RECENT Consumer Discretionary RESEARCH
Herbalife (HLF) stock rose 9.8% and closed at $68.04 on Monday following the company’s announcement of a buyback of $600.0 million worth of its own shares.
The consumer discretionary and retail sectors’ rough performances continued last week. The consumer discretionary sector suffered after Foot Locker (FL) and Coach (COH) stock took hard falls.
Tiffany (TIF) will report its fiscal 2Q17 earnings on August 24, 2017. The stock has risen 13.7% YTD as of August 18 and has outperformed Signet Jewelers (SIG) and the S&P 500.
Despite the recent fall in Lowe’s stock price, LOW has returned 4.2% YTD.
“How Moats Translate into Sustainable Competitive Advantages” is a five-part moat investing education series that explores the primary sources of economic moats. The idea of an economic moat refers to…
During the 2Q17 earnings season, auto stocks (IYK) remained highly volatile with a mixed bias. As of August 17, 2017, Ford has fallen ~4.9% in 3Q17.
The idea of an economic moat refers to how likely a company is to keep competitors at bay for an extended period. In this series, we’ll focus on one of the sources of obtaining a sustainable competitive advantage—cost leadership.
Coach reported adjusted diluted earnings of $0.50 per share, beating the Wall Street average profit estimate by $0.01.
On August 15, 2017, The TJX Companies’ (TJX) stock price rose 0.8% to $70.16 in reaction to its results for fiscal 2Q18, which ended July 29.
Jack in the Box (JACK) posted its fiscal 3Q17 earnings results on August 9. The company posted adjusted EPS (earnings per share) of $0.99 on revenues of $357.8 million.
Analysts expect PVH’s earnings per share to rise 11.6% YoY (year-over-year) to $1.64 on total sales of $2 billion, which would be 4.9% higher YoY.
In this series, we’ll look at the possible reasons for mainstream automakers’ negative performance in the second week of August 2017.
For 2Q17, Wendy’s (WEN) reported adjusted earnings per share of $0.15 on revenues of $320.3 million—50.0% higher YoY—but its revenue fell 16.3%.
Upscale department store Nordstrom (JWN) exceeded analysts’ revenue and earnings estimates for fiscal 2Q17, which ended on July 29.
The consumer discretionary and retail sectors had a rough week from August 7–11. Many stocks in the consumer discretionary sector suffered due to dismal 2Q17 results.
In this series, we’ll look at Wall Street analysts’ estimates for Advance Auto Parts’ 2Q17 earnings, revenue, and profit margins.
While US auto companies (IYK) have been focusing on improving their retail sales in 2017, the competition from foreign automakers is getting tougher.
July 2017 US auto sales stood at ~1.4 million vehicle units, which was ~7.0% lower than the July 2016 US auto sales of ~1.5 million vehicle units.
TJX Companies (TJX) is scheduled to announce its fiscal 2Q18 (ended July 29, 2017) results on August 15. The stock has fallen 4.8% so far this year.
For fiscal 1Q18, Kors’s EPS came in at $0.90, or $0.28 higher than the estimate. Its revenue fell 3.6% YoY to $952 million but still beat the consensus estimate.