Corporate Insights Archives - Catalyst Insights

4 min

Opportunities in the Corporate Buyback Environment

There have been extensive debates about corporate stock buyback programs. Some critics argue that companies create inequity and do not focus on improving employee benefits, business strategies, and R&D programs. On the other hand, proponents argue that allocating capital to shareholders allows the capital to be reinvested in productive facets. Therefore, advocates believe that buybacks have, in some regards, taken the place of ordinary dividends to return cash to shareholders.

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6 min

Athleisure Has Become Everyday Clothing

Lululemon has become the most relevant and recognizable athleisure brand in America and increasingly around the world. The company’s stores offer exceptional aesthetics, strong customer service, and the brand now serves men in a major way.

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6 min

Corporate Insights

Audio Content, Streaming Music, and Concerts are a Huge Consumption and Investment Opportunity

In this blog post, I’d like to dig into one of my favorite long-term themes and opportunities for investors: music and audio entertainment. I’ve written about this theme a few times before and made Spotify my favorite 2020 brand in the December 19, 2019 blog post.

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6 min

Brand Investor Discusses Portfolio Benefits of Going on the Offensive with Consumer Defensive Stocks

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6 min

Should the Global Consumer Spending Theme be a Sector Allocation or the Core of Every Portfolio?

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6 min

Building Client Portfolios via Brand Recognition and Dedication to Important Spending Categories

I was recently moderating an Advisor branch lunch presentation and a “light bulb” went on for the group of 25 Financial Advisors in attendance. In fact, it was such an “ah-ha” moment for them that a few came up to me after the presentation and asked if I would put the presentation in written format so they could use it with clients. Accordingly, please enjoy this week’s blog post.

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6 min

Thematic Investor Provides Consumer Economic Update and Sector Opportunities

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5 min

Holiday Shopping Performance Wrap-Up and Brands 200 Index Outlook for 2020

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5 min

Corporate Insights

What Should We Expect for Equities Heading into 2020 and the Next Decade?

As we enter a new decade, I thought it was important to look at some unbiased data that might help connect the dots to where we are now, where we might be headed for 2020 and what the next decade might look like.

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6 min

Corporate Insights

What Brands Occupy Your Phone Screen

As a society we are tethered to our cell phones. The apps we download hold exceptionally valuable real estate if they make it on the first few screens of our phone. Familiarity breeds content so the more we stare at the apps on our phones, the more subliminal brand love we are building.