Consumer

NVIDIA’s revenues of $2.6 billion represented a quarterly top-line record. The revenue figure rose 32% year-over-year and topped the consensus estimate by ~$280.0 million.

Yum! Brands’ (YUM) division in China includes its business in mainland China. It’s the combined revenues from all the brands—KFC, Pizza Hut, East Dawning, and the Little Sheep.

According to PricewaterhouseCoopers, the global book market could grow to $121.1 billion by 2020, up from $114.8 billion in 2016.

Last week, Ferrari stock (RACE) continued to trade positively, rising 9.2% to $148.90.

Following the strong results in fiscal 2Q17, TJX Companies raised its earnings outlook for fiscal 2017. TJX expects its fiscal 2017 EPS to be in the $3.39–$3.43 range.

Last week, Pershing Square exited its entire stake in General Growth Properties.

Facebook (FB) is expanding into the online dating business. Its online dating service is expected to begin trials in the coming months.

Amazon’s AWS (Amazon Web Services), Microsoft Azure, and Google Cloud all include enterprise AI solutions such as translation, NLP (natural language processing), and image recognition.

Priceline’s consensus 12-month target price is $1,479.55, which indicates an 11.5% return potential.

Appaloosa Management significantly lowered its position in American Airlines (AAL) in the third quarter that ended in September 2014. The position accounts for 3.81% of the fund’s total third-quarter portfolio.

David Einhorn’s Greenlight Capital’s (GLRE) largest stake increase in percentage terms was in Consol Energy (CEIX), in which GLRE increased its stake by 142.9% in the first quarter.

According to data compiled by Reuters, 68% of analysts covering Harley-Davidson stock gave it “hold” recommendations.

Franchise revenues include royalties and franchise fees. Royalties are calculated as a percentage of franchise restaurant revenues, which are driven by same-store sales.

The short interest in Schlumberger (SLB), as a percentage of its float, is 1.5% as of August 7, 2017—compared to 1.6% as of June 30, 2017.

Dunkin’ Brands Group (DNKN) has three major costs of operations. The costs of operations include general and administrative expenses, cost of products sold, and occupancy expense. Dunkin’s general and administrative expenses accounted for $56 million in the second quarter. This was 30% as a percentage of sales—compared to $62 million, or 34%, as a percentage of sales.

After increasing by 0.5 in July, the Index of Leading Economic Indicators rose by 0.2 to end at +0.7. Overall, the index indicates an economy that’s slowly mending.

PepsiCo rose by 1.5% to close at $107.49 per share on July 7. Its weekly, monthly, and YTD price movements were 4.2%, 4.9%, and 9.2% that day.

China has been an important element in Skechers’ success in international markets. Sales from China rose to $220 million in 2015 from $86 million in 2014.

JD.com (JD) has teamed up with Farfetch (FTCH) to help sell luxury brands in China, giving JD customers access to over 3,000 luxury brands.

NIO (NYSE:NIO) stock has risen for four consecutive weeks. The stock has netted a return of 94% to its investors in less than a month.

Today, President Donald Trump told reporters, “Our country’s doing unbelievably well economically.”

NIO (NYSE:NIO) stock, often referred to as “China’s Tesla” and a “Tesla killer,” is trading sharply higher in pre-market trading today.

Besides the booming digital business, Target’s (TGT) focus on exclusivity through “only-at-target” brands has been a key sales-driving factor.

With Biden strongly opposing full-scale legalization, President Trump could turn around things. President Trump might support medical marijuana legalization.

Walmart (WMT) is editing its corporate name. The retailer wants to be known simply as Walmart Inc., not Wal-Mart Store Inc. as it is currently legally known.

Along with introducing new products like those we discussed in the previous part of this series, Tim Hortons (THI) is also testing different revenue channels and payment methods.

NIO (NIO) stock has been highly volatile since its listing on the New York Stock Exchange in September.

Casino gambling is spread across major destinations around the world. Casinos, at major destinations, are being influenced by certain factors. This is hampering industry growth.

On December 13, PepsiCo (PEP) stock rose 1.2%. UBS initiated coverage with a “neutral” rating and a target price of $123.

NIO’s stock price has run up substantially in about a month. As a result, Wall Street analysts’ target prices have a lot of catching up to do.

Adjusted property EBITDA shouldn’t be regarded as an alternative to looking at income from operations, which indicates operating performance. Nor is it an alternative to looking at cash flow from operations, which measures liquidity.

Today, New Age Beverages Corporation (NBEV) announced that it would launch its CBD (cannabidiol) based products. Share prices jumped by 14.96% to $3.20.

SAC Capital built up its stake in Google Inc. (GOOG) last quarter by 97,523 shares, to 193,550 shares. Google accounts for a 1.26% position in SAC’s portfolio.

In this six-part series, we’ll go through some of the main positions TPG-Axon Capital traded this past quarter. Why buy CONSOL Energy (CNX)?

A whopping 86% of NIO’s YTD gains have come since May 22. Record deliveries, strong guidance, and analysts’ positive sentiment helped the rally.

Vaping has become very popular. However, investigations by the FTC and FDA sparked more concerns. Juul’s vaping devices could cause seizures.

SBA Communications Corporation is a 2.11% position initiated by Lone Pine Capital in 4Q 2013.

Brunswick (BC) rose by 6.6% to close at $46.54 per share at the end of the fifth week of June 2016.

As store count grew over the past few years, Starbucks’ forward P/E valuation metric also expanded. What used to be just 17x gradually grew to roughly 27x, a 58% based solely on expansion in the valuations.

Around 61% of analysts now rate Bunge as a “buy” and 39% rate it as a “hold.” No analysts rate it as a “sell.”