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09.12.25 - 13:09
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Consumer Stock Bosses Reinforce ′K-Shaped′ Bifurcation Theme (ZeroHedge)
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Consumer Stock Bosses Reinforce 'K-Shaped' Bifurcation Theme
A bifurcated consumer landscape is one of the top themes (besides everything AI) of the third-quarter earnings season. Even though most consumer companies beat expectations and raised FY25 guidance, notably Dollar General, Five Below, and Ulta, management teams highlighted an unsettling financial squeeze on working-class and lower-income consumers.
Readers have seen in prior notes how the "K-shaped" economy has divided consumers into two groups. Now that earnings season is wrapping up this week, it's worth drilling deeper into what corporate executives of these companies are saying.
Below, Goldman Sachs Managing Director Kate McShane highlights consumer health commentary from management teams across the stocks in her coverage universe.
"This quarter, many companies emphasized that consumers remain cautious and focused on value," McShane noted.
All commentary below from retailers reinforced the picture...
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08.12.25 - 19:30
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Wall Street is Pounding the Table Over Carvana, Nvidia and Five Below (24/7 Wall St.)
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Carvana (NYSE: CVNA) will be added to the S&P 500 on December 22. As a result, analysts at Bank of America reiterated a buy rating on the stock with a price target of $485 a share. After all, inclusion into the S&P 500 typically forces index funds and ETFs to buy shares of newly added ... Wall Street is Pounding the Table Over Carvana, Nvidia and Five Below
The post Wall Street is Pounding the Table Over Carvana, Nvidia and Five Below appeared first on 24/7 Wall St.....
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04.12.25 - 18:01
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Bargain Hunters Lift Five Below, Dollar General (Bloomberg)
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Discount shops are capitalizing on the strained consumer. Five Below and Dollar General both hiked their earnings forecasts as Americans hunt for deals this holiday season. Goldman Sachs analyst Kate McShane joined Bloomberg Open Interest. She has a sell rating on Dollar Tree and buy rating on Five Below. (Source: Bloomberg)...
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