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TSN shrs +1.4% – Key Conf. Call Takeaways
TSN shrs +1.4% – Key Conf. Call Takeaways
5-4-2026
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Event-Driven Research (GME, EBAY, WEX, VOYA, CLX, NCLH,...
Event-Driven Research (GME, EBAY, WEX, VOYA, CLX, NCLH, GBTG, PATK, LCII, HUBB, BLDR, ITGR)
5-4-2026
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NCLH shrs dn 6% - Key Conf. Call Takeaways
NCLH shrs dn 6% - Key Conf. Call Takeaways
5-4-2026
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JR’s Consumer/Internet Daily – 5.4.26
JR’s Consumer/Internet Daily – 5.4.26
5-4-2026
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Consumer – read-through from Berkshire Hathaway Q1...
Consumer – read-through from Berkshire Hathaway Q1 earnings. Note that there was no update on any...
5-4-2026
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GME/EBAY – Recapping The Bid, 13D Filing + Ryan...
GME/EBAY – Recapping The Bid, 13D Filing + Ryan Cohen's Extremely Awkward CNBC Interview
5-4-2026
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TSN - Reports FQ226 Earnings, Q beats on OpProfit/EPS...
TSN - Reports FQ226 Earnings, Q beats on OpProfit/EPS driven by better Chicken & Prepared Foods, ...
5-4-2026
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The Heat Check (4/26): Sales Growth Heat Map for 60...
The Heat Check (4/26): Sales Growth Heat Map for 60 Concepts - Sector Sales Growth Falls Back int...
5-4-2026
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NCLH - Reports Q126 Earnings, Q beats on Adj....
NCLH - Reports Q126 Earnings, Q beats on Adj. EBITDA/EPS driven by better NY & slightly better NC...
5-4-2026
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COST: Costco Wholesale - April SSS Pre-Game: Raising...
COST: Costco Wholesale - April SSS Pre-Game: Raising Core SSS to 8.0% Based on Strong Traffic Tre...
5-4-2026
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GME - Cohen told WSJ he's making an unsolicited...
GME - Cohen told WSJ he's making an unsolicited offer to buy EBAY at ~$125/shr in cash & stock, a...
5-3-2026
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Consumer (Important!) – Quick Update On The Consumer...
Consumer (Important!) – Quick Update On The Consumer Macro While You’ve Been Buried In Earnings (...
5-2-2026
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GME – Preparing an offer for EBAY (which is 4x its...
GME – Preparing an offer for EBAY (which is 4x its size) after quietly building a stake in EBAY’s...
5-1-2026
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CRI – Sharon’s Comp Package Details + Palladini Will...
CRI – Sharon’s Comp Package Details + Palladini Will Receive Severance
5-1-2026
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CL shrs +2.6% – Key Conf. Call Takeaways
CL shrs +2.6% – Key Conf. Call Takeaways
5-1-2026
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EL shrs +6% – Key Conf. Call Takeaways
EL shrs +6% – Key Conf. Call Takeaways
5-1-2026
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Month Ahead Catalyst Calendar (May 2026) - ASP...
Month Ahead Catalyst Calendar (May 2026) - ASP Reporting Changes, New PAMA Survey, Medicaid Cuts
5-1-2026
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Event-Driven Research (SOLV, CSGP, OXY, ALGN, VEEV,...
Event-Driven Research (SOLV, CSGP, OXY, ALGN, VEEV, IMKTA, UMG, GFL, NVT, TWLO, MTZ, MKL, IP)
5-1-2026
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Foot Traffic Growth & Menu News Monitor (April...
Foot Traffic Growth & Menu News Monitor (April 26th) - Sector Traffic Down 0.9% Yr/Yr, Falling Be...
5-1-2026
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JR’s Consumer/Internet Daily – 5.1.26
JR’s Consumer/Internet Daily – 5.1.26
5-1-2026

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