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@takis2910 "Brazil new car sales rose by XX% y/y last month. demand for branded 🚗 fell like a 🧱( $GM -XX% $F fell out of Top20 list as Jaecoo steps in). brands 🔺 but marques more than holding their own as $VOW XX% & $RNO XX% y/y. Good RoW value & poor WH diplomacy (♠♥♣♦)"
@takis2910 Avatar @takis2910 on X 2025-06-04 09:39:18 UTC 3836 followers, XXX engagements

"US staple prices still rising above pre #Covid rates. $K $KMB $PG $KO $PEP $TSN $KFT $CL combined #inflation through 1Q'25 is XXX% vs 2017-2019 of 2.0%. Very little to do with tariffs btw. #Greedflation PS. Love fact $ADM (grain supplier) and $AMD (chips maker) report same day"
@takis2910 Avatar @takis2910 on X 2025-05-06 14:31:44 UTC 3836 followers, 1162 engagements

"US-based truck makers need higher #steel costs like a hole in head as demand grinds lower. Domestic steel makers may struggle to raise prices by XX% prescribed by tariff to overseas competitors. Tempered🚚 $PCAR $VOLV $NUE $CLF $MT"
@takis2910 Avatar @takis2910 on X 2025-07-16 16:05:37 UTC 3836 followers, XXX engagements

"US soft drink price rises would be enough to drive me to hard liquor. Effervescent inflation🥤 $PEP $KO $MNST"
@takis2910 Avatar @takis2910 on X 2025-07-16 11:05:35 UTC 3836 followers, 1559 engagements

"US auto part dealers saw sales growth slow X% y/y in June implies zero real growth. Since Covid 👇likes of $AZO $AAP $ORLY benefited from used 🚗re-rating which encouraged investment but this appears to be waning. Jalopy fatigue"
@takis2910 Avatar @takis2910 on X 2025-07-17 16:19:17 UTC 3836 followers, XXX engagements

"3M - your quarterly reminder of 🌍 industrial growth origin. Not from any gvt agency but Corp. Consider $MMM organic sales is nominal so (given deflation) real volume growth was +6% in 2Q'25. Mmmm🙉 PS. Sino-US topline gap widened from 260bps to 550bps. Reshoring"
@takis2910 Avatar @takis2910 on X 2025-07-18 13:31:59 UTC 3836 followers, XXX engagements

"@EnzoRex1 @DannyDayan5 @AndreasSteno Thx. If you're referring to CarMax they seem to be discounting relative to benchmark to generate 🚗sale but at expense of EBIT margin. Currently X% (normally 6-8%)"
@takis2910 Avatar @takis2910 on X 2025-07-16 16:36:45 UTC 3840 followers, XX engagements

"US new 🚗 prices rose XXX% m/m or XXX% y/y in June according to Kelley 📘. We know unit sales -XXX% y/y so one can say its a stagflationary enviro. Upside impetus for CPI tom. Market leader $GM leading inflationary increases (with $VOW). Triumph (Stag)"
@takis2910 Avatar @takis2910 on X 2025-07-14 17:31:58 UTC 3836 followers, XXX engagements

"Volkswagen delivered 2.3m 🚗 in 2Q'25 +1.2% y/y despite auto centric #tariffwar. have been firm but cool to see pick-up in (bigger market than ). $VOW BEV growth XX% y/y. VW has devoured $TSLA EU lunch; Now to build on that abroad. Empire (strikes back) #CarWars"
@takis2910 Avatar @takis2910 on X 2025-07-09 09:35:43 UTC 3836 followers, 1346 engagements

"German 🚗 output rose XX% y/y in May (suspect June slowdown yet +ve y/y). $VOW is largest automaker in (eight of XX plants) will be interesting to see their 2Q production figs as indeed $BMW & $MBG. Das Auto (German boost👇)"
@takis2910 Avatar @takis2910 on X 2025-07-07 12:50:37 UTC 3836 followers, XXX engagements

"European new 🚗 sales seem flatish in June but there are huge divergences between automakers. We still wait on & markets but initial data shows $BMW $MBG & $VOW outperform benchmark as indeed does $RNO. $TSLA still looks -XX% as BEV demand grows. Plus a change"
@takis2910 Avatar @takis2910 on X 2025-07-02 08:56:48 UTC 3836 followers, XXX engagements

"Nestl beat analysts 1Q'25 topline 🎯 by new inflationary cycle (+2.1% y/y). Vols still rise by XXX% y/y. Any company that raises price of water (Perrier Vittel San Pellegrino) by XXX% ethically suspect but economically sound in my book. Dfense $NESN"
@takis2910 Avatar @takis2910 on X 2025-04-24 10:03:35 UTC 3836 followers, 1200 engagements

"German premium automakers 🌍BEV sales surpass Tesla's for 2nd straight quarter. If 🚗 are a "vehicle" to sell AI technology then $VOW $BMW & $MBG have wider platform than $TSLA. Vorsprung durch technik"
@takis2910 Avatar @takis2910 on X 2025-07-10 12:59:01 UTC 3836 followers, XXX engagements

"Nestl pushing through higher food prices without volume degradation. Bon appetit 😋 $NESN"
@takis2910 Avatar @takis2910 on X 2025-07-07 16:31:50 UTC 3836 followers, 1736 engagements