Consumer Durables U.S. Community
Our community narratives are driven by numbers and valuation.
Consumer Durables U.S. Investing Ideas
NKE vs DESK and SKX
This analysis compares three companies: DESK, SKX, and NKE, using key financial ratios across liquidity, solvency, efficiency, profitability, and valuation. Liquidity: DESK shows strong short-term financial health, with better ratios than SKX.Read more
Helen of Troy (HELE): A $70 Balance Sheet in a $26 Dress
Helen of Troy remains an oversold gem. A seller of a variety of home and cleaning products, the company has pulled back over the course of 2025 from the $60 range to less than $26 per share.Read more
Nike: A Market Leader with Resilience and Long-Term Growth Potential
Nike (NKE) is a well-positioned company with a globally recognized brand and a dominant market presence, with $101.5 billion in market cap. As the industry leader, Nike benefits from significant economies of scale, allowing it to negotiate favorable terms with suppliers and maintain cost efficiency.Read more
The story is complicated
It has become more apparent that Capri’s turnaround story has to be done with no moat and rather tiny margins moving forward as it tries to move back to profitability. It can’t currently do buybacks and has to deal with more declining revenue.Read more
Predicting a Steady Future for Crocs with Modest Growth and a 10% Discount Rate
Catalysts International Expansion - Crocs continues to see growth in Asia and Europe, with opportunities to further penetrate emerging markets. Margin Improvement - Increased direct-to-consumer (DTC) sales internationally could enhance profitability by reducing reliance on wholesale channels.Read more
They're already dead; spreadsheets are detached from reality.
Hasbro seems to be doing okay; on the spreadsheets and analyses, it seems they're recovering, it seems there is a plan unfolding. But nothing is father from the truth.Read more
Bullish case for Lululemon Athletica (LULU)
Lululemon (LULU) appears to be undervalued based on current analysis. The stock is trading around $281.35, with analysts predicting a consensus price target of $354.94, indicating about a 26% upside potential.Read more
The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth
History of Homebuilding: Homebuilding has been in decline since April 2022, and it was the following month when public sentiment realized they were facing a housing crisis. Notable causes were the sharp drop in new home building starts, sharp increases in federal funds rate, rising mortgage rates, peak of average/median home sales price, and high months' supply ratio.Read more
A conservative outlook sees Nike's stock rolling towards a $100 mark within the next couple years
With pretty conservative estimates I am seeing Nike hitting at least $100 roughly in 3 years. However this is with a revenue growth of 2%.Read more
