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GLOBAL RESEARCH ARCHIVE

US Research Published: Week ending on June 05, 2026

Published: 2026-06-08Institution: BofA Global ResearchPages: 9Original language: 英语Evidence page: 1

Research evidence excerpt

US Research Published: Week ending on June 05, 2026

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US Research Published

Week ending on June 05, 2026

Exhibit 1: US Research Published 08 June 2026

Week ending on June 05, 2026 US

Advertising & Marketing Services Investor Support

US Internet/Marketing & Advertising Technology: BofA Tech Conf Recap: alternative app BofAS

distribution a multiyear opportunity Dessouky, Omar

Aerospace

Aerospace & Defense: Takeaways from Forum of European Aerospace Market Analysts

(FEAMA) Epstein, Ronald J.

Valuation Trends: Val. Trends #932: Trump admin looks to build drone industrial base Epstein, Ronald J.

Air Freight

FedEx Corp.: Adjust estimates post Freight spin, focus on progress at FDX; PO to $376 Hoexter, Ken

Airlines

Airlines: BofA Seat Tracker: 3Q26 domestic capacity growth moving closer to flat Didora, Andrew

Allegiant Travel Company: Updating estimates post Sun Country deal close; focus now

turns to integration Didora, Andrew

Apparel

Torrid Holdings Inc.: Turnaround remains on track Hutchinson, Lorraine

PVH Corp: See greater EMEA pressure, but more realistic expectations going forward Toscano, Kendall

Asset Management

Brokers, Asset Managers & Exchanges: 6 takeaways from corporate/industry contact

meetings in China/Japan/Singapore Siegenthaler, Craig

Autos/Car Manufacturers

Auto Sales Monthly: May SAAR of 16.1mm units better than expected Perry, Alexander

Automotive Industry: Under the hood: initial thoughts on USMCA proposal for General

Motors & Ford Perry, Alexander

Automotive Industry: Weekly automotive pit stop: Inventory looks healthy, KMX traffic

accelerates Perry, Alexander

Banks-Multinational/Universal

Private Profile: Konfio: Scaling digital credit for Mexico’s underserved SMEs Pierry, Mario

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