Back to top

consumer-discretionary: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: Deckers Brands, Nike, On Holdings and Align Technology

Deckers Brands and Align Technology headline two S&P 500 stocks down 50%-80% from highs, with solid balance sheets and growth outlooks heading into 2026.

NKENegative Net Change ALGNPositive Net Change DECKPositive Net Change ONONNegative Net Change

Zacks Equity Research

Can Netflix's Content Strength Drive Further Upside in the Stock in 2026?

NFLX's expansive 2026 lineup of films and hit series sets the stage for stronger engagement, rising subs and expanding advertising momentum.

AMZNPositive Net Change NFLXNegative Net Change ROKUNegative Net Change

Zacks Equity Research

RL Stock Climbs 54.5% in FY25: How Should Investors Plan for FY26?

Ralph Lauren stock rallies on brand elevation, pricing power and digital growth, but higher costs and a premium valuation raise profit-taking questions.

RLPositive Net Change GESNo Net Change CROXPositive Net Change KTBNegative Net Change

Mrithunjoy Kaushik

CCL's Booking Visibility Strengthens: Can Demand Hold Amid Macro Noise?

Carnival exits FY25 with record forward bookings, and two-thirds of 2026 sold at higher prices, signaling resilient cruise demand despite macro uncertainty.

CCLPositive Net Change RCLNegative Net Change NCLHPositive Net Change

Rajani Lohia

Is lululemon's Digital Push Winning Over E-Commerce Customers?

LULU's Q3 results show digital remains a key growth engine, driving engagement and omnichannel momentum despite slower e-commerce growth.

RLPositive Net Change LULUNegative Net Change CROXPositive Net Change

Zacks Equity Research

DraftKings Adds Spanish-Language App: Unlocking a New Growth Channel?

DKNG plans a Spanish-language app ahead of the 2026 World Cup, targeting Hispanic bettors to drive acquisition, engagement and long-term growth.

BYDNegative Net Change MLCONegative Net Change DKNGPositive Net Change

Vasundhara Sawalka

Can DIS Stock Maintain Momentum With Streaming Wins and Parks Growth?

DIS gains traction as streaming turns profitable and parks post record income, setting up a pivotal test of whether Disney can sustain growth momentum.

CMCSAPositive Net Change DISPositive Net Change FUNNegative Net Change

Harendra Ray

RBLX vs TTWO: Which Gaming Stock Has the Stronger 2026 Setup?

Roblox and Take-Two head into 2026 with sharply different models, pitting platform-driven growth against franchise-led earnings visibility.

TTWOPositive Net Change RBLXPositive Net Change

Sumit Singh

4 Stocks With Solid Interest Coverage to Navigate the 2026 Market

AMZN, CAH, LRN and EAT stand out with strong interest coverage ratios to help weather 2026's shifting market tides.

AMZNPositive Net Change CAHNegative Net Change EATNegative Net Change LRNNegative Net Change

Sraddha Singha

Can Stride's Margin Focus Outweigh Its Flat Revenue Per Pupil?

Can LRN's margin expansion and cost discipline offset flat revenue per enrollment and drive earnings upside?

APEINegative Net Change STRAPositive Net Change LRNNegative Net Change

Benjamin Rains

2 Great Stocks to Buy in 2026 Down 50% and 80% from their Highs

Investors might want to be greedy while others are fearful and buy two hard-hit S&P 500 stocks that are trading 50% and 80% below their highs right now.

NKENegative Net Change ALGNPositive Net Change DECKPositive Net Change ONONNegative Net Change

Jeremy Mullin

Bear of the Day: Malibu Boats (MBUU)

Investors may want to stay on shore as boating stocks face headwinds.

MBUUNegative Net Change MODGPositive Net Change

Zacks Equity Research

Best Income Stocks to Buy for December 30th

IVR, SUBCY and ESCA made it to the Zacks Rank #1 (Strong Buy) income stocks list on December 30, 2025.

IVRNegative Net Change SUBCYPositive Net Change ESCAPositive Net Change

Harendra Ray

DKNG vs. PENN: Which Betting Stock Is the Better Buy Now?

DraftKings and PENN Entertainment capture diverging paths in a maturing U.S. betting market, as investors reassess profitability, execution, and balance-sheet discipline.

PENNNegative Net Change DKNGPositive Net Change

Zacks Equity Research

Can Strong Platform Revenues Support Further Upside in Roku Stock?

ROKU's platform business leans on advertising strength, expanding subscriptions and a growing content slate to drive revenue growth.

NFLXNegative Net Change DISPositive Net Change ROKUNegative Net Change

Rajani Lohia

lululemon Stock Jumps 14% in a Month: Buy the Rally or Hold Tight?

LULU rises 14% in a month, led mainly by strong Q3 results and a raised outlook, as investors weigh international momentum against U.S. and margin headwinds.

RLPositive Net Change GESNo Net Change LULUNegative Net Change GIIINegative Net Change

Vasundhara Sawalka

Disney vs. Comcast: Which Media Giant Has Better Upside Potential?

DIS' streaming turnaround to $1.33 billion profit and record $10 billion Experiences income highlight why DIS may offer stronger upside than CMCSA.

CMCSAPositive Net Change DISPositive Net Change

Zacks Equity Research

Best Value Stocks to Buy for December 29th

M, SAIC and MH made it to the Zacks Rank #1 (Strong Buy) value stocks list on December 29, 2025.

MPositive Net Change SAICNegative Net Change MHNegative Net Change

Mrithunjoy Kaushik

MAR, H, HLT: Which Hotel Stock Offers the Best Setup for 2026?

With hotel demand normalizing and costs elevated, let's see how MAR, HLT and H are positioning their brands, pipelines and pricing strategies for 2026.

MARNegative Net Change HNegative Net Change HLTNegative Net Change

Zacks Equity Research

New Strong Buy Stocks for December 29th

MH, M, VLO, BG and SAIC have been added to the Zacks Rank #1 (Strong Buy) List on December 29th, 2025.

MPositive Net Change VLONegative Net Change BGPositive Net Change SAICNegative Net Change MHNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Estee Lauder, Coty, Helen of Troy and European Wax Center

Estee Lauder stands out in a pressured cosmetics industry, leveraging innovation, digital strength and restructuring efforts as the market resets for 2026.

ELNegative Net Change HELEPositive Net Change COTYPositive Net Change EWCZNegative Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in The Clorox Stock?

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

CLXPositive Net Change

Harendra Ray

CCL vs. RCL: Which Cruise Stock Looks Stronger for 2026?

Carnival and Royal Caribbean head into 2026 with strong demand, full ships, and improved balance sheets, as cruise investors shift focus from recovery to execution.

CCLPositive Net Change RCLNegative Net Change

Subhasish Mukherjee

SE vs. TTWO: Which Gaming Stock Offers Better Growth Opportunity?

Take-Two Interactive's deep franchise lineup, record bookings and strong pipeline give it an edge over Sea Limited's Free Fire-dependent rebound.

TTWOPositive Net Change SENegative Net Change

Zacks Equity Research

JD's Food Delivery Business Expands: Can Margins and Growth Align?

JD.com's food delivery push is growing fast, but soaring marketing costs and widening losses raise questions about when margins can catch up.

JDNegative Net Change BABANegative Net Change GRABNegative Net Change