研报专题
消费行业研报与市场观点
汇总消费领域的最新机构研报与市场观点。
Walmart, DoorDash, Uber, Restaurants: Walmart enters Restaurant Delivery...can it "deliver" the economics?2026-10-26 · Bernstein · WMT,DASH,UBER,CART,CMGEuropean Retail: Spooky Season. What to expect from the UK Budget.2026-10-26 · Bernstein · ABF.LN,BME.LN,HMB.SS,ITX.SM,JD/.LNThailand Consumer Finance: Rising headwinds, turning more selective on the sector2026-10-25 · JPMorganRetail therapy ahead of the ERA2026-10-23 · BarclaysEquity Snap: DFI Retail Group (DFI SP): Strong 3Q26 momentum2026-10-23 · HSBCJapan economic perspective (regular report): Consumer spending update (August 2026)2026-10-21 · NomuraEat, Drink, Shop: Mexico Consumer 3Q26 Reporting Season (So Far): No Clear Inflection; Risks into 2027 Remain2026-10-24 · JPMorgan