Сигналы
5
#851
Альфа-оценка 31.1
Steven Zaccone
Аналитик по ритейлу и товарам длительного пользования, Citi
Винрейт
20.0%
доходность
+0.2%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
17 авг
$338.83
-1.1%
He has a Buy on Home Depot expecting a slight sales and earnings beat, with the home improvement industry bottoming after years of negative comps and a multiyear improvement as housing turnover eventually recovers.
Ритейл и мобильность
Лонг
22 мая
$3472.35
-13.6%
The auto parts sector, including AutoZone and O'Reilly, is a good area for consumer spending exposure because consumers prioritize maintaining existing vehicles over buying new ones. Inflation from tariffs has been passed on, and same-store sales growth remains in the mid-single digits.
Ритейл и мобильность
Лонг
22 мая
$214.25
-1.3%
Lowe's is upgraded to Buy because higher gas prices hurt discretionary spending but the home improvement space has low earnings risk. Lowe's is gaining share in the small to medium pro opportunity and has a good margin expansion story once same-store sales growth improves.
Ритейл и мобильность
Лонг
22 мая
$92.83
-3.7%
The auto parts sector, including AutoZone and O'Reilly, is a good area for consumer spending exposure because consumers prioritize maintaining existing vehicles over buying new ones. Inflation from tariffs has been passed on, and same-store sales growth remains in the mid-single digits.
Ритейл и мобильность
Лонг
22 мая
$192.38
+20.8%
Williams-Sonoma is a cleaner way to get exposure to home furnishings. The company is executing at a better level than Restoration Hardware, has strong brands, serves the upper half of the K-shaped economy, and is bucking the weak housing turnover trend.
Ритейл и мобильность
Показано 5 из 5 коллов · сортировка по упоминаниям
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У Steven Zaccone на Buzzberg отслеживается 5 торговых идей по 5 тикерам с мая 2026. #851 в рейтинге Buzzberg Alpha. Чаще всего покрывает: AZO, HD, WSM.
