RESEARCH COLLECTION
Bernstein Research Reports
Recent research reports published by Bernstein.
Walmart, DoorDash, Uber, Restaurants: Walmart enters Restaurant Delivery...can it "deliver" the economics?2026-10-26 · Bernstein · WMT,DASH,UBER,CART,CMGFedEx Corporation (FDX): Key debates going into the first post spin, normal calendar print2026-10-26 · Bernstein · FDXThe Drug Developers: We project negative overall survival for AZN/DS‘s AVANZAR, TL-07 & TL-08 - blocking SMMT plus Datroway NSCLC combo2026-10-26 · Bernstein · SMMTKerry (KYGA.LN) 3Q26: Accelerating end-market outperformance2026-10-26 · Bernstein · KYGA.LN,KYGA.IDCART, DASH, UBER: Instacart puts itself on the shopping list? Our take on the M&A chatter2026-10-26 · Bernstein · DASH,CART,UBERViridien, Tenaris and Vallourec: Positive readthroughs from Halliburton, Oceaneering and SLB: Global Oil Services2026-10-26 · Bernstein · ADNOCDRI.UH,MAIRE.IM,GTT.FP,RUI.FP,SPM.IMAir Products: Mapping the future project growth potential2026-10-26 · Bernstein · APDAmericas Oil: Gasoline is stickier than oil...what previous boom cycles tell us about the velocity of crude & products2026-10-26 · Bernstein · XOM,CVX,COP,FANG,DVNMelexis: 3Q26 results due on 28/10 - Automotive finally re-accelerating?2026-10-26 · Bernstein · MELE.BBSGS: All eyes on the CMD2026-10-26 · Bernstein · SGSN.SWSainsbury‘s: Steady as she goes2026-10-26 · Bernstein · SBRY.LNEuropean Retail: Spooky Season. What to expect from the UK Budget.2026-10-26 · Bernstein · ABF.LN,BME.LN,HMB.SS,ITX.SM,JD/.LNGTT: Perception is reality. Weak 9M26 revenue/conference call.: Many positives, but a pause is needed.2026-10-26 · Bernstein · GTT.FPVolvo Q3 2026: A heavy payload next year?: Market-Perform2026-10-26 · Bernstein · VOLVB.SSGlobal Hotels: The price of success - a 2026 RevPAR index2026-10-26 · Bernstein · HLT,H,MAR,IHG.LNRENK Group: Slide bearings out, David Brown in, ramp-up assumptions trimmed, upside Intact2026-10-26 · Bernstein · R3NK.GRSpaceX: Update and raise target to $268 - Terrestrial AI build and enterprise broadband add to Orbital AI thesis; Outperform2026-10-26 · Bernstein · SPCXPlanisware: Why look for negatives where there are none?2026-10-26 · Bernstein · PLNW.FP