PresentationSimeon GutmanMorgan Stanley, Research Division Hi, everyone. I'm Simeon Gutman, Morgan Stanley's hardline, broadline and food retail analyst. It is my pleasure to welcome back. National Vision to this conference, represented by Alex Wilkes, CEO and Chris Laden, CFO. I am going to read disclosures, make a quick intro, ask the first question and sit down. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have a ...

U.S. equity markets presented a mixed picture in afternoon trading on Wednesday, December 3rd, 2025, as investors digested a weaker-than-expected private payrolls report and a significant pullback in the technology sector. While the Dow Jones Industrial Average and S&P 500 managed modest gains, the tech-heavy Nasdaq Composite faced headwinds, largely influenced by news from a major industry player. The overall sentiment, however, continued to lean towards optimism regarding potential Federal Reserve interes ...

[music] Welcome to Market Catalyst. I'm Julie Hyman. [music] We are 30 minutes into the US trading day.Let's get to the three market catalysts we're watching this hour. [music] First up, uh we have stocks that have been kind of mixed following a week ADP report. We'll have more on the labor market and what it means for [music] the Federal Reserve.Plus, the AI race heats up. We'll hear how Wall Street is viewing AI [music] competition. and we'll talk to the former CEO of Intel, Pat Gellzinger, as his chip st ...

U.S. stocks traded higher midway through trading, with the Dow Jones gaining more than 250 points on Wednesday.The Dow traded up 0.61% to 47,765.87 while the NASDAQ rose 0.07% to 23,430.56. The S&P 500 also rose, gaining, 0.22% to 6,844.57.Check This Out: How To Earn $500 A Month From Dollar General Stock Ahead Of Q3 EarningsLeading and Lagging SectorsEnergy shares jumped by 1.2% on Wednesday.In trading on Wednesday, information technology stocks fell by 0.6%.Top HeadlineMacy's Inc (NYSE:M) posted better-th ...

U.S. stocks traded higher midway through trading, with the Dow Jones gaining more than 250 points on Wednesday.The Dow traded up 0.61% to 47,765.87 while the NASDAQ rose 0.07% to 23,430.56. The S&P 500 also rose, gaining, 0.22% to 6,844.57.Check This Out: How To Earn $500 A Month From Dollar General Stock Ahead Of Q3 EarningsLeading and Lagging SectorsEnergy shares jumped by 1.2% on Wednesday.In trading on Wednesday, information technology stocks fell by 0.6%.Top HeadlineMacy's Inc (NYSE:M) posted better-th ...

This morning’s big market news comes from the monthly jobs report from Automatic Data Processing (ADP) . Headline private-sector payrolls came in at a negative -32K for November, below expectations for +40K and the prior month’s upwardly revised +47K. This marks the fourth negative month for private-sector payroll growth in the last six.It’s also the first time a 4-month trailing average, at -4K currently, has been negative since the early months of the Covid pandemic in 2020. While the survey saw losses in ...

When one of the biggest stars in music names one of her songs after your company, you know it's gonna be a game changer. "Boy, I'll let you be my Levi's jeans." I got chills because, you know, in that moment you're just reminded, what an incredible company and brand we are that Beyonce would name a song after us. It far exceeded our expectations.Six months later, Levi's announced a global marketing campaign with Beyonce, and the rest will go down in retail history. The TV ads broke records, billions of impr ...

PresentationKatherine DelahuntMorgan Stanley, Research Division Okay. Good morning, everyone. We can get this started. So for those of you who don't know me, I'm Katy Delahunt, an associate on Alex Straton, Softline Retail and Brands team here at Morgan Stanley. And thank you all for joining us to kick off the second day of Morgan Stanley's Global Consumer and Retail Conference. So I'm really pleased to welcome Bath & Body Works. And here on the stage with us, they're the leader in home fragrance, body car ...

Key Takeaways The screen identifies stocks with low P/S ratios, supported by stable financial metrics.Selections also meet low P/E, low P/B and low debt requirements for value strength.HG, M, CTSH, PCB and PRAA pair solid balance-sheet profiles with ongoing operational momentum.Investing in stocks based on valuation metrics is a proven strategy for identifying opportunities with strong upside potential. While the price-to-earnings (P/E) ratio is a popular tool for gauging value, it has its limitations, espe ...

Over the past decade, these stocks have surged more than 460%.Two of the biggest behemoths in retail are Walmart (WMT +0.96%) and Costco Wholesale (COST 0.57%). They both offer essential day-to-day products, including groceries, and a diverse mix of discretionary items. Their businesses have also been resilient over the years, even as other retailers have struggled due to challenging economic conditions.Over the past five years, both of these stocks have more than doubled in value. But in the process, that ...