Trefis: Highlights Week Ending 25 March 2016

Written by Trefis

Below is a summary of the activity at Trefis during the past week thatTrefisthoughtEconintersect 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 116 top stories this week:

Consumer (47 articles)​

• Toyota, 9 articles (15, 17, 18, 20, 25, 26, 28, 30, 31)

• Philip Morris, 6 articles (27, 32, 34, 38, 45, 47)

• ABInBev, 5 articles (1, 7, 13, 14, 22)

• American Eagle Outfitters, 4 articles (4, 6, 9, 11)

• CVS, 4 articles (3, 5, 8, 10)

• Honda, 4 articles (36, 43, 44, 46)

• Coca Cola, 3 articles (23, 28, 33)

• Nike, 2 articles (19, 42)

Technology (23 articles)

• Apple, 3 articles (12, 15, 23)

• Alibaba, 2 articles (5, 17)

• NetApp, 2 articles (20, 21)

• Nvidia, 2 articles (7, 13)

• Samsung, 2 articles (10, 19)

• Travelzoo, 2 articles (2, 3)

• Twitter, 2 articles (16, 22)

Financial Services (17 articles)

• Travelers, 4 articles (3 – 5, 8)

• CME, 2 articles (1, 2)

• MetLife, 2 articles (10, 15)

Industrials & Transportation (9 articles)​

• UPS, 6 articles (1 – 6)

​Energy & Utilities (6 articles)​

• Anadarko, 3 articles (1 – 3)

• SunPower, 2 articles (4, 5)

Media & Telecom (6 articles)​

Basic Materials (5 articles)​

• Rio Tinto, 5 articles (1 – 5)

Health Care (3 article)​

• Roche, 2 articles (1, 3)

All 116 investment stories this week are listed below.

Consumer

1. Where Will AB InBev’s Revenue And EBITDA Growth Come From Over The Next Three Years?on March 24th

2. Why McDonald’s Is Working On A Loyalty Program? on March 24th

3. By How Much Can CVS’s Revenue & EBITDA Grow In The Next 5 Years: Trefis Estimate on March 24th

4. By How Much Did American Eagle Outfitters’ Revenue & EBITDA Grow In The Last Five Years?on March 24th

5. By What Percentage Did CVS’s Revenue & EBITDA Grow In The Last 5 Years? on March 24th

6. How Has American Eagle Outfitters’ Revenue Composition Changed In The Last Five Years? on March 24th

7. How Has AB InBev’s Revenue And EBITDA Composition Changed Over 2012-2016E? on March 24th

8. What’s CVS’s Fundamental Value Based on Expected 2016 Results? on March 24th

9. What’s American Eagle Outfitters’ Fundamental Value Based On Expected 2016 Results? on March 24th

10. What is CVS’s Current Revenue & EBITDA Breakdown? on March 24th

11. What’s American Eagle’s Revenue & Net Income Breakdown In Terms Of Different Operating Segments? on March 24th

12. How Did Guess’s Stock Perform Vis-A-Vis Its Peers Over The Last 5 Years ? on March 24th

13. By What Percentage Have AB InBev’s Revenues And EBITDA Grown Over The Last Five Years? on March 24th

14. What Is AB InBev’s Fundamental Value Based On Expected 2016 Results? on March 23rd

15. What’s Driving Toyota’s Unit Sales Growth In The U.S. on March 23rd

16. GameStop Q4 Earnings Preview: Technology Brands & Digital Segment To Remain The Highlight; Core Segments Struggle on March 23rd

17. How Differing Japan Projections Impact Toyota Motor on March 23rd

18. How Has Toyota’s Luxury Brand Lexus Performed Relative To The U.S. Luxury Car Market? on March 23rd

19. Nike Q3 2015 Earnings: Company Beats Earnings Estimate, Loses Out On Revenues on March 23rd

20. How Has Toyota’s Unit Pricing Varied Across Geographies Over The Last Five Years? on March 23rd

21. Dunkin’ Brands’ FY 2015 Earnings Review: Dunkin’ Donuts US & K-Cups Drive Revenue Growth, Baskin-Robbins International Struggles on March 23rd

22. What Is Anheuser-Busch InBev’s Revenue And EBITDA Breakdown? on March 23rd

23. What Is Coca-Cola’s Fundamental Value Based On Expected 2016 Results? on March 23rd

24. Why Are We Bullish On MGM Resorts? on March 22nd

25. What’s Driving Toyota’s Truck Sales In The U.S. on March 22nd

26. What Is Toyota’s Fundamental Value Based On Expected 2016 Results on March 22nd

27. How Has Philip Morris’ Shipment Volume, By Brand, Changed Over The Past 3 Years? on March 22nd

28. How Does Toyota’s Performance Vary Across Geographies on March 22nd

29. How Has Coca-Cola’s Revenue And Gross Profit Composition Changed Over 2012-2016E? on March 22nd

30. Why Highlander Is The Most Important Vehicle For Toyota Right Now on March 22nd

31. What Is Driving Toyota’s Brand Unit Sales Growth on March 22nd

32. How Has Philip Morris’ Revenue And EBITDA Composition Changed In The Last 5 Years? on March 22nd

33. What Is Coca-Cola’s Revenue And Gross Profit Breakdown? on March 22nd

34. How Will Philip Morris’ Revenue And EBITDA Change In The Next 3 Years? on March 22nd

35. Why We Revised Our Tesla Price Estimate To $136 on March 21st

36. How Much Has Honda Been Investing In Growth Opportunities on March 21st

37. How Did Aeropostale’s Revenues And Losses Decline In 2015? on March 21st

38. Philip Morris: Year 2015 In Review on March 21st

39. How Honda’s Automotive Performance Differs Across Geographies on March 21st

40. How Has Macau Revenue & EBITDA Contribution Changed For The U.S. Casino Companies In The Last 5 Years? on March 21st

41. How GM’s Valuation Depends On Different CapEx Projections on March 21st

42. Nike’s Latest Innovation: Stepping into The Future on March 21st

43. Honda’s Brand Image Is Changing In The U.S. on March 21st

44. The Most Significant Trends For Honda Motor Company on March 21st

45. By What Percentage Did Philip Morris’ Revenue & EBITDA Change In The Last 5 Years? on March 21st

46. How Honda’s Automotive Business Is Faring In Japan on March 21st

47. What is Philip Morris’ Fundamental Value Based On Expected 2016 Results? on March 21st

Technology

1. Why We Revised Our Price Estimate For VMware To $74 on March 25th

2. How Has Travelzoo’s Stock Performed In The Last Five Years? on March 24th

3. Travelzoo: The Year 2015 In Review on March 24th

4. How Much Does Web Services Contribute To Amazon’s Valuation? on March 24th

5. Should Alibaba Focus On Revenues Instead Of Transaction Volume? on March 23rd

6. Is Baidu Looking To Get Ahead In The Autonomous Cars Race? on March 23rd

7. What’s Nvidia’s Fundamental Value Based on Expected 2016 Results? on March 23rd

8. Why ADP’s Payroll Processing Business Can Be Key To Its Long Term Growth? on March 23rd

9. How Much Is The Growth In Paychex’s Payroll Revenues Correlated To The Number Of Clients?on March 23rd

10. How Will Samsung’s Revenues Trend In 2016? on March 23rd

11. Why Paychex’s HR Outsourcing & Services Business Can Be Key To Its Long Term Growth on March 23rd

12. How Much Of An Impact Will The iPhone SE Have On Apple’s Financials? on March 23rd

13. Why The Automotive Market Is Important For Nvidia? on March 22nd

14. How Yahoo Is Trying To Drive Revenues For Tumblr? on March 22nd

15. iPhone SE Could Be One Of Apple’s Least Profitable Handsets on March 22nd

16. Advertising, Data Licensing: What’s Twitter’s Revenue Breakdown? on March 21st

17. How Alibaba Is Working Towards Establishing Itself In Rural China? on March 21st

18. Cloud Boosts Adobe’s Q1 Revenues Yet Again on March 21st

19. Analyzing The Galaxy S7 Bill Of Materials: Likely Less Reliant On Samsung Components on March 21st

20. What Is NetApp’s Presence In The Storage Systems Market? on March 21st

21. How Crucial Is Hardware Maintenance To NetApp’s Product Sales? on March 21st

22. What Is Twitter’s Fundamental Value Based On Expected 2016 Results? on March 21st

23. What’s The Outlook For Apple’s Wearables Business? on March 21st

Financial Services

1. How Has CME’s Revenue Composition Changed Over The Past 5 Years? on March 23rd

2. What’s CME’s Revenue And EBITDA Breakdown By Segment? on March 23rd

3. What Is Travelers’ Revenue And Earnings Breakdown By Segment? on March 23rd

4. How Has Travelers’ Revenue Composition Changed In The Last Five Years? on March 23rd

5. How Much Has Travelers’ Revenue & Earnings Grown In The Last Five Years? on March 23rd

6. How Have Outstanding Commercial Real Estate Loans For The Largest U.S. Banks Changed Since 2011? on March 23rd

7. How Have Outstanding Commercial Loans For The 5 Largest U.S. Banks Changed Since 2011?on March 23rd

8. What Is Travelers’ Fundamental Value Based On Expected 2016 Results? on March 23rd

9. How Have Outstanding Retail Loans For The 5 Largest U.S. Banks Changed Since 2011? on March 23rd

10. What Is MetLife’s Fundamental Value Based On Expected 2016 Results? on March 22nd

11. E-Trade Sees A Decline In Key Monthly Brokerage Metrics In February on March 22nd

12. Schwab’s Key Monthly Metrics Witness Growth In February on March 22nd

13. Ameritrade’s Key Monthly Brokerage Metrics Witness Growth In February on March 22nd

14. How Have Outstanding Mortgages For The 5 Largest U.S. Banks Changed Since 2011? on March 22nd

15. How Has Metlife’s Revenue Composition Changed In The Last Five Years? on March 21st

16. IntercontinentalExchange’s February Cash Equities Volumes See Growth on March 21st

17. How Does The Loan Book Of The 5 Largest U.S. Banks Differ In Terms Of Loan Types? on March 21st

Industrials & Transportation

1. By What Percentage Did UPS’s Revenue & EBITDA Grow In The Last 5 Years? on March 24th

2. What’s UPS’s Fundamental Value Based on Expected 2016 Results? on March 24th

3. What is UPS’ Current Revenue & EBITDA Breakdown? on March 24th

4. Where is UPS’s 2016 Revenue Growth Expected To Come From? on March 23rd

5. What contributed to UPS’s topline growth in 2015? on March 23rd

6. By How Much Can UPS’s Revenue & EBITDA Grow In The Next 5 Years: Trefis Estimate on March 23rd

7. How Important Will American’s International Operations Be In 2020? on March 22nd

8. US Legacy Carriers: A Comparison Of Aircraft Fleet on March 21st

9. How Will American Airlines’ Equity Value Move, If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on March 21st

Energy & Utilities

1. What Is Anadarko’s Fundamental Value Based On 2016 Estimated Numbers? on March 23rd

2. How Has Anadarko Petroleum’s Revenue And EBITDA Composition Changed Between 2010-2016? on March 23rd

3. What Is Anadarko Petroleum’s Revenue And EBITDA Breakdown? on March 23rd

4. SunPower’s Equinox System Could Give It An Edge In The U.S. Residential Market on March 23rd

5. Why Is SunPower’s Residential Business More Valuable Than Its Commercial Business? on March 22nd

6. Why Are We Bullish On Trina Solar? on March 21st

Media & Telecom

1. Will Digital Health Be The Next Big Thing For Nokia? on March 24th

2. How Did Chinese Wireless Carriers Fare In Terms Of Subscriber Adds In February? on March 24th

3. China Telecom’s 2015 In Review: Mobile & Wireline Data Drive Earnings on March 23rd

4. Can Viacom’s Deal With ComScore Boost Its Advertising Revenues? on March 22nd

5. How Has The Advertising Income For The U.S. Media Companies Changed In The Last 5 Years? on March 21st

6. How Much Will News Corp’s Digital Real Estate Revenues Benefit From The Diakrit Acquisition?on March 21st

Basic Materials

1. By What Percentage Can Rio Tinto’s Revenue & EBITDA Change Over The Next 3 Years? on March 22nd

2. How Has Rio Tinto’s Revenue Composition Changed Over The Last 5 Years? on March 22nd

3. What Is Rio Tinto’s Revenue And EBITDA Breakdown? on March 21st

4. What Is Rio Tinto’s Fundamental Value Based On 2015 Results? on March 21st

5. By What Percentage Did Rio Tinto’s Revenue & EBITDA Decline Over The Last 5 Years? on March 21st

Health Care

1. Three Things To Watch Out For Roche This Year on March 23rd

2. Three Things To Watch Out For J&J This Year on March 23rd

3. Here Is Why We Are Bullish On Roche on March 22nd