Here is how H World Group (HTHT) and SharkNinja, Inc. (SN) have performed compared to their sector so far this year.
Source: https://www.zacks.com/stock/news/2809748/are-consumer-discre…
EPR Properties has a massive addressable market and is stepping on the gas with its growth plans. Prologis has major cost advantages and is quietly building out its data center portfolio.
Shares of stocks with significant private credit market exposure were diving on fears about exposure to the industries being disrupted by artificial intelligence, including software.
The Leisure & Recreation Services industry gains from the demand for concerts and strong bookings for cruise operators. Stocks like TCOM, PLNT and TNL are better-positioned to gain from the industry trends.
