Consumer Services U.S. Community
Our community narratives are driven by numbers and valuation.
Consumer Services U.S. Investing Ideas
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.Read more
Cheap if able to sustain revenue, and a potential bargain if able to turn store openings into revenue growth
Conservative valuation of $24.28 based on sustained revenues of ~RMB3bn/quarter. Potential upside if growth in store openings realises additional revenue.Read more
Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts
The Cheesecake Factory is a stock that I believe most people do not understand it's actual potential; or really what makes this stock so attractive for long term growth. Here is a brief description of the company according to Benzinga: "Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary.Read more
Aureus Greenway Holdings braves challenges with a bold 7% profit margin surge
I see real potential here.With a strong leader like Stephen Ching Ping Cheung holding significant equity—both in common and preferred shares—it’s clear he’s deeply invested in Aureus Greenway Holdings' long-term vision. The possibility of issuing warrants and executing a reverse split isn’t a setback; it’s a smart move to strengthen the capital structure, support Nasdaq compliance, and attract institutional attention.if warrants are priced right and exercised, it means fresh capital flows into the company, expanding its growth capacity.Read more
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.Read more
Starbucks Faces Growth-Negating Hurdles
Key Takeaways Starbucks has heavily invested in new leadership, pushing for a turnaround by hiring former Chipotle's CEO Brian Niccol. Niccol's plan simplifies the offering, reduces costs through operational efficiencies, and raises employee satisfaction.Read more
Norwegian Cruise Line Holdings Will Continue to Rise in 2025
Norwegian Cruise Line Holdings (NCLH) is navigating a wave of momentum, driven by strong financial moves, a favorable macroeconomic backdrop, and bullish industry trends. Here’s why I believe the stock has significant upside potential this year: Cruise Industry Growth : Recent data from AAA reveals that US cruise travel is set to reach a record 19 million passengers in 2025, up 4.5% from last year and a stunning 34% higher than pre-COVID levels in 2019.Read more
1 year Bear case
Bear case Recent announcements by CEO about getting back to the Starbucks way are vague. Claims about improving customer experience by bringing back quicker service and improving in-store experience but also announcing job cuts and focus on online orders are not compatible.Read more
Good growth potential under bullish market conditions
Catalysts Duolingo Max, featuring AI-enabled features, somewhat positively adopted. Steady growth continue in current market conditions.Read more
