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>The tariff pause that refreshes? The administration’s decision to pause some tariffs during negotiations helped the broader market and residential furnishings stocks, but not the office furniture or home goods retailers.</li><li>The WTR Commercial/Contract Furniture Index declined 1.8% and the Home Goods Retailers Index fell 1.5%, while the residential Manufacturers &amp; Suppliers Index rose 1.1%. The large-cap indices were up 2.0%, while the R2K rose 1.0%.</li><li>Ask not for whom the bell tolls, it tolls for thee. References to GenAI in the press and social media continue to grow rapidly (1), as shown in Figure 1</li></ul>

The tariff pause that refreshes? The administration’s decision to pause some tariffs during negotiations helped the broader market and residential furnishings stocks, but not the office furniture or home goods retailers.The WTR Commercial/Contract Furniture Index declined 1.8% and the Home Goods Retailers Index fell 1.5%, while the residential Manufacturers &amp; Suppliers Index rose 1.1%. The large-cap indices were up 2.0%, while the R2K rose 1.0%.Ask not for whom the bell tolls, it tolls for thee. References to GenAI in the press and social media continue to grow rapidly (1), as shown in Figure 1

Furniture/Furnishings Weekly GenAI Coming for the Professions...