reports
- Dave Nicoski
- Ross LaDuke
RRC RANGE RESOURCES CORPORATION
NWL NEWELL BRANDS INC
LNDC LANDEC CORP.
J7Z JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY
EOG EOG RESOURCES INC.
DAR DARLING INGREDIENTS INC.
COG CABOT OIL & GAS CORPORATION
AR ANTERO RESOURCES CORPORATION
AMP AMERIPRISE FINANCIAL INC.
PEN PENUMBRA INC.
GDEN GOLDEN ENTERTAINMENT
TAP MOLSON COORS BEVERAGE COMPANY CLASS B
MBI MBIA INC.
SMPL SIMPLY GOOD FOODS CO
MCFT MASTERCRAFT BOAT HOLDINGS
NVST ENVISTA HOLDINGS
OVV OVINTIV INC
PL PLANET LABS PBC
ADTN ADTRAN HOLDINGS INC
DKNG DRAFTKINGS INC.
DEC DIVERSIFIED ENERGY COMPANY PLC
- Clement Genelot
Cheffelo: better profile but uncertain HelloFresh playbook in the Nord...
Post-Q3, we have left our FY 2024-26 estimates unchanged and stick to our SEK30 PT. Cheffelo proved its ability to quickly return to "profitable growth" mode in 2024 and the growth/profitability profile we foresee is interesting. But uncertainty over competitive dynamics in the Nordics prevents us
- Clement Genelot
Cheffelo: growth/profitability profile starting to improve
Post-Q2, we raise our FY 2024-26 EBIT estimates by 11% and our PT from SEK25 to SEK30 to reflect stronger growth fuelled by better market dynamics and the recent agreement with Middagsfrid, better leverage on fulfilment and slightly less marketing. Cheffelo proved its ability to quickly return to "
- Wedbush Research
PEP PEPSICO INC.
MNST MONSTER BEVERAGE CORPORATION
MGPI MGP INGREDIENTS INC.
BF.B BROWN-FORMAN CORPORATION CLASS B
KO COCA-COLA COMPANY
SAM BOSTON BEER COMPANY INC. CLASS A
TAP MOLSON COORS BEVERAGE COMPANY CLASS B
CELH CELSIUS HOLDINGS INC.
KDP KEURIG DR PEPPER INC.
CURA CURALEAF HOLDINGS
NAPA DUCKHORN PORTFOLIO INC (THE)
CRLBF CRESCO LABS INC.
TCNNF TRULIEVE CANNABIS CORP.
GTBIF GREEN THUMB INDUSTRIES INC.
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Paul Rouviere
- Philippine Adam
On the shelves now: Consumer weekly #36
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 US job market that is gradually cooling, prompting investors to bet o
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Paul Rouviere
- Philippine Adam
On the shelves now: Consumer weekly #33
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 take a new look at the latest rumors around Shein London IPO. Happy reading!
- Antoine Legault
- Gerald Pascarelli
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
WST WEST PHARMACEUTICAL SERVICES INC.
WBA WALGREENS BOOTS ALLIANCE INC
TWI TITAN INTERNATIONAL INC.
SSYS STRATASYS LTD.
PII POLARIS INC.
NDSN NORDSON CORPORATION
MYE MYERS INDUSTRIES INC.
MIDD MIDDLEBY CORPORATION
LEA LEAR CORPORATION
J7Z JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY
DOX AMDOCS LIMITED
CLX CLOROX COMPANY
AGCO AGCO CORPORATION
MG/CN MAGNA INTERNATIONAL INC.
CAH CARDINAL HEALTH INC.
IONS IONIS PHARMACEUTICALS INC.
LEG LEGGETT & PLATT INCORPORATED
MAT MATTEL INC.
PARR PAR PACIFIC HOLDINGS INC
SAM BOSTON BEER COMPANY INC. CLASS A
TAP MOLSON COORS BEVERAGE COMPANY CLASS B
THO THOR INDUSTRIES INC.
THS TREEHOUSE FOODS INC.
CSCO CISCO SYSTEMS INC.
WGO WINNEBAGO INDUSTRIES INC.
BMY BRISTOL-MYERS SQUIBB CO. CEDEAR
SUZBY SUZANO SA
TXG 10X GENOMICS INC CLASS A
LI LI AUTO INC. SPONSORED ADR CLASS A
CRC CALIFORNIA RESOURCES
VRDN VIRIDIAN THERAPEUTICS INC
OI O I GLASS INC COM
OKLO OKLO INC CL A
SJM JM SMUCKER CO COM
Moody's Ratings assigns Baa2 to Molson Coors' euro notes; outlook posi...
Moody's Ratings (Moody's) today assigned Baa2 ratings to the gtd senior unsecured euro notes offered by Molson Coors Beverage Company ("Molson Coors"). The proceeds will be used for general corporate purposes including refinancing the €800 million gtd senior unsecured Euro notes due in July 2024. Mo...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
TWI TITAN INTERNATIONAL INC.
TNET TRINET GROUP INC.
RYI RYERSON HOLDING CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
PII POLARIS INC.
J7Z JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY
JACK JACK IN THE BOX INC.
HURN HURON CONSULTING GROUP INC.
FIVE FIVE BELOW INC.
EXTR EXTREME NETWORKS INC.
EXPE EXPEDIA GROUP INC.
EXEL EXELIXIS INC.
EXAS EXACT SCIENCES CORPORATION
EVH EVOLENT HEALTH INC CLASS A
CLX CLOROX COMPANY
ACAD ACADIA PHARMACEUTICALS INC.
BF.B BROWN-FORMAN CORPORATION CLASS B
COHU COHU INC.
IONS IONIS PHARMACEUTICALS INC.
LEG LEGGETT & PLATT INCORPORATED
TAP MOLSON COORS BEVERAGE COMPANY CLASS B
THS TREEHOUSE FOODS INC.
WH WYNDHAM HOTELS & RESORTS INC.
BMY BRISTOL-MYERS SQUIBB CO. CEDEAR
SUZBY SUZANO SA
PGNY PROGYNY
ODP THE ODP CORPORATION
APA APA CORPORATION
PTLO PORTILLOS INC
STVN STEVANATO GRP SPA
FNA PARAGON 28 INC
SHLS SAKHALIN SHIPPING CO ORD
P RAILPOWER TECHNOLOGIES CORP COM
- Antoine Legault
- Gerald Pascarelli
- Antoine Legault
- Gerald Pascarelli
- Antoine Legault
- Gerald Pascarelli
- Antoine Legault
- Gerald Pascarelli
- Clement Genelot
Cheffelo: yet to prove the sustainability of its new niche player stat...
Cheffelo proved its ability to quickly return to "profitable growth" mode with a 2023-26 CAGR of 4.7%e for sales and 23%e for EBIT. This profile combined with the structurally low capital-intensive meal-kit model theoretically leads to strong FCF generation and a continued generous dividend policy
- Antoine Legault
- Gerald Pascarelli
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