Airbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom

Barrons2021-03-09

The strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts. A surge in personal income, ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

eeez
2021-03-09
eeez
To buy?
KopiLim
2021-03-09
KopiLim
[財迷] [財迷]
Jas4sun
2021-03-09
Jas4sun
Pls response to my comment ...thanks
- KopiLimReplyJas4sun:
  [财迷]
- KopiLim:
  For me too thanks.
- Derekng:
  Ok
- Jas4sun:
  cheong arr!!! hoseh liao
- Bluem:
  ok
CH88
2021-03-09
CH88
Spending power is good. Please like and comment.
Jkcubz
2021-03-09
Jkcubz
Hi
- Eileena:
  hi
Riden
2021-03-09
Riden
There will probably still be some stigma against letting a stranger (and possibly an infected) into your house. or living in a room which other people have rented beforeI don’t see Airbnb raising in the near future in my opinion

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1183729076?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-03-09 16:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1183729076","market":"us","top_or_hot":-1,"title":"Airbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom","media":"Barrons","content":"<div>\n<p>The strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts.\nA surge in personal income, ...</p>\n\n<a href=\"https://www.barrons.com/articles/airbnb-lyft-and-other-stocks-set-to-benefit-from-a-consumer-spending-boom-51615224005?mod=RTA\">Source Link</a>\n\n</div>\n","source":"lsy1601382232898","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb, Lyft and Other Stocks Set to Benefit From a Consumer Spending Boom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-09 16:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/airbnb-lyft-and-other-stocks-set-to-benefit-from-a-consumer-spending-boom-51615224005?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts.\nA surge in personal income, ...</p>\n\n<a href=\"https://www.barrons.com/articles/airbnb-lyft-and-other-stocks-set-to-benefit-from-a-consumer-spending-boom-51615224005?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LYFT","symbol_name":"Lyft, Inc.","start_time":0,"source_url":"https://www.barrons.com/articles/airbnb-lyft-and-other-stocks-set-to-benefit-from-a-consumer-spending-boom-51615224005?mod=RTA","article_id":"1183729076","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1183729076","pubTimestamp":1615278840,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"The strongest consumer stock backdrop in decades may be around the corner and there are plenty of st","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LYFT":"Lyft, Inc.","LUV":"西南航空","ABNB":"爱彼迎","BYND":"Beyond Meat, Inc."},"translate_title":"爱彼迎、Lyft和其他股票将受益于消费支出热潮","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ABNB":0.9,"BYND":0.9,"LUV":0.9,"LYFT":0.9},"content_text":"The strongest consumer stock backdrop in decades may be around the corner and there are plenty of stocks well positioned to benefit, according to Jefferies analysts.\nA surge in personal income, alongside the reopening of the economy will “unleash substantial pent-up demand” in service sector consumption, said chief economist Aneta Markowska in a note on Sunday. She projected personal consumption expenditure (PCE)—a measure of consumer spending—to grow 7% this year and 4.1% in 2022. That assumes average PCE growth of more than 4% for eight consecutive quarters for the time since the 1990s.Stimulus and pent-up demandwould indicate strong spending at the high and low ends, she added.\nJefferies analysts covering a number of sectors used Markowska’s estimates to pick stocks most exposed to such a surge in consumption.\nEquity analyst Brent Thill said ride-sharing companyLyftwas one of his top reopening plays for 2021, as people return to bars, restaurants and other hospitality venues. He noted that Lyft shifted focus to its cost structure during the Covid-19 pandemic, which should “produce outsized leverage” as revenues rebound. He projected a return to pre-pandemic revenue levels by the fourth quarter, rating the stock a buy with a target price of $75 and an upside target of $85.\nThill also said online travel names would be among the biggest beneficiaries of the accelerating vaccine rollout and a subsequent travel rebound, pickingAirbnband Booking. He gave Airbnb a buy rating, with a target price of $210 and upside target price of $250, while Booking had a hold rating with an upside target of $2,700.\nWhen it comes to airlines, one of the hardest-hit sectors throughout the pandemic, equity analyst Sheila Kahyaoglu saidSouthwest Airlineswas best placed to benefit from pent-up demand in the second half of the year. She said domestic travel restrictions were likely to be lifted before international restrictions, giving the airline an advantage, adding that it was set to “aggressively take market share” from its peers. She rated the stock a buy with an upside target of $80, compared with Friday’s closing price of $56.92.\nIn the restaurants and food service sector, analysts Andy Barish and Alexander Slagle said the full-service segment was likely to benefit the most from the recovery, with pent-up demand for food outside of the home emerging as a powerful driver. They highlightedOutback SteakhouseownerBloomin’ Brandsand Chili’s ownerBrinkeras two buy-rated stocks to watch.\nIn the food sector itself, analyst Rob Dickerson said Beyond Meat,J&J Snack Foods and Lamb Westonhad the most potential upside due to its exposure to the food service channel, but he rated all three stocks ‘hold’.\nThe report also selects a host of retail names, including home improvement storesLowe’sandHome Depot,and major retailers such asKohl’sandWalmartas foot traffic picks up and spending increases.\nValue-orientated names in the specialty retail industry, such asDollar General,BurlingtonandFive Belowwere also mentioned, whileCaesars EntertainmentandSix Flagswere preferred in the gaming and leisure sector.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":329755346,"gmtCreate":1615283094885,"gmtModify":1704780556569,"author":{"id":"3570813663502369","authorId":"3570813663502369","name":"eeez","avatar":"https://static.tigerbbs.com/3e4f974ced53f13a2b714d56018e7b43","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3570813663502369","authorIdStr":"3570813663502369"},"htmlText":"To buy?&nbsp;","listText":"To buy?&nbsp;","text":"To buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329755346","repostId":1183729076,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":329762315,"gmtCreate":1615281675837,"gmtModify":1704780526709,"author":{"id":"3562886608344748","authorId":"3562886608344748","name":"KopiLim","avatar":"https://static.tigerbbs.com/04fcef53a2e715c173a40fafa14a7fe6","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"idStr":"3562886608344748","authorIdStr":"3562886608344748"},"htmlText":"[財迷]&nbsp;[財迷]&nbsp;","listText":"[財迷]&nbsp;[財迷]&nbsp;","text":"[財迷] [財迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329762315","repostId":1183729076,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":329780079,"gmtCreate":1615280650491,"gmtModify":1704780504317,"author":{"id":"3561852541009175","authorId":"3561852541009175","name":"Jas4sun","avatar":"https://static.tigerbbs.com/cb41e0b5e844b6d5a2329ac5fa79232d","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3561852541009175","authorIdStr":"3561852541009175"},"htmlText":"Pls response to my comment ...thanks","listText":"Pls response to my comment ...thanks","text":"Pls response to my comment ...thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/329780079","repostId":1183729076,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3772556,"gmtCreate":1615477930513,"gmtModify":1680780021294,"authorId":3562886608344748,"author":{"id":3562886608344748,"idStr":"3562886608344748","authorId":3562886608344748,"name":"KopiLim","avatar":"https://static.tigerbbs.com/04fcef53a2e715c173a40fafa14a7fe6","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3561852541009175,"repliedAuthor":{"id":3561852541009175,"idStr":"3561852541009175","authorId":3561852541009175,"name":"Jas4sun","avatar":"https://static.tigerbbs.com/cb41e0b5e844b6d5a2329ac5fa79232d","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":329780079,"type":1,"supId":3750309,"prevId":3750316,"content":"[财迷]","text":"[财迷]","html":"[财迷]"},{"id":3750309,"gmtCreate":1615281687447,"gmtModify":1680779681413,"authorId":3562886608344748,"author":{"id":3562886608344748,"idStr":"3562886608344748","authorId":3562886608344748,"name":"KopiLim","avatar":"https://static.tigerbbs.com/04fcef53a2e715c173a40fafa14a7fe6","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329780079,"type":1,"supId":0,"prevId":0,"content":"For me too thanks.","text":"For me too thanks.","html":"For me too thanks."},{"id":3750229,"gmtCreate":1615281061712,"gmtModify":1680779680674,"authorId":3568188499742215,"author":{"id":3568188499742215,"idStr":"3568188499742215","authorId":3568188499742215,"name":"Derekng","avatar":"https://static.tigerbbs.com/69c847e7e2e81a75b80d5ec94a6f6ae0","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329780079,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":3750316,"gmtCreate":1615281725418,"gmtModify":1680779677578,"authorId":3561852541009175,"author":{"id":3561852541009175,"idStr":"3561852541009175","authorId":3561852541009175,"name":"Jas4sun","avatar":"https://static.tigerbbs.com/cb41e0b5e844b6d5a2329ac5fa79232d","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329780079,"type":1,"supId":3750309,"prevId":0,"content":"cheong arr!!! hoseh liao","text":"cheong arr!!! hoseh liao","html":"cheong arr!!! hoseh liao"},{"id":3750469,"gmtCreate":1615282626960,"gmtModify":1680779676270,"authorId":3575980094521663,"author":{"id":3575980094521663,"idStr":"3575980094521663","authorId":3575980094521663,"name":"Bluem","avatar":"https://static.tigerbbs.com/2ea0046117889d9c87b13a313a480e69","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329780079,"type":1,"supId":3750309,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"}],"langContent":"EN"},{"id":329734454,"gmtCreate":1615279617678,"gmtModify":1704780490216,"author":{"id":"3563062889449100","authorId":"3563062889449100","name":"CH88","avatar":"https://community-static.tradeup.com/news/8042f47fd72e78cc0c9d1a8c64201ff3","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":6,"crmLevelSwitch":1,"idStr":"3563062889449100","authorIdStr":"3563062889449100"},"htmlText":"Spending power is good. Please like and comment.","listText":"Spending power is good. Please like and comment.","text":"Spending power is good. Please like and comment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329734454","repostId":1183729076,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":329738728,"gmtCreate":1615279209364,"gmtModify":1704780484861,"author":{"id":"3570709291573644","authorId":"3570709291573644","name":"Jkcubz","avatar":"https://static.tigerbbs.com/454005a90377851a88dcde78f7b9fc15","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570709291573644","authorIdStr":"3570709291573644"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/329738728","repostId":1183729076,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3750032,"gmtCreate":1615279407017,"gmtModify":1680779677424,"authorId":3572401971897760,"author":{"id":3572401971897760,"idStr":"3572401971897760","authorId":3572401971897760,"name":"Eileena","avatar":"https://static.tigerbbs.com/42d6aa9db75086eec89c4393abd90c98","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":329738728,"type":1,"supId":0,"prevId":0,"content":"hi","text":"hi","html":"hi"}],"langContent":"EN"},{"id":329738460,"gmtCreate":1615279202550,"gmtModify":1704780484211,"author":{"id":"3578098270174940","authorId":"3578098270174940","name":"Riden","avatar":"https://static.tigerbbs.com/24dba1b2a0561ea03c7eeb2b530b186f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3578098270174940","authorIdStr":"3578098270174940"},"htmlText":"There will probably still be some stigma against letting a stranger (and possibly an infected) into your house. or living in a room which other people have rented beforeI don’t see Airbnb raising in the near future in my opinion","listText":"There will probably still be some stigma against letting a stranger (and possibly an infected) into your house. or living in a room which other people have rented beforeI don’t see Airbnb raising in the near future in my opinion","text":"There will probably still be some stigma against letting a stranger (and possibly an infected) into your house. or living in a room which other people have rented beforeI don’t see Airbnb raising in the near future in my opinion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329738460","repostId":1183729076,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":8,"commentSize":8,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1183729076"}