INDUSTRY RESEARCH HUB
Consumer Industry Evidence and Company Research
Track company disclosures, management commentary and research themes across the consumer industry.
Foreign research
20 August 2026 Annick Maas European Media CTS Eventim Christophe Cherblanc Rating Outperform Price Target EVD.GR 94.00 EUR Quick Take: CTS Eventim 2Q marked by moving parts and a reiterated outlook, for now …
I flytek (002230.SZ) 2Q26 Results Missed on Weak To-G/smart hardware Business and Higher R&D Spend2026-08-20 · CitiCrompton Greaves Consumer Electricals (CROP.BO): Investor Day Takeaways: Less Seasonal, More Scalable2026-08-20 · CitiBrambles Limited (BXB.AX): Is execution risk manageable?2026-08-20 · CitiAction | 20 Aug 2026 08:59:13 ET │ 15 pages Brambles Limited (BXB.AX) Is execution risk manageable? CITI'S TAKE Overall FY26 EBIT at +4% cFX was largely in line with the 3-5% guide. However, BXB introduced 1H27 capacity constraint costs, that were much …
Rebel drives the beat; FY27 still challenging: Super Retail Group Ltd | Asia Pacific2026-08-20 · Morgan StanleySuper Retail Group Ltd (SUL.AX): FY26 Result: Several positive thematics into FY272026-08-20 · CitiLowe‘s Companies Inc. (LOW.N): EPS Recap – Guidance Cut De-Risks Year; Rates Are Still What Matters for 20272026-08-20 · CitiAction | 20 Aug 2026 03:00:00 ET │ 14 pages Lowe's Companies Inc. (LOW.N) EPS Recap – Guidance Cut De-Risks Year; Rates Are Still What Matters for 2027 CITI'S TAKE LOW 2Q results garnered a positive reaction in shares—our estimates come …
Consumer Credit Activity Tracker2026-08-20 · Morgan StanleyWired for Growth; How to Play an Increasingly Caffeinated Consumer2026-08-20 · Morgan StanleyEndeavour Group Ltd: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 07:52 AM GMT Endeavour Group Ltd | Asia Pacific Morgan Stanley Australia Limited+ Melinda K Baxter Equity Analyst Risk Reward Update Risk Reward for Endeavour Group Ltd (EDV.AX) has been updated Reason for change …
Hirose Electric: Takeaways from F3/27 1Q Results Briefing2026-08-05 · Morgan StanleyM Update August 5, 2026 05:00 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Hirose Electric (6806) | Japan Sota Harashima Equity Analyst Takeaways from F3/27 1Q Results Briefing Shoji Sato Equity Analyst (1) 1Q sales were ¥62.1bn (+27% YoY).…
Yamazaki Baking: Takeaways from F12/26 2Q Earnings Call: Management Confident About Price Hikes2026-08-05 · Morgan StanleyM Update August 5, 2026 04:27 AM GMT Yamazaki Baking (2212) | Japan Morgan Stanley MUFG Securities Co., Ltd.+ Tomonobu Tsunoyama Equity Analyst Takeaways from F12/26 2Q Earnings Call: Management Confident About Price Hikes Seki Li Research Associate …
Ambev: Lack of Growth Keeps Us Underweight ABEV2026-08-05 · Morgan StanleyM Idea August 5, 2026 04:01 AM GMT Morgan Stanley C.T.V.M. S.A.+ Ambev | Latin America Ricardo L Alves Equity Analyst Lack of Growth Keeps Us Underweight ABEV Lucas T Mussi Research Associate Henrique Morello Research Associate What’s Changed …
Michelin: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 01:30 AM GMT Michelin | Europe Morgan Stanley Europe S.E., Madrid Branch+ Javier Martinez de Olcoz Cerdan Equity Analyst Risk Reward Update Michelin (MICP.PA, ML FP) What’s Changed Autos & Shared Mobility | France Updated Components …
Capri Holdings Ltd Mixed 1Q w/ 2H “Show-Me” Setup; Mgmt Follow-Up Takes2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Capri Holdings Ltd Mixed 1Q w/ 2H “Show-Me” Setup; Mgmt Follow-Up Takes Overweight CPRI, CPRI US Price (04 Aug 26):$16.52 ▼Price Target (Dec-27):$20.00 Prior (Dec-27):$22.00 I.…
Pinterest Sales Transformation Early, but UCAN Acceleration Encouraging; Remain Neutral, $27 PT2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Pinterest Sales Transformation Early, but UCAN Acceleration Encouraging; Remain Neutral, $27 PT Neutral PINS, PINS US Price (04 Aug 26):$25.58 ▲Price Target (Dec-27):$27.00 Prior (Dec-26):$25.00 …
Perrigo Company 2Q26 Takeaways: Solid Set of Results After an Otherwise Challenging 2025/20262026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Perrigo Company 2Q26 Takeaways: Solid Set of Results After an Otherwise Challenging 2025/2026 Overall, PRGO reported a solid set of 2Q results, albeit largely on 1x items, and …
Primary-source evidence
Restaurant Brands International reported Q2 2026 net income of $665M, up 153% YoY, and H1 net income of $1,110M, up 129%. Revenue growth driven by higher supply chain sales and system-wide sales, with favorable FX. Completed BK China JV, holding 17% stake.…
10-Q2026-08-06 · SEC EDGAR · 10-QMolson Coors reported Q2 2026 net sales of $3.10 billion and net income of $221.6 million, down from prior year. The company acquired Atomic Brands (Monaco cocktails) for $275 million and issued 2036 USD senior notes.…
8-K2026-08-05 · SEC EDGAR · 8-KSonoco Products Company filed an 8-K on August 4, 2026, announcing an update to the organizational structure of its Global Consumer Packaging businesses and related leadership transitions.…
10-Q2026-08-05 · SEC EDGAR · 10-QYum! Brands reported Q2 2026 revenue of $2.169B, up 12.2% YoY, and net income of $853M, up 128% YoY. The company completed the acquisition of 128 Taco Bell restaurants in the Southeast U.S.…
10-Q2026-08-04 · SEC EDGAR · 10-QBall Corp's Q2 2026 net sales rose 20% to $3,997 million, with net earnings of $221 million, up 4% YoY. H1 sales reached $7,600 million, net earnings $426 million. The company acquired 80% of Benepack's European beverage can business and sold 41% of its Saudi…
10-Q2026-07-31 · SEC EDGAR · 10-QCarter's reported Q2 FY2026 net sales of $615.5 million, up 5.2%, and net income of $105.0 million, driven by $128 million in IEEPA tariff refunds. Gross margin expanded to 67.0%, operating margin to 22.7%. U.S.…
10-Q2026-07-30 · SEC EDGAR · 10-QCrown Holdings reported Q2 2026 net sales of $3,668 million, up 16.5% YoY, and net income of $245 million, up 35.4%. H1 net sales were $6,927 million with net income of $420 million.…
Questions this evidence can help answer
- Which consumer companies are changing their outlook?
- Which operating and risk themes recur across sources?
- Where is primary evidence diverging from market narratives?