Aardvark Labs Capital Research
524 reports across 119 companies
2026-07-11
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PepsiCo (PEP)
Recap: Q2 2026 The Turn Stalls: Frito-Lay Volume Fades to Flat, North America Softer Than Expected, and the Guide Leans to the Low End. Downgrading to Hold -
Delta Air Lines (DAL)
Recap: Q2 2026 Premium Overtakes Main Cabin and the Dividend Rises 15% on a Guide-Beating Quarter; We Fade the All-Time Highs and Downgrade Delta to Hold
2026-06-24
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Micron Technology (MU)
Recap: Q3 FY26 Micron FQ3 FY2026: The Take-or-Pay Floor Changes the Math, and We Upgrade to Outperform -
FedEx Corporation (FDX)
Recap: Q4 FY26 The Catalyst Has Played Out: FedEx Clears Its Raised FY26 Guide and Completes a Clean Freight Spin, but an 18x Parcel Pure-Play Has Made the Easy Money — Downgrade to Hold -
Carnival Corporation & plc (CCL)
Recap: Q2 FY26 The Fuel Year Becomes the Cost Year: A Record Q2, a Transitory Europe Yield Cut Offset Dollar-for-Dollar, and a Balance-Sheet Inflection
