According to Chipotle, its food policy has resonated well with its customers, who have expressed their support for the company’s decision via various social media channels.
As of the fourth quarter ended December 2014, Chipotle Mexican Grill added 60 new units, which brings its total number of restaurants to 1,783.
Chipotle’s same-store sales increased in the third quarter because of an increase in traffic (or customer visits) and an increase in average check of 8.3%.
Chipotle Mexican Grill reported adjusted earnings per share (or EPS) of $3.84, which increased an impressive 52% compared to $2.53 in the corresponding quarter in 2013.
With a forward PE (price-to-earnings ratio) of 61x on February 4, Under Armour is the priciest in its peer group. Its valuation is up by over 50%.
Under Armour’s (UA) stock price saw explosive growth over the past five years. In the past five years, its returns to shareholders were over 60%.
Under Armour expects to earn revenue of ~$3.76 billion in 2015. This is an increase of 22% over 2014. Growth is expected in its North America and International segments.
Under Armour (UA) ultimately wants to become a truly global brand. It plans to have 50% of its revenue come from outside the US.
Despite clocking stellar growth rates in revenue, Under Armour’s margins contracted YoY in 4Q14. Its gross margin came in at 49.9%—compared to 51.3% in 4Q13.
Under Armour’s revenue increased in both the wholesale and the direct-to-consumer channels in 2014. It plans to expand the available square footage at existing stores.
For the connected fitness platform, it’s important to note that ~72 million users are women. This is a key growth area for Under Armour (UA).
Under Armour’s (UA) back-to-back acquisitions this year could help it claim the top position from the market leader—NIKE.
In terms of endorsements, the last weekend in January was eventful for Under Armour. Tom Brady won his fourth Super Bowl. He wore Under Armour cleats.
Under Armour’s largest product category is apparel sales. Apparel sales increased 30% to $708 million in 4Q14—compared to $546 million in 4Q13.
For Under Armour (UA), 2014 was a landmark year. It passed Adidas (ADDYY). Now, it’s second only to the market leader—NIKE (NKE).
Energy Transfer Partners owns natural gas transportation pipelines that receive natural gas from other mainline pipelines and gathering systems.
In 2Q15, Microsoft registered triple-digit growth in its cloud offerings. Surface Pro 3 tablets experienced good demand, driving sales in 2Q15.
In 2Q15, Microsoft announced a cash dividend of 31 cents per share, with plans to conclude its 40 billion share buyback program by December 2016.
Windows 7 and 8 enterprise licensing witnessed a cyclical slowdown as enterprise customers waited to upgrade their systems in 2015 with Windows 10.
Microsoft acquired Equivio, an eDiscovery and compliance vendor in the machine learning space. Microsoft also acquired cloud cyber-security company Aorato.