Category
Consumer
Consumer discretionary and consumer staples sectors. Retail, food and beverage, automotive, and household products.
Consumer
PM Q2 2026: filings, holdings, and macro context
Consumer
PG Q3 2026: filings, holdings, and macro context
Consumer
MCD Q2 2026: filings, holdings, and macro context
Consumer
WMT 2026 update — filings and holdings
Consumer
NKE Q4 2026: filings, holdings, and macro context
Consumer
KO Q2 2026: filings, holdings, and macro context
Consumer
HD Q1 2026 update — filings and holdings
Consumer
COST Q3 2026: filings, holdings, and macro context
Consumer
PG Q3 2026 update — filings and holdings
Consumer
MCD Q2 2026: filings, holdings, and macro context
Consumer
WMT 2026 update — filings and holdings
Consumer
NKE Q4 2026 update — filings and holdings
Consumer
KO Q2 2026: filings, holdings, and macro context
Consumer
HD Q1 2026 update — filings and holdings
Consumer
COST Q3 2026 update — filings and holdings
Consumer
PEP Q2 2026: filings, holdings, and macro context
Consumer
Castlelake agrees £5.2bn takeover of EasyJet at £6.90 per share
Castlelake LP agreed in principle to acquire EasyJet at £6.90 per share in cash, valuing the UK low-cost carrier at £5.2 billion; EZJ shares carry a concrete reference price against the offer ahead of any completion.
Consumer
PG Q3 2026: filings, holdings, and macro context
Consumer
MCD Q2 2026: filings, holdings, and macro context
Consumer
WMT 2026 update — filings and holdings
Consumer
NKE Q4 2026 update — filings and holdings
Consumer
KO Q2 2026 update — filings and holdings
Consumer
HD Q1 2026 update — filings and holdings
Consumer