What We're Watching as the ICR Conference Kicks Off
The retail heavy event includes several of our holdings.
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* What we are focusing on during ICR's conference - retail business comments, earnings insights
The 26th Annual ICR Conference begins today in Orlando and runs through January 10 with more than 250 public and private companies presenting.
The conference continues to have a retail-facing bent with notable presentations from Darden Restaurants DRI , Dutch Bros BROS , First Watch Restaurants FWRG , J. Jill JILL , Urban Outfitters URBN , and Walmart WMT .
Coming off the holiday shopping season, management comments about revenue trends and input costs will be top of mind for investors as they get ready for the December quarter earnings season and reassess 2024 consensus EPS expectations for the S&P 500.
We'll also be parsing the collected comments for insights regarding Action Alerts PLUS holdings Costco COST , McDonald's MCD , and Mastercard MA .
Action Alerts PLUS is long COST, MCD, MA.