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 138 top stories this week:
Consumer (50 articles)​
Coca Cola, 6 articles (9, 16, 20, 21, 43, 49)
Toyota, 9 articles (15, 17, 18, 20, 25, 26, 28, 30, 31)
Nike, 5 articles (8, 12, 14, 24, 27)
Revlon, 5 articles (11, 18, 31, 34, 37)
GameStop, 4 articles (6, 17, 25, 33)
Lululemon, 4 articles (2, 22, 29, 35)
Toyota, 4 articles (5, 41, 45, 47)
Ford, 3 articles (4, 19, 42)
Restaurant Brands International, 3 articles (19, 28, 36)
Honda, 2 articles (7, 40)
Philip Morris, 2 articles (48, 50)
Technology (28 articles)
LinkedIn, 5 articles (4, 11 – 13, 15)
VMWare, 4 articles (16 – 18, 23)
Texas Instruments, 3 articles (20, 22, 24)
Verisign, 3 articles (6, 7, 10)
IBM, 2 articles (5, 9)
Micron, 2 articles (3, 28)
Travelzoo, 2 articles (21, 25)
Financial Services (21 articles)
CME, 8 articles (5, 7, 9, 11, 15, 16, 20, 21)
U.S. Credit Card Industry, 7 articles (3, 6, 8, 10, 12 – 14)
Largest U.S. Banks and Mortgages, 3 articles (17 – 19)
Media & Telecom (14articles)​
Verizon, 6 articles (8, 9, 11 – 14)
The New York Times, 4 articles (1 – 4)
​Energy & Utilities (12 articles)​
Anadarko, 6 articles (7 – 12)
Exxon Mobile, 6 articles (1 – 6)
Basic Materials (5 articles)​
Barrick Gold, 7 articles (2 – 8)
Industrials & Transportation (5 articles)​
3M, 5 articles (1 – 5)
Health Care (no articles)​​
All 138 investment stories this week are listed below.
Consumer
Can Diversification Help Chipotle Mexican Grill? on April 1st
What is Lululemon’s Fundamental Value Based On Expected 2016 Results? on April 1st
How Much Do Luxury Brands Contribute To The Sales of Auto Companies Comparatively? on April 1st
Ford Continues Its March In Europe on April 1st
Why Toyota Is Launching A New Look Version Of This Hybrid on April 1st
What Is GameStop’s Revenue & Gross Profit Breakdown? on April 1st
What Is Honda’s Fundamental Value Based On 2016 Expected Results? on March 31st
By What Percentage Did Nike’s Revenue & Gross Profits Grow In The Last 5 Years? on March 31st
Why Do Sodas Form 73% Of The Net Volume For Coca-Cola But Just Over 60% Its Value? on March 31st
What Is Ford’s Fundamental Value Based On Expected 2016 Results? on March 31st
Where Can Revlon’s Growth Come From In The Next 5 Years? on March 31st
What is Nike’s Fundamental Value Based On Expected 2016 Results? on March 31st
What Is GM’s Fundamental Value Based On Expected 2016 Results? on March 31st
What is Nike’s Current Revenue and Gross Profit Breakdown? on March 31st
By What Percentage Have Restaurant Brands International’s Revenues And EBITDA Grown Over The Last Five Years? on March 31st
How The Stronger Dollar Eroded Coca-Cola’s 2015 Results on March 31st
What Is GameStop’s Fundamental Value Based On Expected 2016 Results? on March 31st
Revlon Versus Avon: How Do The Top Line And Bottom Lines Fare Currently? on March 31st
What’s Restaurant Brands International’s Fundamental Value Based On Expected 2016 Results? on March 31st
Where Will Coca-Cola’s Revenue And Gross Profit Growth Come From Over The Next Three Years? on March 31st
Contribution Of U.S. Soda Sales In Coca-Cola’s Overall Revenue Could Decline To Less Than 15% By 2020 on March 30th
What is Lululemon’s Current Revenue and EBITDA Breakdown? on March 30th
Now Testing: Mobile Ordering On the McDonald’s App on March 30th
What is Nike’s Current Revenue and Gross Profit Breakdown? on March 30th
How Has GameStop’s Revenue And Gross Profit Composition Changed Over 2011-2015? on March 30th
How Do The Operating Margins Of Auto Companies Compare? on March 30th
By How Much Can Nike’s Revenue And Gross Profit Composition Change In The Next 5 Years? on March 30th
What Is Restaurant Brands International’s Revenue & EBITDA Breakdown? on March 30th
How Has Lululemon’s Revenue And EBITDA Composition Changed In The Last 5 Years? on March 30th
How Has Nike’s Revenue And Gross Profit Composition Changed In The Last 5 Years? on March 30th
How Did Revlon’s Stock Perform Vis-A-Vis Its Peers Over The Last 5 Years ? on March 30th
How Do Auto Companies Compare In North America? on March 30th
By What Percentage Have GameStop’s Revenues And Gross Profits Grown Over The Last Five Years? on March 30th
What Drove Revlon’s Revenue Growth And Led To Its EBITDA Decline Over The Last Five Years? on March 30th
Is Direct to Consumer Becoming A Big Revenue Stream For Lululemon? on March 30th
How Has Restaurant Brands International’s Revenue And EBITDA Composition Changed Over 2011-2015? on March 30th
Does The Appointment Of A New CEO Signal The End Of Revlon’s Search For Strategic Alternatives? on March 29th
How Much Have Auto Companies Been Investing In Growth Opportunities? on March 29th
How Do Gross Margins Of Auto Companies Compare For The Last Five Calendar Years? on March 29th
How Honda’s Valuation Depends On Capital Expenditure Projections on March 29th
How Toyota’s Valuation Depends On Capital Expenditure Projections on March 29th
How Ford’s Valuation Depends On Capital Expenditure Projections on March 29th
Why Coca-Cola’s Dependence On Powerade And Other Brands Is Growing on March 29th
How Did Philip Morris Perform In The European Union, And Its Key Markets There, In 2015? on March 28th
Why Toyota Is Shutting Down Its Scion Brand on March 28th
Can Teavana Drive Revenue Growth For Starbucks In China? on March 28th
How Much Has Toyota Been Investing In Growth? on March 28th
How Did Philip Morris Perform In Russia, Given The Currency Headwinds And Excise Tax Rise? on March 28th
By What Percentage Have Coca-Cola’s Revenues And Gross Profit Changed Over The Last Five Years? on March 28th
How Has Philip Morris Fared In Comparison To Its Peers? on March 28th
Technology
Here’s How Amazon Is Growing Its House Services Business on April 1st
How Much Revenues Can Pandora’s New Subscribers Add In The Next Five Years? on April 1st
Micron’s Q2’16 Earnings Review: Technology Transitions Will Lead To A Better Second Half on April 1st
What Is The Outlook For LinkedIn’s Revenue And EBITDA Margin Over The Next 5 Years? on April 1st
Why Did IBM’S Global Technology Services Revenue Decline In 2015? on March 31st
What is Verisign’s Fundamental Value Based On Expected 2016 Results? on March 31st
Verisign: The Year 2015 In Review on March 31st
Is Facebook Looking To Enter The Mobile Payments Business? on March 31st
Why Did IBM’s Software Revenue Decline In 2015? on March 31st
By What Percentage Did Verisign’s Revenue & Gross Profit Grow In The Last 5 Years? on March 31st
How Has LinkedIn’s Revenue Composition Changed In The Last 5 Years? on March 31st
What Is LinkedIn’s Fundamental Value Based On Expected 2016 Results? on March 31st
What Is LinkedIn’s Revenue And Gross Profit Breakdown? on March 30th
Is eBay Increasing Focus on eBay Motors ? on March 30th
How Much Did LinkedIn’s Revenue & EBITDA Change In The Last 5 Years? on March 30th
How Has VMware’s Revenue & EBITDA Composition Changed Over The Last Five Years? on March 30th
What Will VMware’s Revenue And EBITDA Look Like In 5 Years? on March 30th
Software Licenses & Maintenance: What’s VMware’s Revenue & Earnings Breakdown? on March 29th
Can Periscope Become The Pillar of Twitter’s Growth? on March 29th
What’s Texas Instruments’ Revenue and Gross Profit Breakdown? on March 29th
What Drove Travelzoo’s Revenue Growth And Led To Its EBITDA Decline Over The Last Five Years? on March 29th
By What Percentage Did Texas Instruments’ Revenue And EBITDA Grow In The Last 5 Years? on March 29th
What’s VMware’s Fundamental Value Based On Expected 2016 Results? on March 29th
How Has TI’s Revenue And EBITDA Composition Changed In The Last 5 Years? on March 29th
Where Can Travelzoo’s Growth Come From In The Next 5 Years? on March 29th
Is Google Finally Catching Up On Live Streaming? on March 28th
Strong Consulting Revenues And Signings Buoys Accenture’s Results on March 28th
Micron’s Q2’16 Earnings Preview: Things To Turnaround In The Latter Part Of The Calendar Year on March 28th
Financial Services​
What Is Prudential’s Revenue And EBT Breakdown By Operating Segments? on April 1st
What Was The Share Of Major U.S. Investment Banks In Global Debt Origination Industry For Q1 2016? on April 1st
How Much In U.S. Card Purchase Volumes Did The Country’s Largest Card Issuers Report In 2015? on April 1st
What Was The Share Of Major European Investment Banks In Global Debt Origination Industry For Q1 2016? on April 1st
What Can Drive A 15% Downside To CME’s Stock In The Next 2 Years? on April 1st
How Have U.S. Card Purchase Volumes For The Largest Card Issuers Changed Since 2011? on March 31st
How Much Upside Can An Increase Commodity Contract Rates Drive For CME? on March 31st
How Have Card Charge-Off Rates For The Largest U.S. Card Issuers Changed Since 2011? on March 31st
What Percentage Of CME’s Value Comes From Energy Contract Trading? on March 31st
What Are The Card Charge-Off Rates For The Largest U.S. Card Issuers? on March 30th
How Important Is Interest Rate Contract Trading For CME? on March 30th
How Have Outstanding Card Balances For The Country’s Largest Card Lenders Changed Since 2011? on March 29th
How Much Of The U.S. Card Industry Is Accounted For By The Country’s Largest Card Issuers? on March 29th
Which Are The Largest Card Issuers In The U.S. In Terms Of Outstanding Card Balances? on March 29th
What Drove CME’s Revenue And EBITDA Growth In 2015? on March 29th
What Is CME’s Fundamental Value Based On Expected 2016 Results? on March 29th
How Has The Third-Party Mortgage Servicing Portfolio For The Largest U.S. Banks Changed Since 2011? on March 28th
How Have Mortgage Origination Volumes For The Largest U.S. Banks Changed Since 2011? on March 28th
What Was The Total Mortgage Origination Volume For The 5 Largest U.S. Banks in 2015? on March 28th
How Is CME Expected To Grow In The Next Five Years? on March 28th
How Has CME’s Revenue And EBITDA Changed In The Last Five Years? on March 28th
Media & Telecom
What Is NYT’s Fundamental Value Based On Expected 2016 Results? on April 1st
How Has NYT’s Revenue And EBITDA Changed In The Last Five Years? on April 1st
How Has NYT’s Revenue Composition Changed Over The Past 5 Years? on March 31st
What’s NYT’s Revenue And Gross Margin Breakdown By Segment? on March 31st
How Have The Prepaid Subscriber Bases Of The Big Four U.S. Carriers Trended Over The Last 5 Years? on March 30th
BlackBerry Q4 Preview: Acquisitions, Recent Customer Wins Will Drive Software Business on March 30th
How Much Growth Will Sprint See In 2016? on March 30th
How Is Verizon’s Revenue Composition Expected To Change Over The Next 5 Years? on March 30th
How Much Can Verizon’s Revenues Grow Over The Next Five Years? on March 30th
How Have Postpaid Subscriber Bases Of The Big Four U.S. Carriers Trended Over The Last 5 Years? on March 29th
What Is Verizon’s Fundamental Value Based On Expected 2016 Results? on March 29th
What Drove Verizon’s Growth Over The Last 5 Years? on March 29th
How Has Verizon’s Revenue Mix Changed Over The Last 5 Years? on March 28th
Wireless, Enterprise, FiOS, Landlines: What Is Verizon’s Revenue & Gross Profit Breakdown? on March 28th
Energy & Utilities
By What Percentage Can Exxon Mobil’s Revenues Grow Over the Next Five Years? on March 31st
How Has Exxon Mobil’s Revenue Composition Changed In The Last Five Years? on March 31st
What Has Led To More Than A 30% Decline In Exxon Mobil’s Revenues & EBITDA In The Last Five Years? on March 31st
What Is Exxon Mobil’s Fundamental Value Based On Expected 2016 Results? on March 31st
How Are Exxon Mobil’s Revenue & EBITDA Composition Expected To Change By 2020? on March 30th
What Is Exxon Mobil’s Revenue & Earnings Breakdown In Terms of Different Products? on March 30th
How Will Anadarko’s Revenue And EBITDA Grow Over The Next Five Years? on March 29th
How Will Anadarko’s Revenue Change If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on March 29th
How Has Anadarko’s Production Mix And Price Realizations Changed Over The Last Five Years? on March 29th
How Will Anadarko’s Revenue Move If Crude Oil Prices Average $50 Per Barrel In 2018? on March 28th
How Has Anadarko’s Revenue And EBITDA Changed Over The Last Five Years? on March 28th
Why Are Crude Oil Operations Important For Anadarko? on March 28th
Basic Materials
Why We’re Revising Our Price Estimate For U.S. Steel From $9 To $15 on March 31st
By What Percentage Can Barrick Gold’s Revenue & EBITDA Change In The Next 3 Years? on March 30th
How Has Barrick Gold’s Revenue Composition Changed Over The Last 2 Years? on March 30th
How Will Barrick Gold’s Revenue Composition Change by 2020? on March 29th
Barrick Gold: A Look Back At The Year 2015 on March 29th
What Is Barrick Gold’s Revenue And EBITDA Breakdown? on March 28th
What Is Barrick Gold’s Fundamental Value Based On 2015 Results? on March 28th
By What Percentage Did Barrick Gold’s Revenue & EBITDA Decline In The Last 2 Years? on March 28th
Industrials & Transportation
What Does 3M’s Five-Year Growth Plan Entail? on April 1st
What Is 3M’s Plan With Regards To China? on April 1st
What Caused The Change In Sales For Each Of 3M’s Segments And How Does It Compare With 2014? on March 29th
What Is The Geographic Breakdown of 3M’s Sales? on March 29th
How Does 3M Compare With Its Peers In Terms Of R&D Spending? on March 29th
Health Care
No articles this week.