Five Below, Inc. (NASDAQ:FIVE) made our Mad Money recap, as Jim Cramer shared his take on the stock and highlighted resilient consumer spending despite the Iran conflict. Cramer was bullish on the stock, as he said: Five Below, the uber-discretionary play, has triumphed over all the other inexpensive shops. I had it on last week. I think it’s staying strong. Stock market data. Photo by Burak The Weekender on Pexels Five Below, Inc. (NASDAQ:FIVE) sells a wide range of low-priced essentials, decor, tech ...

We're less than a month into the USIsraeli war in Iran and we're already seeing the impact at the gas pump. And that's just the first hit. Gas prices in the US have shot up to their highest levels since 2022 from $2.93% a month ago to $3.88% on Thursday.That's more than a 30% jump. Drivers in Arizona, New Mexico, and Colorado are seeing the biggest sticker shock. Gas isn't a huge line item on most household budgets.In 2025, it made up less than 2% of disposable income, but it can have an outsized impact on ...

Long lines at discount pumps, fewer takeout orders and canceled trips are early signs of the strain of the Iran war on US consumers. https://t.co/QWKrSQoYR9 ...

[music] Why does it feel like there are two different economies right now. Because there are. The current US economy is K-shaped, [music] which is a reference to two different outcomes of wealthier consumers compared with people lower down the ladder.The upward slanting line of the K represents the ongoing trend of strong spending and healthy income growth among upper inome Americans. [music] Whereas the letter's lower slanting line points to the multiple financial strains facing low and middle inome people ...

Core Insights - The article discusses the significance of Analyst Days in the context of upcoming corporate events, highlighting their role in providing insights into company strategies and market conditions [2][3][18] Analyst Days Overview - Analyst Days, also known as Investor Days, are voluntary events aimed at detailing a company's long-term strategy and product pipeline, contrasting with mandated shareholder meetings that focus on governance [3][4] - These events are designed for Wall Street analysts and institutional investors, while shareholder meetings are limited to stockholders [4] Upcoming Analyst Days - Generac (GNRC) is set to host its Investor Day on March 25, with a focus on AI and data centers, following a nearly 50% increase in share price this year [6][7] - Quanta Services (PWR) will present on March 31, discussing strategic initiatives and long-term financial targets, with a record backlog of $44 billion noted [8][9] - Constellation Energy (CEG) will also hold an Analyst Day on March 31, with its stock currently 25% below its peak, raising questions about its future outlook [10][12] - The Hershey Company (HSY) will conduct its Investor Day on March 31, with shares up 21% year-to-date and a focus on gross-margin recovery and innovation [13][14] - FedEx (FDX) will report fiscal Q3 2026 results on April 8, with its Analyst Day expected to provide insights into economic activity and profitability challenges [15][17] Market Implications - The upcoming Analyst Days are anticipated to offer valuable insights into trends in AI, data centers, consumer behavior, and overall economic health, setting the stage for the Q1 earnings season [18]

Core Insights - Analyst Days are crucial events where companies outline their long-term strategies, growth initiatives, and financial targets, providing insights into their future direction and market positioning [4][6][19] - Upcoming Analyst Days for Generac, Quanta Services, Constellation Energy, Hershey, and FedEx are expected to reveal important trends in AI, energy, and consumer spending [1][19] Company-Specific Summaries Generac (GNRC) - Generac's Investor Day is scheduled for March 25, focusing on AI and data centers, with the company experiencing a nearly 50% increase in share price year-to-date [7][8] - The company is shifting its branding towards data center infrastructure, moving away from its traditional focus on portable generators [8] Quanta Services (PWR) - Quanta Services will present on March 31, highlighting its strategic initiatives and a projected 20% adjusted EPS growth for the year, supported by a record backlog of $44 billion [9][10] Constellation Energy (CEG) - Constellation Energy's Analyst Day on March 31 comes after a significant decline in share price, approximately 25% below its peak last October, raising questions about its future performance [11][13] - The company is a major player in the Utilities sector with a market cap of $109 billion and has partnerships with AI hyperscalers [13] Hershey (HSY) - Hershey's Investor Day is also on March 31, with shares up 21% year-to-date and a dividend yield of 2.7%, indicating strong investor interest [14][15] - The company anticipates a gross-margin recovery of up to 400 basis points this year, alongside an expanded innovation pipeline [15] FedEx (FDX) - FedEx's fiscal Q3 2026 earnings report is due on April 8, with the company facing challenges from rising oil prices and geopolitical disruptions [16][18] - The FedEx Freight Investor Day will provide insights into the state of economic activity and could influence market sentiment for the remainder of the year [16][18]

from Wall Street to Main Street is trying to navigate the growing econom risks created by the war with Iran as far as the markets are concerned all three finished higher for the day even as oil prices resume their climb with Brent crude finishing above the $100 mark. If you have been watching this show then you already know what it means for your wallet. Higher oil prices translate to higher prices for gas, diesel and even and jet fuel, all the things that keep our economy, not just our economy, but the glo ...

Whether rich Americans are driving an ever-larger share of consumer spending has become a key debate — one with big implications for how resilient the US economy is https://t.co/WmcekXrqvF ...

Core Insights - Goldman Sachs analysts anticipate a rebound in stocks despite a modest pullback due to the ongoing conflict in Iran, suggesting portfolio adjustments are necessary as the war enters its third week [1][2]. Market Overview - The S&P 500 has declined approximately 2.5% since the U.S. and Israel initiated strikes against Iran, primarily driven by rising oil prices and the associated macroeconomic uncertainty [2]. - The Cboe Volatility Index, which measures market fear, has decreased sharply but remains above 20, indicating a jittery market environment [2]. Sector Analysis - Goldman Sachs has shifted its outlook for various sectors due to the war, maintaining a constructive baseline outlook for U.S. equities while recognizing increased downside risks [2][4]. - The firm is overweight in the healthcare and materials sectors, while it no longer recommends stocks related to middle-income consumers or non-residential construction, as these areas are expected to be negatively impacted by rising gas prices, which have surged about 25% in the past two weeks [5][6]. Defensive Positioning - The healthcare sector is viewed as a protective investment during economic slowdowns, having historically outperformed during oil shocks by 1.5 percentage points compared to the broader market [6][7]. - Non-residential construction may face challenges due to elevated energy and transportation costs, alongside increased economic uncertainty [5]. Emerging Opportunities - Outside of defensive sectors, Goldman Sachs sees potential for solar and cybersecurity stocks to benefit from the conflict, as rising oil prices may drive demand for renewable energy and increased cyber threats could enhance the appeal of cybersecurity investments [8][9]. - The hyperscalers, including Alphabet, Microsoft, Amazon, and Meta, may regain leadership in the AI sector as economic conditions evolve, despite current pressures from uncertainty regarding their AI investments [10][11].

Group 1 - Consumer spending was slow prior to the attack on Iran, indicating a potential weakness in economic growth [1] - Inflation remained stubborn, contributing to the challenges faced by consumers and the overall economy [1] - The attack on Iran led to a significant increase in oil prices, which could further impact consumer spending and inflation [1]