by Trefis
Below is a summary of the activity at Trefis during the past week that Trefis 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 110 top stories this week:
Consumer (31 articles)
Altria, 3 articles (2, 16, 24)
Starbucks, 3 articles (1, 5, 13)
Estee Lauder, 2 articles (4, 26)
Ford, 2 articles (15, 29)
Technology (27 articles)
Akmai, 2 articles (7, 24)
Alibaba, 2 articles (14, 25)
Apple, 2 articles (18, 27)
Electronic Arts, 2 articles (2, 16)
F5 Networks, 2 articles (5, 20)
Lexmark, 2 articles (25, 26)
Shutterfly, 2 articles (6, 23)
Western Digital, 2 articles (11, 22)
Media & Telecom (16 articles)
Comcast, 2 articles (6, 14)
Disney, 2 articles (4, 10)
New York Times, 2 articles (1, 9)
Nokia, 2 articles (2, 8)
Industrials & Transportation (13 articles)
Norfolk Southern, 2 articles (4, 11)
UPS, 2 articles (5, 9)
Financial Services (8 articles)
Intercontinental Exchange Group, 2 articles (1, 3)
Health Care (6 articles)
Energy & Utilities (5 articles)
SunPower, 2 articles (2, 5)
Basic Materials (5 articles)
Barrick Gold, 2 articles (1, 4)
All 110 investment stories this week are listed below.
Consumer
Starbucks Ends The Fiscal 2015 With Stronger Comparable Store Sales on October 30th
Altria Q3 2015 Earnings Review: Strong Results Once Again, Wins On Pricing And Share Gains on October 30th
Why It Makes Sense For A Hyatt-Starwood Merger? on October 30th
Estee Lauder Q1 FY16 Pre-Earnings: Travel Retail Revamp, New Product Launches, And Alliances In Focus on October 30th
How Mobile Ordering Can Impact Starbucks’ Valuation on October 30th
Could The AB InBev-SABMiller Deal Leave Diageo Unscathed? on October 30th
A Deeper Look at P&G’s Q1 Results: Focus On The Bottom-Line Is Fine, But At What Cost? on October 29th
Restaurant Brands International: Accelerated Restaurant Developments & Strong Comp Sales Drive Top-line Growth In Q3 on October 29th
Volkswagen’s Q3 Results Reflect Weakness That Goes Beyond The Emissions Scandal on October 29th
AB InBev Earnings Preview: Macro Headwinds To Drag Down Organic Growth In Q3 on October 29th
Colgate-Palmolive’s Volumes Could Be Under Pressure From Higher Pricing in Q3 on October 29th
L’Oreal Q3 2015 Earnings Preview: Healthy Growth Expected To Continue Due To Strategic Initiatives And Digital Focus on October 28th
Starbucks Q4 Fiscal 2015 Earnings Preview: Three Drivers To Look Out For on October 28th
Walgreens Q3 Earnings Preview: Cost Reductions And Acquisition Synergies Likely Boosted Margins on October 28th
Strong F-150, SUV Sales In North America Boost Ford’s Profits on October 28th
Altria Q3 Earnings Preview: Solid Results Against Favorable Industry Conditions on October 28th
MGM Resorts’ Q3 Earnings Preview: Expect Macau To Be A Drag On Earnings While Domestic Hotels RevPAR Growth Will Boost The Overall EBITDA on October 27th
Volkswagen’s Q3 Results Clouded By Low Volume Sales And Initial Costs Of The Scandal on October 27th
Earnings Review: Under Armour Posts Its Biggest Quarter Yet on October 27th
Home Depot: More Growth With Existing Resources? on October 27th
Despite Currency Headwinds, Lear’s Operational Performance Remains Solid In Q3 on October 27th
Las Vegas Sands Posts Better Than Expected Q3 Results Amid Cost Effeciencies on October 27th
Dunkin’ Brands Struggles After Another Disappointing Performance By International Segments in Q3 on October 27th
Altria: A Windfall Gain From Cheaper Oil? on October 27th
Daimler Earnings Review: Mercedes’ Operational Performance Holds Strong Into Q3 on October 26th
The Week That Was For Beauty Companies: Estee Lauder, L’Oreal, Avon on October 26th
McDonald’s Stock Up 8% On Positive Comps Across All Major Markets on October 26th
Kimberly-Clark Holds Its Own Amidst Rising Competition, Posts Strong Volume Gains in Q3 on October 26th
Earnings Preview: Superb Quarter in The U.S. Should Result In High Profits For Ford on October 26th
Dr Pepper Earnings Review: Strong Organic Growth Across Sparkling And Non-Sparkling Segments on October 26th
Restaurant Brands International: Three Factors That Can Decide The Stock’s Fate on October 26th
Technology
Key Takeaways From LinkedIn’s Q3 Earnings on October 30th
EA’s Hopes On Digital Segment & Sports Titles To Excel In Holiday Season 2015 on October 30th
Samsung Q3 Review: How The Smartphone Business Could Get Back On Track on October 30th
ADP Earnings: HCM Demand, New Bookings Drive Top Line Growth on October 30th
F5 Networks Is Confident Of Re-accelerating Revenue Growth And Retaining Solid EPS Growth In 2016: Q4’15 Earnings Review on October 30th
Shutterfly Q3 Earnings: The Enterprise Segment Soars, While The Consumer Business And AOV Lag on October 29th
Akamai Q3 Earnings: Future Headwinds In Media Delivery Business Overshadow Current Performance on October 29th
Yahoo! Japan Earnings Preview: Revenue From Mobile Devices And E-Commerce Sites In Focus on October 29th
Seagate Earnings Preview: Revenue And Margins Likely To Decline On Weak Demand, Shipments on October 29th
Key Takeaways From Twitter’s Third Quarter Earning Results on October 29th
Western Digital Earnings: Revenues, Profits Down After Shipments Decline on October 29th
There’s No Stopping Ctrip! The Company Strengthens Leadership Position In China With A Stake In Rival Firm, Qunar on October 28th
Qlik’s Growth Slowed in Q3, But Near Term Outlook Remains Strong on October 28th
Alibaba Outperforms Expectations On Mobile Growth, Driving Stock Higher on October 28th
Lexmark Earnings: Weak Demand in Printer Supplies And Hardware Negatively Impacts Revenues And Guidance on October 28th
Electronic Arts Q2 2016 Earnings Preview: Increase In Unit Sales Per Title To Drive Revenue Growth on October 28th
Expedia Q3 2015 Earnings Preview: Healthy Performance Expected To Continue On The Back Of Strategic Investments on October 28th
The Small But Significant Trends From Apple’s Earnings on October 28th
Broadcom Reports A Stronger Than Expected Q3’15, As Pending Acquisition By Avago To Make It A Stronger Entity on October 27th
F5 Networks Q4’15 Earnings Preview: 2015 To Mark Another Year Of Strong Growth on October 27th
Yelp Q3 Earnings Preview: Local Ads Business To Grow On The Back Of Strong Mobile Adoption on October 27th
Western Digital Earnings Preview: Consumer Electronics Shipments, Enterprise HDD Sales In Focus on October 27th
Shutterfly Earnings Preview: Enterprise Segment And New Products Could Drive Growth on October 26th
Akamai Q2 Earnings Preview: Value-Added Services Will Drive Growth, But Currency Headwinds Likely Played The Minor Spoilsport on October 26th
Slowdown In The Chinese Economy Will Likely Impact Alibaba’s Growth During The Quarterly Results on October 26th
Lexmark Earnings Preview: Printer Hardware And Perceptive Revenues In Focus on October 26th
Apple Earnings Preview: Chinese Growth, iPhone Upgrade Program, Apple Watch In Focus on October 26th
Media & Telecom
NYT Earnings: Digital Subscriptions, Advertisements Remain The Focus on October 30th
Nokia Rises On Profit Beat, China Growth, Even As North America Struggles on October 30th
CBS Earnings Preview: Cable Network Growth Likely, Broadcast Ratings May Weigh On Domestic Ad Revenues on October 30th
Weekly Media Notes: Disney, Verizon And Viacom In Focus on October 30th
Key Takeaways From China Telecom’s Q3 Earnings on October 29th
Comcast Q3 Earnings: NBCUniversal, High Speed Internet Drive Growth on October 29th
Time Warner Cable Q3 Preview: Broadband And Pay-TV Subscriber Trends In Focus on October 27th
Nokia Earnings Preview: Networks Margins May Be Under Pressure on October 27th
New York Times Earnings Preview: Digital Space To Drive Top Line on October 27th
Disney’s ESPN Will Continue Its Growth Trajectory Despite Subscriber Losses on October 26th
Sirius XM Earnings: Diverse Content And Used Car Progress Brighten Up The Future on October 26th
How Low Margins In The International Streaming Business Can Impact Netflix’s Valuation on October 26th
Juniper Rises As Routing And Switching Drive Growth, And Initiatives Brighten Up The Outlook on October 26th
Comcast Q3 Earnings Preview: NBCUniversal, Subscriber Trends In Focus on October 26th
Ericsson Misses Estimates As Challenges In North America And China Swell on October 26th
Industrials & Transportation
JetBlue’s 3Q Profits Soar As Oil Prices Remain Depressed on October 30th
Corning Earnings: Optical Communications Segment To Drive Sales, Positive Outlook For Specialty Materials Segment on October 30th
A Deeper Look At Lockheed Earnings: F-35 Program Promises Bright Topline Growth on October 29th
Norfolk Southern’s Q3 Earnings Review: Weak Shipment Volumes And Fuel Prices Negatively Impact Results on October 29th
UPS Q3 Earnings: Softer Macro Conditions, Lower Fuel Surcharge Deliver Mixed Earnings on October 29th
American Airlines’ 3Q Profits Surge On Lower Fuel Costs, Announces Another Share Repurchase Program on October 28th
A Deeper Look At Catapillar Earnings: Lowest Sales Since 2012 Peak On A Hostile Macro Environment And Weak Targeted Markets on October 28th
United Reported Outstanding 3Q Numbers Driven By Plummeting Fuel Costs on October 27th
UPS Earnings Preview: Strategic Investments Abroad And Key Acquisitions Could Drive Earnings on October 26th
Aviation And Construction Industries To Drive UTC Earnings In A Slowing Global Economy on October 26th
Norfolk Southern’s Q3 Earnings Preview: Weak Shipments To Negatively Impact Results on October 26th
3Q Earnings Review: Alaska Air Flies High On Its Operational Excellence, Capacity Expansions, And Lower Fuel Costs on October 26th
3M Earnings Review: Currency Overshadows Another Quarter Of Solid Operational Performance on October 26th
Trade Volumes, Data Services Demand Lead To Profitable Q3 For ICE on October 30th
Investors Overlook Deutsche Bank’s Massive Q3 Loss To Focus On Reorganization Plan on October 30th
Intercontinental Exchange Group Expands Data Segment With $5.2 Billion IDC Acquisition on October 28th
Energy, Commodity Derivative Trade Volumes To Drive CME’s Q3 Earnings on October 28th
Trading Commissions Drive Ameritrade’s Earnings As Low Yields Subdue Interest Revenues on October 28th
State Street Announces Job Cuts After Poor ETF Growth, Swelling Expenses Hurt Q3 Results on October 26th
TD Ameritrade Earnings Preview: Robust Trading Activity To Drive Q4 Results on October 26th
E*Trade Q3 Results: Limited Revenue Capture From Trades, Low Yields Hinder Growth on October 26th
Health Care
Merck Has A Silver Lining on October 29th
No Wonder Bristol-Myers Squibb’s Shares Are Slightly Up Following The Earnings Announcement on October 29th
Boston Scientific Earnings: New Products, Acquisitions Boost Performance on October 29th
Pfizer’s Future Is Starting To Look Better on October 28th
Roche’s Well Rounded Results Reinforce Its Growth Sustainability on October 27th
Abbott’s Q3 Results, A Deeper Look: Strong International Growth and Margin Expansion Drove on October 27th
Energy & Utilities
Anadarko Sees A Drastic Fall In 3Q Earnings Due To Depressed Commodity Prices on October 29th
SunPower Q3 Review: Why Is SunPower Doubling Down On Commercial Solar? on October 29th
BP Q3 Earnings: Low Oil Prices Negate The Positive Effects Of Increased Upstream Production And Higher Downstream Margins on October 28th
First Solar Q3 Earnings Preview: International Pipeline, Tech Improvements In Focus on October 27th
SunPower Q3 Preview: Residential Segment In Focus As Utility Business Continues Transition on October 26th
Basic Materials
Barrick Gold’s Q3 Earnings Review: Cost Reduction Partially Offsets Impact Of Lower Gold Prices on October 30th
Cliffs’ Q3 Earnings Preview: Weak Iron Ore Prices To Negatively Impact Results on October 28th
Dow Q3 Earnings: Higher Margins Drive Growth In Low Oil Price Environment on October 27th
Barrick Gold’s Q3 Earnings Preview: Lower Gold Prices To Negatively Impact Results on October 27th
Newmont Mining’s Q3 Earnings Preview: Cost Reductions To Partially Offset Impact Of Weak Gold Prices on October 27th
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