Consumer Staples

What Home Depot Told Me About the Consumer

Home Depot’s earnings, softer discretionary demand, and my own in-store visit reveal a cautious consumer pulling back on major projects and pressuring consumer stocks.

U.S. Shoppers Aren’t Slowing Down — They’re Just Spending Differently

Retail sales are rising, restaurants are thriving, and grocery store share is near multi-decade lows — defying the “weak consumer” narrative.

This Beer Giant Is About to Tap a Major Breakout

Walmart’s 6% Drop: The Hidden Impact of GLP-1 Drugs

Could It Be a ‘Green Friday’ for Retailers?

Finding Our Next Big Winners in This Under-the-Radar Sector