All right, welcome back everybody. Black Friday is in full swing this morning and our next guest is powering many of those sales. Harley Finkelstein is the president of Shopify.And Harley, thank you for coming in today. >> Great to be here. >> You've got data that is not just up to the hour, but up to the almost minute.>> We do. Yeah, we have we have uh minute minutes to minute data. Right now, as we talked about, we have about 12% of all US e-commerce on Shopify.Obviously, most people think that we support ...

Core Insights - Church & Dwight Co., Inc. (CHD) has a market capitalization of $20.2 billion and specializes in household, personal care, and specialty products [1] Performance Overview - CHD shares have underperformed the broader market, declining 25.2% over the past year, while the S&P 500 Index has increased nearly 11% [2] - Year-to-date, CHD stock is down 19.8%, compared to a 12.3% rise in the S&P 500 [2] - Compared to the Consumer Staples Select Sector SPDR Fund (XLP), which has declined about 3.9% over the past year, CHD's performance is significantly worse [3] Recent Financial Results - On October 31, CHD reported Q3 results, with adjusted EPS of $0.81, surpassing Wall Street expectations of $0.73 [4] - The company's revenue for the quarter was $1.6 billion, exceeding the forecast of $1.5 billion [4] - For the full fiscal year, CHD expects adjusted EPS to be $3.49 [4] Analyst Ratings and Expectations - Analysts project CHD's EPS to grow 1.2% to $3.48 for the current fiscal year ending in December [5] - CHD has a strong earnings surprise history, beating or matching consensus estimates in the last four quarters [5] - Among 21 analysts covering CHD, the consensus rating is "Moderate Buy," with eight "Strong Buy," one "Moderate Buy," eight "Holds," and four "Strong Sells" [5] Price Targets - The analyst sentiment has become less bullish compared to a month ago, with nine analysts now suggesting a "Strong Buy" [6] - Oppenheimer's Rupesh Parikh maintains a "Buy" rating with a price target of $100, indicating a potential upside of 19% [6] - The mean price target is $98.72, representing a 17.5% premium to current levels, while the highest price target of $114 suggests a notable upside potential of 35.7% [6]

Core Viewpoint - The U.S. stock market is experiencing volatility, with the S&P 500 declining 0.8% in April, marking its third consecutive monthly drop, while GDP shrank 0.3%, the first decline since early 2022. However, strong consumer spending and a stable job market indicate underlying confidence in the economy [1]. Group 1: Investment Strategy - In uncertain market conditions, a relative price strength strategy can help investors identify stocks that outperform their peers, thus staying aligned with market momentum [2]. - Stocks that show better performance than their industry or benchmark should be included in investment portfolios, as they are more likely to yield significant returns [4]. - It is essential to assess whether a stock has upside potential, particularly those that have outperformed the S&P 500 over the past 1 to 3 months and possess solid fundamentals [5]. Group 2: Screening Parameters - The screening criteria for identifying potential stocks include positive relative price changes over 12 weeks, 4 weeks, and 1 week, as well as positive current-quarter estimate revisions [7]. - Stocks must have a Zacks Rank of 1 (Strong Buy), a current price of at least $5, and an average 20-day trading volume of at least 50,000 to ensure adequate liquidity [8]. Group 3: Featured Stocks - **Kaiser Aluminum Corporation (KALU)**: Expected earnings growth of 66.1% for 2025, with a market cap of $1.1 billion. The Zacks Consensus Estimate for 2025 earnings has increased by 35.4% over the past 30 days, although shares have decreased by 29.3% in the past year [10][11]. - **Sprouts Farmers Market, Inc. (SFM)**: Anticipated earnings growth of 30.7% for 2025, with shares rising 131.9% in the past year. The company has consistently beaten earnings estimates, with a trailing four-quarter earnings surprise of approximately 16.5% [12][13]. - **BGC Group, Inc. (BGC)**: Projected EPS growth rate of 23.2% year-over-year for 2025, with a favorable expected growth rate of 24.7% over the next three to five years compared to the industry average of 13.8%. Shares have gained 7% in the past year [14][15]. - **ODDITY Tech Ltd. (ODD)**: Expected earnings growth of 3.1% for 2025, with shares increasing by 95.8% in the past year. The company has a trailing four-quarter earnings surprise of about 32.8% [16][17].