but not as cheap as you think
SUTL Enterprise ($BHU) • By Sung Capital • 2026-07-26
🔓Rollins - 2Q Results Present an Opportunity?
Rollins ($ROL) • By European Value • 2026-07-25
Tesla and SpaceX's Likely Merger, Portfolio Change
Tesla ($TSLA) • By MBI Deep Dives • 2026-07-24
$LNW: a slot machine oligopoly at half Aristocrat's multiple | Zack Buckley
Light & Wonder ($LNW.AX) • By Yet Another Value Blog • 2026-07-24
Coupang: Normalization (Ticker: CPNG)
Coupang ($CPNG) • By Chit Chat Stocks • 2026-07-24
Basic Fit N.V. | Premium Deep Dive
Basic-Fit ($BFIT.AS) • By The Dutch Investors • 2026-07-21
Service Corporation International | Premium Deep Dive
Service Corporation International ($SCI) • By The Dutch Investors • 2026-07-21
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
United Parks & Resorts ($PRKS) • By Yet Another Value Blog • 2026-07-20
Evolution Q2 2026
Evolution AB ($EVVTY) • By Under Followed Stocks • 2026-07-20
Puuilo Plowing Ahead with a Second Store Opening Announcement in Sweden
Puuilo Oyj ($PUUILO.HE) • By The Compounding Tortoise • 2026-07-20