Coca-Cola’s Growth Strategy for Soda and Still Beverages
Coca-Cola’s (KO) overall unit case volume rose 1% in 3Q16. The company’s soda or sparkling beverage unit case volumes were flat in 3Q16 on a YoY basis.
Earnings Report
What Are Target’s Key Growth Drivers?
Besides the booming digital business, Target’s (TGT) focus on exclusivity through “only-at-target” brands has been a key sales-driving factor.
How Is Procter & Gamble Trying to Improve Local Profit Margin?
Procter & Gamble (PG) reported a slight improvement in its core gross margin in 2Q16. Its reported gross profit margin increased 170 basis points that quarter.
Monster’s 1Q16 Sales Benefit from Strategic Deal with Coca-Cola
Monster Beverage’s (MNST) net sales in 1Q16 ended March 31, 2016, were $680.2 million, ahead of the consensus analyst sales estimate of $656.9 million.
Why Investors Shouldn’t Fret over MT’s Negative Free Cash Flow
In this article, we’ll look at ArcelorMittal’s 1Q17 cash flow and leverage positions. As of the end of 1Q17, ArcelorMittal had net debt of $12.1 billion.
Worst-Case Scenario for Regeneron: What If Eylea Sales Slow Down by 2018?
Regeneron Pharmaceuticals (REGN) depends heavily upon its key drug, Eylea, which recorded global sales of $4.1 billion during fiscal 2015.
Salesforce Launches Its Financial Services Cloud
On August 25, Salesforce, along with the announcement of its Lightning platform for its Sales Cloud, launched Financial Services Cloud, its first industry-specific offering.
Why Have Some Analysts Become Less Positive on American Airlines?
Out of the 14 analysts tracking American Airlines (AAL), 50% have a “buy” recommendation on the stock as compared to the 71.4% that had a “buy” rating in 2Q16.
How Did the Stock Market React to Dr Pepper Snapple’s 1Q16 Data?
Dr Pepper Snapple’s stock price appreciated by ~3% to $90.38 on April 27, in reaction to the company’s strong 1Q16 results and revised outlook.
What’s driving Verizon’s increase in average revenue per account?
Average revenue per account (or ARPA) is an important metric for Verizon. It gives an idea of how well it’s able to monetize its users’ accounts. Verizon increases ARPA consistently.
Why Nike Is Able To Sell More Products At Higher Prices
Revenue gains for Nike (NKE) in 1H15 were broad-based. Sales rose for almost all key product categories, with the notable exception of the golf category.
Will Colgate’s Geographic Segments See Improvement in 1Q16?
Colgate-Palmolive (CL) is geographically diverse and derives 77% of its total revenue from outside the United States.
How Has Roper Technologies’ Stock Fared ahead of Its 2Q16 Earnings?
Roper Technologies’ stock has declined since July 2015, after touching a high of $195.93 per share on November 30, 2015.
Was Alcoa Smart to Sell Mt. Holly Smelter to Century Aluminum?
In 2014, Alcoa (AA) sold its stake in the Mt. Holly smelter to Century Aluminum (CENX).
History’s Not on POT’s Side when It Comes to Earnings Growth
When we look at the past five quarters, we see that PotashCorp has missed all its earnings estimates.
CF’s 3Q16 Sales Estimate Shows a Common Trend in the Industry
CF Industries’ (CF) sales segment includes UAN (urea ammonia nitrate), AN (ammonia nitrate), ammonia, and granular urea.
Prospect’s Valuation Discount Consistent on Lower Originations
Prospect Capital’s (PSEC) stock has fallen ~3% in the past quarter, and it has risen ~11% in the past year. The company is currently trading 7% lower than its 52-week high.
Why Bunge Might Report a Drop in Revenue in 1Q16
Analysts are expecting revenue to be $10.1 billion for fiscal 1Q16. This represents a fall of 6% compared to 1Q15 revenue of $10.8 billion.
What does General Dynamics’ order backlog reflect?
General Dynamics’ total backlog grew from $45.9 billion at the end of 2013 and to $72.4 billion at the end of 2014. This was a whooping 58% increase.
Honeywell’s Performance Materials and Technologies: Why It Fell
Honeywell’s (HON) Performance Materials and Technologies (or PMT) segment accounted for 22.2% of HON’s total revenue in 2Q17.
Bristol-Myers Squibb’s Neuroscience and Immunoscience Segments
Sales for Bristol-Myers Squibb’s (BMY) neuroscience segment declined over 80% in 2Q15, while the immunoscience segment’s sales improved ~15% in 2Q15 as compared to 2Q14.
Key Updates on the EQT-RICE Merger
Under EQT Corporation’s (EQT) existing ownership, the company owns a 90% limited partner interest and non-economic general partner interest in EQT GP Holdings (EQGP).
BHP’s Balance Sheet: The 2017 Outlook
BHP’s net debt was $20.1 billion at the end of December 2016, as compared to $26.1 billion on June 30, 2016.
BNSF: A Jewel in Berkshire Hathaway’s Crown
Burlington Northern Santa Fe (or BNSF) owns and operates the largest rail network in North America through its wholly owned subsidiary, BNSF Railway Company.
A Look at Intel’s Operating Efficiency
Intel’s (INTC) gross margin is declining, as the delay in volume production of the 10-nanometer process node has increased its production cost.
FedEx Delivers Strong Fourth-Quarter Earnings
FedEx (FDX) announced its fourth-quarter earnings after the market closed on June 19. FedEx surpassed analysts’ adjusted EPS estimate by 3.6%.
Wall Street Analysts’ Take on Bunge before Its 2Q16 Earnings
Around 61% of analysts now rate Bunge as a “buy” and 39% rate it as a “hold.” No analysts rate it as a “sell.”
Micron’s Transition to 3D NAND Could Impact Its Near-Term Margins
At present 3D NAND is less efficient than 16-nm, but it is expected to surpass 16-nm in the future. Thus, Micron will see expansion in its gross margins from the NAND business.
Alcoa Is Optimistic about Aluminum’s 2018 Outlook
Alcoa (AA) reported its 4Q17 earnings on January 17, 2018, after the markets closed. The company posted an adjusted EPS of $1.04 in 4Q17.
What Do Analysts Recommend for United Therapeutics?
23.1% of analysts gave United Therapeutics (UTHR) a “buy” recommendation while 69.2% of analysts rated the company a “hold.”
What was the key growth driver for AT&T’s wireline segment?
Adjusted revenue from IP-based strategic services grew by 14.3% YoY in 4Q14. Adjusted consumer wireline revenue increased by 2.4% during the quarter.
SAP Is Again a Leader in Gartner’s Magic Quadrant
On July 26, 2016, SAP (SAP) announced that that it was, once again, ranked as a leader by Forrester Research.
Will Hilton’s Top Line Grow in 2017?
For 1Q17, analysts are estimating Hilton’s (HLT) revenue to fall 25% to $2.1 billion.
NVIDIA, AMD, and Intel Expect Strong Growth
NVIDIA expects its revenues to fall 31% YoY to $2.2 billion in the first quarter of fiscal 2020. The revenues are expected to miss analysts’ estimate.
How Will Shareholders Gain from the LogMeIn-GoToMeeting Merger?
On completion of the LogMeIn-GoToMeeting merger, Citrix shareholders will get ~27.6 million shares.
GlaxoSmithKline Increases Top Line in 2Q16
GlaxoSmithKline (GSK) reported a 10.9% increase in its top line in its 2Q16 earnings on July 27, 2016. It met Wall Street analysts’ estimates for revenues and EPS.
Is eBay’s Active Buyer Base Expanding?
At the end of 2Q17, eBay had 171 million active buyers. The company describes an active buyer as one who successfully closed a transaction on its platforms within the trailing 12 months.
Analyzing Johnson & Johnson’s 1Q18 Profitability
Johnson & Johnson (JNJ) reported revenues of $20.0 billion during 1Q18, 12.6% growth as compared to revenues of $17.8 billion during 1Q17.
TJX Companies: Pricing Strategy Benefits US Sales in 2Q16
In the first six months of fiscal 2016, HomeGoods accounted for 12.2% of the consolidated net sales of TJX Companies. That’s up from 11.2% in the comparable period of the previous year.
Domino’s Stock Jumps 21% Since Last Earnings Release
Year-to-date, Domino’s stock is up 8.7%, as of February 20. It has rocketed 21% since the company’s last earnings release in October 2014.
Opportunities and Challenges for Coach
Coach expects to realize $160 million in annual savings due to its restructuring initiatives from fiscal 2016 onward. It also expects to maintain its annual dividend of $1.35 per share.
Why Salesforce Holds the Title of Most Innovative Company
In 2016, Salesforce has continued to report double-digit growth and was ranked as the most innovative company by Forbes for the sixth straight year.
Transocean Secured New Contracts
As of July 25, 2017, Transocean (RIG) had a backlog of $10.2 billion—compared to $10.8 billion in April 2017.
Analyzing Schlumberger’s Growth Drivers in 1Q17
Schlumberger’s (SLB) Drilling segment witnessed the highest revenue fall of 20% in 1Q17—compared to 1Q16. Its Production segment fell ~8%.
Ferrellgas Partners’s Bridger Acquisition: What Went Wrong?
Ferrellgas Partners has terminated a ten-year transportation and logistics agreement with Jamex Marketing.
Which Segment Is Ctrip’s Biggest Contributor to Growth?
Hotels make up a significant part of Ctrip’s revenues—39% of total revenues in 2Q16—similar to OTA peers Priceline, Expedia, and TripAdvisor.
What to Expect from IIPR’s Earnings for Q3
Innovative Industrial Properties (IIPR) is scheduled to release its Q3 earnings results on November 6. Find out what cannabis investors can expect.
How Did PVH Corporation Perform in 2Q16?
PVH Corporation (PVH) has a market cap of $8.9 billion. It fell by 0.67% to close at $108.82 per share on August 24, 2016.
Understanding Valero’s Stock Performance Prior to the 1Q17 Results
Since February 2017, downstream stocks have been hit by volatile crack conditions and changing inventory levels. VLO has also witnessed volatility in its stock price.
Can BHP Maintain Its Dividends in 2016?
BHP Billiton is facing pressure in all the commodity businesses it’s involved in. At spot prices, free cash flow doesn’t cover the company’s dividends.