The May 8, 2026 US Morning Call provides earnings updates and 'Buy' recommendations across aerospace, consumer discretionary, and entertainment sectors, with a focus on conviction names like Loar Holdings and McDonald's.
Key Takeaways
- 1.Loar Holdings is highlighted as an attractive aerospace compounder with upside to estimates and a favorable valuation.
- 2.Tapestry (TPR) and SharkNinja (SN) both delivered earnings beats and raised guidance, driven by Coach momentum and international growth respectively.
- 3.McDonald's remains a Buy (Conviction List) as it focuses on execution and share gains to navigate a difficult macroeconomic environment.
Table of Contents
- Featured Analysts
- Notes on the Call
- Resource Corner
- Micro Publications & Features
- Listening in at Goldman Sachs
- Disclosure Appendix
- Ratings, coverage universe and related definitions
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Authors
Chris HusseySarah Herr
Securities
LOARHWMMCDTKO
Themes
Resilient Consumer SpendingAerospace & Defense Growth
Regions
North AmericaUnited States