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posted on 27 February 2016

Trefis: Highlights Week Ending 26 February 2016

Written by

Below is a summary of the activity at Trefis during the past week thatTrefis thoughtEconintersect 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.

Table of Contents for the 154 top stories this week:

Consumer (54 articles)​

  • Urban Outfitters, 8 articles (1, 4, 6, 43, 46, 48, 50, 52)

  • Ford, 7 articles (11, 19, 21, 22, 24, 27, 28)

  • GM, 6 articles (2, 31, 32, 34, 37, 39)

  • Dunkin' Brands, 3 articles (17, 20, 30)

  • LBrands, 3 articles (8, 33, 38)

  • Lear, 3 articles (44, 49, 53)

  • Ralph Lauren, 3 articles (3, 7, 9)​

  • Estee Lauder. 2 articles (12, 15)

  • Guess. 2 articles (14, 16)

  • L'Oreal, 2 articles (40, 41)

  • Revlon, 2 articles (47, 54)

Technology (33 articles)

  • Electronic Arts, 4 articles (14, 17, 20, 21)

  • Ctrip, 2 articles (12, 13)

  • Facebook, 2 articles (7, 31)

  • Hewlett Packard, 2 articles (9, 25)

  • Lexmark, 2 articles (10, 32)

  • Priceline, 2 articles (29, 33)

  • Salesforce, 2 articles (3, 30)

  • TravelZoo, 2 articles (1, 5)

Industrials & Transportation (20 articles)​

  • Johnson Controls, 6 articles (1, 2, 4, 6, 7, 11)

  • Alaska Air, 3 articles (5, 9, 18)

  • Continental, 2 articles (14, 15)

  • CSX, 2 articles (16, 20)

  • Union Pacific, 2 articles (13, 19)

  • US Airlines, 2 articles (3, 8)

Financial Services (13 articles)

  • Largest U.S. Investment Banks, 7 articles (1, 4 - 6, 9, 10, 12)

  • E-Trade, 5 articles (2, 3, 8, 11, 13)

Energy & Utilities (12 articles)​

  • First Solar, 4 articles (1, 5, 7, 11)

  • Halliburton, 2 articles (2, 10)

Media & Telecom (10 articles)​

  • Time Warner Cable, 3 articles (7, 8, 10)

  • Sprint, 2 articles (6, 9)

Basic Materials (9 articles)​

  • ArcelorMittal, 5 articles (3, 4, 6 - 8)

  • Newmont Mining, 2 articles (1, 5)

  • Vale, 2 articles (2, 9)

Health Care (3 articles)

  • United Health, 2 articles (1, 2)

All 154 investment stories this week are listed below.

Consumer

  1. How Is Urban Outfitters Anthropologie Expected To Grow In The Next Five Years? on February 26th

  2. Why Is General Motors Re-Evaluating Its Prospects In Brazil? on February 26th

  3. What Is Ralph Lauren's Fundamental Value Based On Expected 2016 Results? on February 26th

  4. Where Will Urban Outfitters' Revenue Growth Come From In The Next Five Years? on February 26th

  5. Starbucks Changes Its Reward Program: Will This Increase Spend Per Customer? on February 26th

  6. How Is Urban Outfitters' Namesake Brand Expected To Grow In The Next Five Years? on February 26th

  7. What Is Ralph Lauren's Revenue And EBITDA Breakdown? on February 26th

  8. L Brands 2015 Year In Review on February 26th

  9. Ralph Lauren: Year 2015 In Review on February 26th

  10. How Has Harley-Davidson's Revenue And Gross Profit Composition Changed Over 2012-2016E? on February 26th

  11. How Ford's Poor Russia Performance Is Obscuring Gains Made In Rest of Europe on February 25th

  12. How Has Estee Lauder's Revenue And EBITDA Composition Changed Over 2012-2016E? on February 25th

  13. How Different China Growth Projections Impact Ford's Bottomline on February 25th

  14. How Has Guess's Revenue And EBITDA Composition Changed Over 2012-2016E? on February 25th

  15. What Is Estee Lauder's Revenue And EBITDA Breakdown? on February 25th

  16. What Is Guess's Revenue And EBITDA Breakdown? on February 25th

  17. By What Percentage Have Dunkin' Brands' Revenues And EBITDA Grown Over The Last Five Years? on February 25th

  18. How Much Profit Does Ford Make Per Unit Sold In Each Geography? on February 24th

  19. Ford's Overwhelming Dependence On North America on February 24th

  20. How Has Dunkin' Brands' Revenue And EBITDA Composition Changed Over 2011-2015? on February 24th

  21. Home Depot Full Year Results: Housing Growth And Higher Customer Spending Lead To Solid Comp Sales on February 24th

  22. How Much Has Ford Been Investing In Growth Opportunities on February 24th

  23. How Coca Cola Is Continuing Its Portfolio Diversification Strategy on February 24th

  24. How Ford's Unit Pricing Differs Across Geographies on February 24th

  25. Gap Inc Earnings Preview: Focus On Alternate Sources As Core Business Remains Weak on February 24th

  26. AB InBev Pre-Earnings Report on February 24th

  27. How Much Money Does Ford Make Per Car Sold? on February 24th

  28. What Is Driving Changes In Ford's Annual Unit Sales on February 24th

  29. Why Jaguar Land Rover Forms More Than 90% Of Tata Motors' Valuation on February 24th

  30. What Is Dunkin' Brands' Revenue & EBITDA Breakdown? on February 24th

  31. Is There A Cost To Increasing Overall Unit Sales To GM? on February 23rd

  32. How GM's Gross Margin Compares Across Geographies on February 23rd

  33. How Has L Brands' Revenue And EBITDA Composition Changed Over 2012-2016E? on February 23rd

  34. Where The Growth In GM's Unit Sales Coming From on February 23rd

  35. Is Nike Increasing Focus On Its Digital Initiatives? on February 23rd

  36. Lowe's Pre-Earnings Report on February 23rd

  37. How Cyclical Is GM's Performance on February 23rd

  38. What Is L Brands' Revenue And EBITDA Breakdown? on February 23rd

  39. How Much Has GM Been Investing In Growth Opportunities on February 23rd

  40. How Has L'Oreal's Revenue And EBITDA Composition Changed Over 2012-2016E? on February 23rd

  41. What Is L'Oreal's Revenue And EBITDA Breakdown? on February 23rd

  42. L Brands Q4 2015 Pre-Earnings Report on February 23rd

  43. How Is Urban Outfitters' Wholesale Business Expected To Grow In The Next Five Years? on February 22nd

  44. Where Will Lear's Revenue And EBITDA Growth Come From Over The Next Three Years? on February 22nd

  45. China Write-Down Weighs Over MGM's Q4 Earnings on February 22nd

  46. What Is Urban Outfitters' Fundamental Value Based On Expected 2015 Results? on February 22nd

  47. How Has Revlon's Revenue And EBITDA Composition Changed Over 2012-2016E? on February 22nd

  48. By How Much Have Urban Outfitters' Revenue & EBITDA Grown In The Last Five Years? on February 22nd

  49. By What Percentage Have Lear's Revenues And EBITDA Grown Over The Last Five Years? on February 22nd

  50. How Has Urban Outfitters Revenue Composition Changed In The Last Five Years? on February 22nd

  51. Home Depot Pre-Earnings Report on February 22nd

  52. What Is Urban Outfitters' Revenue & Net Income Breakdown In Terms Of Different Operating Segments? on February 22nd

  53. What Is Lear Corporation's Geographical And Client-Wise Revenue Breakdown? on February 22nd

  54. What Is Revlon's Revenue And EBITDA Breakdown? on February 22nd

Technology

  1. How Has Travelzoo's Revenue And EBITDA Composition Changed Over 2012-2016E? on February 26th

  2. Why We Revised Our Price Estimate For LinkedIn From $214 To $174 on February 26th

  3. Salesforce 2016Q4 Earnings: Revenue Growth Sustainable; But Profitability Nowhere in Sight on February 26th

  4. Key Reasons We Revised Our Price Estimate For Twitter To $25.50 on February 26th

  5. What Is Travelzoo's Revenue And EBITDA Breakdown? on February 26th

  6. Can India Be The Next Growth Market For LinkedIn? on February 25th

  7. Why Facebook Plans To Bring Virtual Reality To Social Networking? on February 25th

  8. AMD Adds New Embedded Products To Its Portfolio: Embedded and Semi-Custom To Account For A Larger Portion Of AMD's Revenue By 2020 on February 25th

  9. Hewlett Packard Incorporated Earnings: Downturn In Underlying Industries Affects Topline on February 25th

  10. Lexmark Calendar Year 2015: Where Did Topline Decline Stem From? on February 25th

  11. Key Reasons We Revised Our Price Estimate For Monster To $5 on February 25th

  12. How Has Ctrip's Revenue And EBITDA Composition Changed Over 2012-2016E? on February 25th

  13. What Is Ctrip's Revenue And EBITDA Breakdown? on February 25th

  14. What Is Electronic Arts' Fundamental Value Based On Expected 2016 Results? on February 25th

  15. Dell-EMC Merger Gets FTC Approval, Remains On Track To Close on February 25th

  16. Amazon's Acquisition Spree Should Strengthen Its Web Services Business on February 24th

  17. How Has Electronic Arts' Revenue And Cash Profit Composition Changed Over 2011-2015? on February 24th

  18. How Alibaba Is Working Towards Establishing Itself In The U.S.? on February 24th

  19. Intel Launches New Platforms & Partnerships To Accelerate The Development of 5G on February 24th

  20. By What Percentage Have Electronic Arts' Revenues And Gross Profit Grown Over The Last Five Years? on February 24th

  21. What Is Electronic Arts' Revenue & Cash Profit Breakdown? on February 24th

  22. Qualcomm Retains Lion's Share Of LTE Baseband Market; Further Gains Expected In 2016 on February 23rd

  23. Why Is Google Focusing On Google Express? on February 23rd

  24. What Contributed To Nvidia's Topline Growth: Calendar Year 2015 on February 23rd

  25. Hewlett-Packard Incorporated's Earnings Preview: Revenues To Decline As Volume And Price In Underlying Industry Shrinks on February 23rd

  26. How Has TripAdvisor's Revenue And EBITDA Composition Changed Over 2012-2016E? on February 23rd

  27. How Is Apple's iPhone Business Expected To Trend Over The Next 5 Years? on February 23rd

  28. VMware's Hybrid Cloud Business To Be Boosted By IBM Partnership on February 23rd

  29. How Has Priceline's Revenue And EBITDA Composition Changed Over 2012-2016E? on February 22nd

  30. Salesforce's 2016Q4 Results Could Be The Bellwether For The Cloud Computing Sector on February 22nd

  31. Can "Instant Articles" Drive Revenues For Facebook? on February 22nd

  32. Lexmark Preview: Printer Hardware Revenues To Decline, Perceptive Revenue To Increase As Alternatives Are Reviewed on February 22nd

  33. What Is Priceline's Revenue And EBITDA Breakdown? on February 22nd

Industrials & Transportation

  1. Johnson Controls: Year 2015 In Review on February 26th

  2. How Will Johnson Controls' Revenue And EBITDA Composition Change In The Next 3 Years? on February 25th

  3. US Airlines: A Comparison Of Dividend Yields on February 25th

  4. How Has Johnson Controls' Revenue And EBITDA Composition Changed In The Last 5 Years? on February 25th

  5. How Has Alaska Air Used Its Increased Cash Flows From Fuel Cost Savings? on February 24th

  6. What's Johnson Controls' Fundamental Value Based On Expected 2016 Results? on February 24th

  7. By What Percentage Did Johnson Controls' Revenue & EBITDA Grow In The Last 5 Years? on February 24th

  8. US Airlines: A Comparison Of Operating Margins on February 24th

  9. How Will Alaska Air's EBITDA Be Impacted, If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on February 24th

  10. How Did The Legacy Carriers Perform Operationally In January? on February 24th

  11. What's Johnson Controls' Revenue And EBITDA Breakdown? on February 24th

  12. Boeing: How Single Aisle Aircraft Could Be A Key To Success on February 23rd

  13. Union Pacific Corporation: A Look Back At The Year 2015 on February 23rd

  14. How Have Plummeting Crude Oil Prices Impacted United Continental's Operating Margin? on February 23rd

  15. How Has United Continental Utilized Its Cash Flows Over The Last Three Years? on February 23rd

  16. CSX: A Look Back At The Year 2015 on February 23rd

  17. Norfolk Southern Corporation: A Look Back At The Year 2015 on February 23rd

  18. Capacity Expansions And Fuel Cost Savings Boost Alaska Air's 2015 Results on February 23rd

  19. What Would Be The Impact Of A 100 Basis Points Decline In Union Pacific's Share Of U.S. Rail Intermodal Shipments? on February 22nd

  20. What Would Be The Impact Of A 100 Basis Points Increase In CSX's Share Of U.S. Rail Intermodal Shipments? on February 22nd

Financial Services

  1. What Proportion Of Revenues For The 5 Largest U.S. Investment Banks Came From Trading Securities In 2015? on February 26th

  2. What Drove E-Trade's Revenue And EBITDA Declines In 2015? on February 26th

  3. How Has E-Trade's Revenue & EBITDA Changed In The Last Five Years? on February 26th

  4. How Much Did Equity Trading Contribute To The Top Line Of The 5 Largest U.S. Investment Banks In 2015? on February 26th

  5. How Much In Total Trading Revenues Did The 5 Largest U.S. Investment Banks Generate In 2015? on February 26th

  6. How Much Did The 5 Largest U.S. Investment Banks Make Through Equities Trading In 2015? on February 25th

  7. Schwab Reports Strong Trade Volumes, Growth In Interest Earning Assets In January on February 25th

  8. How Important Is Net Interest On Assets For E-Trade? on February 24th

  9. How Much In Total Advisory & Underwriting Fees Did The 5 Largest U.S. Investment Banks Generate In 2015? on February 24th

  10. How Much Did The 5 Largest U.S. Investment Banks Make Through FICC Trading Activities In 2015? on February 24th

  11. How Has E-Trade's Revenue Composition Changed Over The Past 5 Years? on February 23rd

  12. How Much In Debt Origination Fees Did The 5 Largest U.S. Investment Banks Generate In 2015? on February 22nd

  13. What's E-Trade's Revenue And EBITDA Breakdown In Terms Of Operating Segments? on February 22nd

Energy & Utilities

  1. First Solar Revised To $75 On Technology Improvement, Policy Tailwinds on February 26th

  2. Revision of Halliburton's Price Estimate From $42 To $38 Per Share on February 26th

  3. Why Has Trefis Lowered Schlumberger's Price Estimate From $84 To $76 Per Share? on February 26th

  4. Why Is The Chinese Government Stepping In To Help Yingli Green Energy? on February 26th

  5. How Did First Solar's Key Metrics Trend In 2015? on February 24th

  6. Anadarko Petroleum: The Year 2015 In Review on February 24th

  7. First Solar Q4 Review: Lower Costs Drive Earnings Beat on February 24th

  8. What To Expect From Transocean's 2015 Financial Results? on February 23rd

  9. Earnings Review: Drought, Currency Impact On International Business Dents Duke's Q4 Results on February 22nd

  10. Did Halliburton Pay A Higher Price For Baker Hughes' Acquisition? on February 22nd

  11. First Solar Earnings Preview: International Projects, Updated Outlook In Focus on February 22nd

  12. What To Expect From Chesapeake Energy's 2015 Earnings Release? on February 22nd

Media & Telecom

  1. How Much Can Netflix's Revenues Grow Over the Next Five Years? on February 26th

  2. Why Viacom's Investment In Roku Will Not Impact Its Valuation? on February 25th

  3. How Did U.S. Carriers Fare In Terms Of Postpaid Phone Subscriber Adds In 2015? on February 25th

  4. How Did The Three Chinese Wireless Carriers Fare In January? on February 24th

  5. Motorola Solutions' EPS Jumps Despite Revenue Decline; Airwave To Help Recurring Revenues on February 24th

  6. What's The Impact On Sprint If Its Postpaid ARPU Rises 10%? on February 23rd

  7. How Are Time Warner Cable's Revenue & EBITDA Composition Expected To Change By 2020? on February 22nd

  8. What Has Led To A ~20% Increase In Time Warner Cable's Revenues & EBITDA In The Last Five Years? on February 22nd

  9. What Are Sprint's Business Units Worth Individually? on February 22nd

  10. How Has Time Warner Cable's Revenue Composition Changed In The Last Five Years? on February 22nd

Basic Materials

  1. How Successful Have Newmont Mining's Cost Reduction Efforts Been? on February 26th

  2. Vale's Q4 2015 Earnings Report: Decline In Iron Ore Prices Negatively Impacts Results on February 26th

  3. By What Percentage Did ArcelorMittal's Revenue & EBITDA Change In The Last 4 Years? on February 26th

  4. ArcelorMittal: A Look Back At The Year 2015 on February 26th

  5. Newmont Mining: A Look Back At The Year 2015 on February 26th

  6. What Is ArcelorMittal's Fundamental Value Based On 2015 Results? on February 26th

  7. How Has ArcelorMittal's Revenue Composition Changed Over The Last 4 Years? on February 25th

  8. What Is ArcelorMittal's Revenue And EBITDA Breakdown? on February 25th

  9. Vale's Full Year 2015 Pre-Earnings Report on February 23rd

Health Care

  1. What Is United Health's Revenue And EBITDA Breakdown By Operating Segments? on February 26th

  2. How Has United Health's Revenue Composition Changed In The Last Five Years? on February 26th

  3. Why We Are Slightly Bullish On J&J? on February 25th

No articles this week.

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