Sonya Bells
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Sonya Bells
ConsumerSkechers’ Ratings Slide after Recent Weak Results
Cowen & Company downgraded Skechers (SKX) from “outperform” to “market perform” in September.
ConsumerCan Skechers’ Q3 2018 Results Stop the Slide in Its Stock?
In the last few quarters, Skechers (SKX) stock has shown high volatility after its quarterly results.
ConsumerA Look at Skechers’ Recent Growth Numbers
In the second quarter, Skechers recorded 25.0% YoY growth in its International Wholesale business and 13.0% YoY growth in its Global Retail business.
ConsumerHow Investors Reacted to Walgreens’s Fourth-Quarter Results
Walgreens stock has fallen 2.4% YTD (year-to-date). It fell ~10% after Amazon announced the acquisition of Pillpack in June.
ConsumerWalgreens: Key Revenue Drivers in Fourth Quarter of Fiscal 2018
Walgreens’s Retail Pharmacy USA division accounted for 76% of fourth-quarter sales and increased 14.4% YoY to $25.5 billion.
HealthcareCVS Gets Department of Justice Approval for Aetna Deal
On October 10, the US Department of Justice gave preliminary approval to the $69 billion deal between CVS Health (CVS) and Aetna (AET).
ConsumerWhy Did Apparel Stocks Fall on October 10?
Most of the apparel sector stocks were deep in the red on October 10. LVMH-Moet Hennessy Louis Vuitton has a cautious view on China.
ConsumerWhat’s the Upside for Kroger Stock?
Kroger (KR) is currently trading at a one-year forward price-to-earnings ratio of 12.9x, which is lower than its three-year average of 14.4x.
ConsumerWalgreens Stock Rises as RBC Increases Price Target 20%
RBC Capital Markets raised the price target for Walgreens Boots Alliance (WBA) from $68 to $82 (or ~20%) on Monday, October 8.
ConsumerHow Have Walgreens’s Analyst Ratings Changed Recently?
Walgreens Boots Alliance (WBA) is a well-covered stock. The company is tracked by 27 analysts and has a rating of 2.7 on a scale of 1 (strong buy) to 5 (sell).
ConsumerDiscussing Walgreens’s Recent Alliances with Birchbox and Kroger
To survive in the highly competitive pharmacy and retail space, Walgreens Boots Alliance (WBA) is entering into new innovative partnerships.
ConsumerWalgreens’s EPS to Rise 11% in Q4 2018
Wall Street expects a 10.7% year-over-year jump in Walgreens Boots Alliance’s (WBA) EPS to $1.45 during the fourth quarter of fiscal 2018.
MiscellaneousMichael Kors Stock Rises after Citigroup Upgrade
Michael Kors (KORS) stock has risen on October 3 after bullish input from Citigroup.
ConsumerSkechers: Citigroup Downgraded the Stock to ‘Neutral’
On October 2, Skechers shares fell ~2% after Citigroup downgraded the stock to “neutral” from “buy” due to the limited near-term upside.
ConsumerRite Aid Reports in-Line EPS in the Second Quarter
Rite Aid (RAD) reported a second-quarter adjusted net loss from continuing operations of $7.9 million or $0.01 loss per share.
ConsumerRite Aid Finally Posts Top-Line Growth in the Second Quarter
Rite Aid (RAD) reported results for the second quarter—which ended on September 1—yesterday. The company’s top line from continuing operations improved 1.4 % YoY (year-over-year) to $5.42 billion.
ConsumerThe Grey Areas in Nike’s Fiscal Q1 2019 Results
Nike’s gross margins improved 50 basis points and were in line with the average analyst estimate, but investors were expecting more.
ConsumerSprouts Farmers Market Stock Has Risen 14% in 2018
Sprouts Farmers Market’s solid business model and impressive comps growth have enabled the company to deliver healthy returns in the stock market.
ConsumerWhy Sprouts Farmers Market’s Ratings Have Fallen
Sprouts Farmers Market is rated a 2.4 on a scale of one (strong buy) to five (strong sell). The company’s ratings have deteriorated in the past six months.
ConsumerWells Fargo Downgraded Sprouts Farmers Market
Wells Fargo downgraded Sprouts Farmers Market (SFM) to “market perform” on September 24 from “outperform.”
MiscellaneousMichael Kors Ready to Put Versace in Its Bag
On September 25, American handbag maker Michael Kors (KORS) announced a deal to acquire European high-end luxury brand Versace.
ConsumerAfter Two Failed Mergers, Where Does Rite Aid Stand Now?
Struggling with the company’s financial position, Rite Aid’s management has tried to sell the company’s assets since 2015.
ConsumerWhy Are Rite Aid’s Margins Deteriorating?
Rite Aid Corporation (RAD) is expected to post an adjusted loss of 1 cent per share when it reports its second-quarter 2019 results on September 27.
ConsumerUnder Armour Stock Rose Due to Restructuring Plan Update
Under Armour shares rose 6.6% on September 20, which made it the top gainer in the S&P 500 Index. The company updated its restructuring plan.
ConsumerHere’s Why Skechers Stock Is Trending Downward Today
At 12:20 PM ET, Skechers (SKX) stock fell 3.84% from yesterday’s closing price after Cowen & Co. turned bearish on the company this morning.
ConsumerHow Analyst Recommendations for Nike Have Changed Recently
At least three brokers have upgraded Nike (NKE) since its last quarterly results at the end of June.
ConsumerNike: More Than 60% of Analysts Suggest a ‘Buy’
Around 62% of analysts covering Nike recommend a “buy” for the stock, 32% recommend a “hold,” and 5% recommend a “sell.”
ConsumerNike’s Gross Margin Could Improve More in Fiscal 2019
Wall Street expects an 8.8% growth in Nike’s first quarter of fiscal 2019 EPS to $0.62.
ConsumerWhat Are Nike’s Key Growth Drivers in Fiscal 2019?
Nike’s total sales for fiscal 2018 increased 6% YoY to $34.5 billion. Its brand wholesale revenue increased 2%, and its DTC sales grew 12%.
ConsumerWeak Q2 Results Erase Kroger’s Stock Gains
As discussed, Kroger (KR) reported its fiscal Q2 2018 results September 13, beating analysts’ bottom-line estimate but missing their sales expectation.
ConsumerKroger’s Comps Growth Lags behind Competitors’
Kroger’s (KR) sales comps continued to improve in the second quarter, and were positive for a fifth straight quarter.
ConsumerSkechers Falls after Susquehanna Warns of Margin Pressure
Skechers stock fell 7.9% to $26.42 on September 12 after Susquehanna analyst Sam Poser lowered his fiscal 2018 and 2019 EPS estimates for the company.
ConsumerCasey’s Stock Surges after Strong Fiscal Q1 Results
Casey’s General Stores (CASY) stock soared yesterday after the company reported better-than-expected fiscal Q1 2019 results.
ConsumerA Look at Kroger’s Year-to-Date Stock Returns
After a disappointing performance in 2017, the Kroger Company (KR) stock has delivered solid returns so far this year.
ConsumerWhat to Expect from Kroger’s Fiscal Q2 2019 Results
The Kroger Company (KR) is scheduled to report its results for the fiscal second quarter of 2019 on September 13.
ConsumerCanaccord Genuity Upgrades Nike to ‘Buy’ after Kaepernick Ad
Canaccord Genuity analyst Camilo Lyon upgraded Nike (NKE) from “neutral” to “buy” on September 11.
Earnings ReportRobust Sales and Cost Discipline Drove LULU’s Fiscal Q2 Margins
Lululemon Athletica (LULU), which posted its fiscal second-quarter results on August 30, recorded a stellar 82% YoY (year-over-year) rise in EPS.
ConsumerLululemon Athletica Does It Again!
Lululemon Athletica proved that it had delivered another solid performance when it reported its fiscal second-quarter results on August 30.
ConsumerPVH’s Margins Continue to Improve in the Second Quarter
PVH (PVH), which reported second-quarter results on August 29, posted 29% YoY (year-over-year) growth in earnings to $2.18 per share.
ConsumerWhat’s behind PVH’s Better-than-Expected Top Line?
PVH delivered its eighth straight top-line beat. Its total sales increased 12.7% YoY to $2.33 billion.
MiscellaneousLululemon Stock Is Up 75% This Year: What’s Next?
Lululemon Athletica (LULU) is currently sitting around its all-time high price. It has gained around 76% so far this year as of August 28.
ConsumerGap Shares Fall despite Second-Quarter Earnings Beat
Gap (GPS) shares have been falling on August 24 despite the company reporting better-than-expected sales and earnings for the second quarter.
ConsumerHere’s Why L Brands’ Margins Fell in 2Q 2018
L Brands (LB) reported a 25% YoY (year-over-year) decline in second-quarter earnings per share to $0.36.
ConsumerStrength in the Beauty Business Drives L Brands’ 2Q Top Line
L Brands (LB) reported financial results for the second quarter of 2018 on August 22.
ConsumerHow L Brands Performed in the Second Quarter
L Brands (LB) reported financial results for the second quarter of 2018 after the market closed on August 22.
ConsumerWhy Wall Street Is Still Positive on PVH Corp.
About 79% of the 19 analysts covering PVH recommend a “buy” for the stock.
ConsumerPVH Corp.’s Valuations and Stock Performance
PVH Corp.’s (PVH) improving margins and growing sales have been well accepted by investors.
ConsumerPVH Corp. Ready for Another Quarter of Strong Growth
PVH management is looking for a 10% YoY (year-over-year) rise in the company’s second-quarter total sales.
ConsumerNike: Top Dow Stock in 2018
Currently, 37 analysts track Nike stock. Of these analysts, ~59% recommended a “buy,” 35% recommended a “hold,” and 5% recommended a “sell.”
ConsumerNike Shares Hit an All-Time High after Recent Upgrades
On August 20, Nike (NKE) shares touched to an all-time high price of $82.42 after analysts from Piper Jaffray and Susquehanna upgraded the company.
ConsumerL Brands to Report Second-Quarter Results on August 22
L Brands is slated to report second-quarter 2018 results after the market closes on Wednesday, August 22.
ConsumerAnalysts Raise Tapestry’s Price Target after Q4 Results
Tapestry’s (TPR) strong fourth-quarter results, which the company released on August 14, were followed by several target price increases from Wall Street.
ConsumerStrong Q4 Results and Optimistic Guidance Boost Tapestry Stock
Tapestry expects earnings per share to lie in the $2.70 to $2.80 range in fiscal 2019 versus analyst forecasts of $2.84 per share.
Earnings ReportWhat Boosted Michael Kors’ Margins in Q1?
Michael Kors (KORS) reported a 46% YoY (year-over-year) increase in Q1 2019 earnings to $1.32.
Earnings ReportStrength in Jimmy Choo Footwear Boosts Michael Kors’ Q1 Top Line
Michael Kors Holdings Limited (KORS) reported results for the first quarter of 2019 on Wednesday, August 8.
ConsumerMichael Kors Stock Rose after Strong First-Quarter Results
Michael Kors (KORS) stock has been surging ever since the company announced its fiscal first-quarter 2019 results on August 8.
ConsumerStrong Q2 2018 Results Cushion CVS Health’s Falling Share Price
CVS Health’s (CVS) better-than-expected second-quarter results managed to please investors.
ConsumerRite Aid Terminated Its Merger Agreement with Albertsons
On August 8, Albertsons and Rite Aid (RAD) announced that they mutually terminated their merger agreement, which was announced in February.
ConsumerRite Aid Stock Fell Due to Lower Fiscal 2019 Outlook
Rite Aid (RAD) stock took a hit on August 6 after management updated the fiscal 2019 profit outlook.
ConsumerSprouts Farmers Market Stock Rose after Its Q2 2018 Results
Despite delivering average results, Sprouts Farmers Market (SFM) stock traded higher after the second-quarter earnings on August 2.
ConsumerCVS Health’s Analyst Ratings Have Improved in 2018
CVS was upgraded by Citigroup from “neutral” to “buy” on July 9.
ConsumerAnalysts Raise Columbia Sportswear’s Price Target
Columbia Sportswear’s (COLM) second-quarter results led some analysts to change their target prices on the stock.
ConsumerColumbia Sportswear Stock Plunged despite Strong Results
Despite strong second-quarter results and a guidance update on July 26, Columbia Sportswear’s (COLM) stock plunged the next trading day.
ConsumerColumbia Sportswear Raises Fiscal 2018 Guidance
Along with the second quarter results, Columbia Sportswear’s (COLM) management also raised its full-year 2018 guidance for both the top and bottom lines.
ConsumerUnder Armour’s Q2 Earnings Meet Expectations
Under Armour’s reported gross margin declined for the 13th straight quarter, which stood at 44.8% of sales—down 110 basis points.
ConsumerUnder Armour Beats on Sales, Reports In-Line EPS in Q2
Under Armour (UAA) reported its Q2 results on July 26. UAA reported an 8% YoY increase in revenues to $1.17 billion.
ConsumerDiscussing HanesBrands’ Valuations and Earnings Potential
HanesBrands (HBI) is currently trading at a one-year forward PE multiple of 12.2x.
ConsumerHanesBrands’ Top Line to Grow 4% in the Second Quarter
Wall Street analysts expect a YoY (year-over-year) rise of 3.9% in HanesBrands’ (HBI) total sales to $1.71 billion in the second quarter.
ConsumerSupervalu Soared 63% Pre-Market on UNFI Acquisition Bid
United Natural Foods (UNFI), a leading distributor of natural and organic foods, announced its intention to acquire supermarket operator and wholesaler Supervalu (SVU) this morning.
ConsumerVF Corporation’s First-Quarter Earnings Beat
VF Corporation (VFC) reported a 56% YoY (year-over-year) improvement in its first-quarter earnings. The quarter ended on June 30. It reported the results on July 20.
ConsumerWhat Drove VF Corporation’s Q1 2018 Top Line?
VF Corporation (VFC) recorded total sales of $2.8 billion during the first quarter of 2019. Sales from continuing operations improved 23% YoY (year-over-year) on a reported basis and 21% YoY on currecy-neutral basis.
ConsumerAnalysts’ Actions after Skechers’ Second-Quarter Results
Skechers’ weak second-quarter results and disappointing guidance were followed by rating cuts and target price revisions from Wall Street analysts.
ConsumerSkechers Stock Fell 21% on July 20
Skechers (SKX) missed the same-store sales and bottom-line expectations when it reported its second-quarter results on July 19.
ConsumerWhat Drove Skechers’ Top Line in the Second Quarter?
Skechers’ (SKX) revenues increased 10.6% YoY (year-over-year) in the second quarter. The total revenues were $1.13 billion.
ConsumerSkechers Is Penalized for Weak Second-Quarter Results
Skechers (SKX) saw a bloodbath in the stock market on July 20. The company disappointed investors with its second-quarter results.
ConsumerUnder Armour Ready to Report Second-Quarter Results on July 26
Under Armour (UAA) is slated to report results for the second quarter before the market opens on July 26.
ConsumerSkechers Set to Report Q2 2018 Results This Week
Skechers (SKX) is slated to release its Q2 2018 results after the market closes on July 19.
ConsumerHere’s Why Walgreens Stock Crashed despite Strong Q3 Results
After Walgreens announced its fiscal Q3 results, Amazon announced its plan to acquire PillPack, an online pharmacy company, and WBA stock crashed.
ConsumerWhat Drove Walgreens’s Fiscal Third-Quarter Top Line?
Walgreens’s Retail Pharmacy USA division, which accounted for 75% of third-quarter sales, recorded a 15% YoY increase in revenue.
ConsumerWalgreens Reports 14% Sales Growth in Fiscal Third Quarter
Walgreens’s fiscal third-quarter top line increased 14% YoY to $34.3 billion. On a constant currency basis, sales rose 11.8% YoY.
ConsumerWhy Walgreens Beat Expectations in Its Third Fiscal Quarter
Walgreens Boots Alliance (WBA) reported its results for its third fiscal quarter, which ended on May 31, before the bell this morning.
ConsumerRite Aid’s Fiscal Q1 2019 Beat Drives Its Stock After Hours
Rite Aid’s (RAD) better-than-expected results drove its stock by 1.5% in the post-trading session on June 27.
ConsumerDiscussing Rite Aid’s Fiscal Q1 2019 Margins
Rite Aid (RAD) reported adjusted net income from continuing operations of -$11.5 million, or -$0.01 per share, in the fiscal first quarter of 2019.
ConsumerWhat Drove Rite Aid’s Fiscal Q1 2019 Sales Down?
Rite Aid’s Retail Pharmacy segment recorded a 1.9% YoY sales fall during the fiscal first quarter of 2019.
ConsumerHere’s Why Rite Aid Fell 7% Yesterday
Rite Aid stock tumbled 7% yesterday after the company issued a letter that asked shareholders to vote in favor of the pending merger with Albertsons.
ConsumerPVH Rose 2.7% Yesterday on Credit Suisse Price Target Revision
PVH rose 2.7% yesterday after Credit Suisse reaffirmed its “outperform” rating on the company and raised its price target to $185 from $178.
ConsumerAnalysts Aren’t So Sure about Rite Aid Stock
After a disastrous 2017, Rite Aid stock has managed to stay in the green so far this year.
ConsumerWhat’s behind Rite Aid’s Deteriorating Margins?
Rite Aid has witnessed a continuous deterioration in its profitability over the years.
ConsumerWhat Are Rite Aid’s Key Revenue Drivers?
Rite Aid (RAD) is projected to report a 31.6% YoY (year-over-year) decline in total sales to $5.3 billion.
ConsumerWhat to Expect from Rite Aid’s Q1 2019 Results
Rite Aid stock has risen a moderate 2.2% this year after falling 76% last year. Wall Street, however, expects some recovery in the stock price this year.
ConsumerUBS Downgrades Nike to ‘Neutral’
Nike is a widely covered stock. Of the 35 analysts tracking it, 60% recommend “buy,” 34% recommend “hold,” and 6% recommend “sell.”
ConsumerWall Street Is Optimistic about Nike’s Revival in North America
As discussed previously, Nike (NKE) may be escaping two major headwinds it faced during fiscal 2018, namely North American market weakness and currency headwinds.
ConsumerWalgreens Replaces General Electric in Dow Jones
On June 19, the S&P Dow Jones Indexes announced that Walgreens Boots Alliance would replace General Electric in the Dow Jones Industrial Average Index.
ConsumerUnder Armour: This Year’s Best-Performing S&P 500 Apparel Stock
Under Armour (UAA) is currently the top-performing apparel stock of the S&P 500 Index.
ConsumerUnder Amour Stock : From Worst-Performing to Best-Performing
So far in 2018, Under Armour (UAA) stock has already soared 61%, which is well ahead of the S&P 500 Index at 3.8%.
Company & Industry OverviewsIs Under Armour on the Path to Improved Profitabilty?
Rising inventories and slowing sales have hit Under Armour’s (UAA) profitability hard in recent quarters.
Company & Industry OverviewsUnder Armour: Inventory Management in Focus
Inventory backlog has been a critical pressing issue for Under Armour (UAA) for some time.
ConsumerUnder Armour: How It’s Placed among the Competition
Not long ago, Under Armour (UAA) challenged Nike’s (NKE) dominance in the sneaker market with the success of its Curry series.
ConsumerHow Wall Street Views Kroger
Kroger is covered by 26 Wall Street analysts, who have jointly rated the stock a 2.2 on a scale of 1 (strong buy) to 5 (sell).
ConsumerKroger’s Key Revenue Drivers ahead of Its Fiscal Q1 Results
Kroger’s management expects its same-store sales to reach 1.5%–2.0% during fiscal 2018.