Sirisha Bhogaraju
Sirisha Bhogaraju joined Market Realist in October 2014. She has more than 12 years of experience in financial research. Sirisha has covered various sectors over the years, but she's most interested in consumer and retail stocks. She likes to see how macro trends and evolving customer choices impact companies.
Sirisha has a master’s degree in finance. She's also a music enthusiast and likes to read in her spare time.
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 Sirisha Bhogaraju
Will Ulta Beauty’s Strategic Initiatives Boost Sales Growth?
Ulta Beauty’s (ULTA) sales grew 17.4%, 15.3%, and 16.2% in the first, second, and third quarters of fiscal 2018, respectively.
Can Coca-Cola and PepsiCo Improve Margins amid Rising Costs?
Coca-Cola’s (KO) decision to refranchise its bottling operations has helped it transform into a capital-light business.
Will Walgreens’s Strategic Initiatives Boost Its Sales?
Walgreens Boots Alliance’s (WBA) sales rose 9.9% to $33.8 billion in the first quarter of fiscal 2019 (which ended on November 30, 2018).
Coca-Cola and PepsiCo: Who’s Delivering Better Margins?
Coca-Cola (KO) has outperformed PepsiCo (PEP) by generating a better gross and operating margin in the first nine months of 2018.
Why ULTA Beauty Stock Plunged 13% on Friday
ULTA Beauty (ULTA) stock declined 13.1% on December 7 in reaction to the company’s third-quarter results.
Skechers’ Valuation Compared to Its Peers
As of November 28, Skechers (SKX) was trading at a 12-month forward PE multiple of 13.6x.
Can Coca-Cola and Its Peers Benefit from Strategic Acquisitions?
The nonalcoholic beverage space saw some major deals in 2018. Dr Pepper Snapple merged with Keurig Green Mountain to form Keurig Dr Pepper (KDP).
Comparing Nordstrom’s Top-Line Growth with Peers’
Nordstrom’s (JWN) revenue grew 6.7% to $7.6 billion in the first half of fiscal 2018. In the second quarter, which ended on August 4, the company’s revenue grew 7.2% on a year-over-year basis to $4.1 billion.
How Constellation Brands Looks after Strong Fiscal 4Q18 Results
On April 3, Constellation Brands (STZ) declined 1.3% after Stifel downgraded its rating on the stock.
What Synergies Could the Dr Pepper Snapple–Keurig Merger Create?
Extensive portfolio Keurig Dr Pepper, the new company to be formed by the proposed merger between Dr Pepper Snapple (DPS) and Keurig Green Mountain, is to have an extensive portfolio of hot and cold beverages. The combined company is expected to have a portfolio of 125 owned, licensed, allied, and partner brands, including Dr Pepper, 7 Up, […]
Understanding Best Buy’s Growth Strategies
Best Buy (BBY) has managed to deliver higher same-store sales for three consecutive quarters. This growth came amid tough retail market conditions and heightened competition from online retailers like Amazon (AMZN).
JCPenney’s Sales Growth Strategy
JCPenney (JCP) has been undertaking several strategic actions to improve its sales amid a challenging retail environment.
How Coca-Cola’s Innovations Could Improve Its Revenue
Coca-Cola’s (KO) revenue has declined for ten straight quarters. The decline has been due to several factors, including a weakness in soda volumes.
A Look at Constellation Brands’ Sales Growth Strategies
Constellation Brands (STZ) is expanding its beer, wine, and spirits portfolio in the high-end or premium space.
Burlington Stores’ Growth Strategies
Burlington Stores (BURL) is taking several initiatives to deliver continued strong sales growth rates in a challenging market.
Where Coca-Cola’s Valuations Stand Compared to Its Peers
Coca-Cola’s valuation multiple is currently higher than PepsiCo (PEP) and Dr Pepper Snapple (DPS) but lower than Monster Beverage (MNST).
Chart in Focus: Coca-Cola’s Revenue Growth Strategies
Coca-Cola’s (KO) top line has reflected persistent weakness over the past few quarters.
Ulta Beauty Stock: Why It Fell despite Beating 2Q17 Expectations
Ulta Beauty (ULTA) stock fell 9.1% to $212.36 on August 25, 2017, in reaction to the company’s results for fiscal 2Q17, which ended on July 29, 2017.
Key Drivers behind Coca-Cola’s 2Q17 Organic Revenue Growth
Coca-Cola (KO) generated revenue of $9.7 billion in 2Q17, exceeding the consensus analysts’ revenue estimate by 0.5%.
Best Buy Stock Falls: Amazon’s Competing with Geek Squad
Best Buy (BBY) stock fell 6.3% on July 10, 2017, in reaction to news of Amazon’s (AMZN) new service that will compete with Best Buy’s Geek Squad.
Off-Price Retailers Look to Outperform Department Stores in 2017
Despite a rough retail environment, off-price retailers TJX Companies (TJX), Ross Stores (ROST), and Burlington Stores (BURL) have been delivering strong sales growth. In this series, we’ll compare their margins, stock price movements, and analyst recommendations.
What Impacted Constellation Brands’ 4Q Wine and Spirits Sales?
In the full-year fiscal 2017, Constellation Brands’ Wine and Spirits segment’s sales rose 6.0% to $3.1 billion.
Coca-Cola and PepsiCo by Portfolio: A Better Choice Strategy
Nonalcoholic beverage companies see tremendous opportunities in the better-for-you product categories.
Can Hershey’s Margins Improve in 4Q16?
Unlike its gross margin, Hershey’s operating margin expanded to 18.7% in 3Q16 from 15.5% in 3Q15. This improvement was mainly due to a favorable comparison with 3Q15.
Will Macy’s Job Cuts and Store Closures Improve Its Position?
On January 4, Macy’s disclosed 68 store closures—three stores closed in mid-2016, 63 stores slated to close in early spring 2017, and two in mid-2017.
PepsiCo Will Quench Your Thirst with LIFEWTR
On December 9, snack food and beverage giant PepsiCo (PEP) announced the launch of LIFEWTR—a premium bottled water brand.
Coca-Cola’s Developed Markets Performance in 3Q16
In 3Q16, only Coca-Cola’s North America and Asia-Pacific segments reported growth in net revenues.
Analyzing Coca-Cola’s Valuation ahead of Q3 Earnings
12-month forward PE In this article, we’ll discuss Coca-Cola’s (KO) valuation using the 12-month forward PE (price-to-earnings) ratio. As of October 17, Coca-Cola was trading at a 12-month forward PE of 21.1x. The company is trading below its YTD (year-to-date) average forward PE of 22.4x. Peers’ valuation As of October 17, nonalcoholic beverage companies PepsiCo […]
Investing in STZ for Earnings Growth Is Becoming a No-Brainer
Constellation Brands (STZ) impressed investors with another quarter of strong earnings and sales growth in fiscal 2Q17. The beer, wine, and spirits producer beat the analysts’ earnings estimate for the eighth straight quarter.
Coca-Cola Keeps Its Focus on Still Beverages for Future Growth
Coca-Cola’s (KO) still beverage volumes have seen higher growth compared to sparkling or soda beverages.
Is Coca-Cola’s Segmented Revenue Approach Working?
Coca-Cola has a dominant position in the US market. However, US soda volumes have been declining for more than a decade.
Nordstrom’s Off-Price Rack Business Delivers Again in Fiscal 2Q16
Nordstrom’s off-price Rack business continued to display strength in fiscal 2Q16 ended July 30, 2016.
What Caused a Decline in Macy’s 2Q16 Margins?
Macy’s (M) gross margin remained flat in fiscal 2Q16 ended July 30, 2016. However, the company’s operating margin declined on a year-over-year basis.
Why TJX Companies’ 2Q Margins Could Be Under Pressure
TJX Companies’ (TJX) gross margin in fiscal 1Q17 rose by 50 basis points on a year-over-year basis to 28.8%.
How 2Q16 Results Impacted Monster Beverage’s Valuation
As of August 5, Monster Beverage (MNST) was trading at a 12-month forward PE (price-to-earnings) ratio of 36.8x.
Why Macy’s Earnings Are Expected to Fall in 2Q16
Macy’s adjusted EPS (earnings per share) fell by 28.6% on a year-over-year basis in 1Q16. Analysts expect Macy’s earnings to fall in 2Q16 also.
Could Nordstrom’s Rack Stores Have Saved the Day in Q2?
Aside from operating full-line upscale stores, Nordstrom also conducts off-price business through its Nordstrom Rack stores and off-price digital channels.
What Led Dr Pepper Snapple’s Margin Expansion in 2Q16?
Dr Pepper Snapple’s (DPS) gross margins increased by 120 basis points to 60.5% in 2Q16 on a YoY (year-over-year) basis.
Coca-Cola’s 2Q16 Revenue Fell Due to Headwinds
Coca-Cola generated revenue of $11.5 billion in fiscal 2Q16 ending July 1, 2016. It missed analysts’ consensus revenue estimate of $11.6 billion.
What Will Drive Monster Beverage’s 2Q16 Earnings Growth?
Monster Beverage (MNST) impressed its investors with a 26% growth in its 1Q16 EPS (earnings per share), excluding the impact of one-time items.
Can Productivity Measures Help Coca-Cola’s Margins in 2Q16?
Coca-Cola’s (KO) margins contracted in 1Q16 due to the impact of adverse currency fluctuations and structural headwinds.
Can Walmart Deliver Operating Margin Expansion amid Headwinds?
In fiscal 1Q17, Walmart’s operating margin declined by about 40 basis points to 4.6% mainly due to a rise in expenses associated with the planned wage rate increase in the Walmart US and Sam’s Club segments.
What Drove PepsiCo’s Margin Expansion in 2Q16?
PepsiCo’s gross margin expanded to 55.6% in 2Q16 from 54.5% in 2Q15.
PepsiCo’s 2Q16 Earnings Rise on Improved Margins
Leading snack and beverage maker PepsiCo (PEP) delivered adjusted EPS (earnings per share) of $1.35 in 2Q16 ended June 11, 2016.
What Dragged down PepsiCo’s 2Q16 Revenue?
PepsiCo’s (PEP) revenue declined by 3.3% in 2Q16 ended June 11, 2016.
Can Best Buy’s Margins Improve amid Challenging Conditions?
Despite lower sales, Best Buy’s gross margin improved from 23.7% in fiscal 1Q16 to 25.4% in fiscal 1Q17.
Coca-Cola Expands Its Still Portfolio with a Stake in Aloe Gloe
Coca-Cola’s Venturing & Emerging Brands unit has acquired a minority stake in the certified organic, non-GMO, and gluten-free drink Aloe Gloe.
How Coca-Cola’s Refranchising Efforts Will Transform the Company
On June 15, the Coca-Cola Company (KO) announced a letter of intent to refranchise territories in most of the Memphis, Tennessee, market unit.
How Coca-Cola Is Reshaping Its Strategy for Sparkling Beverages
Coca-Cola is now changing its approach from offering beverage choices to consumers to shaping their choices.
Why Coca-Cola Is Focusing on Still Beverages
In January 2016, Coca-Cola announced the acquisition of a minority stake in Chi Limited, Nigeria’s leading dairy, juice, and snacks company.