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Consumer Spec - Pre Market Wrap
LYV (+), NWL (+), CHD (+), FND (+), CL (-) Report | Restaurants Green Streak Intact, HPC Split, Newell Tariff-Driven Beat |
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Consumer Spec - Pre Market Wrap
SBUX (+), CMG (+), SFM (+), CROX (-), NCLH (-), H (-) Prints | Momentum Crash (BTIG) | K-Shaped Consumer | Cruise Middle East Drag | TGT Q2 Preview, WMT…
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Consumer Spec - Pre Market Wrap
CAKE (+), KO (+), MDLZ (+), PG (−), VFC (−), CAR (−) Report | NKE China DTC, ULTA vs Amazon Beauty
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Consumer Spec - Pre Market Wrap
KO (+), UL (+), PII (+), RCL (-), HLT (-) | K-Shaped Gap Closed, Low-End Card Growth Leads | ACI, CLX, LEVI Downgrades | JBS OW Upgrade | EAT PT Raise…
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Consumer Spec - Pre Market Wrap
H RevPAR +8.7% World Cup, WMT Bernstein Defends, CELH PT Cut, EL Catalyst Watch, ONON Jefferies Negative, NKE Secondary Weak, Web Traffic Positive, RL…
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Consumer Spec - Pre Market Wrap
DECK Upgrades | PZZA, BBY Downgrades | COST Initiation | Lodging Preview, CMG Q2 Checks, SN Channel Work, June Card Spend +6.3%
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Consumer Spec - Vacation Schedule
Welcome to all new subscribers!
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The Consumer Stocks To Own & Avoid with Evercore's Top Analysts | The Real Eisman Playbook
Podcast Summay & Long/Short Ideas
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Consumer Spec - Pre Market Wrap
LEVI beat-and-raise preview, STZ post-print cuts, ONON JPM Catalyst Watch | K-shape restaurants (CAVA +23%, MCD -4%), Lodging +9.6% RevPAR World Cup…
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Consumer Spec - Pre Market Wrap
NKE (-), STZ (+) Pre | KR Buys Giant Eagle, PM ZYN MRTP, EL Goldman Conviction, MUSA Upgraded Buy, BIRK Launched OP, PZZA CFO Shuffle Pre, Warsh Sintra…
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June 2026

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