Bipartisanship in the United States Congress won the day in late December as the 2022 defense budget sailed through both chambers by year (2021) end. Indeed, CFRA sees continued support and growth in the defense industry as we outline in the Aerospace & Defense Industry Survey, now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
Equity analyst Colin Scarola and industry analyst Wilson Ko provide insight into additional defense issues, while also discussing the ongoing difficulties experienced in the Aerospace arena, including continued Covid-19 concerns and its impact on industry leaders Boeing and Airbus.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
(Re)Flying the Friendly Skies...- December 27, 2021
With the holiday season in full swing, people are on the move to visit friends and family. Airports are swamped, and yet, concerns over the health of the industry remain as we head into another year of Covid-19 worries. We tackle the issues in the Airlines Industry Survey, now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
Equity analyst Aaron Ho and industry analyst Wilson Ko provide insight into the prospects for continued recovery in both passenger traffic and profits, the increasing demand for better infrastructure around airport accessibility, and the potential for consolidation in the European market.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Keeping Your Data Safe...- December 20, 2021
Data breaches, malware, spyware, and ransomware are now household names. Fighting back against the costs, concerns, and fears of, collectively, network security, is expected to become a nearly $230 billion industry by 2027. The issue is a critical component in the Communications Equipment Industry Survey, now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
Equity analyst Daniel Rich, and industry analyst Siti Salbiah provide insight into how the industry is addressing security issues along with the continued expansion of 5G networks, and the chip shortages that continue to plague global supply chains.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
As the Baby Boomers Age...- December 13, 2021
The U.S. Government is in the Health Care business, and nowhere is that more evident than when it comes to Medicare and Medicaid. With the Baby Boomer generation entering into the system, expenditures are expected to rise 54% between 2020-2028. The implications of the increase are front and center in the Health Care Facilities Industry Survey, now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
Equity analyst Daniel Rich, and industry analyst Siti Salbiah also dive into a robust M&A market within the industry, and the Biden administration’s efforts to expand on the Affordable Health Care Act.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Talking Food, Drinking, and Other Pursuits...- December 6, 2021
The global Covid-19 pandemic changed economies, shifted consumer behavior patterns, and generally shook-up industries unlike anything investors have seen in a century. CFRA equity analyst Arun Sundaram and industry analyst Fateh Yahaya take a deep dive investigate the fallout in the Food, Beverages, Tobacco & Cannabis Industry Survey, now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
While we struggle to find a “new normal”, companies within the industry were net beneficiaries inside the pandemic, with elevated profits in many cases. However, the industry faces a myriad of problems heading into 2022, including inflation, supply chain bottlenecks, and weakening consumer demand for products chief among the worries.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
It's Finally Infrastructure Week...- November 29, 2021
After months of back and forth negotiating, the Infrastructure and Jobs Act was signed into law on November 15. CFRA industry analyst Xiong Jun Goon covers the legislation and its implications in depth in our Infrastructure Industry Survey, now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA incorporates a spending breakdown across the $2.5 trillion spending bill, detailing where the monies are targeted across spending buckets, and the details of how the bill is paid for over time. Additionally, we discuss the Digitization of Infrastructure, the growth of ridesharing, and the importance of ESG (Environmental, Social & Governance companies and funds.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
It's Electrifying...- November 22, 2021
“In recent months, major U.S. automakers have dramatically increased their planned investments in the production of electric vehicles (EVs) and battery technologies.” With that statement, CFRA is pleased to offer our Automobile Manufacturers Industry Survey, now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analysts Garrett Nelson and Andrew Tam, along with industry analyst Fateh Yahaya, take readers through what has been an up and down period in the auto industry, with problems ranging from chip shortages to reduced inventories discussed in great detail. A massive investment in EV production is a major point of emphasis, as auto manufacturers worldwide try to get gain a foothold in this critical segment.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Getting the Country Moving Again...- November 15, 2021
The pandemic hit industrial production and consumer spending hard in early 2020, upending the freight and rail industry through a modest 2021 recovery. Given the critical importance of both rail and freight to the supply chain issues facing continued economic growth, a deep look is in order for investors.
With that, CFRA’s Road & Rail Industry Survey, now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor, covers the road to recovery in depth and detail. CFRA equity analyst Colin Scarola, along with industry analyst Wilson Ko, discuss topics including trucking capacity limitations, the costs to road and rail transporters due to rising gas and oil prices, and the potential threats of legislation affecting fossil fuel markets.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Updating the Shots...- November 8, 2021
While an incredible amount of worldwide progress has been made in the fight against Covid-19 since early 2020, much work, time, effort, and research is still required heading into the end of 2021 and into 2022.
CFRA’s Pharmaceuticals Industry Survey, now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor, has the issues covered from all angles. CFRA equity analyst Wan Nurhayati along with industry analyst Siti Salbiah, provide up-to-date information on the list of vaccines approved for use and emergency use, booster shot issues, and continuing research and development of vaccines and medicines.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
The Holiday Season Edges Closer...- November 1, 2021
A quick peek at the calendar tells us November has arrived, with December now in view. It’s time to get ahead of the shopping season. What might you expect?
The answers to some of the questions may be found in the Apparel (Retail) Industry Survey now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor. CFRA equity analyst Zachary Warring, along with industry analyst Fateh Yahaya, dig into our outlook for the season (hint: modest growth) along with issues that may affect apparel availability (think: supply chain issues), and an overall review of the state of the industry as we emerge from the Covid-19 pandemic.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Good News on the Chip Horizon...- October 25, 2021
In case you have not heard, there is a shortage of computer chips across the globe. The shortage affects automobile, technology, and telecommunications companies world-wide. Is there some light at the end of this tunnel?
The key issues contained in an expected recovery, including the passage of key legislation, are tackled head on by CFRA equity analyst Angelo Zino, along with industry analyst Navin Kalaiselvam in the Semiconductors & Semiconductor Equipment Industry Survey now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
Indeed, CFRA believes the semiconductor industry will witness a super cycle over the next decade, as we estimate the semiconductor industry will grow at a 10-year annualized pace of 6%-7% (using 2021 expected revenue as the base year) or at least 2x global GDP.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Will Drug Prices Fall?- October 18, 2021
With President Biden pressuring Congress to take up legislation requiring pharmaceutical companies to negotiate drug prices with Medicare, a big question heading into 2022 is the effect such potential legislation could have on companies in the industry.
CFRA equity analyst Sel Hardy, along with industry analyst Siti Salbiah, discuss some of the ramifications in the Managed Health Care Industry Survey available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
Additional topics covered include the positive impact of telehealth on industry and consumer cost controls, and the continuing saga of both repeal efforts on the Affordable Health Care Act and discussions on Medicare for All initiatives.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
It's Still Apple's World...- October 11, 2021
Apple’s September announcement of its next-generation iPhones sets the stage for what we view as an exciting opportunity for growth in an industry long ruled by the Cupertino giant.
CFRA equity analyst Angelo Zino, along with industry analyst Navin Kalaiselvam, dig into the details of the iPhones and more in the Technology Hardware, Storage & Peripherals Industry Survey now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA provides insight and analysis across a range of topics, including an uncertain outlook for PC and tablet sales and demand in 2022, a more positive outlook for wearables, and a neutral read in the storage space.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
A Hybrid Model Built to Last...- October 4, 2021
Throughout the pandemic, retailers have had to adjust to a continuously changing ‘new normal’ to both survive the near term and plan for the longer pandemic end game scenarios. Those that found a way to survive now find themselves in their own states of ‘normal’, for which they’re well situated.
CFRA equity analyst Stewart Zachary Warring, along with industry analyst Fateh Yahaya provide the analysis on the winners, losers and strategies that drove business forward in the Retail (Non-Apparel) Industry Survey now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
Innovation is in the driver’s seat, as companies adjusted to new models like BOPIS (Buy online, pick up in- store), curb-side pickup, and buy online, ship from store, all of which are now standards for contactless buying. Combined with the success of e-commerce, and the anticipated reopening of stores, the industry is poised for growth.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
The Momentum is Strong...But Will it Last?- September 27, 2021
Slowly, but steadily, oil demand is recovering from the onset of the pandemic in 2020. The big question given the Delta variant emergence and spread, is can the momentum gained be sustained?
CFRA equity analyst Stewart Glickman, along with industry analyst Wilson Ko, look to find the answer in the Oil, Gas & Consumable Fuels Industry Survey now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
Topics covered in search of clues include the views of the Biden administration on fossil fuels, the emergence and importance of geopolitical players on the scene waiting to make impacts, including Libya, Iran, and Venezuela, and a host of new regulatory updates since our last (March 2021) survey.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Streaming into the Future...- September 20, 2021
So, what are you watching, and how are you watching it? Here is what we know: 26% of the time people are watching TV, they are streaming the content! Indeed, $1.1 billion was spent globally on streaming subscriptions. The gradual shift in how and what we watch is but one topic covered in the Media & Entertainment Industry Survey now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analyst Tuna Amobi, along with industry analyst Siti Salbiah, dig into how Disney+, HBO Max, Peacock, and Paramount+ are looking to take share from early streaming movers like Amazon Prime, Netflix, and Hulu, as well as discussing an improving M&A landscape.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
About that Cruise...- September 13, 2021
You are booked and ready to go on a cruise originally planned and scheduled for 2020. With the recent wave of the Delta variant still in place, that cruise may have to wait…or perhaps not. What we do know is we have the issue in our crosshairs, and available in the Hotels, Gaming & Leisure Industry Survey now available on the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analyst Andrew Tam, along with industry analyst Fateh Yahaya, and contributors Tuna Amobi and Christopher Kuiper update the Covid-19 effect on the industry to this point, along with discussions on the “asset-light” model employed by hotel companies to maintain better financial health, and recent activity in the gaming sector.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Updating the 5G Rollout Plan...- September 6, 2021
The upcoming mid-band spectrum auction in October 2021 is critical to enhance and grow 5G services in the U.S., and a hoped-for aide in the wired world requirements of a post-pandemic workplace. We have the details covered in the Telecommunications: U.S. Survey, available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analyst Keith Snyder, along with industry analyst Siti Salbiah have provided a complete section on the spectrum auction, along with information on Verizon and AT&T’s latest acquisitions, and T-Mobile’s continued market share growth.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
About the Wait for a Table...- August 30, 2021
While it’s been nice to see easing of pandemic restrictions, one particular issue remains a drag on the anticipated “return to normal”: A mismatch between the supply and demand for workers is creating a logjam in the foodservice industry. We have the fallout from the situation covered in the Restaurants Survey, available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analyst Tuna Amobi, along with industry analyst Fateh Yahaya, provide detail on a range of topics, including the return of customer traffic and the pent-up demand for dining seating, along with an update on the outlook for the industry and its various segments.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Inflation Fears at the Forefront...- August 23, 2021
Inflation is top of mind in the markets today, as the Fed continues to monitor rising prices in both goods and services while trying to soothe investors’ concerns. One place where inflation is taking a harsh toll and is under the microscope is in the household goods arena. We have the issue covered in the Household Products Survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA equity analyst Arun Sundaram, along with industry analyst Jun Goon provide insight into how companies such as Procter & Gamble, Clorox, and Kimberly-Clark are working to navigate the uptick in materials prices to combat rising consumer product prices.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Chemicals Provide a Hedge...- August 13, 2021
While the Covid-19 vaccination rollout throughout 2021 has given continued hope for economic recovery, it has also led to fear of inflation. Perhaps surprisingly, that may be good news for one industry in particular. We take an in-depth look at both the industry and the scenario in the Chemicals Survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA equity analyst Richard Wolfe, along with industry analyst Wilson Ko, update their outlook for key segments of the chemicals industry, along with a look at how the industry will benefit from the new U.S. infrastructure plans.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Welcome to Something New in Household Durables…- August 6, 2021
While the Covid-19 pandemic continues to affect the economy, green shoots of optimism are found as told in recent consumer confidence metrics. A ‘Bull Case’ can be made that confidence may lead to a V-shaped economic recovery. We’ve incorporated a Scenario Analysis in the Household Durables Survey, available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor that provides an overview of the industry relative to upcoming events and major catalysts.
In addition to the events and catalysts analysis, CFRA equity analyst Kenneth Leon, along with industry analyst Siti Salbiah, provide scenario analysis and implications, along with sub-industry expectation investing analysis, all in one easy-to-read page in the survey.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
To Microsoft and Beyond… - August 2, 2021
While the monolith Microsoft announced yet another quarter of strong top and bottom-line results, the rest of the software industry continues to chug along very nicely, too. Indeed, the entire industry garners a positive 12-month outlook, as we detail in the Software Survey, now available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analyst John Freeman, along with our lineup of industry analysts, highlight the accelerated nature of Cloud Migration and Digital Transformations, two of the four key trends Freeman believes will drive results well into the future.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Time to ‘Drill Baby Drill’ Again? - July 26, 2021
With oil prices on the rise and post-Covid demand starting to ramp up, certain signs point to a rebound in capital spending programs among oil producers. Yet, new drilling programs face some serious obstacles going forward. Both sides of the coin are found in the Energy Equipment & Services Survey, now available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analyst Andrzej Tomczyk, and industry analyst Wilson Ko provide the details, along with a deep dive into an emerging appetite for consolidation within the industry.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Copper Instead of Gold? - July 19, 2021
While gold has underperformed after a strong run through August 2020, at which point it reached a record $2,058 per ounce, copper prices have recently reached an all-time high of $4.75 per pound. Read all about the variables and fundamentals driving the divergence in the Metals & Mining Survey, now available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analyst Matthew Miller, and industry analyst Fateh Yahaya provide in-depth analysis on these critical metals, along with an update on the status of a surging steel market.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Will Renewables Ride the Blue Wave? - July 12, 2021
As we make our way through heat waves, hurricanes, and rising tides, alternative means of energy production take on greater importance. Indeed, the issue is front and center for the Biden administration, which is looking to add $2 trillion in subsidies for renewables projects. Read all about it in the Alternative Energy Survey, now available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analyst Stewart Glickman, and industry analyst Wilson Ko have all the details, along with an update on the growing influence of wind power growth and projects.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
The Two R’s of Home Improvement… - July 6, 2021
As consumers waited out the pandemic, they helped while away the time with a surge of “DIY” home improvement projects. CFRA expects the burst of enthusiasm to continue well into 2021 as the work-from-home and flex-time trends continue. Read all about it in the Building Products Survey, now available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analyst Richard Wolfe, and industry analyst Siti Salbiah take a deep dive into this growing industry, including a look at key investments and technologies developing for indoor air quality across both residential and commercial sectors.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Rising Back into the Sky…- June 28, 2021
With global demand for travel ticking back up, the outlook is hopeful for a slow, but steady, recovery in the skies. Add to the mix Boeing’s recertification of the 757 MAX to the mix, and the outlook gets even brighter. We have it all covered in the Aerospace and Defense Survey, now available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA equity analyst Colin Scarola, and industry analyst Wilson Ko, provide fresh insight and updates on the aerospace side as it digs out from a difficult 2020. The pair also take a long look at the strong outlook on the defense side, where fears of cutbacks in the Biden administration appear overblown.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Time to Go Out…..or Stay Home? - June 21, 2021
With the pandemic seemingly on the run in the U.S., consumers are looking to get out to some of those old pre-pandemic restaurant haunts they used to frequent. Or are they? Check out some of the pandemic trends that may surprise you in the post-pandemic world in the U.S. Food & Staples Retailing Survey, now available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analyst Arun Sundaram digs deeply into the on-going food-at-home and online grocery shopping trends, along with insights into the growing global plant-based dietary habits of consumers.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Airlines are Back in the Sky…With Turbulence Ahead - June 14, 2021
Passenger demand is rising, people are getting back into airplanes, and CFRA anticipates a gradual industry bounce-back in 2021. These are the headlines in the Airlines Survey, now available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analysts Aaron Ho and Colin Scarola, along with industry analyst Wilson Ko, tackle a mixed bag of industry news in the survey, which includes a slower-than-hoped business travel uptick, continued capacity issues at global airports, and increased fuel prices during the first quarter of 2021.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Give This Industry a Hand…for Vaccines- June 7, 2021
With vaccinations happening around the world, now is a good time to focus on where we go from here. With that, we are pleased to offer the Pharmaceuticals Survey, now available in the Sectors and/or Industry Surveys Tabs in MarketScope Advisor.
CFRA equity analysts Wan Nurhayati and Sel Hardy, and industry analyst Siti Salbiah, bring us up to speed on the thirteen vaccines currently in production or development for either full, emergency, or early use in at least one country, along with the plans for continued vaccine rollouts throughout 2021.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
What Might the “New Normal” Look Like for These Consumer-Based Sub-Industries? - June 1, 2021
The Covid-19 pandemic rocked the world. While help is on the way with vaccines, coming back to any sense of “Normal” may mean getting used to a “New Normal”. We have the angles on both covered in the Food, Beverages, Tobacco & Cannabis survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor for optimism.
CFRA equity analysts Garrett Nelson and Arun Sundaram provide in-depth analysis with a pandemic/post-pandemic theme that carries on throughout the survey. From food-at-home growth, to changes in state rules and regulations for the sale of recreational cannabis, to new trends in snacks and alcohol, we look at the sector with a positive outlook.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Time for 5G to Shine…- May 24, 2021
While the world focused on the Covid-19 pandemic throughout virtually all of 2020, spending on 5G deployment maintained its rapid pace. The result? You can read more about it in the Communications Equipment survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor for optimism.
CFRA equity analyst Keith Snyder provides a detailed analysis of the key players in the game, along with their strategies and delivery platforms. Keith also discusses the critical issue of network security as companies weigh in on a ‘work from home’ endgame for employees.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Caution: Infrastructure Work in Progress… - May 17, 2021
If there is one topic most can agree upon, it is the need to rebuild America’s aged infrastructure. Indeed, the issue has vexed one presidential administration after another; for now, it is one of the cornerstones of the new Biden administration. Readers can get the latest information on the program and its goals in the Infrastructure survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor for optimism.
CFRA industry analyst Jia Yi Young, along with equity analyst Elizabeth Vermillion take us through the recent administration’s “Build Back Better” initiative, along with insight into Digital and Renewable infrastructure, a growing piece of the industry.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
From Plant-Based Meat to Alcohol… - May 10, 2021
While 2020 was a difficult year for everyone, some industries took it fully on the chin. Now well into 2021, we see bright lights ahead for some of those affected. Readers can start at the Food, Beverages, Tobacco, & Cannibis survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor for optimism.
CFRA equity analysts Garrett Nelson and Arun Sundaram provide detailed analysis on the impacts of the Covid-19 pandemic for each industry, as well as 2021 key trends supporting their collective positive outlook for the next 12-month period.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
All Things Retail…- May 3, 2021
CFRA equity analyst Camilla Yanushevsky maintains a vigilant eye on the retail business, and her expertise and insight once again comes across in the Retail (Apparel) survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
In addition to an update on how the industry is coping with the Covid-19 pandemic, Camilla provides detail into why and where consumers are spending their money, and where the ‘Road to Recovery’ may lead.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Technology Lives Beyond Apple…- April 26, 2021
One of the big tech stars remains Apple. Yet after the Cupertino giant announced its new slate of products in mid-April, investors who follow the sector had even more news to get excited about heading into the next six-months of 2021: the economy continues to show improvement, with the tech sector expected to shine. We have the industry and its upside trends covered in the Technology Hardware, Storage & Peripherals survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Angelo Zina, CFA starts out the next 12-month outlook with a Positive rating as he provides the details in his updated Industry Trends section inside the survey. Zino sees secular opportunities and prospects for the broader hardware space in 2021 and 2022, led by 5G advancements and demand for wearables. As we note Apple is (still) the 800-pound gorilla in the sub-industry, we have included a section to solely discuss the key drivers for Apple.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
All the Shipping Packages Add Up…- April 19, 2021
Lockdown and stay-at-home mandates we’ve endured throughout the Covid-19 pandemic crises have created growth opportunities across a number of industries and sector. One such case is found in the Paper & Paper Packaging survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Matt Miller, CFA brings his industry knowledge and expertise to the forefront as he discusses e-commerce packaging trends, expected increases in containerboard shipments, and a recover in industry revenues through 2021.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
What Should We Watch Now…- April 12, 2021
As the world continues to work through the pandemic, so too, do the broader sectors and industries. High on the list of those still trying to find footing are companies found in the Media & Entertainment survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Tuna Amobi, CFA, CPA takes us through an entire update of the Covid-19 crises and the status of its effect on the industry. In addition, Amobi’s focus on the various media ecosystems, including the shifts to digital from traditional platforms, the launches of Disney+, HBO Max, and Peacock, and the global advertising outlook, provide insight into what may turn into long-term secular trends.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
A Dose of Reality Hits Health Care… - April 5, 2021
Amazon is now a ‘disrupter’ in the Health Care industry, and despite Democratic control of the White House, no major policy changes are anticipated in the short term. These are two of the issues we discuss and dive into in the Managed Health Care survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Sel Hardy also has some good news for the industry: the telehealth trend is expected to continue, Medicare-for-All continues to gain public traction, and we forecast gains for the percentage of Medicare and Medicaid to increase in the medium-to-long term. These and other issues are all part of the great picture that informs our Managed Health Care outlook.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Retail on the Mend… - March 29, 2021
With the Covid-19 pandemic (hopefully) on the run, ‘normalcy’ is creeping in across the economy; however, what may be ‘normal’ might be different than what consumers were used to only one year ago. Indeed, there may be new winners and new losers, and we take a look at the details in the Retail: Non-Apparel survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Camilla Yanushevsky highlights her experience and knowledge to this industry survey, with a major focus on the post-Covid-19 view. The ‘new normal’ and an update on the current industry status are the places to start. And of course, Camilla’s Share of Voice data update is an invaluable look at where Amazon stands in the marketplace.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Oil and Gas on the Move… - March 22, 2021
As the global economy slowly climbs out of the pandemic slump, industries across the spectrum are seeing signs of improving conditions. While cautious optimism may still be the prudent outlook, one such industry fits the bill of that optimism. We detail the reasons in the Oil, Gas & Consumable Fuels survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Stewart Glickman, CFA brings a keen eye and career of experience to the industry as he reviews both the Upstream and Downstream sides of the equation in the survey. Discussions and analysis include oil demand recovery timing, natural gas pricing, and a look at the Biden administration’s Clean Energy plan.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Cheers to Good Health - March 15, 2021
Make no mistake: many of the habits and norms we have come to lean on during the pandemic are going to be with us for a long, long time. One of them is health: healthy living, good hygiene, and healthy home environments will be staples in our lives. This, along with other key trends, informs our Household Industry survey, available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Arun Sundaram, CFA, CPA takes an inside look at Premiumization and Pet Adoptions, two key industry inflection points, along with Emerging Markets analysis, all the while keeping a perspective on additional issues affecting the entire industry.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
It’s All About 5G… - March 8, 2021
It is game on in telecom as the Federal Communications Commission’s (FCC) most recent C-band auction (Auction 107) results were announced on February 27. The total value of the bids came in at a shade over $80 billion, giving a sense of the scope of importance to the industry. We provide background and discussion on the relevance to the 5G rollout competition in the Telecommunications: U.S. Industry survey, now available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Keith Snyder provides deep dives into the strategies and competencies of the three major U.S. carriers, AT&T, T-Mobile US, and Verizon, all the while keeping a perspective on additional issues affecting the entire industry.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
A Blue Beginning to a New Era? - March 01, 2021
As the Biden administration settles into Washington, one clear focus is on advancing solar, wind, hydroelectric, and any other sources of energy to power the world forward into the future. We sense the changes, and explore the issues in the Alternative Energy Industry survey, now available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Stewart Glickman devotes most of the survey to the new regulatory initiatives taking shape across the industry, all the while with a keen eye on how the issues might play out given competing ideas and alternatives.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Can We Get Some Heat Here?- February 22, 2021
As much of the nation shivers through the onslaught of a Polar Vortex event, it is hard not to think about ‘the grid’ and any other available power (which means heat!) alternatives to get through the weather. It’s a more complex issue than many might think, and we have it covered in the Utilities Industry survey, now available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Andrezj Tomczyk dives into the issues facing the industry, with in-depth looks at the current U.S. regulatory situation, including where the Biden Administration stands on green initiatives, and a peek at how Europe has managed to lead the way on clean energy transitions.
Check out the Sectors and/or Industry Survey tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Chemicals are Everywhere… - February 16, 2021
Transportation. Industrials. Packaging. Heathcare. These are just some of the industries in which chemicals play a critical part. For those not familiar enough with all that it influences, we offer our Chemicals Industry Survey, now available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA analyst Richard Wolfe provides insight into this fascinating world which also includes agricultural applications, fertilizers, and the ever-growing landscape of environmental sustainability. Richard also provides visual representations of how certain substances, including simple salt, are transformed into vital chemicals used in everyday life.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Software Takes on a New Theme…- February 8, 2021
Leave it to CFRA equity analyst John Freeman to peer into the future find a new theme emerging in an industry. John’s insight on “Reality and Its Digital Alternatives” informs our Software Survey, now available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
As the pandemic has accelerated the new theme, so too has it advanced Software’s industry revenue surge we forecast for 2021. We also make note of the hegemony of two giants of the industry, graphically highlighted in our Profit Pool mapping inside the survey.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Still Precious After All These Eons…- February 1, 2021
While most eyes continue to fall on the stock market’s roller coaster ride, CFRA is busy tracking data on an area we see offering strong potential for upside into 2021: precious and industrial metals. With that in mind, we offer the Metals & Mining survey, now available in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA equity analyst Matthew Miller lays out his bull case straight away in the survey, owing to strong fundamentals including robust economic growth in China, a positive Covid-19 vaccination outlook, and potential bull moves in both copper and gold. We’ve also added a new feature to the survey, a “by-the-numbers” graphic that highlights key themes and data we believe will inform the industry throughout the year.
Check out the Sectors and/or Industry Surveys in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Our Homes are Becoming Even More Our Castles… - January 25, 2021
Did you know that a recent survey commissioned by Whirlpool indicated families spend an extra 7.5 hours or more per day in home, with 11% of those surveyed are cooking together, 19% cooking more, 18% baking more, and 33% show a new appreciation for their homes? The fallout from what is becoming a new normal is now available in our Household Durables survey in the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA equity analyst Ken Leon is all over the major trends affecting the industry. For example, homebuilding is on the rise as a secular shift in housing from expensive, urban living to either the suburbs or to further out in rural areas takes shape. Home remodeling and repair is also on the rise, as families look to upgrade or update older homes.
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Welcome the Latest Survey into the Fold… - January 19, 2021
CFRA is pleased to offer our Building Products Industry survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor. Building Products is the most recent addition to our now-53 strong surveys lineup.
CFRA equity analyst Richard Wolfe digs into this new survey with an eye towards answering some key questions:
- Who are the players that make up the Building Industry?
- How will the Biden administration’s clean energy program plans affect the industry and consumers?
- What are the key metrics and drivers that power our industry analysis?
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review all of CFRA’s industry surveys, all of which are updated twice per year.
Take Out or Dine In? - January 11, 2021
With 2020 now in the rear-view mirror, it is time to peek ahead and wonder when the world can get back to doing something greatly missed last year: dining out in restaurants. The look ahead is now available in the Restaurants Industry survey, now available on the Sectors and/or Industry Surveys tabs in MarketScope Advisor.
CFRA equity analyst Tuna Amobi sizes up the industry with these, and more, questions:
- Which segments of the industry can see daylight ahead, and which ones will continue to struggle into 2021?
- What is the near-term outlook for ‘asset-light’ strategies?
- How will the proliferation of digital food ordering and third-party delivery affect the long-term outlook of the industry?
Check out the Sectors and/or Industry Surveys tabs in MarketScope Advisor to review CFRA’s many other industry surveys, all of which are updated twice per year
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Industry Surveys can be found in Sectors and/or Industry Surveys tabs in MarketScope Advisor
Aerospace & Defense
Airlines
Alternative Energy
Asset Management & Custody Banks
Automobile Manufacturers
Biotechnology
Building Materials
Capital Markets
Chemicals
Commercial Services & Supplies
Communications Equipment
Consumer Finance
Data Processing & Outsourced Services
Electronic Equipment & Instruments
Energy Equipment & Services
Food & Staples Retailing - U.S.
Food Retail - Europe
Food, Beverages, Tobacco & Cannabis
Foods & Beverages: Europe
Health Care Equipment & Supplies
Health Care Providers & Services
Hotels, Gaming & Lodging
Household Durables
Household Products & Providers
IT Consulting & Other Services
Infrastructure
Interactive Media & Services
Life Insurance
Life Sciences Tools & Services
Machinery
Media & Entertainment
Metals & Mining
Midstream Oil & Gas
Multinational Banks
Oil, Gas & Consumable Fuels
Paper & Paper Packaging
Pharmaceuticals
Property & Casualty Insurance
Real Estate Investment Trusts
Restaurants
Retail (Apparel)
Retail (Non-Apparel)
Road & Rail
Semiconductors & Semiconductor Equipment
Software
Technology Hardware, Storage & Peripherals
Telecom - Asia
Telecom - Europe
Telecommunications - U.S.
Textiles, Apparel & Luxury Goods
U.S. Regional Banks
Utilities