US Morning Call

The May 8, 2026 US Morning Call provides earnings updates and 'Buy' recommendations across aerospace, consumer discretionary, and entertainment sectors, with a focus on conviction names like Loar Holdings and McDonald's.

Key Takeaways

• 1.Loar Holdings is highlighted as an attractive aerospace compounder with upside to estimates and a favorable valuation.
• 2.Tapestry (TPR) and SharkNinja (SN) both delivered earnings beats and raised guidance, driven by Coach momentum and international growth respectively.
• 3.McDonald's remains a Buy (Conviction List) as it focuses on execution and share gains to navigate a difficult macroeconomic environment.

Table of Contents

• Featured Analysts
• Notes on the Call
• Resource Corner
• Micro Publications & Features
• Listening in at Goldman Sachs
• Disclosure Appendix
• Ratings, coverage universe and related definitions

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