iShares S&P 500 Growth

UA’s market share came in at 6%, and ADDYY’s came in at 3%. Hanes (HBI) took 3% of the market in 1Q15 .Nike (NKE) was the market leader for activewear overall.

Except for one fund (MIGFX), no other actively managed fund that we have reviewed in this series has been able to outperform the passively managed SPY.

In 2016, PepsiCo and Starbucks will distribute Starbucks’s ready-to-drink, or RTD, coffee and energy beverages in select Latin American markets.

Productivity enhancements resulted in improved profitability margins for the world’s number one retailer.

Under Armour raised the higher end of its 2016 operating income estimate to $503 million–$507 million, implying a growth rate of 23.1%–24.1% over 2015.

Foot Locker (FL) made about 28.4% of its sales, or $2.1 billion, from outside the United States in fiscal 2016.

Nike (NKE) is expected to post sales of $8.3 billion in fiscal 4Q16, an increase of 6.4% year-over-year, according to the Wall Street analysts’ consensus.

Incyte’s (INCY) oncology drug Jakafi (ruxolitinib) is approved for the treatment of myelofibrosis and polycythemia vera, two rare types of blood cancer.

On September 19, 2017, Boston Scientific announced new data from its MultiSENSE (Multisensor Chronic Evaluation in Ambulatory Heart Failure Patients) study.

AbbVie (ABBV) and Neurocrine Biosciences (NBIX) have completed two phase 3 trials to evaluate the efficacy and safety of Elagolix as a treatment option for reducing pain associated with endometriosis as compared to a placebo.

Of Medtronic’s ~$7.3 billion in worldwide revenues in fiscal 2Q17, ~$2.5 billion came from Medtronic’s MITG segment, representing ~34% of the company’s total revenues.

Cost transformation growth is one of Stryker’s key strategies for driving growth. The company has come a long way from its decentralized structure prior to 2010.

In his November Insights newsletter, Richard Bernstein stated, “It is incredible that investors have basically been wallflowers during the second longest bull market of the post-war period.”

The Federal Reserve’s second last meeting of 2016 is now over, leaving only one meeting left in which the central bank can enact a rate hike.

The credibility of the Federal Reserve was a concern raised by some policymakers at the September FOMC (Federal Open Market Committee) meeting.

Gilead Sciences (GILD) is the leading biotechnology player in the global HIV market.

In January 2012, Gilead Sciences (GILD) acquired Pharmasset and got access to sofosbuvir. In December 2013, the FDA approved sofosbuvir under the brand name Sovaldi.

The PPI system has helped nourish strong top-line growth across Thermo Fisher’s businesses while boosting margins.

Medtronic’s (MDT) Cardiac and Vascular Group (or CVG) is its largest segment.

Trinity is a phase-2 clinical trial that tests the use of Rova-T as a third-line therapy for SCLC (small cell lung cancer).

In 1Q16, PepsiCo’s North America Beverages segment accounted for 36.8% of the company’s net revenue and 27.5% of the division’s total operating profit.

In 1Q16, Amgen expects to have data from its Phase 3 clinical trial exploring the use of innovative drug romosozumab for treating post-menopausal osteoporosis.

Stryker’s MedSurg segment reported an increase of 10.8% in net sales in 2014, driven by increased demand in instruments, medical products, and acquisitions.

While Stryker is a global medical tech company focused on expanding its presence across international markets, the US makes up ~68% of its total revenues.

Coca-Cola (KO) is using its productivity savings to ramp up its media investments.

In 3Q15, Celgene had a strong inflammation and immunology pipeline. The company witnessed the progress of its key investigational drug GED-0301.

Ross Stores operates under two trademarks: Ross Dress for Less and dd’s DISCOUNTS. There are 1,259 Dress for Less and 165 dd’s DISCOUNTS stores in the US.

P&G’s Gillette, Fusion, and Venus are its largest male and female grooming brands. It has continued to grow with ProGlide and FlexBall in the US.

Altria’s business faces threats of high scrutiny, taxation, and regulation. Prohibitions on cigarette sales and smoking bans in public places affect sales.

In order to attract consumers in retail stores, Colgate has increased its commercial investment in advertising, promotions, trade spending, and creative brand building.

In fiscal 2015, Nike derived ~55% of its sales from overseas markets—18.7% from Western Europe, 12.7% from Emerging Markets, and 10% from Greater China.

ESPN is a part of Disney’s Media Networks segment. Affiliate fees are major component of this segment and are under pressure due to subscriber loss.

Estée Lauder’s large geographical footprint diversifies its revenue stream, which is one of its chief strengths.

Catering to the premium market, Estee Lauder’s heritage brands include Aramis and Designer Fragrances, Clinique, and Origins.

VFC’s marketing dollars are designed to get the most returns from its stores, other retailers (wholesale customers), and its e-commerce websites.

Under Armour, Inc.’s cost of goods sold margins have been fairly steady over the years. SG&A costs are likely to trend higher in the near to medium term.

Under Armour’s stock price growth has been phenomenal—up by over 10x in the last five years. This dwarfs the ~200% increase seen by market leader NIKE.