bearish
Global Consumer (Midweek Update): Consumer Woes Persist, Especially in China.
Neil has highlighted this Insight as a Top Pick
275 Views11 Sep 2024 10:43
Topsports miss signals inventory fire sale in China, impacting Nike, Anta Sports Products, and the sector as a whole. Chinese consumers shun movies, German cars and Import data weak for consumption
What is covered in the Full Insight:
- Introduction
- Topsports International Holdings Profit Warning
- BMW Guidance Cut
- China's Weak Imports
- Boot Barn Holdings Preliminary Results
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 7-minute read)
Discussions
(Paid Plans Only)
Top Quartile
Neil Campling
Global TMT Analyst, Ex-PM, 30 years experience
- Consumer Weekly. China Macro, US Auto Data, Visa, Coca-Cola, Wendy's, Mondelez, Campari, Ally17 Sep 2024
- China Consumption Weekly (2 Sep 2024): Alibaba, Huawei, Kuaishou, Li Auto, Haidilao02 Sep 2024
- Consumer Tales Aug Wk#4: Beer in China, Ola's Path to Profits, Kalyan Jewellers' Quiet Confidence26 Aug 2024
- Autonomous Driving- The Tesla Delusion06 Apr 2018
x