Consumer Discretionary Stock Analysis
900 articles on Consumer Discretionary companies
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
The Trillion-Dollar Wallet War: Inside the Brutal Rivalry Between Nubank and Mercado Pago
Mercado Libre ($MELI) • By CompoundingAlpha • 2026-08-15
Airbnb 2Q'26: Widening the Gap with Booking
Airbnb ($ABNB) • By MBI Deep Dives • 2026-08-07
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
Airbnb ($ABNB) • By scuttleblurb • 2026-08-07
Duolingo Q2 2026 | Premium Earnings Update
Duolingo • By The Dutch Investors • 2026-08-07
Amazon's AWS Re-Acceleration & Uber's Autonomous Future | CompoundingAlpha Ep. 4
Amazon ($AMZN) • By CompoundingAlpha • 2026-08-06
Coupang: 2Q26 Business Recap
Coupang • By Speedwell Memos • 2026-08-05
Floor & Decor: 2Q26 Business Update
Floor and Decor ($FND) • By Speedwell Memos • 2026-08-04
You can’t sell the picks and doubt the miners
Amazon ($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 • By European Value • 2026-08-03
$LVMH: Will luxury ever turn around?
LVMH • By TQI Capital • 2026-08-03
Q2 2026 - O'Reilly Automotive
O'Reilly Automotive • By The Compounding Tortoise • 2026-08-02
Floor & Decor 2Q'26: Tentative Green Shoots
Floor and Decor ($FND) • By MBI Deep Dives • 2026-08-02
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
Amazon Q2 2026 - Premium Earnings Update
Amazon ($AMZN) • By The Dutch Investors • 2026-07-31
Q2 2026 - Ferrari
Ferrari • By The Compounding Tortoise • 2026-07-30
A busted acquisition has made Galaxy Gaming incredibly cheap
Galaxy Gaming, Inc. ($GLXZ) • By Leftfield Investing • 2026-07-29
1H 2026 - Hermès Int'l
Hermès Int'l • By The Compounding Tortoise • 2026-07-29
Chess is a Total Game Changer for Duolingo!
Duolingo • By The Dutch Investors • 2026-07-29
Ken Dart triggers mandatory bid for Evolution Gaming
Evolution AB ($EVVTY) • By Leftfield Investing • 2026-07-28
LVMH Q2 2026 | Earnings Update
LVMH • By The Dutch Investors • 2026-07-27
SUTL Enterprise is cheap but not as cheap as you think
SUTL Enterprise ($BHU) • By Sung Capital • 2026-07-26
Tesla and SpaceX's Likely Merger, Portfolio Change
Tesla ($TSLA) • By MBI Deep Dives • 2026-07-24
Coupang: Normalization (Ticker: CPNG)
Coupang • By Chit Chat Stocks • 2026-07-24
Evolution Q2 2026
Evolution AB ($EVVTY) • By Under Followed Stocks • 2026-07-20
On Holdings: Maintaining Pace
On Holding • By TSOH Investment Research • 2026-07-20
WOSG: Annual Update 2026
Watches of Switzerland Group ($WOSG.L) • By European Value • 2026-07-20
Problems at DraftKings (DKNG) #4
DraftKings ($DKNG) • By The Bear Cave • 2026-07-16
IGaming - Evolution Gaming hurdle rate is well positioned & a prospective buyout in 3 years time.
Evolution AB ($EVVTY) • By Leftfield Investing • 2026-07-16
Airbnb’s Cost of Market Creation and Regulatory Survival
Airbnb ($ABNB) • By MBI Deep Dives • 2026-07-15
Starbucks software crusade, worth it? (NOTW#99)
Starbucks Corporation ($SBUX) • By Best Anchor Stocks • 2026-07-11
Nike: Conditioning Phase
NIKE ($NKE) • By TSOH Investment Research • 2026-07-09
Ollie's: A Good Stock Cheap?
Ollie's • By TSOH Investment Research • 2026-06-29
Airbnb: Building Blocks (Ticker: ABNB)
Airbnb ($ABNB) • By Chit Chat Stocks • 2026-06-26
Evolution AB | Has the dust settled?
Evolution AB ($EVVTY) • By The Dutch Investors • 2026-06-25
Airbnb's Fintech Opportunity
Airbnb ($ABNB) • By MBI Deep Dives • 2026-06-20
Airbnb's Incentives
Airbnb ($ABNB) • By MBI Deep Dives • 2026-06-17
Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?
Mercado Libre ($MELI) • By Sleep Well Investments • 2026-06-05
[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
DLTR • By scuttleblurb • 2026-06-01
Dollar Tree: Through The Noise
Dollar Tree • By TSOH Investment Research • 2026-06-01
Dividend Informer Q1 2026 Update: Dick's Sporting Goods
DICK'S Sporting Goods ($DKS) • By Dividend Informer • 2026-05-29
dLocal ($DLO): The Next MercadoLibre or The Next PayPal
Mercado Libre ($MELI) • By Emerging Opportunities • 2026-05-26
Airbnb's Soul Search Beyond Homes
Airbnb ($ABNB) • By MBI Deep Dives • 2026-05-21
Floor & Decor's Cyclical Malaise vs Structural Moat
Floor and Decor ($FND) • By MBI Deep Dives • 2026-05-19
Airbnb: Room To Breathe
Airbnb ($ABNB) • By TSOH Investment Research • 2026-05-18
Alibaba vs Tencent: The AI Battle That Will Define Chinese Tech
Alibaba ($BABA) • By TQI Capital • 2026-05-17
MercadoLibre – The Market Is Selling the Future at Yesterday's Price
Mercado Libre ($MELI) • By Rijnberk Investinsights • 2026-05-12