Activision Blizzard’s (ATVI) revenues rose from $4.7 billion in 2015 to $6.6 billion in 2016, a year-over-year rise of 42%. Analysts expect ATVI’s revenues to fall 25% YoY to ~$1.2 billion in 2Q17.
Of the six analysts that follow Papa John’s, 50% recommend a “buy” and 50% recommend a “hold.” None of the analysts recommend a “sell.”
As of June 20, 2017, Papa John’s was trading at a forward PE multiple of 24.8x—compared to 27.3x before the announcement of its 1Q17 earnings.
For the next four quarters, analysts expect Papa John’s (PZZA) to post EPS (earnings per share) of $2.94, which represents growth of 11.4%.
For the next four quarters, analysts expect Papa John’s (PZZA) to post revenue of $1.83 billion, which represents growth of 5.5%.
Although Papa John’s (PZZA) 1Q17 earnings were better than expected, its stock is falling. As of June 20, 2017, Papa John’s was trading at $75.12.
Retail stocks fell on June 20, 2017, in reaction to Amazon’s (AMZN) new service—Prime Wardrobe. The service will allow Amazon Prime members to “try before you buy.”
On June 12, 2017, The Huffington Post reported that Comcast’s (CMCSA) Universal Pictures’ The Mummy had a weak opening.
For 2017, Comcast (CMCSA) expects its NBCUniversal business’s capital expenditure to rise ~10%, mainly driven by its investments in its theme parks business.
Of the 32 analysts that follow Home Depot (HD), 71.9% are recommending a “buy,” while 28.1% are recommending a “hold.”
Since the announcement of its 1Q17 earnings, Home Depot’s forward PE multiple has fallen.
Both Home Depot (HD) and Lowe’s (LOW) have a strong history of returning cash to shareholders.
Lowe’s (LOW) posted EPS (earnings per share) of $1.03 in 1Q17, which represents a growth of 18.4% from $0.87 in 1Q16.
In 1Q17, Home Depot (HD) posted a gross margin, EBITDA (earnings before interest, tax, depreciation, and amortization) margin, and net margin of 34.1%, 16.1%, and 8.4%, respectively.
In the next four quarters, analysts are expecting Home Depot (HD) to post revenues of $100.4 billion, which represents a growth of 4.9% from $95.7 billion in the corresponding quarters of the previous year.
With SSSG (same-store sales growth) of 5.5%, Home Depot (HD) outperformed Lowe’s SSSG of 1.9% in 1Q17.
In 1Q17, Lowe’s (LOW) outperformed Home Depot (HD) with revenue growth of 10.7%.
2017 has been a good year for Home Depot (HD) and Lowe’s (LOW). HD and LOW have returned 18.4% and 14.0%, respectively, year-to-date.
Key news that shook the consumer sector in the week ending June 16 was Amazon’s (AMZN) $13.7 billion acquisition of Whole Foods Market (WFM).
Of the 26 analysts that follow BBBY, 73.1% are recommending a “hold,” and 23.1% are recommending a “sell.”