Economic Overview - Signs of economic stability have improved investor sentiment, leading to a stock market rebound over the last two sessions [1] - Positive economic data has raised hopes for a Federal Reserve rate cut in December, despite previous concerns about high inflation and a shrinking labor market [4][6] Consumer Stocks Investment - Recommended consumer stocks for investment during the holiday season include Carnival Corporation & plc (CCL), fuboTV Inc. (FUBO), Ralph Lauren Corporation (RL), and Roku, Inc. (ROKU) [2] - These stocks have experienced positive earnings estimate revisions in the past 60 days and carry a Zacks Rank 2 (Buy), indicating potential for solid returns [3][11] Individual Stock Analysis - **Carnival Corporation & plc (CCL)**: Expected earnings growth rate for the current year is 52.8%, with a 1.4% improvement in earnings estimates over the last 60 days [10] - **fuboTV Inc. (FUBO)**: Expected earnings growth rate exceeds 100%, with earnings estimates improving by more than 100% in the past 60 days [12] - **Ralph Lauren Corporation (RL)**: Expected earnings growth rate is 25%, with a 3% improvement in earnings estimates over the last 60 days [13] - **Roku, Inc. (ROKU)**: Expected earnings growth rate exceeds 100%, with an 83.3% improvement in earnings estimates over the last 60 days [14] Market Sentiment and Rate Cut Expectations - Investors are optimistic about a potential Federal Reserve rate cut in December, with an 89.2% chance of a quarter percentage point cut being priced in by the markets [7] - Recent economic reports, including a decline in private payrolls, have fueled expectations for further easing by the Federal Reserve [5][11]

Core Insights - Zacks Premium provides tools for investors to enhance their stock market engagement and confidence, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [3][4] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [4] Value Score - The Value Score identifies attractive and discounted stocks using ratios like P/E, PEG, and Price/Sales [4] Growth Score - The Growth Score focuses on a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Score helps investors capitalize on price trends by analyzing short-term price changes and earnings estimate shifts [6] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for selecting stocks with strong value, growth, and momentum [7] Zacks Rank - The Zacks Rank is a proprietary model based on earnings estimate revisions, with 1 (Strong Buy) stocks achieving an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [8][10] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down choices [9] Stock to Watch: Roku - Roku is the leading TV streaming platform in the U.S., Canada, and Mexico, currently rated 3 (Hold) with a VGM Score of B [12] - Roku's Momentum Style Score is B, with shares increasing by 0.7% over the past four weeks [12] - Nine analysts have raised Roku's earnings estimates for fiscal 2025, with the consensus estimate increasing by $0.31 to $0.12 per share, and an average earnings surprise of +75.4% [13]