QuarterlyIQ Insights · LOW
Factors
The full factor breakdown (the numbers behind each rank). The overview page shows the same reads in short form; this is the depth.
Factor signals
Each factor is a parallel diagnostic with a plain-language read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated neutral grew net income 48% of the time over the next year (vs 64% for the rest of the cohort, n=3804).
The numbers
Over the trailing year it converted 1.48x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 52% of the time over the next year (vs 55% for the rest of the cohort, n=3229).
The numbers
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
- the broad stock market: This stock moves with the broad market (high beta).β 0.65 · R² 0.20
- real (inflation-adjusted) rates: This stock behaves like a long-duration asset — tends to fall when real rates rise.β -0.10 · R² 0.07
- long-term interest rates: This stock tends to fall when long-term rates rise.β -0.09 · R² 0.07
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
Not enough signal yet.
Not investment advice. As of 2026-06-09.
Earnings setup & market context
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
Why this setup
EPS estimate $4.42 → $4.25 (-3.9% / 30d). 0 raised, 25 cut, 29 covering analysts.
1 upgrade, 0 downgrades / 30d, 19 maintained. 69% of analysts rate Buy.
6 PT revisions / 30d. Avg target 18.7% above current price.
0 positive, 0 negative / 30d.
via XLY
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-09.