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consumer-discretionary: Archive

Tanuka De

Why Alto Ingredients Remains Unprofitable Despite Market Leadership

ALTO's cost cuts, carbon strategies, and clean fuel tax credit push haven't been able to turn its market lead into profits yet.

GEVONegative Net Change GPREPositive Net Change ALTONegative Net Change

Mrithunjoy Kaushik

Can AI-Driven Creation & Discovery Extend Roblox's Revenue Runway?

RBLX leans on AI to strengthen creator productivity, discovery and platform efficiency, laying groundwork for more durable, scalable monetization.

MCRIPositive Net Change DKNGPositive Net Change RBLXPositive Net Change BRAGNegative Net Change

Zacks Equity Research

How Is Whirlpool Responding to Slowing U.S. Housing Demand?

WHR counters weak U.S. housing demand with rapid product refreshes, North America share gains and SDA growth, while preparing for a housing rebound.

WHRNegative Net Change GESNo Net Change GIIIPositive Net Change SHOOPositive Net Change

Zacks Equity Research

Is Central Garden & Pet Company a Buy at Its Current Valuation?

CENT trades at a valuation discount as portfolio exits, margin expansion and e-commerce growth support a more profitable future.

CENTNegative Net Change GESNo Net Change VNCEPositive Net Change ADVPositive Net Change

Zacks Equity Research

Company News for Jan 15, 2026

Companies in The News Are: FTNT,TCOM,JPM,GS

GSPositive Net Change JPMPositive Net Change FTNTPositive Net Change TCOMNegative Net Change

Harendra Ray

Peloton's Free Cash Flow Surge: A Turning Point or Timing Boost?

PTON posts $67M in first-quarter fiscal 2026 free cash flow, beating expectations, but management implies about $30M from timing-related benefits.

PLNTNegative Net Change PTONPositive Net Change XPOFPositive Net Change

Harendra Ray

Leisure Industry Shows Strength: 3 Stocks Set to Ride the Upswing

The Leisure & Recreation Services industry gains from the demand for concerts and strong bookings for cruise operators. Stocks like TCOM, PLNT and TNL are better-positioned to gain from the industry trends.

TCOMNegative Net Change PLNTNegative Net Change TNLNegative Net Change

Zacks Equity Research

Do Options Traders Know Something About Afya Stock We Don't?

Investors need to pay close attention to AFYA stock based on the movements in the options market lately.

AFYANegative Net Change

Zacks Equity Research

Buy 2 Consumer Discretionary Funds as PPI Climbs

Amid steady inflation and favorable interest rate expectations, consumer discretionary mutual funds, like FSCPX and FSRPX, remain well-positioned for the current market environment.

FSRPXNegative Net Change FSCPXNegative Net Change

Zacks Equity Research

New Strong Buy Stocks for January 15th

CGAU, ARMN, PAX, CCJ and TTWO have been added to the Zacks Rank #1 (Strong Buy) List on Jan.15, 2026.

TTWONegative Net Change CCJPositive Net Change PAXPositive Net Change CGAUPositive Net Change ARMNPositive Net Change

Zacks Equity Research

Netflix Ad-Tier Growth Accelerates: Is the Stock Finally Breaking Out?

NFLX's ad-supported tier is surging, with 190M monthly viewers, a record ad quarter, and plans to double ad revenues in 2025.

AMZNPositive Net Change NFLXNegative Net Change DISNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Royal Caribbean Cruises, Carnival and Norwegian Cruise Line

Royal Caribbean Cruises leads cruise stocks as bookings, pricing and onboard spending point to solid demand strength heading into 2026.

CCLNegative Net Change RCLNegative Net Change NCLHPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Netflix, Toyota Motor, Amphenol, Oil-Dri and Global Self Storage

Netflix grabs the spotlight as analysts flag subscriber growth, rising ad-tier uptake and a boosted free cash flow outlook in the latest Zacks blog.

TMPositive Net Change NFLXNegative Net Change APHPositive Net Change SELFNegative Net Change ODCNegative Net Change

Rashmi Jaiswal

Margin Headwinds Strengthen: Will Tariff Mitigation Be Enough for NKE?

NIKE battles tariff-driven margin pressure as Q2 gross margin slid 300 bps, prompting pricing moves, cost controls and supply-chain shifts.

NKENegative Net Change LULUPositive Net Change SHOOPositive Net Change

Mrithunjoy Kaushik

RCL's Yield Momentum Holds Up: Can Pricing Stay Firm in 2026?

Royal Caribbean's pricing discipline and premium demand reveal a more durable yield model, powered by record close-in bookings and higher onboard spending.

CCLNegative Net Change RCLNegative Net Change NCLHPositive Net Change

Mark Vickery

Markets Book Profits as Q4 Earnings Season Gets Rolling

More bank earnings and economic reports await going into Hump Day.

BACPositive Net Change WFCPositive Net Change JPMPositive Net Change CPositive Net Change INTCPositive Net Change AMDPositive Net Change MRNAPositive Net Change

Mark Vickery

Top Analyst Reports for Netflix, Toyota Motor & Amphenol

NFLX eyes doubling revenue by 2030 as ads drive 55%+ of new sign-ups, free cash flow rises to $9B and Q4 growth stays strong.

BRNegative Net Change TMPositive Net Change NFLXNegative Net Change APHPositive Net Change MSIPositive Net Change WPRTPositive Net Change SELFNegative Net Change ODCNegative Net Change

Zacks Equity Research

Planet Fitness Ends 2025 Strong on Membership Growth & Unit Expansion

PLNT ends 2025 with 20.8M members, 181 new clubs and 6.7% same-club sales growth, showing expansion momentum despite a stock dip.

APEIPositive Net Change BYDPositive Net Change LRNNegative Net Change PLNTNegative Net Change

Rajani Lohia

lululemon vs Under Armour: Which Athleticwear Stock Has More Upside?

UAA's performance turnaround contrasts with LULU's premium scale and margin pressures, setting up a clear growth and valuation divergence.

LULUPositive Net Change UAANegative Net Change

Zacks Equity Research

lululemon Outlines Strong Holiday Season & Updates Q4 Guidance

Strong holiday demand lifts confidence as LULU guides Q4 revenues and EPS to the high end, offsetting U.S. softness with international strength.

GESNo Net Change LULUPositive Net Change VNCEPositive Net Change UAANegative Net Change

Mrithunjoy Kaushik

DraftKings Expands Its Buyback Program: What's Driving the Shift?

DKNG doubles its buyback to $2B as improving cash flow, stronger sportsbook economics and iGaming momentum reshape capital returns.

BYDPositive Net Change MLCOPositive Net Change ACELPositive Net Change DKNGPositive Net Change

Vasundhara Sawalka

Disney Stock Up 4.4% in a Year: Will Ad Innovation Fuel Further Gains?

DIS shares are up 4.4% in a year as AI-driven ad tools, vertical video, and streaming ad growth test whether innovation can reignite returns.

AMZNPositive Net Change NFLXNegative Net Change DISNegative Net Change PSKYNegative Net Change

Nilanjan Choudhury

Health & Fitness Stocks Positioned for Strong 2026 Growth

UNFI, COCO, DOCS and PTON are tapping into the $11T wellness boom with tech, nutrition, and fitness-driven growth.

AMZNPositive Net Change AAPLNegative Net Change COCOPositive Net Change UNFIPositive Net Change PTONPositive Net Change DOCSPositive Net Change

Zacks Equity Research

Best Value Stocks to Buy for Jan.13

APEI, KNOP and CF made it to the Zacks Rank #1 (Strong Buy) value stocks list on Jan.13, 2026.

APEIPositive Net Change CFPositive Net Change KNOPNegative Net Change

Rajani Lohia

Is lululemon's Guest Experience Revamp Improving Store Traffic?

LULU's guest experience revamp, from product activation to new store formats, is starting to lift store traffic and engagement despite U.S. pressures.

RLPositive Net Change GESNo Net Change LULUPositive Net Change