Hims and Hers earnings review and 2025 outlook $HIMS

Hims & Hers Health is a digital-health and wellness company that operates a consumer-facing telehealth platform connecting individuals with licensed healthcare providers and, where appropriate, delivering prescription and over-the-counter medications and wellness products.  The company was founded in 2017 and is headquartered in San Francisco, California.  Its 2024 revenue reached approximately US$1.48 billion, representing strong growth over…

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SharkNinja Inc $SN Deep Dive

Executive Summary: SharkNinja Inc. is a global company that designs and sells home appliances. The company is known for its Shark brand of cleaning products like vacuums and mops, and the Ninja brand of kitchen appliances such as blenders and air fryers. SharkNinja has expanded its product line to include beauty tools and other home…

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MakeMyTrip Limited $MMYT Deep Dive

Executive Summary: MakeMyTrip Limited is a leading Indian online travel company founded in 2000. They offer a variety of travel services including flights, hotels, holiday packages, bus and rail tickets. The company is headquartered in Gurugram, Haryana, India and has a presence in over 100 cities. MakeMyTrip is a subsidiary of Trip.com $TCOM, the leading…

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Kenvue Inc $KVUE Deep Dive

Executive Summary: Kenvue Inc. is a global consumer health company spun off from Johnson & Johnson. Kenvue manages a diverse portfolio of self-care, skin health, beauty, and essential health categories, including names like Tylenol, Neutrogena, Listerine, and Band-Aid. Kenvue focuses on providing science-backed everyday care solutions and aims to drive innovation within the consumer health…

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Citigroup deep dive and 2025 outlook $C

1. Company Overview Citigroup Inc. is a leading global financial institution offering a broad range of services including consumer banking, investment banking, credit cards, wealth management, and treasury and trade solutions. Headquartered in New York City, Citi operates in over 160 countries and serves more than 200 million customer accounts. The company is one of…

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Pepsi earnings review and 2025 outlook $PEP

Overview PepsiCo, Inc. is a global consumer packaged goods company with a diversified portfolio spanning beverages, convenient foods/snacks, and related products. It sells under brands such as Pepsi, Gatorade, Mountain Dew, Lay’s, Doritos, Quaker, and more. Its business is structured across multiple geographies and product categories to balance growth across mature and emerging markets. The…

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Clear Secure Inc $YOU Deep Dive

Executive Summary: Clear Secure Inc. is an American company focused on identity verification using biometrics. Their technology is used to streamline security processes at airports, stadiums, and other venues. CLEAR offers a secure identity platform that verifies users through facial recognition and other biometric technologies, aiming to create a frictionless travel experience while maintaining security….

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DLocal Limited $DLO Deep Dive

Executive Summary: dLocal is a Uruguayan financial technology company founded in 2016. They specialize in cross-border payments, helping global businesses connect with consumers in emerging markets. The company has grown rapidly and become a “unicorn,” a startup valued over $1 billion. DLocal reported earnings per share (EPS) came in at 6 cents, missing analyst expectations…

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Cognizant Technology Solutions Corporation $CTSH Deep Dive

Executive Summary: Cognizant Technology Solutions Corporation is a multinational information technology services and consulting company headquartered in Teaneck, New Jersey, U.S. It was founded in 1994 as an in-house technology unit of Dun & Bradstreet and later became an independent company in 1996. Cognizant helps clients modernize technology, reimagine processes, and transform experiences to stay…

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Southwest Airlines Company $LUV Deep Dive

Executive Summary: Southwest Airlines Company is Known for its friendly customer service and no-frills approach, the airline has a vast network of domestic flights. Southwest operates a fleet of Boeing 737 aircraft and has been a significant player in the U.S. airline industry, known for its profitability and customer satisfaction. Southwest Airlines reported a net…

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