Get started

Globalgrowth

Tempur Sealy International (TPX) Analysis Company Overview: Tempur Sealy International NYSE:TPX , renowned for its Tempur-Pedic, Sealy, and Stearns & Foster brands, is a dominant player in the global sleep solutions market. Its focus on premium product innovation and strategic global expansion underpins its robust growth trajectory. Key Growth Drivers: International Segment Growth: A 12.4% increase in net sales reflects Tempur Sealy’s successful penetration into international markets, emphasizing its ability to diversify revenue streams and reduce dependence on North American sales. North American Resilience: Despite a slight sales decline, the North American segment achieved a 20.1% adjusted operating margin, highlighting efficient cost management and the enduring strength of its brands in a competitive market. Innovation and Product Line Expansion: Continued investment in cutting-edge sleep technology and new product launches enhances consumer appeal, supporting higher average selling prices (ASP) and boosting profitability. Strong Brand Equity and Marketing Strategy: Recognized as a leader in the industry, Tempur Sealy’s sustained investments in branding and marketing reinforce its dominant market position, driving customer loyalty and expanding market share. Investment Outlook: Bullish Stance: We are bullish on TPX above $48.00-$49.00, supported by its global expansion, operational efficiency, and innovative product strategy. Upside Target: Our price target is $66.00-$68.00, reflecting anticipated revenue growth and market share gains as Tempur Sealy capitalizes on demand for premium sleep solutions. 🛏️ Tempur Sealy—Innovating Comfort, Globally! #TPX #SleepSolutions #GlobalGrowth
NYSE:TPXLong
by Richtv_official
Coffee, Global Agriculture Inflation BoomNotice the major multi-year higher low formed in 2019, followed by the rounding basing pattern and subsequent breakout outside of the multi-year triangle. The higher low in 2019, before the Covid deflation crash, tells me the agriculture complex was already bottoming ahead of Covid and now has a full head of steam. Corn, Soybeans, Sugar, Fertilizer have all been ripping to the upside like mad. Way to play coffee is through the ETF NIB Not investment advice. DYODD
ICEUS:KC1!Long
by Ludwig_Von_Mises
Are You Positioned for Quad 2? I hope you're readyWe're already in the midst of record runs in the equity and commodity markets but as bubbly as it seems, its not over. We are in an environment that not many people are familiar with. The last time Growth and Inflation on a global scale were accelerating as fast as they are now was immediately after World War 2. Previous commodity cycles were sparked by 1 or 2 catalysts. The current macro setup has nearly the most accommodative and bullish catalysts for global growth and inflation that we could imagine. Fed on autopilot, Fiscal out the wazoo, supply chain disruptions and shortages everywhere, all major political interests want a weaker dollar. Given that is the case and YoY GDP will probably show about +10% and CPI +3% in the 2nd Quarter, there's a good chance this current run, especially for commodities, could continue for a couple more months before a major correction. Things I have been and remain bullish on: Potash, Sugar, Wheat, Soybeans, Corn, Cocoa, Coffee, Orange Juice, Copper, Uranium, Crude Oil, Natural Gas. I've added to my exposure recently Aluminum, Nickel, and Coal.
CBOT:ZW1!Long
by Ludwig_Von_Mises
Coal is Non Consensus, ContrarianContrary to opinion of virtue signalers, lots of coal is required for the production of electricity, solar panels, and electric vehicles. Coal didn't go away, we just outsourced it to China, which consumes 50% of the world's coal. This is just a simple mean-reversion play. It's one of the few commodities still near their 2020 crash lows and has healthy upside in this global macro Quad 2 (global growth and inflation accelerating simultaneously). Ways to express this trade via equities include HCC BTU ARLP NRP ARCH HRNG SXC METC CEIX Not investment advice. DYODD.
DJ:DJUSCLLong
by Ludwig_Von_Mises
Oranges, Citrus, Commodity Inflation CycleI couldn't find any ETFs for oranges, I don't think one exists. In instances like this you have to get creative. In one of my value scanners, I found a citrus company $LMNR Limoniera. International citrus producer. I've been long this stock since it the mid-$14s. If the thesis on commodities, oranges, and global reflation turns out to be even somewhat correct, this stock should do alright. Revisiting or surpassing previous all-time highs is not out of the question.
NASDAQ:LMNRLong
by Ludwig_Von_Mises