Consumer

Why higher gasoline prices can reduce people’s leftover spending at restaurants, which will negatively affect restaurant sales.

The tech sector’s competitive edge So far in this series, we’ve discussed the potential effects of Trump’s proposed tax reform on prominent tech stocks such as Apple (AAPL), Microsoft (MSFT), IBM (IBM), and Amazon (AMZN). Tech companies continue to be preferred by investors due to their proprietary technological expertise and large cash balances. Their technical […]

Alphabet’s (GOOGL) biggest division, Google, has recently gained traction in the home automation segment where Amazon (AMZN) has a dominant position with its Echo Devices.

In the fourth quarter, analysts expect Shake Shack (SHAK) to post adjusted EPS of $0.03, a fall of 69% from $0.10 in the corresponding quarter of 2017.

For the next four quarters, analysts are expecting Shake Shack (SHAK) to post revenues of $427.9 million, which would be a 27.4% YoY (year-over-year) rise.

Apple’s stock is trading at a forward P/E of 12.5x, which is lower than its main peers, Google (GOOG) and Microsoft (MSFT).

While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.

Verizon’s (VZ) media-focused business, Oath, reported a revenue fall of 6.9% YoY (year-over-year) to $1.8 billion in the third quarter.

Chilton started a new position in aerospace engineering company TransDigm Group Inc. (TDG) that accounts for 0.76% of the fund’s fourth quarter portfolio.

Texas Pacific Group and Apollo Management took Harrah’s Entertainment, now Caesars Entertainment, private in a leveraged buyout deal valued at $30.7 billion in 2008.

Owning properties reduces real estate costs A restaurant business that owns its own building is a bit different from a restaurant business that rents its buildings or lands. From a business standpoint, you can think of a restaurant that owns its buildings as the sum of two businesses: restaurant and real estate. Because the real […]

Performance in 2Q17 In 2Q17, Papa John’s International (PZZA) posted EBIT (earnings before interest and tax) of $37.2 million, which represents an EBIT margin of 8.6%. In comparison, the company posted an EBIT margin of 8.7% in 2Q16. Why Papa John’s margins narrowed Papa John’s EBIT margins were impacted by a rise in the cost of […]

With 42 units added in the first two quarters of 2016, Papa John’s has maintained its 2016 guidance for unit growth at 180–200 units.

Marriott increased its fee income at a ten-year compound annual growth rate (or CAGR) of 7.6% to $1,543 million in 2013—from $742 million in 2003.

In 3Q17, Comcast’s Business Services segment generated revenues of $1.6 billion, which rose 12.6% year-over-year.

JANA Partners enhanced its position in from 0.17% to 4.23% last quarter General Motors.

Earnings expectations For the next four quarters, analysts expect Domino’s Pizza (DPZ) to post EPS (earnings per share) of $6.14, which represents a growth of 22.3% from the EPS of $5.02 seen in the four quarters prior. EPS growth Domino’s EPS growth is expected to be driven by higher revenue, EBIT (earnings before interest and tax) […]

Pershing Square disclosed a new position in Platform Specialty Products (PAH) that accounts for 7.58% of Pershing Square’s 1Q14 portfolio.

In the second half of fiscal 2018, AutoZone’s management decided to discontinue aggressive promotional discounts for its ship-to-home sales.

For 3Q17, Domino’s Pizza (DPZ) posted adjusted EPS (earnings per share) of $1.27, which represents a 32.3% YoY (year-over-year) rise from $0.96 in 3Q16.

Campbell Soup’s sales in the Americas Simple Meals and Beverages segment is projected to decline in fiscal 3Q18.

In 2Q16, Wendy’s posted EBIT of $71.7 million—an EBIT margin of 18.7% compared to 13.3% in 2Q15. Analysts expected the EBIT margin to be 16.7%.

AMC Entertainment has fallen by almost 50 percent this year. Is the stock a buy amid the sector rotation?

Eat Just, the maker of lab-grown meat, has received approval from the SFA. Is Eat Just publicly traded and can you buy its stock?

DoorDash revealed the IPO pricing on Nov. 30, which was higher than expected. So, when is DoorDash’s IPO date and what is the pricing?

Based on the projections provided by Hyliion’s management and peers' valuation multiples, HYLN stock looks like a buy after the recent crash.

In 2020, American Express Small Business Saturday falls on Nov. 28. What do shoppers need to know about the event?

So far, BLNK stock has risen over 1,700 percent since the beginning of the year. Is the stock a buy or sell at these prices?

DPW is the latest stock to join the electric vehicle bandwagon. Is the stock a buy or sell after the spike on Nov. 23?

On Friday, investment bank UBS started coverage on Beyond Meat Stock (BYND). At 10:08 AM ET today, the stock was trading 4.4% lower at $76.5.

CMG reported $372 million in food costs in 3Q14. Food costs accounted for 34.3% of the revenue. It was an increase of 70 basis points year-over-year (or YoY).

Airbus is flying out of Microsoft’s (MSFT) Office environment, and the destination is Google.

In recent years, vaping devices or e-cigarettes have been considered safer than tobacco cigarettes. However, the rise in vaping is now a matter of concern.

PayPal’s (PYPL) chief financial officer, John Rainey, mentioned partnering with Amazon (AMZN) during a recent Credit Suisse technology event. He didn’t clarify whether the companies were still in active talks.

Whether the border wall could enhance US national security is a debatable topic. The answers about the wall vary depending who you ask.

Lowe’s inventory turnover came in at 4.1x in fiscal 2015 compared to 4.9x for Home Depot (HD).

Lowe’s (LOW) derived about 2.5% of its sales from the e-commerce channel, or an estimated $1.4 billion, in fiscal 2015.

Cannabis legalization is heating up. More states are coming forward to legalize marijuana. Cannabis is also gaining global popularity.

Baker Hughes, a GE Company (BHGE), is the largest company by market capitalization in our select set of major oilfield services and equipment companies.

NIO (NYSE:NIO) stock’s recent performance has been very impressive. The stock has gained close to 74% in the last eight trading days.