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consumer-discretionary: Archive
CCL vs. NCLH: Which Cruise Stock Is Better Positioned for 2026?
by Mrithunjoy Kaushik
Carnival and Norwegian Cruise take different paths on growth, costs and leverage as investors weigh which operator looks better set for 2026.
consumer-discretionary
Do Options Traders Know Something Marriott Vacations Worldwide Stock We Don't?
by Zacks Equity Research
Investors need to pay close attention to Marriott Vacations Worldwide stock based on the movements in the options market lately.
consumer-discretionary
Zacks Investment Ideas feature highlights: Deckers Brands, Nike, On Holdings and Align Technology
by Zacks Equity Research
Deckers Brands and Align Technology headline two S&P 500 stocks down 50%-80% from highs, with solid balance sheets and growth outlooks heading into 2026.
consumer-discretionary
Can Netflix's Content Strength Drive Further Upside in the Stock in 2026?
by Zacks Equity Research
NFLX's expansive 2026 lineup of films and hit series sets the stage for stronger engagement, rising subs and expanding advertising momentum.
artificial-intelligence consumer-discretionary internet-content
RL Stock Climbs 54.5% in FY25: How Should Investors Plan for FY26?
by Zacks Equity Research
Ralph Lauren stock rallies on brand elevation, pricing power and digital growth, but higher costs and a premium valuation raise profit-taking questions.
consumer-discretionary
CCL's Booking Visibility Strengthens: Can Demand Hold Amid Macro Noise?
by Mrithunjoy Kaushik
Carnival exits FY25 with record forward bookings, and two-thirds of 2026 sold at higher prices, signaling resilient cruise demand despite macro uncertainty.
consumer-discretionary
Is lululemon's Digital Push Winning Over E-Commerce Customers?
by Rajani Lohia
LULU's Q3 results show digital remains a key growth engine, driving engagement and omnichannel momentum despite slower e-commerce growth.
consumer-discretionary
DraftKings Adds Spanish-Language App: Unlocking a New Growth Channel?
by Zacks Equity Research
DKNG plans a Spanish-language app ahead of the 2026 World Cup, targeting Hispanic bettors to drive acquisition, engagement and long-term growth.
consumer-discretionary
RBLX vs TTWO: Which Gaming Stock Has the Stronger 2026 Setup?
by Harendra Ray
Roblox and Take-Two head into 2026 with sharply different models, pitting platform-driven growth against franchise-led earnings visibility.
consumer-discretionary
Can DIS Stock Maintain Momentum With Streaming Wins and Parks Growth?
by Vasundhara Sawalka
DIS gains traction as streaming turns profitable and parks post record income, setting up a pivotal test of whether Disney can sustain growth momentum.
consumer-discretionary internet-content