Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies: Mercadolibre (NASDAQ: MELI), Hilton Worldwide Holdings (NYSE: HLT) and Stitch Fix (NASDAQ: SFIX)We take up our FY26 growth rate substantially to 4% (vs. 1-5% guide) and the outlook for growth for FY27+ seems positive. Strong Q4 with positive revenue growth and healthy underlying metrics. SFIX saw growth in both their Men’s and Women’s lines accelerate in Q4. Underlying metrics look healthy and improving: AOV grew 12%, extending growth to an 8 th straight quarter, and 90- day new client LTVs are at all-time highs. While Mgmt noted that macro pressures exist, they also haven’t seen any pullback in active client spend this calendar year.