reports
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SHOPIFY INC.
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LOW LOWE'S COMPANIES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
SE SEA ADS
AMZN AMAZON.COM INC.
GM GENERAL MOTORS COMPANY
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
PEAK HEALTHPEAK PROPERTIES INC.
IDYA IDEAYA BIOSCIENCES
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
EWTX INC.
RUM CLEAR SECURE INC
CART EDGEWISE THERAPEUTICS INC
RUMBLE INC
MAPLEBEAR INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
LOW LOWE'S COMPANIES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
SE SEA ADS
AMZN AMAZON.COM INC.
GM GENERAL MOTORS COMPANY
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
PEAK HEALTHPEAK PROPERTIES INC.
IDYA IDEAYA BIOSCIENCES
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
EWTX INC.
RUM CLEAR SECURE INC
CART EDGEWISE THERAPEUTICS INC
RUMBLE INC
MAPLEBEAR INC.
Matthew Weiss ... (+2)
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- Scott Devitt
SHOP
SHOPIFY INC.
TRIP TRIPADVISOR INC.
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GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
Matthew Weiss ... (+2)
- Matthew Weiss
- Scott Devitt
TRIP
TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
Cedric Rossi ... (+3)
- Cedric Rossi
- Clement Genelot
- Loic Morvan
On the shelves now: Consumer Weekly #65
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at the impacts of US tariffs and potential retaliation strategies by foreign
Wedbush Research
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UBI UBISOFT ENTERTAINMENT SA
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TOL TOLL BROTHERS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
7974 NINTENDO CO. LTD.
BLDR BUILDERS FIRSTSOURCE INC.
EA ELECTRONIC ARTS INC.
TMHC TAYLOR MORRISON HOME CORPORATION
PTGX PROTAGONIST THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
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YOU INC.
APGE CLEAR SECURE INC
CART APOGEE THERAPEUTICS INC
ORKA MAPLEBEAR INC.
ZBIO ORUKA THERAPEUTICS INC
ZENAS BIOPHARMA INC.
UBI UBISOFT ENTERTAINMENT SA
PHM PULTEGROUP INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
TOL TOLL BROTHERS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
7974 NINTENDO CO. LTD.
BLDR BUILDERS FIRSTSOURCE INC.
EA ELECTRONIC ARTS INC.
TMHC TAYLOR MORRISON HOME CORPORATION
PTGX PROTAGONIST THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
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ABNB AIRBNB INC. CLASS A
UFPI UFP INDUSTRIES INC.
TTD THE TRADE DESK
YOU INC.
APGE CLEAR SECURE INC
CART APOGEE THERAPEUTICS INC
ORKA MAPLEBEAR INC.
ZBIO ORUKA THERAPEUTICS INC
ZENAS BIOPHARMA INC.
Daniel Ives ... (+4)
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- Matthew Weiss
- Scott Devitt
- Seth Basham
SHOP
SHOPIFY INC.
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
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YOU CLEAR SECURE INC
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Andreas Riemann ... (+2)
- Andreas Riemann
- Wim Gille
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UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VRNT VERINT SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SAGE SAGE THERAPEUTICS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NBIX NEUROCRINE BIOSCIENCES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
TMC INC.
YOU THE METALS COMPANY INC
TYRA CLEAR SECURE INC
EWTX TYRA BIOSCIENCES INC
SYRE EDGEWISE THERAPEUTICS INC
SPYRE THERAPEUTICS INC.
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VRNT VERINT SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SAGE SAGE THERAPEUTICS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NBIX NEUROCRINE BIOSCIENCES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
TMC INC.
YOU THE METALS COMPANY INC
TYRA CLEAR SECURE INC
EWTX TYRA BIOSCIENCES INC
SYRE EDGEWISE THERAPEUTICS INC
SPYRE THERAPEUTICS INC.
Matthew Weiss ... (+2)
- Matthew Weiss
- Scott Devitt
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SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
GETY CLEAR SECURE INC
CART RUMBLE INC
GETTY IMAGES HOLDINGS INC
MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
GETY CLEAR SECURE INC
CART RUMBLE INC
GETTY IMAGES HOLDINGS INC
MAPLEBEAR INC.
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
SHOP
SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
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TRIP
TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
RCKT ROCKET PHARMACEUTICALS
BKNG BOOKING HOLDINGS INC.
SRRK SCHOLAR ROCK HOLDING CORPORATION
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
ASO ACADEMY SPORTS AND OUTDOORS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
HOWL WEREWOLF THERAPEUTICS INC
YOU CLEAR SECURE INC
EWTX EDGEWISE THERAPEUTICS INC
RUM RUMBLE INC
SLDB SOLID BIOSCIENCES INC
CRBP CORBUS PHARMACEUTICALS HOLDINGS INC.
CART MAPLEBEAR INC.
TRML TOURMALINE BIO INC
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
RCKT ROCKET PHARMACEUTICALS
BKNG BOOKING HOLDINGS INC.
SRRK SCHOLAR ROCK HOLDING CORPORATION
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
ASO ACADEMY SPORTS AND OUTDOORS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
HOWL WEREWOLF THERAPEUTICS INC
YOU CLEAR SECURE INC
EWTX EDGEWISE THERAPEUTICS INC
RUM RUMBLE INC
SLDB SOLID BIOSCIENCES INC
CRBP CORBUS PHARMACEUTICALS HOLDINGS INC.
CART MAPLEBEAR INC.
TRML TOURMALINE BIO INC
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
TRIP
TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
Emna Ben Bdira ... (+2)
- Emna Ben Bdira
- Maxime Kogge
PUB
PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
WPP WPP PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
BNR BRENNTAG SE
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
BIM BIOMERIEUX SA
TKWY JUST EAT TAKEAWAY.COM N.V.
AMAG AMAG AUSTRIA METALL AG
PRX PROSUS N.V. CLASS N
SYENS SYENSQO
HAVAS HAVAS N.V
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
WPP WPP PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
BNR BRENNTAG SE
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
BIM BIOMERIEUX SA
TKWY JUST EAT TAKEAWAY.COM N.V.
AMAG AMAG AUSTRIA METALL AG
PRX PROSUS N.V. CLASS N
SYENS SYENSQO
HAVAS HAVAS N.V
Emna Ben Bdira ... (+2)
- Emna Ben Bdira
- Maxime Kogge
PUB
PUBLICIS GROUPE SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
WPP WPP PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
BNR BRENNTAG SE
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
BIM BIOMERIEUX SA
TKWY JUST EAT TAKEAWAY.COM N.V.
AMAG AMAG AUSTRIA METALL AG
PRX PROSUS N.V. CLASS N
SYENS SYENSQO
HAVAS HAVAS N.V
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
AIR AIRBUS SE
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
WPP WPP PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
BNR BRENNTAG SE
RIO RIO TINTO PLC
LDO LEONARDO SPA
BHP BHP GROUP LTD
DHER DELIVERY HERO SE
BIM BIOMERIEUX SA
TKWY JUST EAT TAKEAWAY.COM N.V.
AMAG AMAG AUSTRIA METALL AG
PRX PROSUS N.V. CLASS N
SYENS SYENSQO
HAVAS HAVAS N.V
Andreas Riemann ... (+2)
- Andreas Riemann
- Wim Gille
Pierre FerraguÊ
- Pierre FerraguÊ
Bible 4Q24 – Mobility & Delivery: Healthy underlying growth
Today, we are publishing the Mobility & Delivery section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Later this week we will publish sections on Memory, Semicap, Enterprise IT, PC. Ride-sharing bookings decelerated slightly but still posted robust double-digit growth, while delivery bookings a...
Wedbush Research
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SHOPIFY INC.
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NCMI NATIONAL CINEMEDIA INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EGP EASTGROUP PROPERTIES INC.
EBAY EBAY INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
BBY BEST BUY CO. INC.
AZO AUTOZONE INC.
AAP ADVANCE AUTO PARTS INC.
ORLY O'REILLY AUTOMOTIVE INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
RH RESTORATION HARDWARE INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
CRSR CORSAIR GAMING
RKT ROCKET COMPANIES
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
LSEA LANDSEA HOMES CORP (A)
WOOF PETCO HEALTH AND WELLNESS
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
XMTR XOMETRY
STX INC.
TTD SEAGATE TECHNOLOGY HLDGS PLC
YOU THE TRADE DESK
EWTX INC.
RUM CLEAR SECURE INC
STRW EDGEWISE THERAPEUTICS INC
CART RUMBLE INC
STRAWBERRY FIELDS REIT INC.
MAPLEBEAR INC.
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NCMI NATIONAL CINEMEDIA INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EGP EASTGROUP PROPERTIES INC.
EBAY EBAY INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
BBY BEST BUY CO. INC.
AZO AUTOZONE INC.
AAP ADVANCE AUTO PARTS INC.
ORLY O'REILLY AUTOMOTIVE INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
RH RESTORATION HARDWARE INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
CRSR CORSAIR GAMING
RKT ROCKET COMPANIES
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
LSEA LANDSEA HOMES CORP (A)
WOOF PETCO HEALTH AND WELLNESS
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
XMTR XOMETRY
STX INC.
TTD SEAGATE TECHNOLOGY HLDGS PLC
YOU THE TRADE DESK
EWTX INC.
RUM CLEAR SECURE INC
STRW EDGEWISE THERAPEUTICS INC
CART RUMBLE INC
STRAWBERRY FIELDS REIT INC.
MAPLEBEAR INC.
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
SHOP
SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
Cedric Rossi ... (+3)
- Cedric Rossi
- Clement Genelot
- Loic Morvan
On the shelves now: Consumer Weekly #60
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at the relative catch-up by European stocks. Happy reading!
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