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The consumer is under more pressure now, says Bernstein's Danilo Gargiulo
CNBC Television· 2025-08-13 21:01
Now, one group of restaurant stocks that so far has been healthier for investors is the dining category. Stocks like Brinker and Darden. So, how should investors make sense of this growing divergence in the categories? Let's bring in Bernstein senior research analyst Danilo Gargulo. Danilo, good to see you. So, um interesting. The Chipotle CEO squarely said, "Hey, look, economic times are tough. the working class consumer, I'm paraphrasing here, is drifting toward these deals. Is that a normalization or is ...
Expedia gave really robust guidance for the current quarter, says Jim Cramer
CNBC Television· 2025-08-12 23:51
Last week, we heard very different things from two fairly different consumer travelers. Both of which, you know, on Wednesday night, Airbnb reported a quarter that the market just hated with the stock plunging 8%. The next day and not coming back much since then.Then on Thursday night, Expedia reported a quarter that the market loved when the sent stock up 4% on Friday and people are still saying. So what the heck's going on here. Why is Expedia winning while Airbnb is losing.Heading into last week's result ...
Adobe's Record-High Profitability Outshines Digital Media Deceleration
Seeking Alpha· 2025-08-11 08:33
Core Thesis - Adobe Inc. (ADBE) is rated as a buy based on four main pillars: improved profitability over the last decade and the past year, valuation ratios significantly below historical averages, and a focus on GARP, Value, and Growth investment approaches [1] Profitability - Profitability has shown improvement both over the last 10 years and in the last 12 months, indicating a positive trend in financial performance [1] Valuation - Current valuation ratios for Adobe Inc. are considerably lower than historical averages, suggesting potential for price appreciation [1] Investment Approach - The investment strategies employed include GARP (Growth at a Reasonable Price), Value, and Growth, with a close watch on insider buying and stock buybacks [1] Technical Analysis - Technical analysis tools such as Elliott Wave, EMA crossovers, and chart patterns are utilized to inform investment decisions [1]
X @Market Spotter
Market Spotter· 2025-08-10 07:00
Token Value Drivers - Utility, not hype, is the key driver of value in the token world [1] - The token industry should prioritize function over speculation [1]
TJX and Walmart are who will benefit from back-to-school, says Telsey Advisory's Dana Telsey
CNBC Television· 2025-08-08 19:13
Early estimates from a top retail analyst are indicating a more subdued back- to-school spending season that sees shoppers searching for value and sticking to the necessities. Though she does see a slight uptick in spending from 2024. Joining us now is that analyst Telsey Group chief Chelsea Advisory Group chief research officer and CEO Dana Telsey.Dana, it's great to speak with you today. Great to see you too. Thank you so much for having me.Okay. The fact that we're that you're expecting at least a little ...
X @Andrew Tate
Andrew Tate· 2025-08-08 01:02
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McDonald's Wants to Make Breakfast Popular Again
Bloomberg Television· 2025-08-06 19:24
It's definitely a win for, you know, overall industry. Same store sales because it's such a monster. It also could be bad news for some of their competitors.With 14,000 stores in the United States plus a mandate, they know how to run a run. Good restaurants. Right.Right now in the U.S., they're starting to lap some easier comparisons. And, you know, that's showing up in that, you know, that's helping their results. They're also, you know, doing a good job with, you know, the menu, right.They're bringing bac ...
X @BREAD | ∑:
BREAD | ∑:· 2025-08-05 12:13
Growth Isn't LinearYour account will not be a straight line up once you gain traction—it will come in waves.My account spiked during multiple metas. You go deep, become "the account," and then hold on to high-value follows from that period.Everyone goes through this.BREAD | ∑: (@0xBreadguy):Apply the 70/30 rule to posting.→ Get engagement/interaction from other accounts by providing value in the area they care about→ Intersperse the thing you want to talk about (like your protocol) so that it is fed to them ...
How to live a life that outlives you | Dinna Al-Mossala | TEDxYouth@BedayiaSchool
TEDx Talks· 2025-08-04 16:55
[تصفيق] من حوالي شهرين كده كنت قاعده في مكتبي وجتلي مكالمه هاي انا امنيه من تدكس نفسنا تكوني سبيكر معانا السنه دي ود يو لايك تو جوين قلت لها اه تمام قالت لي عندك محتوى عارفه هتقولي ايه قلت لها اه تمام انا متعوده عامه ادي كلاسز اون انترنورشيب وهاو تو لانش يون زنس فوقت المكالمه دي انا كنت واثقه في نفسي جدا كتبت المحتوى اللي انا عايزاه وكنت مبسوطه قوي كتبته اندبت وبعدين قبل الطاق دي بحوالي اسبوع ونص فكرت اسال سؤال بديهي جدا وكان لازم اساله من الاول قلت لها يا امنيه هو الافريج بتاع الاينس تقريبا قد ايه ردها بال ...
X @Decrypt
Decrypt· 2025-08-03 13:01
Professor Coin: What Gives Bitcoin Its Value?► https://t.co/fK2lEZ9LSH https://t.co/fK2lEZ9LSH ...