RETAILERS Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
22:12
Oct 19
Oct 19
Bloomberg Markets
Consumer stress hurts retailers.
Consumer stress is broadening as prime and super-prime households pull back and trade-offs move up-market. Grocery spending is flat-to-negative, gasoline costs are draining household budgets, and she expects a difficult earnings season for many retailers.
RETAILERS
RETAILERS
Avoid
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21:40
Oct 19
Oct 19
Bloomberg Markets
Weak consumer will hurt retailer earnings
A weaker US consumer will make this earnings season difficult for many retailers. Banks only reflect prime and super-prime borrowers, grocery spending has been flat or negative since the Iran war began, sales growth is being driven by higher ticket prices rather than more transactions or foot traffic, and credit-card data shows consumer trade-offs moving upmarket.
RETAILERS
RETAILERS
Avoid
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21:27
Oct 01
Oct 01
Macro Voices
Rate-sensitive market segments remain weak
Beneath the mega-cap-led headline indices, wide swaths of the market are already in correction: regional banks, retailers, restaurants, hotels, cruise lines, theme parks, and small caps are weak, with the median S&P 500 stock 15-16% off its 52-week high and Fed-sensitive areas down 10%. Higher rates and bond-market stress are hitting these economically sensitive areas.
RETAILERS
RETAILERS
Avoid
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About RETAILERS Investor Commentary
Across the available history and selected sources, Buzzberg tracks RETAILERS across 5 sources: 4 bullish vs 1 bearish calls from 12 authors. Historical directional balance: 20% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 15 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: Meredith Whitney, David Rosenberg.