Goldman Sachs US Morning Call (September 16, 2026)
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Goldman Sachs' US morning call for September 16, 2026 ran on three threads: consumer takeaways from the Global Consumer & Retail Conference held this week in New York, plus updates on Tesla and Chevron. Brooke Roach's conference recap carries Buy ratings on SharkNinja (SN) and Burlington (BURL); Lizzie Dove adds Buy calls on Marriott Vacations (VAC) and H, with Wyndham (WH) Neutral. Kate McShane maintains O'Reilly Automotive (ORLY) at Buy and adds it to the Conviction List, citing a Maryland repair-shop survey showing share gains, supported by an online pricing study, alternative-data trends, and questions prepared for the company's Analyst Day. Mark Delaney keeps Tesla (TSLA) at Neutral, noting third-quarter deliveries are tracking slow, with the call to provide 3Q26 and 2026 delivery updates plus recent alternative-data demand indicators. Neil Mehta reiterates Buy on Chevron (CVX) after a management roundtable focused on near-term project momentum layered with long-term growth options. The piece is a call agenda listing ratings only—no price targets, forecasts, or rating changes.