Trefis: Highlights Week Ending 09 October 2015

October 10th, 2015
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Below is a summary of the activity at Trefis during the past week that Trefis thought Econintersect readers would find interesting.

Trefis is a financial community structured around trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.

Click on graphic to go Trefis interactive page.

Click "Read more..." to see our clickable table of contents with the most covered companies (more than 1 article) of the week identified.

Follow up:

Table of Contents for the 58 top stories this week:

Consumer (19 articles)

  • Pepsico, 2 articles (10, 12)
  • Walmart, 2 articles (2, 19)

Technology (16 articles)

  • Amazon, 3 articles (5, 6, 12)
  • Alibaba, 2 articles (6, 14)
  • Apple, 2 articles (9, 16)
  • Western Digital, 2 articles (3, 4)

Media & Telecom (8 articles)

  • AT&T, 2 articles (4, 7)
  • Dish, 2 articles (2, 6)

Energy & Utilities (5 article)

  • BP, 2 articles (1, 3)

Financial Services (4 articles)

Basic Materials (3 articles)

  • Alcoa, 2articles (2, 3)

Industrials & Transportation (1 article)

Health Care (1 article)

All 58 investment stories this week are listed below.




  1. L Brands Is On A Roll: September Sales Growth Topped Analysts' Estimates By More Than Double on October 9th
  2. How Low Revenue Per Square Foot Is Impacting Walmart's ROI? on October 9th
  3. Here's How Unilever Could Benefit From Acquiring Grom on October 9th
  4. Weekly Notes On Coffee Industry: Keurig Green Mountain & Starbucks on October 9th
  5. Keep Calm, AB InBev's Firm Offer For Acquiring SABMiller Is Coming on October 9th
  6. Dunkin' Brands: Trefis Estimate Revised To $48, Still Bullish On The Stock on October 8th
  7. Why Is It Important For McDonald's To Focus On Quality? on October 8th
  8. Price War For Holiday Sales Heats Up As Target Raises Ante With New Price-Match Policy on October 8th
  9. Diageo: Moving Back To Basics? on October 8th
  10. PepsiCo Earnings Review: Core Performance Remains Strong, Although Marred By Structural Changes on October 7th
  11. How The U.K. Fits In American Eagle Outfitters' European Expansion Plans on October 7th
  12. Why Frito-Lay Is the Most Valuable Segment For PepsiCo on October 7th
  13. Urban Outfitters' Omni-Channel Adoption And Its Pros & Cons on October 6th
  14. How General Motors Can Benefit From The Volkswagen Scandal? on October 6th
  15. Casino Notes: Hopes of Stimulus From Beijing, Better September Gaming Revenues, And Visitor Arrival Growth With The Golden Week Holiday Lifts Macau Casino Stocks on October 6th
  16. Why Acquisitions Could Be the Key For Estee Lauder on October 6th
  17. Home Depot: Strengths, Weaknesses, Opportunities, and Threats on October 5th
  18. Volkswagen Emissions Scandal: What We Can Learn From History on October 5th
  19. Three Ways Walmart Is Making Big Strides In Its Battle Against Online Retailers on October 5th





  1. Intel's Q3'15 Earnings Preview: Growth To Be Driven By Data Center, IoT & NAND on October 9th
  2. Need For Speed To Give An Upper Hand To Electronic Arts This Holiday Season on October 9th
  3. Storage Weekly Notes: New Developments For Western Digital, SanDisk, Seagate In Focus on October 9th
  4. What Is Western Digital Planning With Its $3.8 Billion Investment From Chinese Group? on October 9th
  5. Just How Big a Threat is Amazon's Quicksight to Tableau and Qlik? on October 8th
  6. A Comparative Look At The Valuation Of Amazon, Alibaba and eBay on October 8th
  7. Microsoft's Azure To Boost Cloud Revenues In The Coming Years on October 8th
  8. Is Trivago Expedia's Answer To Google and TripAdvisor's Hotel Partnership Spree? on October 8th
  9. How The iPhone Upgrade Program Impacts Apple's Financials on October 8th
  10. Can Jack Dorsey And Project Lightning Save Twitter? on October 7th
  11. Shutterfly's Growth Momentum Could Continue In The Coming Quarters on October 7th
  12. Here's Why Amazon Could See Market Share Growth In The International Markets on October 6th
  13. Travelzoo Announces Major Management Shuffles on October 5th
  14. Here's Why We Continue To Remain Bullish On Alibaba on October 5th
  15. Trends In Global Advertising Industry: Winners And Losers - Part 2 on October 5th
  16. Apple Updates: Why iPhone Margins May Improve Despite Higher Costs; iPhone 6S Sales on October 5th



Media & Telecom

  1. For Time Warner's Consumer Products Business, Lego Dimensions And Other Video Games And Licensing Will Fuel Growth on October 9th
  2. Weekly Pay-TV Notes: Dish's Sling TV Adds College Sports Network Campus Insiders, Netflix Raises Prices In U.S. And Announces First Italian Original Series on October 9th
  3. How Ericsson Plans To Be An IoT Powerhouse on October 8th
  4. How Much Value Can The Internet of Things Add For AT&T? on October 8th
  5. Why Nokia's Licensing Revenue Growth Can Accelerate Going Forward on October 8th
  6. Dish's Price Estimate Reduced To $71 Based On Revision In Valuation Of Company's Spectrum Holdings on October 7th
  7. Distribution Pact With AT&T Should Dispel Some Concerns About Viacom's Future on October 7th
  8. Weekly Media Notes: Disney's Demand-Based Ticket Pricing, Playmation Toy Series, DC Comics Shows On Television And The Martian's Successful Weekend Opening At Box-Office on October 5th



Energy & Utilities

  1. Weekly Oil & Gas Notes: Petrobras Revises Spending Plan For 2015 And 2016, BP's Record $20.8 Billion Settlement With US DOJ Over Gulf Of Mexico Oil Spill on October 9th
  2. Can Royal Dutch Shell Sustain Its High Dividends? on October 7th
  3. Why We Believe BP's Stock Is Worth $41 on October 6th
  4. Yingli Green Energy Price Estimate Cut As Debt Concerns Hurt Operations on October 6th
  5. Should SunPower Investors Be Concerned As SolarCity Clinches Module Efficiency Title? on October 6th



Financial Services

  1. Exchange Operators Notes: Energy, Commodities, Equities Remain Strong For CME, ICE, NASDAQ on October 9th
  2. JPMorgan Earnings Preview: Mortgage, Card Businesses Should Offset Lukewarm Trading Results on October 9th
  3. Improving Prime Brokerage Market Share Should Lift Profits At Goldman, Morgan Stanley on October 7th
  4. Investment Banks Eye Handsome Fee Revenues As Q3 M&A Deal Volume Reaches Post-Recession High on October 5th



Basic Materials

  1. Freeport-McMoRan Faces Tough Choices In Strategic Review Of Oil & Gas Business on October 9th
  2. Alcoa Q3 Earnings Review: Productivity Improvements Partially Offset Impact Of Weak Aluminum Prices on October 9th
  3. Alcoa Earnings Preview: Productivity Improvements To Partially Offset Impact Of Weak Aluminum Prices On Q3 Results on October 6th



Industrials & Transportation

  1. Why It Makes Sense For Boeing To Continue Increasing Its Production Rate on October 8th



Health Care

  1. Companies With Meaningful Dependence On Oncology Drugs Business on October 8th


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