Company library · Consumer
Consumer: the moats, the numbers, the verdicts.
51 companies covered. Every report re-run after the latest earnings.
The bet you're really making is that people keep buying iPhones, and keep paying Apple every month for iCloud, the App Store, and everything else that runs on the phone. Underneath
The bet you're really making is that people all over the world keep choosing an Airbnb over a hotel, and keep booking more nights every year. You're betting Airbnb can grow those b
American Eagle Outfitters, Inc. AEO
The bet you're really making is that teenagers and young women keep buying American Eagle jeans and Aerie leggings, in the stores and online, at about the pace they do now. You're
The bet you're really making is that Amazon's two engines, the store that ships you almost anything and the cloud arm that rents computing power to half the internet, both keep gro
Alibaba Group Holding Limited BABA
The bet you're really making is that Alibaba can spend tens of billions building AI data centers and fighting a food-delivery war in China without wrecking the profit engine undern
Build-A-Bear Workshop, Inc. BBW
The bet you're really making is that families keep paying $30 and up to build a stuffed animal inside Build-A-Bear's mall stores, and that the brand is strong enough to sell bears
The bet you're really making is that Bunge, which buys crops from farmers and crushes soybeans into animal feed and cooking oil, starts keeping more from each bushel than it did la
The bet you're really making is that Buckle keeps selling expensive jeans to young shoppers in mid-America malls, and keeps making unusually good money doing it. You're betting a m
The bet you're really making is that Dutch Bros keeps opening drive-thru coffee stands across America and keeps filling them with regulars who swing by every morning for a Rebel en
Casey's General Stores, Inc. CASY
The bet you're really making is that Casey's keeps opening and buying more convenience stores across small-town Middle America, and keeps selling more of its own kitchen-made food,
The bet you're really making is that CAVA keeps opening Mediterranean restaurants across America and keeps them full. Underneath that, you're betting each new restaurant earns back
The bet you're really making is that Americans keep buying more cans of Celsius and Alani Nu energy drinks, and start buying them abroad too. You're betting the company can sell fa
Costco Wholesale Corporation COST
The bet you're really making is that people keep paying Costco a yearly fee to walk in the door, and keep renewing year after year. You're betting the cheap gas, the $1.50 hot dog
The bet you're really making is that more Americans priced out of regular houses keep buying the cheaper factory-built homes Cavco makes, and that the pile of unfilled orders it is
The bet you're really making is that people keep drinking Johnnie Walker, Guinness, Tanqueray and Don Julio, and keep paying more each year for the better bottles. You are betting
The bet you're really making is that America's poorest shoppers keep coming to Dollar General for cheap food and household basics, and that the company keeps fixing the profit leak
DICK'S Sporting Goods, Inc. DKS
The bet you're really making is that Dick's can take Foot Locker, the mall sneaker chain it bought last September, and make it healthy again, the way it fixed its own stores after
The bet you're really making is that Domino's keeps getting more Americans to order more pizzas, one carryout at a time, and that the franchisees who run nearly all of its stores k
The bet you're really making is that Ford keeps selling F-150 pickup trucks and Transit commercial vans that American consumers and businesses want, and keeps making real cash doin
The bet you're really making is that the world's chemical, food and paint makers start refilling their warehouses with steel drums and plastic jugs again, and that Greif sells more
The bet you're really making is that people keep buying Cheerios, Blue Buffalo dog food, and Häagen-Dazs, and that General Mills can hold its sales even as shoppers reach for cheap
The bet you're really making is that people keep buying more protein powder and protein bars, and keep paying up for Optimum Nutrition, a top-selling protein brand Glanbia owns. Yo
The bet you're really making is that shoppers keep buying from foreign websites, and that when a British brand sells a sweater to someone in Texas, Global-e is the invisible plumbi
The bet you're really making is that GameStop stopped being a store chain and became a $7.4 billion pile of cash that Ryan Cohen is trying to turn into something bigger. You're bet
The bet you're really making is that Gentex keeps selling more of its self-dimming mirrors and screens per car, even as the world builds fewer cars. You're betting the mirror that
The bet you're really making is that Americans keep pouring money into the homes they already own: fixing roofs, redoing kitchens, and hiring the contractors who do the work. You a
The bet you're really making is that Herbalife's army of independent sellers keeps buying its protein shakes and supplements to resell, even as fewer new people sign up to sell eac
lululemon's compensation committee added $287.4M of cost back to fiscal 2025 operating income before deciding what its executives had earned, and $20.3M of that was the bill for fi
LVMH Moët Hennessy - Louis Vuitton, Société Européenne LVMHF
The bet you're really making is that people who want a Louis Vuitton bag or a bottle of Dom Pérignon keep wanting them, and keep paying more for them, even when times are tight. Yo
The bet you're really making is that Chinese tourists keep flying to Macau and losing money at Sands' tables, and that Sands keeps taking a bigger slice of it than the other five c
The bet you're really making is that MercadoLibre keeps selling more to Latin Americans every year, on the same site and app that hundreds of millions already use to shop and pay.
McCormick & Company, Incorporated MKC
The bet you're really making is that people keep reaching for the same red-capped McCormick spice tins and French's mustard bottles, and keep paying a few cents more for the name o
The bet you're really making is that Americans keep smoking Marlboro even as fewer of them light up each year, and that Altria keeps raising the price faster than it loses customer
The bet you're really making is that NIO keeps selling more electric cars in China every year, 107,658 of them last quarter, and finally makes money on them instead of losing money
NIKE pays Elliott Hill to hold sales flat and widen the profit margin, and in fiscal 2026 the profit half of his bonus paid at 125% of target on Adjusted EBIT of $3.3B. He gets the
The bet you're really making is that NVR keeps building houses the cheap way, renting the right to buy land instead of owning it, so when the market turns it walks away from a depo
The bet you're really making is that Newell Brands, the company behind Sharpie pens, Rubbermaid tubs, Coleman coolers and Yankee Candle, has stopped shrinking and can finally keep
The bet you're really making is that Realty Income keeps collecting monthly rent from thousands of single-tenant stores, the Dollar Generals, Walgreens and 7-Elevens sitting on str
The bet you're really making is that people keep buying beer, wine and spirits in glass bottles, and that O-I, the biggest bottle maker in the world, keeps its furnaces full enough
The bet you're really making is that Post keeps squeezing cash out of slow, boring businesses, the cereal in your pantry and the eggs it sells to restaurants and cafeterias, and sp
Royal Caribbean Cruises Ltd. RCL
The bet you're really making is that people keep booking cruises a year ahead and paying more than they did the year before, filling Royal Caribbean's giant new ships like Icon of
The bet you're really making is that Americans go back to buying more cups of Starbucks, more often, after two years of coming in less. You're betting the new boss, Brian Niccol, h
The bet you're really making is that Shopee keeps winning more of Southeast Asia's online shopping, across Indonesia, Vietnam, Brazil and five other countries, and that its lending
The bet you're really making is that Americans who cannot afford a regular house keep buying the cheaper kind Champion builds in a factory and trucks to a lot. You're betting that
The bet you're really making is that SharkNinja keeps inventing gadgets people did not know they wanted, like air fryers, then hair dryers, then countertop ice-cream makers, and ke
The bet you're really making is that American families keep coming back to Target's stores for cheap, stylish everyday things, and that shoppers are returning after two soft years.
The bet you're really making is that rural customers keep driving to Tractor Supply for livestock feed, fencing wire, and pet food, and that the customers who stopped coming this y
The bet you're really making is that Tesla turns into a robot and software company before its car business stops paying the bills. You're betting the cars keep selling well enough
The bet you're really making is that Wingstop keeps opening chicken-wing restaurants across America and overseas, and that the ones already open sell a little more each year. You'r
The bet you're really making is that Walmart keeps winning the grocery aisle and now earns real money from what is bolted onto the store: advertising sold against store traffic, Wa
The bet you're really making is that Wynn finishes a brand new resort on a man-made island north of Dubai, opens it in September 2027, and that it earns real money before the borro