Household U.S. Community
Our community narratives are driven by numbers and valuation.
Household U.S. Investing Ideas
Insiders Sell, Investors Watch: What’s Going On at PG?
Over the last year, the share price of Procter & Gamble (PG:NYSE) has fallen from around $175 to roughly $140, with most of the decline occurring since March. This weakness may partly reflect layoffs announced earlier in the year amid tariff-related uncertainty, and the stock may now be drifting into oversold territory.Read more
Procter & Gamble: A Dividend Giant Facing Slowing Growth
🪥Business Overview Founded in 1837, Procter & Gamble (P&G) is a global leader in household and personal care products. With a portfolio of trusted brands spanning personal care, cleaning, and healthcare, P&G is known for its brand strength, pricing power, and operational efficiency.Read more
ELF Poised for Long-Term Growth Despite Current Price Limits
Price: $129.48 Willing To Pay: $120 I like ELF a lot, I do not think it is a stock I would currently buy right now; but that is just because I believe the price it is at right now I could not create as large returns by buying into it right now as I could in some other places. However it is a stock I will be holding for the foreseeable future.Read more
ODD Market Outlook
Consumer technology platform specializing in beauty and wellness products, leveraging artificial intelligence to offer personalized solutions through brands like Il Makiage and SpoiledChild. Operates in the beauty and personal care industry, focusing on direct-to-consumer (DTC) sales with a strong emphasis on technology and personalization.Read more
ELF: Popular beauty brand among younger demographics has great growth and profitability
Catalysts e.l.f. Beauty has experienced tremendous growth in recent years, and several key catalysts have contributed to this success. Here are some of the most significant factors driving the company's expansion: Strong Brand Positioning and Product Innovation: e.l.f. Beauty has established itself as a leading brand in the masstige beauty category, offering high-quality products at affordable prices.Read more
J&J spinoff
Bulls With autonomy from its former parent, Kenvue can allocate resources to best fit its needs and grow the business. Macro drivers like an aging population and premiumization of health care will act as tailwinds for all of Kenvue ’ s brands.Read more
Analyst Commentary Highlights Legal Risks and Valuation Adjustments for Kenvue Amid Market Uncertainty
Key Takeaways Enhanced digital capabilities and operational streamlining are expected to boost market share, cost efficiency, and margins while supporting continued revenue growth. Focus on innovation and emerging markets positions the company for sustained demand, premium pricing, and long-term expansion beyond mature regions.Read more
Mounting Debt And Margin Risks Will Impair Future Performance
Key Takeaways Elevated debt and limited deleveraging restrict investment in innovation and expose Coty to earnings pressure amid persistent high financing costs. Shifts to sustainable beauty, regulatory demands, and digital-first competitors threaten Coty's market share and margins, increasing revenue volatility and long-term profitability risks.Read more
US Cannabis And European Beverage Markets Will Create Opportunities
Key Takeaways Regulatory changes and strategic U.S. expansion could significantly enhance Flora's presence and revenue growth in the cannabis industry. Expansion into the infused beverage market and European operations are expected to drive revenue growth and improve profit margins through innovation and strategic partnerships.Read more
