Consumer Discretionary Stock Analysis
Page 2 of 18 · 894 articles on Consumer Discretionary companies
AI won’t kill Booking - it might make it stronger
Booking Holdings • By 41investments • 2026-05-07
Celsius (CELH) Q1’26 Recap
Celsius Energy ($CELH) • By Capital Compounding • 2026-05-07
Dividend Informer Q2 2026 Update: Starbucks
Starbucks Corporation ($SBUX) • By Dividend Informer • 2026-05-07
Floor & Decor 1Q'26: Persistent Macro Challenges, but Pro Growth Encouraging
Floor and Decor ($FND) • By MBI Deep Dives • 2026-05-05
Amazon 1Q'26: Rosy Near-term but "Cloudy" Long-term
Amazon ($AMZN) • By MBI Deep Dives • 2026-05-02
Nike: Fighting Back
NIKE ($NKE) • By TSOH Investment Research • 2026-04-30
IBP: The valuation gap is there. The timing isn't. Yet.
Installed Building Products ($IBP) • By Flow Value Investing • 2026-04-24
Tesla's Terafab Dream
Tesla ($TSLA) • By MBI Deep Dives • 2026-04-23
Amazon🤝Anthropic: $100B Implications
Amazon ($AMZN) • By The Pragmatic Optimist • 2026-04-22
LVMH: From King of Luxury to the Reset
LVMH • By TQI Capital • 2026-04-20
ON - Leading the pack at the right price?
On Holding • By Flow Value Investing • 2026-04-18
Chipotle: Recipe For Growth
Chipotle ($CMG) • By TSOH Investment Research • 2026-04-16
Planet Fitness: Maxing Out?
Planet Fitness ($PLNT) • By TSOH Investment Research • 2026-04-13
ON - Leading the pack at the right price?
On Holding • By Flow Value Investing • 2026-04-08
Crocs: The HeyDude Hangover
Crocs ($CROX) • By TSOH Investment Research • 2026-04-06
MercadoLibre: Cheapest In Years (Ticker: MELI)
Mercado Libre ($MELI) • By Chit Chat Stocks • 2026-04-03
Dividend Informer Q4 2025 Update: Dick's Sporting Goods
DICK'S Sporting Goods ($DKS) • By Dividend Informer • 2026-04-01
Alibaba: When the Thesis Breaks, Rewrite It
Alibaba ($BABA) • By TQI Capital • 2026-03-30
On Holding: Great Business, High Price
On Holding • By Flow Value Investing • 2026-03-27
Follow-up on Floor & Decor
Floor and Decor ($FND) • By MBI Deep Dives • 2026-03-26
DECK: Two Brands, One Mispricing
Deckers Outdoor Corporation ($DECK) • By Flow Value Investing • 2026-03-24
Why I am buying Floor & Decor
Floor and Decor ($FND) • By MBI Deep Dives • 2026-03-23
Dollar Tree: Resilient Progress
Dollar Tree • By TSOH Investment Research • 2026-03-19
Coupang: Dust Settling (Ticker: CPNG)
Coupang • By Chit Chat Stocks • 2026-03-13
Floor & Decor: Awaiting Normalization
Floor and Decor ($FND) • By TSOH Investment Research • 2026-03-02
Celsius 4Q’25 / FY’25 recap and one-year postmortem
Celsius Energy ($CELH) • By Capital Compounding • 2026-03-01
Airbnb: Setting The Stage (Ticker: ABNB)
Airbnb ($ABNB) • By Chit Chat Stocks • 2026-02-27
Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon
Evolution AB ($EVVTY) • By SemiAnalysis • 2026-02-25
Booking vs Airbnb's 4Q'25, Booking's Response to Existential Question
Airbnb ($ABNB) • By MBI Deep Dives • 2026-02-19
Airbnb: Platform Pivot
Airbnb ($ABNB) • By TSOH Investment Research • 2026-02-19
Airbnb 4Q25: Business Update
Airbnb ($ABNB) • By Speedwell Memos • 2026-02-14
Airbnb 4Q'25 Update
Airbnb ($ABNB) • By MBI Deep Dives • 2026-02-13
Q4/FY 2025 - Hermès Int'l
Hermès Int'l • By The Compounding Tortoise • 2026-02-13
Q4/FY 2025 - Harvia - Full Analysis
Harvia • By The Compounding Tortoise • 2026-02-12
Dividend Informer Q1 2026 Update: Starbucks
Starbucks Corporation ($SBUX) • By Dividend Informer • 2026-02-12
Q4/FY 2025 - Ferrari
Ferrari • By The Compounding Tortoise • 2026-02-10
Ferrari Exploratory Report
Ferrari • By Speedwell Memos • 2026-02-10
Amazon: 2026 Update
Amazon ($AMZN) • By MBI Deep Dives • 2026-02-09
Earnings Review: IREN & AMZN. NBIS Preview
Amazon ($AMZN) • By Growth Curve Investing • 2026-02-09
Peloton: Clipping In
Peloton ($PTON) • By TSOH Investment Research • 2026-02-09
Evolution: 4Q25 Business Update
Evolution AB ($EVVTY) • By Speedwell Memos • 2026-02-06
Amazon 4Q'25 Update
Amazon ($AMZN) • By MBI Deep Dives • 2026-02-06
Q4/FY 2025 - O'Reilly Automotive
O'Reilly Automotive • By The Compounding Tortoise • 2026-02-05
Even More Problems at DraftKings (DKNG)
DraftKings ($DKNG) • By The Bear Cave • 2026-02-05
Sold NVO & Doubled AMZN Into Earnings
Amazon ($AMZN) • By Growth Curve Investing • 2026-02-04
LVMH: 4Q25 Business Recap
LVMH • By Speedwell Memos • 2026-01-28
LVMH Q4 Earnings Update
LVMH • By The Dutch Investors • 2026-01-27
A "Sneaky" Bull Case for Tesla's Operating Performance?
Tesla ($TSLA) • By MBI Deep Dives • 2026-01-27
Coupang Expert Insight Interview (No Paywall)
Coupang • By Speedwell Memos • 2026-01-20
