Consumer Discretionary Stock Analysis
Page 4 of 18 · 900 articles on Consumer Discretionary companies
Never Sell: Episode 11-The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge
Amazon ($AMZN) • By MBI Deep Dives • 2025-11-03
Amazon’s AI Reality Check
Amazon ($AMZN) • By Behind the Balance Sheet • 2025-11-02
Mercado Libre (MELI) Q3'25 - Balanced Growth, Investments, Profitability
Mercado Libre ($MELI) • By Sleep Well Investments • 2025-11-01
Amazon 3Q'25 Update
Amazon ($AMZN) • By MBI Deep Dives • 2025-10-31
Floor & Decor: 3Q25 Business Update
Floor and Decor ($FND) • By Speedwell Memos • 2025-10-31
Q3 2025 Update for Chain Bridge Bancorp (NYSE: CBNA) and Crocs (NASDAQ: CROX)
Crocs ($CROX) • By Possible Value • 2025-10-30
Amazon marketplace trends
Amazon ($AMZN) • By MBI Deep Dives • 2025-10-28
Stock of the Week: Evolution AB - A Very Negative Quarter
Evolution AB ($EVVTY) • By Quality Stocks • 2025-10-28
Amazon's robot army
Amazon ($AMZN) • By MBI Deep Dives • 2025-10-26
#137 Sanlorenzo S.p.A. - A Stock Analysis
Sanlorenzo ($IT:SL) • By Kroker Equity Research • 2025-10-26
Portfolio Update +112%. Doubling Down on Amazon
Amazon ($AMZN) • By Growth Curve Investing • 2025-10-24
Evolution: 3Q25 Business Update
Evolution AB ($EVVTY) • By Speedwell Memos • 2025-10-24
Q3 2025 - O'Reilly Automotive - Full Analysis
O'Reilly Automotive • By The Compounding Tortoise • 2025-10-23
Airbnb's bet on anti-trend
Airbnb ($ABNB) • By MBI Deep Dives • 2025-10-23
Crocs: Breaking My Own Investing Rule (Ticker: CROX)
Crocs ($CROX) • By Chit Chat Stocks • 2025-10-22
Q3 2025 - Hermès Int'l
Hermès Int'l • By The Compounding Tortoise • 2025-10-22
Stock of the Week: LVMH - Is the Pain Finally Over?
LVMH • By Quality Stocks • 2025-10-21
#136 Stock Valuation Update - MercadoLibre
Mercado Libre ($MELI) • By Kroker Equity Research • 2025-10-19
🚨 I Made MercadoLibre My #1 Position and Exited LVMH!
LVMH • By Rijnberk Investinsights • 2025-10-17
DLTR: Raising The Bar
DLTR • By TSOH Investment Research • 2025-10-16
Crocs: Durable Brand, Distracted Company
Crocs ($CROX) • By TSOH Investment Research • 2025-10-13
Domino's Pizza Group (An Excerpt From Our Recent Letter)
Domino's Pizza Group ($DOM) • By Eagle Point Capital • 2025-10-11
Ferrari's 2025 Capital Markets Day
Ferrari • By The Compounding Tortoise • 2025-10-09
I am buying Amazon. Are you?
Amazon ($AMZN) • By 41investments • 2025-10-08
Airbnb's mix shift
Airbnb ($ABNB) • By MBI Deep Dives • 2025-10-07
First impression of Meta Ray-Ban Display, Taking a big swing at Airbnb
Airbnb ($ABNB) • By MBI Deep Dives • 2025-10-03
More Problems at DraftKings (DKNG)
DraftKings ($DKNG) • By The Bear Cave • 2025-10-02
Airbnb Model Update
Airbnb ($ABNB) • By MBI Deep Dives • 2025-10-01
#131 Stock Valuation Update – Amazon
Amazon ($AMZN) • By Kroker Equity Research • 2025-09-28
Evolution AB-EVVTY
Evolution AB ($EVVTY) • By InvestingWithWes • 2025-09-28
Duolingo, Inc. – A Rule of 70 Facing AI Disruption (A Deep Dive)
Duolingo • By Rijnberk Investinsights • 2025-09-27
Q4 2025 - AutoZone - Analysis
AutoZone • By The Compounding Tortoise • 2025-09-23
Airbnb's Evolution
Airbnb ($ABNB) • By MBI Deep Dives • 2025-09-23
Full Portfolio Update +110% and September Best Buy: Mercado Libre
Mercado Libre ($MELI) • By Growth Curve Investing • 2025-09-22
My Experience on Airbnb Experience
Airbnb ($ABNB) • By MBI Deep Dives • 2025-09-21
Problems at DraftKings (DKNG)
DraftKings ($DKNG) • By The Bear Cave • 2025-09-18
The Indictment That Reads Like Satire: RCI Hospitality and a Tax Auditor
RCI Hospitality ($RICK) • By Heavy Moat Investments • 2025-09-18
Amazon's "unfair" advantage in advertising
Amazon ($AMZN) • By MBI Deep Dives • 2025-09-17
Behind Chipotle's Buyback Math (CMG)
Chipotle ($CMG) • By A Peek Behind the Numbers • 2025-09-16
Amazon (NASDAQ: AMZN)
Amazon ($AMZN) • By Quality Value Investing • 2025-09-16
Amazon (NASDAQ: AMZN)
Amazon ($AMZN) • By Quality Value Investing • 2025-09-16
#129 Mips AB - A Stock Analysis
MIPS AB ($MIPS) • By Kroker Equity Research • 2025-09-16
Deep|META: Evolution of Recommender Model
Evolution AB ($EVVTY) • By FUNDA • 2025-09-15
Airbnb's untapped monetization lever(s)
Airbnb ($ABNB) • By MBI Deep Dives • 2025-09-13
Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)
Mercado Libre ($MELI) • By Bristlemoon Research • 2025-09-05
Dividend Informer Q2 2025 Update: Dick's Sporting Goods
DICK'S Sporting Goods ($DKS) • By Dividend Informer • 2025-09-04
Amazon’s AI Resurgence: AWS & Anthropic's Multi-Gigawatt Trainium Expansion
Amazon ($AMZN) • By SemiAnalysis • 2025-09-03
Stock of the Week: Alibaba - Regaining Investors’ Trust
Alibaba ($BABA) • By Quality Stocks • 2025-09-02
Another Celsius (ticker: CELH) update
Celsius Energy ($CELH) • By Capital Compounding • 2025-08-30