Consumer equity investment research & insights

Consumer Insights

Market cap

Date (published)

thematic

Consumer

22.07.24

ConsumerWatch – The times they are a-changin’

thematic

Consumer

30.05.24

ConsumerWatch – Give me a reason to love you

Consumer

thematic

29.10.24

ConsumerWatch – Don’t look down

Latest

Consumer | Update

16.01.25

Card Factory — Delivering FY25 expectations

Consumer | Update

10.01.25

Topps Tiles — Accelerating growth through Q125

Consumer | Update

09.01.25

Greggs — More challenging environment in H224

Consumer | Outlook

20.12.24

OPAP — Winning strategy

insight

Consumer

18.07.24

Your online digital footprint: Understanding what’s driving AI responses

insight

Consumer

21.11.23

MGI – Media and Games Invest: EKF 2023 QuickView

insight

Consumer

21.11.23

bet-at-home: EKF 2023 QuickView

insight

Consumer

21.11.23

ForFarmers: EKF 2023 QuickView

insight

Consumer

06.10.23

The Meta Quest 3

insight

Consumer

17.03.23

Else Nutrition: What’s the investment case?

Equities

Region

Market cap

bet-at-home (ACXX)

Latest price

EUR2.94

▾ −0.03 (−1.01)

As at 21/01/2025

Market capitalisation: EUR21m

View equity

Update

Consumer

12.12.22

bet-at-home — FY22 GGR guidance raised

Update

Consumer

15.11.22

bet-at-home — Navigating challenges in 2022

Outlook

Consumer

16.05.22

bet-at-home — A year of consolidation

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bet-at-home

Borussia Dortmund (BVB)

Latest price

EUR3.14

▾ 0.03 (0.80)

As at 21/01/2025

Market capitalisation: EUR344m

View equity

Outlook

Consumer

16.12.24

Borussia Dortmund — Taking on the world

Update

Consumer

21.05.24

Borussia Dortmund — London calling

Update

Consumer

22.04.24

Borussia Dortmund — Helping itself

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Borussia Dortmund

Card Factory (CARD)

Latest price

GBP0.97

▾ 4.80 (5.20)

As at 21/01/2025

Market capitalisation: GBP322m

View equity

Update

Consumer

16.01.25

Card Factory — Delivering FY25 expectations

Flash note

Consumer

05.12.24

Card Factory — Delivering on partnership growth strategy

Update

Consumer

04.10.24

Card Factory — Confident on FY25 outlook

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Card Factory

Games Workshop Group (GAW)

Latest price

GBP135.50

▾ 180.00 (1.35)

As at 21/01/2025

Market capitalisation: GBP4,409m

View equity

Flash note

Consumer

10.12.24

Games Workshop Group — Creative guidelines agreed

Update

Consumer

22.11.24

Games Workshop Group — A notable acceleration in Q225

Outlook

Consumer

07.10.24

Games Workshop Group — Sigmar the fourth

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Games Workshop Group

Good Life Plus (GDLF)

Latest price

GBP0.02

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: GBP18m

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Initiation

Consumer

29.02.24

Good Life Plus — Welcome to the Goodlife!

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Good Life Plus

Greggs (GRG)

Latest price

GBP21.84

▾ −50.00 (−2.24)

As at 21/01/2025

Market capitalisation: GBP2,285m

View equity

Update

Consumer

09.01.25

Greggs — More challenging environment in H224

Update

Consumer

01.10.24

Greggs — Good Q324 on strong comparative

Update

Consumer

31.07.24

Greggs — Confident about FY24 outlook

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Greggs

Intralot (INLOT)

Latest price

EUR1.05

▾ −0.02 (−1.87)

As at 21/01/2025

Market capitalisation: EUR652m

View equity

Update

Consumer

19.12.24

Intralot — Continuing improvement in Q324

Update

Consumer

16.09.24

Intralot Integrated Lottery Systems and Services — Improved growth in Q224

Update

Consumer

20.06.24

Intralot Integrated Lottery Systems and Services — Underlying progress in Q124

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Intralot

MoneyHero (MNY)

Latest price

USD1.11

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: USD46m

View equity

Update

TMT

20.12.24

MoneyHero — Emphasis on driving margin

Update

Consumer

10.10.24

MoneyHero — Investing for the long term

Update

TMT

28.06.24

MoneyHero — Encouraging start to FY24

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MoneyHero

musicMagpie (MMAG)

Latest price

GBP0.09

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: GBP10m

View equity

Flash note

Consumer

01.07.24

musicMagpie — Strategically positioning for profitability

Flash note

Consumer

15.03.24

musicMagpie — Focus on profits and cash in FY23

Flash note

Consumer

15.12.23

musicMagpie — Record Black Friday and improving profitability

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musicMagpie

OPAP (OPAP)

Latest price

EUR16.15

▾ 0.08 (0.50)

As at 21/01/2025

Market capitalisation: EUR5,947m

View equity

Outlook

Consumer

20.12.24

OPAP — Winning strategy

Update

Consumer

06.09.24

OPAP — Improved momentum in Q224

Update

Consumer

04.06.24

OPAP — Steady progress towards FY24 guidance

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OPAP

Portobello SpA (POR)

Latest price

EUR2.20

▾ −0.01 (−0.45)

As at 21/01/2025

Market capitalisation: EUR12m

View equity

Woman shopping vegetables at the supermarket

Flash note

Consumer

24.04.24

Portobello SpA — Focus back on the operations

Update

Consumer

30.10.23

Portobello SpA — Focusing on cash generation

Outlook

Consumer

20.06.23

Portobello SpA — Value appeal

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Portobello SpA

SynBiotic (SBX)

Latest price

EUR4.47

▾ −0.06 (−1.32)

As at 21/01/2025

Market capitalisation: EUR22m

View equity

Outlook

Consumer

16.09.24

SynBiotic — Platform primed for growth

Outlook

Consumer

09.05.23

SynBiotic — Building the platform

Update

Consumer

09.08.22

SynBiotic — Management update – on track

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SynBiotic

Tertre Rouge Assets (TRA)

Latest price

—

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: —

View equity

Update

Consumer

11.01.24

Tertre Rouge Assets — Revving up

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Tertre Rouge Assets

The London Tunnels (TLT)

Latest price

GBP2.16

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: GBP154m

View equity

Initiation

Consumer

02.07.24

The London Tunnels — Hidden reserves

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The London Tunnels

The Platform Group (TPG)

Latest price

EUR8.30

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: EUR144m

View equity

Update

Consumer

25.11.24

The Platform Group — Significant acceleration in growth in Q324

Initiation

Consumer

28.10.24

The Platform Group — E-commerce enabler

QuickView

Consumer

25.10.21

Fashionette — Looking forward to a robust Q421

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The Platform Group

Topps Tiles (TPT)

Latest price

GBP0.35

— 0.00 (0.00)

As at 21/01/2025

Market capitalisation: GBP72m

View equity

Update

Consumer

10.01.25

Topps Tiles — Accelerating growth through Q125

Flash note

Consumer

26.11.24

Topps Tiles — Market outperformance again in FY24

Flash note

Consumer

02.10.24

Topps Tiles — Slight sequential improvement in Q424

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Topps Tiles

Curated by Edison

singularityhub.com

The World’s Biggest Cultured Meat Factory Is Under Construction in the US

Consumer

With a production capacity of 10,000 metric tons, Believer says the facility will be the biggest of its type in the world.

Read article

www.bloomberg.com

As Global Economy Slips, Luxury Is Doing Just Fine

Consumer

Here’s why the boom in luxury goods is here to stay.

Read article

Thematics

thematic

Consumer

29.10.24

ConsumerWatch – Don’t look down

thematic

Consumer

22.07.24

ConsumerWatch – The times they are a-changin’

thematic

Consumer

30.05.24

ConsumerWatch – Give me a reason to love you

thematic

Consumer

23.02.24

ConsumerWatch – At least someone loves me

thematic

Consumer

21.11.23

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media

thematic

Consumer

30.10.23

ConsumerWatch – Falling into the fall

thematic

Consumer

26.07.23

ConsumerWatch – Making the most of the summer

thematic

Consumer

21.04.23

ConsumerWatch – A Spring in the step

Equities

Equities by Sector

Sectors

Thematics

Latest

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Saba Capital campaign – Your vote matters

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Audiovisual

Latest

Uncovering Trusts – Saba Capital Campaign

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Take on Trusts – December 2024

About Edison

About Edison

Careers

Consumer

Card Factory

5.20%

Consumer Insights

ConsumerWatch – The times they are a-changin’

ConsumerWatch – Give me a reason to love you

ConsumerWatch – Don’t look down

Latest

Card Factory — Delivering FY25 expectations

Topps Tiles — Accelerating growth through Q125

Greggs — More challenging environment in H224

OPAP — Winning strategy

Your online digital footprint: Understanding what’s driving AI responses

MGI – Media and Games Invest: EKF 2023 QuickView

bet-at-home: EKF 2023 QuickView

ForFarmers: EKF 2023 QuickView

The Meta Quest 3

Else Nutrition: What’s the investment case?

Equities

bet-at-home (ACXX)

EUR2.94

bet-at-home — FY22 GGR guidance raised

bet-at-home — Navigating challenges in 2022

bet-at-home — A year of consolidation

See morecontent on

Borussia Dortmund (BVB)

EUR3.14

Borussia Dortmund — Taking on the world

Borussia Dortmund — London calling

Borussia Dortmund — Helping itself

See morecontent on

Card Factory (CARD)

GBP0.97

Card Factory — Delivering FY25 expectations

Card Factory — Delivering on partnership growth strategy

Card Factory — Confident on FY25 outlook

See morecontent on

Games Workshop Group (GAW)

GBP135.50

Games Workshop Group — Creative guidelines agreed

Games Workshop Group — A notable acceleration in Q225

Games Workshop Group — Sigmar the fourth

See morecontent on

Good Life Plus (GDLF)

GBP0.02

Good Life Plus — Welcome to the Goodlife!

See morecontent on

Greggs (GRG)

GBP21.84

Greggs — More challenging environment in H224

Greggs — Good Q324 on strong comparative

Greggs — Confident about FY24 outlook

See morecontent on

Intralot (INLOT)

EUR1.05

Intralot — Continuing improvement in Q324

Intralot Integrated Lottery Systems and Services — Improved growth in Q224

Intralot Integrated Lottery Systems and Services — Underlying progress in Q124

See morecontent on

MoneyHero (MNY)

USD1.11

MoneyHero — Emphasis on driving margin

MoneyHero — Investing for the long term

MoneyHero — Encouraging start to FY24

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