Consumer Discretionary Stock Analysis
Page 2 of 22 · 1,072 articles on Consumer Discretionary companies
WOSG: Annual Update 2026
Watches of Switzerland Group ($WOSG.L) • By European Value • 2026-07-20
💥“I’m super crazy busy”...💥
Sweetgreen ($SG) • By PETITION • 2026-07-19
Would I have been the patsy at $QVCPQ? $QVCAQ
QVC Group ($QVCAQ) • By Yet Another Value Blog • 2026-07-16
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 ($ABNB) • By MBI Deep Dives • 2026-07-15
HGI Newsletter #352
MGM Resorts International ($MGM) • By High Growth Investing • 2026-07-13
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
People Stock: From a Holding Company Discount to a Casino Bet
MGM Resorts International ($MGM) • By High Growth Investing • 2026-07-08
People Aktie: Vom Holding-Discount zur Casino-Wette
MGM Resorts International ($MGM) • By High Growth Investing • 2026-07-08
Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
Driven Brands ($DRVN) • By Yet Another Value Blog • 2026-07-07
Performance review 6M 2026 - Random ramblings: AI winners vs. losers, European AC, Volkswagen & Football 2026 Worldcup
Volkswagen ($VOW3.DE) • By Value and Opportunity • 2026-07-01
Basic-Fit | The European Gym Chain Compounder
Basic-Fit ($BFIT.AS) • By The Dutch Investors • 2026-07-01
Chofu Seisakusho (5946): A Free Money Glitch Held Hostage by Japan's Laziest Management
Chofu Seisakusho ($5946.T) • By KonichiValue • 2026-06-30
Airbnb: Building Blocks (Ticker: ABNB)
Airbnb ($ABNB) • By Chit Chat Stocks • 2026-06-26
Evolution AB | Has the dust settled?
Evolution AB ($EVVTY) • By The Dutch Investors • 2026-06-25
Carnival Corporation: The Discount the Recovery Hasn’t Closed
Carnival Corporation ($CCL) • By Flow Value Investing • 2026-06-22
The BYD Problem
BYD ($BYDDY) • By Behind the Balance Sheet • 2026-06-21
Airbnb's Fintech Opportunity
Airbnb ($ABNB) • By MBI Deep Dives • 2026-06-20
Airbnb's Incentives
Airbnb ($ABNB) • By MBI Deep Dives • 2026-06-17
Gildan Activewear (GIL): A Leader in Apparel Manufacturing
Gildan Activewear ($GIL) • By Quality Value Investing • 2026-06-10
Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?
Mercado Libre ($MELI) • By Sleep Well Investments • 2026-06-05
Dollar Tree: Through The Noise
Dollar Tree ($DLTR) • By TSOH Investment Research • 2026-06-01
Bubbles, a UK Compounder & Ferrari’s Future
Ferrari ($2FE.MU) • By Behind the Balance Sheet • 2026-05-31
Dividend Informer Q1 2026 Update: Dick's Sporting Goods
DICK'S Sporting Goods ($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 ($MELI) • By Rijnberk Investinsights • 2026-05-12
Peloton: From Defense To Offense
Peloton ($PTON) • By TSOH Investment Research • 2026-05-11
Q1 2026 - Ferrari
Ferrari ($2FE.MU) • By The Compounding Tortoise • 2026-05-11
Understanding Mercado Libre’s Q1 through the lens of Time Arbitrage
Mercado Libre ($MELI) • By Heavy Moat Investments • 2026-05-10
Evolution Update
Evolution AB ($EVVTY) • By Leeder Capital • 2026-05-10
Missed Amazon in 2008? Is Sea Ltd. a Second Chance? 🏆
Amazon ($AMZN) • By Slow Compounding • 2026-05-10
AI won’t kill Booking - it might make it stronger
Booking Holdings ($BKNG) • By 41investments • 2026-05-07
Celsius (CELH) Q1’26 Recap
Celsius Energy ($CELH) • By Capital Compounding • 2026-05-07
Dividend Informer Q2 2026 Update: Starbucks
Starbucks Corporation ($SBUX) • By Dividend Informer • 2026-05-07
Dividend Informer Q1 2026 Update: Tractor Supply
Tractor Supply ($TSCO) • By Dividend Informer • 2026-05-06
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
Goldwin Inc (TYO: 8111): A 50% Gross Margin Business for a 13x P/E
Goldwin Inc ($8111.T) • By KonichiValue • 2026-04-29
IBP: The valuation gap is there. The timing isn't. Yet.
Installed Building Products ($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 ($MC.PA) • By TQI Capital • 2026-04-20
Deja vu all over again: Allbirds vs. Zapata's 1998 "fish oil to Dot.com" Pivot
Allbirds ($8W80.DU) • By Value and Opportunity • 2026-04-17