Trefis: Highlights Week Ending 09 July 2016

Written by Trefis

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

Table of Contents for the 79 top stories this week:

Consumer (22 articles)​

• Bed, Bath & Beyond, 4 articles (1, 3, 13, 19)

• Altria, 2 articles (8, 17)

• Best Buy, 2 articles (4, 5)

• Chipolte, 2 articles (10, 20)

• L’Oreal, 2articles (7, 18)

• McDonald’s, 2 articles (9, 11)

Technology (16 articles)​

• Amazon, 3 articles (1 – 3)

• Samsung, 2 articles (9, 12)

Financial Services (10 articles)

Media & Telecom (9 articles)

• NetFlix, 3 articles (1, 3, 9)​​

​Energy & Utilities (8 articles)​

• Shell, 4 articles (1 – 3, 5)

• EOG Resources, 2 articles (7, 8)

Health Care (7 articles)​​​

• Bristol-Myers, 2 articles (1, 3)

Basic Materials (4 articles)​

• Alcoa, 2 articles (1, 2)

​Industrials & Transportation (3 articles)​​

All 79 investment stories this week are listed below.

Consumer

1. How Is Bed Bath & Beyond’s Revenue Composition Trending? on July 8th

2. Why Did Diageo Invest In A Non-Alcoholic Drinks Company? on July 8th

3. Can Bed Bath & Beyond Benefit From Its Acquisition Of One Kings Lane? on July 8th

4. What Is Best Buy’s Fundamental Value Based On Expected 2016 Results? on July 8th

5. How Much Will Best Buy’s Revenue and EBITDA Grow In The Next Five Years? on July 8th

6. PepsiCo Raises Profit Guidance For The Third Consecutive Year on July 8th

7. Why Might L’Oréal Be Acquiring Luxury Perfume Brand Atelier Cologne? on July 7th

8. Which Is A Better Dividend Bet – Altria Or Philip Morris? on July 7th

9. Here’s How McDonald’s Is Ensuring That “All Day Breakfast” Remains A Winner on July 7th

10. Chipotle Mexican Grill Q2 FY’16 Earnings Preview: Recovery In Top-line Likely To Be Weak on July 6th

11. McDonald’s Q2 FY 2016 Earnings Preview: Investment In Quality, All Day Breakfast To Drive Revenues on July 6th

12. Why Ford Might Be A Safe Investment For Steady Returns? on July 6th

13. How Much Will Bed Bath & Beyond’s Revenue and EBITDA Grow In The Next Five Years? on July 6th

14. How Has Abercrombie & Fitch’s Revenue By Geography Changed Over The Last Three Years? on July 6th

15. Why Is Urban Outfitters Increasing Its Store Count While Its Peers Are Cutting Down? on July 6th

16. Why Are We Bullish On American Eagle? on July 6th

17. Altria’s Stock Still Smoking Hot After The Brexit on July 5th

18. How Is L’Oreal’s Skincare Business Expected To Trend? on July 5th

19. How Much Is Bed Bath & Beyond’s Revenue And Gross Profit Expected To Change In The Next Five Years? on July 5th

20. Why Chipotle’s New Rewards Program Is A Long Term Investment? on July 5th

21. Abercrombie & Fitch Plans Changes To Turn Their Business Around on July 5th

22. What Will Be Ralph Lauren’s Revenue And EBITDA Breakdown In 2016? on July 5th

Technology

1. Is Amazon Finally Focusing On Profitability? on July 8th

2. Amazon E-Commerce: North America Vs. International Markets on July 8th

3. Amazon Vs. Walmart: North America Revenue Growth And Gross Margin on July 8th

4. How Advertising Revenue Is Likely To Drive Sina’s Growth In 2016 on July 8th

5. Why Baidu’s Declining Profit Trend Could Reverse This Year on July 8th

6. Akamai: How Much Can Online Shopping Content Delivery Segment Add To Revenues In The Next Five Years? on July 7th

7. Texas Instruments Versus Analog Devices – Which Is Operating More Efficiently? on July 7th

8. Here’s How The Accelerated Mobile Pages (AMP) Technology Can Help eBay? on July 7th

9. Samsung’s Strong Preliminary Q2 Results Point To A Resurgent Smartphone Unit on July 7th

10. Is Activision Blizzard Reaping The Benefits Of Its R&D Investments? on July 6th

11. Can Zynga Operate More Efficiently Going Forward? on July 6th

12. Samsung Could Be A Beneficiary Of iPhone’s Delayed Design Refresh on July 6th

13. How The Slowdown In Storage Hardware Will Impact NetApp This Year on July 5th

14. How Is TripAdvisor’s Non-Hotel Business Expected To Grow? on July 5th

15. Apple Could Reinvigorate Apple Music By Acquiring Tidal on July 5th

16. Following Brexit, Central Bank Desperation Never More Evident . . . on July 5th

Financial Services​

1. What Was The Total Size Of M&A Deals In Q2 For Major U.S. Investment Banks? on July 8th

2. Fed Okays U.S. Bancorp’s Plan To Return $4.5 Billion To Shareholders on July 7th

3. State Street Playing Safe With Plans To Return $2 Billion To Shareholders on July 6th

4. Morgan Stanley’s 33% Dividend Hike, $3.5 Billion Share Buyback Plan Gets Conditional Fed Approval on July 6th

5. Capital One Aims To Return $3.3 Billion To Shareholders Over Next Four Quarters on July 6th

6. Why Brexit Shouldn’t Worry Hartford on July 6th

7. BNY Mellon Details Plans To Return Up To $3.5 Billion To Shareholders Through Q2 2017 on July 5th

8. Strong Capital Position Helps Citigroup Secure Fed’s Permission For $10.4 Billion Capital Return Plan on July 5th

9. JPMorgan’s 2016 Capital Plan Will See Investors Receiving $17 Billion Over Next Four Quarters on July 5th

10. Lots Of Winners In The Fed’s 2016 Stress Test, But Deutsche Bank, Santander Stumble Again on July 5th

Media & Telecom

1. Why Netflix Deal Matters For Comcast? on July 8th

2. What You Should Know About Verizon’s Postpaid Price Increase on July 7th

3. Here’s How Netflix Can Benefit From Its Deal With Comcast? on July 6th

4. Why Do U.S. Wireless Carriers Invest More Per Subscriber Than Chinese Carriers? on July 6th

5. Why Is AT&T Betting Big On Mexico? on July 6th

6. A Look At T-Mobile’s Wholesale Wireless Business on July 6th

7. Have Sirius XM’s Sales & Marketing Investments Been Effective In Bringing New Customers? on July 5th

8. If Radio Is A Dying Media, Why Is News Corp Acquiring Wireless Group? on July 5th

9. Can Netflix Stabilize Its Faltering Operating Efficiency? on July 5th

Energy & Utilities

1. What Is Shell’s Strategy To Combat The Commodity Downturn Over The Next Two Years? on July 8th

2. How Will Shell’s Revenue Change If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on July 7th

3. How Will Shell’s Revenue Be Impacted If Crude Oil Prices Average $50 Per Barrel Until 2018? on July 7th

4. First Solar Makes The Right Move By Abandoning Its Bet On Silicon Panels on July 7th

5. Why Are Shell’s Upstream Operations More Important Than Its Downstream Operations? on July 6th

6. How Much Value Will The BG Group Acquisition Add To Royal Dutch Shell? on July 5th

7. Why Are EOG Resources’ Crude Oil Operations More Important Than Its Natural Gas Operations? on July 5th

8. Here’s Why EOG Resources Is Better Positioned To Weather The Commodity Downturn Than Its Peers on July 5th

Health Care​

1. Epclusa Could Pose Significant Risk For Bristol-Myer’s Daklinza on July 8th

2. Why Is The FDA Approval Of Absorb Significant For Abbott? on July 7th

3. Why Bristol Meyers Share Price Has Outperformed its Competitors? on July 7th

4. How Has Boston Scientific’s Revenue And Gross Profit Changed Over The Last Five Years? on July 7th

5. Why Is Roche A Market Leader In Oncology Therapies? on July 6th

6. Why Is The St. Jude Acquistion A Risky Bet For Abbott? on July 6th

7. J&J’s One Touch Via Provides $1 Billion Market Opportunity on July 5th

​Basic Materials

1. Alcoa’s Q2 2016 Earnings Preview: Weakness In Aluminum Pricing To Negatively Impact Results on July 8th

2. How Fast Is Alcoa’s Aerospace Revenue Growing? on July 8th

3. Why Rio Tinto Is Shelving The Simandou Project on July 6th

4. Why Newmont Mining Is Selling Off Its Stake In The Batu Hijau Mine on July 5th

Industrials & Transportation

1. Why Is Johnson Controls Banking On China For Its Absorbent Glass Mat Batteries? on July 8th

2. Delta Q2’16 Earnings Preview: Rising Oil Prices, Lower Unit Revenues May Drag Down Revenues on July 7th

3. What Is The Growth Expected Of Markets Served By 3M’s Health Care Segment Over The Next 5 Years? on July 5th