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
How Is Bed Bath & Beyond’s Revenue Composition Trending? on July 8th
Why Did Diageo Invest In A Non-Alcoholic Drinks Company? on July 8th
Can Bed Bath & Beyond Benefit From Its Acquisition Of One Kings Lane? on July 8th
What Is Best Buy’s Fundamental Value Based On Expected 2016 Results? on July 8th
How Much Will Best Buy’s Revenue and EBITDA Grow In The Next Five Years? on July 8th
PepsiCo Raises Profit Guidance For The Third Consecutive Year on July 8th
Why Might L’Oréal Be Acquiring Luxury Perfume Brand Atelier Cologne? on July 7th
Which Is A Better Dividend Bet – Altria Or Philip Morris? on July 7th
Here’s How McDonald’s Is Ensuring That “All Day Breakfast” Remains A Winner on July 7th
Chipotle Mexican Grill Q2 FY’16 Earnings Preview: Recovery In Top-line Likely To Be Weak on July 6th
McDonald’s Q2 FY 2016 Earnings Preview: Investment In Quality, All Day Breakfast To Drive Revenues on July 6th
Why Ford Might Be A Safe Investment For Steady Returns? on July 6th
How Much Will Bed Bath & Beyond’s Revenue and EBITDA Grow In The Next Five Years? on July 6th
How Has Abercrombie & Fitch’s Revenue By Geography Changed Over The Last Three Years? on July 6th
Why Is Urban Outfitters Increasing Its Store Count While Its Peers Are Cutting Down? on July 6th
Why Are We Bullish On American Eagle? on July 6th
Altria’s Stock Still Smoking Hot After The Brexit on July 5th
How Is L’Oreal’s Skincare Business Expected To Trend? on July 5th
How Much Is Bed Bath & Beyond’s Revenue And Gross Profit Expected To Change In The Next Five Years? on July 5th
Why Chipotle’s New Rewards Program Is A Long Term Investment? on July 5th
Abercrombie & Fitch Plans Changes To Turn Their Business Around on July 5th
What Will Be Ralph Lauren’s Revenue And EBITDA Breakdown In 2016? on July 5th
Technology
Is Amazon Finally Focusing On Profitability? on July 8th
Amazon E-Commerce: North America Vs. International Markets on July 8th
Amazon Vs. Walmart: North America Revenue Growth And Gross Margin on July 8th
How Advertising Revenue Is Likely To Drive Sina’s Growth In 2016 on July 8th
Why Baidu’s Declining Profit Trend Could Reverse This Year on July 8th
Akamai: How Much Can Online Shopping Content Delivery Segment Add To Revenues In The Next Five Years? on July 7th
Texas Instruments Versus Analog Devices – Which Is Operating More Efficiently? on July 7th
Here’s How The Accelerated Mobile Pages (AMP) Technology Can Help eBay? on July 7th
Samsung’s Strong Preliminary Q2 Results Point To A Resurgent Smartphone Unit on July 7th
Is Activision Blizzard Reaping The Benefits Of Its R&D Investments? on July 6th
Can Zynga Operate More Efficiently Going Forward? on July 6th
Samsung Could Be A Beneficiary Of iPhone’s Delayed Design Refresh on July 6th
How The Slowdown In Storage Hardware Will Impact NetApp This Year on July 5th
How Is TripAdvisor’s Non-Hotel Business Expected To Grow? on July 5th
Apple Could Reinvigorate Apple Music By Acquiring Tidal on July 5th
Following Brexit, Central Bank Desperation Never More Evident . . . on July 5th
Financial Services​
What Was The Total Size Of M&A Deals In Q2 For Major U.S. Investment Banks? on July 8th
Fed Okays U.S. Bancorp’s Plan To Return $4.5 Billion To Shareholders on July 7th
State Street Playing Safe With Plans To Return $2 Billion To Shareholders on July 6th
Morgan Stanley’s 33% Dividend Hike, $3.5 Billion Share Buyback Plan Gets Conditional Fed Approval on July 6th
Capital One Aims To Return $3.3 Billion To Shareholders Over Next Four Quarters on July 6th
Why Brexit Shouldn’t Worry Hartford on July 6th
BNY Mellon Details Plans To Return Up To $3.5 Billion To Shareholders Through Q2 2017 on July 5th
Strong Capital Position Helps Citigroup Secure Fed’s Permission For $10.4 Billion Capital Return Plan on July 5th
JPMorgan’s 2016 Capital Plan Will See Investors Receiving $17 Billion Over Next Four Quarters on July 5th
Lots Of Winners In The Fed’s 2016 Stress Test, But Deutsche Bank, Santander Stumble Again on July 5th
Media & Telecom
Why Netflix Deal Matters For Comcast? on July 8th
What You Should Know About Verizon’s Postpaid Price Increase on July 7th
Here’s How Netflix Can Benefit From Its Deal With Comcast? on July 6th
Why Do U.S. Wireless Carriers Invest More Per Subscriber Than Chinese Carriers? on July 6th
Why Is AT&T Betting Big On Mexico? on July 6th
A Look At T-Mobile’s Wholesale Wireless Business on July 6th
Have Sirius XM’s Sales & Marketing Investments Been Effective In Bringing New Customers? on July 5th
If Radio Is A Dying Media, Why Is News Corp Acquiring Wireless Group? on July 5th
Can Netflix Stabilize Its Faltering Operating Efficiency? on July 5th
Energy & Utilities
What Is Shell’s Strategy To Combat The Commodity Downturn Over The Next Two Years? on July 8th
How Will Shell’s Revenue Change If Crude Oil Prices Rebound To $100 Per Barrel By 2018? on July 7th
How Will Shell’s Revenue Be Impacted If Crude Oil Prices Average $50 Per Barrel Until 2018? on July 7th
First Solar Makes The Right Move By Abandoning Its Bet On Silicon Panels on July 7th
Why Are Shell’s Upstream Operations More Important Than Its Downstream Operations? on July 6th
How Much Value Will The BG Group Acquisition Add To Royal Dutch Shell? on July 5th
Why Are EOG Resources’ Crude Oil Operations More Important Than Its Natural Gas Operations? on July 5th
Here’s Why EOG Resources Is Better Positioned To Weather The Commodity Downturn Than Its Peers on July 5th
Health Care​
Epclusa Could Pose Significant Risk For Bristol-Myer’s Daklinza on July 8th
Why Is The FDA Approval Of Absorb Significant For Abbott? on July 7th
Why Bristol Meyers Share Price Has Outperformed its Competitors? on July 7th
How Has Boston Scientific’s Revenue And Gross Profit Changed Over The Last Five Years? on July 7th
Why Is Roche A Market Leader In Oncology Therapies? on July 6th
Why Is The St. Jude Acquistion A Risky Bet For Abbott? on July 6th
J&J’s One Touch Via Provides $1 Billion Market Opportunity on July 5th
​Basic Materials
Alcoa’s Q2 2016 Earnings Preview: Weakness In Aluminum Pricing To Negatively Impact Results on July 8th
How Fast Is Alcoa’s Aerospace Revenue Growing? on July 8th
Why Rio Tinto Is Shelving The Simandou Project on July 6th
Why Newmont Mining Is Selling Off Its Stake In The Batu Hijau Mine on July 5th
Industrials & Transportation
Why Is Johnson Controls Banking On China For Its Absorbent Glass Mat Batteries? on July 8th
Delta Q2’16 Earnings Preview: Rising Oil Prices, Lower Unit Revenues May Drag Down Revenues on July 7th
What Is The Growth Expected Of Markets Served By 3M’s Health Care Segment Over The Next 5 Years? on July 5th