"In addition to gaining lending market share, management [is] laser focused on boosting credit card offerings, turning around the wealth management business and growing investment banking revenues," he said.
"We think Meta is best positioned vs peers to capitalize on new spend in the industry given ramping Reels and Messaging monetization, easy comps, and increasing Advantage+ adoption," he said.
Blackrock "Best positioned for rebalancings.
... We think Meta is best positioned vs peers to capitalize on new spend in the industry given ramping Reels and Messaging monetization, easy comps, and increasing Advantage+ adoption."
We view TJX as a market share gainer that is well positioned to benefit from trade-down and reiterate our Buy rating.
Persons:
Ebrahim Poonawala, Wells, Poonawala, BofA, Lorraine Hutchinson, TJ Maxx, Hutchinson, TJX, Justin Post, BLK
Organizations:
Bank of America, CNBC, Meta, TJX Companies, Investor, Facebook
Locations:
Bank, Blackrock, Wells Fargo, Basel