Seasonalities
McCormick: the Grilling Season Boosts Business in Spring
McCormick & Company is a US-based manufacturer of spices, seasoning blends, and flavorings headquartered...
General Mills: Protein Offensive to Bring Back Growth – can the Trend Change?
General Mills is a US-based food company headquartered in Minneapolis, known as one of the largest suppliers...
RWE: Grid Bottlenecks as a Risk for the Energy Transition
RWE is one of the largest energy providers in Europe based in Germany and has transformed in recent years...
Heineken: Non-Alcoholic Beer is Becoming an Underestimated Growth Driver
Heineken is one of the largest brewing companies in the world, based in Amsterdam and active in over...
Nestlé: Strategic streamlining meets strong seasonality
Nestlé is the world's largest food company based in Vevey, Switzerland, covering nearly all areas of...
Sanofi: Mixed Study Data Curb Fantasy – Here's why the Market is Still Paying Attention
Sanofi is a global French pharmaceutical company headquartered in Paris and is one of the largest drug...
Northrop Grumman: Why the Defense Contractor Regularly Outperforms in Spring
Northrop Grumman is a U.S. defense and technology company focused on aerospace, defense, and advanced...
Booking Holdings: Beginning of the Year Increases Visibility for Summer Business
Booking Holdings is one of the world's largest providers of online travel and operates a wide-ranging...
The Hershey Company: Olympic Campaign Strengthens Seasonal Demand Cycle
The Hershey Company is a traditional US consumer goods company focused on chocolate and confectionery,...
Waste Management: Pricing Power as a Driver for Stock Performance at the Beginning of the Year
Waste Management is the largest waste disposal service provider in North America, offering comprehensive...
Colgate-Palmolive: The Operational Logic Behind the Seasonal Spring Momentum
Colgate-Palmolive is a globally operating consumer goods company focused on oral care, personal care,...
Virtu Financial: Why Market Chaos is now Becoming a Price Driver
Virtu Financial is a globally active market maker specializing in electronic trading of stocks, ETFs,...
Columbia Sportswear: This Winter Window Brings Profit Almost Every Year
Columbia Sportswear is an internationally active manufacturer of outdoor clothing, footwear, and equipment,...
Newmont Corporation: Why the Gold Giant is now in Focus for Investors
Newmont Corporation is an American mining company based in Denver, Colorado, and is considered the largest...
Applied Digital: Long-Term Hyperscaler Contracts Come into Focus
Applied Digital Corporation is a Dallas, Texas-based company specializing in the development, construction,...
Crown Castle: Infrastructure REIT Focused on Cellular Towers and Fiber Optics
Crown Castle is a US real estate investment trust specializing in providing wireless communication infrastructure....
E.ON: Winter Energy Consumption as a Stability Factor
E.ON is one of the largest European energy companies, focusing on energy distribution networks and customer...
Dick's Sporting Goods: Foot Locker integration becomes a central value lever
Dick's Sporting Goods is one of the largest US retailers of sporting goods and is increasingly positioning...
Zealand Pharma: Petrelintide emerges as a key project in the obesity market
Zealand Pharma is a Danish biotechnology company focused on the discovery, design, and development of...
Stryker: Aging Societies as a Reliable Demand Anchor
Stryker is one of the heavyweights in medical technology and benefits from structural trends that go...
Bayer: Glimmer of Hope Thanks to a Possible Landmark Ruling in the USA
Bayer is at a critical juncture between operational recovery and structural legacy issues. While the...
Uber: Holidays Drive Significantly More Mobility in Cities
Uber has long been more than just a ride-hailing app and has evolved into a global mobility platform...
Realty Income: European Expansion Picks Up Speed
Realty Income has built a business model over decades that relies on predictable rental income and long-term...