Retail & Commerce Research Reports
Browse Retail & Commerce research report summaries from Deutsche Bank, UBS, Goldman Sachs, Citi, covering sector trends, company research...
Bernstein
2026-07-09
J.B. Hunt Transportation Services (JBHT): A recovery is priced in, a return to structural growth is not (Upgrade to Outperform, $329)
Citi
2026-07-07
Info Edge (INED.BO): Billings Acceleration Points to A(I)RPU Inflection; Upgrade to Buy
UBS
2026-06-24
Time to shine with structural shift in supply
JPMorgan
2026-06-23
Vanguard International Semiconductor Corp.: Strong 12” expansion, more AI revenues and further 8” price hikes; Stay OW and raise PT to NT$220
Morgan Stanley
2026-06-19
The Week Ahead – Europe | Europe Earnings Previews
Citi
2026-06-16
Asia Airlines and Shipping: China Airlines as key laggard pick for US-Iran Peace Deal
Goldman Sachs
2026-06-15
Taiwan Technology: US marketing feedback: AI ASIC remains the preferred theme with focus on CPU and next supply chain bottlenecks
UBS
2026-06-11
Telecom Argentina: Earnings Quality Drives Upside, Macro Tailwinds Reinforce the Story
UBS
2026-06-09
Consumer Electronics Sector: Competitive Conditions, Sector Reorganisation, Yamada HD and Edion Sign MoU on Business Integration – Japan Retail Sector
UBS
2026-06-11
Super Retail Group: Investor Day — Credible Growth Plans Outlined as Part of Mid-High Single-Digit PBT Growth Aspiration
UBS
2026-06-10
Japan Autos, Auto Parts and Auto-tech Sector: May CPI and vehicle pricing trends
UBS
2026-06-09
Japan Retail Sector: Japan retail sector presentation materials
Deutsche Bank
2026-06-08
Paris Takeaways 2026: Top Takeaways from the 23rd Annual DB Global Consumer Conference
Deutsche Bank
2026-06-05