Nike (NKE) has a positive earnings surprise history. In simple terms, the company has beat Wall Street’s earnings estimates in the past several quarters.
VF Corporation (VFC) recorded total sales of $2.8 billion during the first quarter of 2019. Sales from continuing operations improved 23% YoY (year-over-year) on a reported basis and 21% YoY on currecy-neutral basis.
After Priceline (PCLN) released its 3Q17 results, analysts’ estimates for 2017 and 2018 were revised downwards. For the fourth quarter of 2017, sales are expected to grow 14.8% year-over-year or YoY to $2.7 billion.
A large part of Priceline’s (PCLN) growth in the past has come from acquiring smaller companies all over the world. It had to raise debt to finance some of these acquisitions.
Hotel accommodations have historically driven Priceline’s growth. During the third quarter of the year, Priceline’s global accommodation business booked 178 million room nights.
Priceline’s (PCLN) fiscal 2016 performance was subdued by the dollar’s appreciation. Because Priceline has a widespread international presence, it’s prone to currency fluctuation risks.
With its metasearch brands—Kayak, Momondo, and Skyscanner (through Ctrip)—Priceline seems to have a larger share of the pie, leaving little on the table when Expedia goes shopping.
For 3Q16, analysts are estimating Priceline’s revenues to grow by 16.6%, which would be higher than the 12% growth the company saw in the second quarter.
For fiscal 2015, Priceline generated operating cash flow of $3.1 billion or about 34% of its gross profit. At the end of the year, the total cash and investments stood at ~$10.6 billion, about 16% of its current market cap.
In 2014, Papa John’s spent $63 million, or 4% of its total revenues, on advertising, whereas McDonald’s spent $808 million, or 2.9% of its total revenues.
Foot Locker outperformed its peers based on the PE ratio, PBV ratio, and price-to-sales ratio. The ETFs outperformed Foot Locker based on the PE and PBV ratios.
Foot Locker has a market cap of $9.1 billion. Its YTD price movement rose and fell in fiscal 2015. After the earnings report in fiscal 3Q15, it rose by 5.7%.
AutoZone (AZO) has reported 4Q15 net revenue of $3,290.404 million, an increase of 31.9%, compared to $2,493.021 million in 3Q15. AutoZone opened 72 domestic stores and 23 stores in Mexico in 4Q15.
