Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

Equity Research Firm

Thematic (Sector/Industry)

United states Consumer discretionary / Thematic (Sector/Industry)

<ul><li>Equity markets fell sharply on the administration’s new tariffs as the magnitude and scope exceeded the market’s expectations.</li><li>Furniture and furnishings stocks, an industry with significant import exposure, were particularly hard hit.</li><li>The WTR Commercial/Contract Furniture Index (-5.3%), the Residential Manufacturers &amp; Suppliers Index (-12.0%) and the Home Goods Retailers Index (-14.0%) were all down as the S&amp;P 500 and Dow 30 (-9.6%) and the R2K (-9.2%) were also hard hit by the news. </li></ul>

Equity markets fell sharply on the administration’s new tariffs as the magnitude and scope exceeded the market’s expectations.Furniture and furnishings stocks, an industry with significant import exposure, were particularly hard hit.The WTR Commercial/Contract Furniture Index (-5.3%), the Residential Manufacturers &amp; Suppliers Index (-12.0%) and the Home Goods Retailers Index (-14.0%) were all down as the S&amp;P 500 and Dow 30 (-9.6%) and the R2K (-9.2%) were also hard hit by the news. 

Furniture/Furnishings Weekly - Double, Double, Tariffs and Trouble