Undervalued by 45%, This Wide-Moat Stock Is a Buy This Holiday Season Bargain seekers on a mission for cheap stocks of high-quality companies can stop here. Sean Dunlop, CFA Nov 29, 2023
After Earnings, Is Etsy Stock a Buy, a Sell, or Fairly Valued? With consumers spending less, here’s what we think of Etsy’s stock. Sean Dunlop, CFA Nov 13, 2023
Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now Cheap Sean Dunlop, CFA Nov 10, 2023
The RealReal Earnings: Slowing Cash Burn, Narrowing Losses Mark Progress; Shares Expensive Sean Dunlop, CFA Nov 10, 2023
Papa John’s Earnings: Still Some Upside After Development and International Woes Send Shares Reeling Sean Dunlop, CFA Nov 3, 2023
Starbucks Earnings: Strong Results Demonstrate Reinvention Plan Progress; Shares Fairly Valued Sean Dunlop, CFA Nov 3, 2023
Restaurant Brands Earnings: Global Systemwide Sales Growth Encouraging, Modest Development Hiccup Sean Dunlop, CFA Nov 3, 2023
Wendy’s Earnings: Solid Digital and International Progress Encouraging; Shares Slightly Cheap Sean Dunlop, CFA Nov 3, 2023
Etsy Earnings: Revenue and Earnings Outperformance Don’t Appease the Market; Shares Very Cheap Sean Dunlop, CFA Nov 2, 2023
MercadoLibre Earnings: Great Result Offers Salient Glimpse of Future Prospects Sean Dunlop, CFA Nov 2, 2023
Revolve Earnings: Sluggish Demand Remains Near-Term Concern, but Long-Term Fundamentals Are Intact Sean Dunlop, CFA Nov 2, 2023
Wingstop Earnings: Chicken Chain Posts Blowout Quarter but Pricey Shares Give Us Indigestion Sean Dunlop, CFA Nov 1, 2023
Yum Earnings: Digital Strength and Value Orientation Should Defend Results Despite Tough Backdrop Sean Dunlop, CFA Nov 1, 2023
Sysco Earnings: Deflation and Sluggish Industry Volume Continue to Pinch 2024 Prospects Sean Dunlop, CFA Oct 31, 2023
McDonald’s Earnings: Value Leader Performs Ably Despite Turbulent Backdrop; Shares Attractive Sean Dunlop, CFA Oct 30, 2023
Chipotle Earnings: Strong Transaction Performance Outweighs Expected Inflation Headwinds Sean Dunlop, CFA Oct 27, 2023
Dollar General: CEO Change Could Assuage Frustrated Investors After Tough 2023 We expect management to prioritize investments more in store renovations and labor. Sean Dunlop, CFA Oct 13, 2023
Domino’s Earnings: Loyalty Program Changes and Uber Eats Ramp Should Drive Sales Turnaround Sean Dunlop, CFA Oct 12, 2023
Lamb Weston: Judicious Investments Set to Support Category Leadership Position but Shares Rich Sean Dunlop, CFA Oct 12, 2023
Restaurant Brands Int’l: Value-Driven Brands Well Positioned for Sluggish Consumer Environment Sean Dunlop, CFA Oct 9, 2023
Lamb Weston Earnings: Strong Execution and Top-Line Momentum Encouraging but Shares Overcooked Sean Dunlop, CFA Oct 5, 2023
Allegro Earnings: Allegro Continues to Fire on All Cylinders Despite Challenging Macroenvironment Sean Dunlop, CFA Sep 28, 2023
Toast: CEO Transition Shouldn’t Alter Roadmap; We Maintain Standard Capital Allocation Rating Sean Dunlop, CFA Sep 5, 2023
Dollar General Earnings: Problems Reflect Pressured Core Clientele, Not Fundamental Weakness Sean Dunlop, CFA Sep 5, 2023
Chewy Earnings: Despite Challenging Pet Care Backdrop, We’re Salivating at Chewy’s Prospects Sean Dunlop, CFA Aug 31, 2023
Best Buy Earnings: Solid Quarter Overshadowed by Weak Industry Environment; Shares Remain Cheap Sean Dunlop, CFA Aug 29, 2023
Dollar Tree Earnings: Traffic Trends Positive, but Declining Discretionary Mix Pressures Margins Sean Dunlop, CFA Aug 24, 2023
MercadoLibre: CFO Pedro Arnt Steps Away in Surprise Move but Leaves Company in Excellent Shape Sean Dunlop, CFA Aug 14, 2023
Toast Earnings: Slowing Industry Sales Overshadow Upbeat Location Additions and Profit Improvement Sean Dunlop, CFA Aug 11, 2023