Group 1: Inflation Insights - December's CPI report indicates that inflation remains stable but not improving as desired by markets and the Federal Reserve, with core consumer prices rising 0.2% monthly and 2.6% yearly, the slowest pace since March 2021 [1] - Including all categories, CPI increased by 0.3% over the last month and 2.7% annually, with food prices rising 0.7% monthly and 3.1% annually, indicating inflation is still above the Fed's target of 2% [2] Group 2: Company Implications - Cars.com (CARS) and Carvana (CVNA) may benefit from lower used car prices, which saw a 1.7% unadjusted monthly decrease, potentially attracting more buyers to the used car market [4] - Tyson Foods (TSN) is currently facing challenges due to deeper losses in its beef segment caused by cattle shortages and rising input costs, leading to a Zacks Rank 4 (Sell) as EPS revisions trend lower for FY26 and FY27 [5] - EPS estimates for Tyson Foods have retracted over the last 60 days, with current estimates for the current quarter at 0.97 and next year at 4.64 [6]
Stocks to Watch After December's CPI Report: CARS, CVNA, TSN
ZACKS·2026-01-15 00:30