Direct Sellers Valuation Update - Relative Valuations Remain at Generational Lows
The 12-month prospective relative P/E ratio for our proprietary Direct Selling Index closed 2023 at a 43% discount to the market, having entered...
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2024 Trends for Direct Sellers - Looking for an Inflection Point
This year marks the fifth year in the most current downcycle for the stocks we monitor in the direct selling channel with the brief exception of...
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Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
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Medifast: This Weeks Earnings Two-Minute Drill
We rate Medifast Inc (MED US) a Buy given its strong underlying operating momentum. The stock has dramatically outperformed this year given large...
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Sector Analysis: Direct Selling: Stocks Are Sharply Outperforming Broader Averages This Year
Investment Summary Our proprietary Lane Research Direct Selling index outpaced the S&P 500 by a factor of 4x through the first 3 quarters of...
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