Anadolu Group Holding (AGHOL) is a consumer conglomerate, based out of Türkiye. The group's core fundamental performance (sales, EBITDA, dividends) is driven by beer (Anadolu Efes), soft drinks (Coca Cola Icecek) and food retail (Migros) businesses, all of which are key listed Turkish consumer companies with strong execution track records and attractive growth prospects, in our view. The company also has operations in automotive, agriculture, energy and industries sectors. Solid growth execution by group co ...

Since Trump's Jan. 20 inauguration, shares of the discount retailer have soared more than 36% as of Tuesday's close, the third-largest percentage-point rise in the S&P 500 behind software company Palantir and tobacco giant Philip Morris International . It's far outperformed the consumer staples sector as a whole, which is up 6% since the inauguration as of end of trading Tuesday, and climbed higher than competitors like Dollar Tree and Walmart .Dollar General is among the best-performing stocks in the first ...

US Restaurants Equities Defensive playbook warranted United States Escalating pressures, tempered outlook. On mounting macro headwinds, geopolitical uncertainty, and shifting consumer behaviors, we take a more measured view of the US restaurant sector outlook, lowering 2025-26e adjusted net earnings c4%, underpinned by: (1) Demand: US same-store sales (SSS) lower (average 2025-26e c90bp y-o-y) as affordability weighs on core lower-income consumers1 , but mitigated by premium trade- down from value-seeking h ...