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 156 top stories this week:
Consumer 42 articles)​
Altria, 3 articles (16, 29, 41)
Ford, 3 articles (5, 19,26)
L’Oreal, 3 articles (7, 14, 23)
AB InBev, 2 articles (17, 27)
Coca Cola, 2 articles (14, 34)
Diageo, 2 articles (4, 28)
Harley Davidson, 2 articles (2, 25)
Honda, 2 articles (9, 18)
Las Vegas Sands, 2 articles (15, 42)
Lear, 2 articles (1, 24)
McDonald’s, 2 articles (27, 37)
Dr. Pepper, 2 articles (12, 30)
Under Armour, 2 articles (22, 39)
Technology (37 articles)​
Alphabet, 4 articles (4, 7, 9, 29)
TravelZoo, 3 articles (1, 13, 20)
ADP, 2 articles (8, 21)
Facebooks, 2 articles (18, 37)
Groupon, 2 articles (6, 36)
Shutterfly, 2 articles (5, 28)
Twitter, 2 articles (23, 26)
Yahoo!, 2 articles (33, 35)
Yahoo! Japan, 2 articles (3, 27)
Media & Telecom (17 articles)
Verizon, 3 articles (11, 16, 17)
Dish, 2 articles (6, 12)
New York Times, 2 articles (4, 10)
Sirius XM, 2 articles (7, 14)
​Industrials & Transportation (16 articles)​​
3M, 2 articles (3, 7)
American Airlines, 2 articles (12, 13)
Corning, 2 articles (1, 11)​
JetBlue, 2 articles (8, 15)
Norfolk Southern, 2 articles (4, 16)
Financial Services (13 articles)
NASDAQ OMX, 5 articles (5, 8, 10 – 12)
CMEs, 2 articles (3, 7)
Hartford, 2 articles (4, 9)
Master Card, 2 articles (1, 6)
Basic Materials (13 articles)​
Barrick Gold, 2 articles (2, 11)
Cliffs Natural Resources, 2 articles (1, 9)
DuPont, 2 articles (4, 8)
Freeport McMoRan, 2 articles (7, 13)
Vale, 2 articles (3, 10)
​Energy & Utilities (12 articles)​
Anadarko, 2 articles (5, 11)
Baker Hughes, 2 articles (3, 12)
Cononco Phillips, 2 articles (2, 9)
Shell, 2 articles (1, 7)
Health Care (6 articles)​​​​
Boston Scientific, 2 articles (1, 3)
All 156 investment stories this week are listed below.
Consumer
Lear Earnings Review: Profit Rises On Solid Performance Across Seating And Electrical Segments on July 29th
Harley-Davidson Earnings Review: Market Share Gain In The U.S. Overshadows Retail Sales Decline on July 29th
Here’s Why General Motors Is Re-Assessing Its India Investment? on July 29th
Diageo Returns To Growth, Outlook Looks Bright on July 29th
Volkswagen Earnings Review: Scandal Still Weighs On Financials, But Core Performance Improves on July 29th
Though The First Half Of 2016 Displayed Slight Growth, L’Oreal Seems To Be On Track To Remain The Beauty Leader on July 29th
Colgate-Palmolive Q2’16 Earnings: Emerging Markets Pose a Concern to Top-line on July 29th
Honda Earnings Preview: Strong North America Performance Likely Offset By FX Headwinds on July 29th
What Are The Main Facets Of Ralph Lauren’s Turnaround Plan? on July 29th
Coca-Cola’s Structural Changes Dent Q2 Results on July 28th
Dr Pepper Raises EPS Guidance On Solid Q2 Results on July 28th
How Fast Is Guess’s Asia Operation Expected To Grow Over The Next Five Years? on July 28th
How Do We Expect L’Oreal’s Haircare Segment To Grow Over The Next Five Years? on July 28th
Las Vegas Sands’ business shrinks in Q2’16 but there is a silver lining on July 28th
Altria Q2 Earnings: Marlboro Volumes Fall, But Overall Market Share Remains Flat on July 28th
AB InBev Will Report Its Q2 Results As SABMiller Pauses Integration Activity on July 28th
How Will The Yen Impact Honda’s Profits Going Forward? on July 28th
Can Ford Keep Increasing Its Top line And Keep Costs Under Control? on July 28th
Revlon’s Q2 2016 Earnings Preview on July 28th
Volkswagen Earnings Preview: Amid Scandal Blues, Expect Margin To Be Hit By Added Expenses on July 27th
Under Armour Q2 Earnings: Big Things Are In Store The Company Despite Flat Earnings on July 27th
L’Oreal’s Q2 2016 Earnings Preview on July 27th
Lear Earnings Preview: Growth In China Could Spearhead Growth For Lear on July 27th
Harley-Davidson Earnings Preview: Will The Higher Marketing Spend Attract More Customers? on July 27th
Earnings Preview: Ford Expected To Report Strong Q2 Results on July 27th
McDonald’s Slows Down In Q2’16, Despite Growth In Comparable Store Sales on July 27th
Will US Spirits Volume Growth Boost Diageo’s Year Ended June 2016 Results? on July 26th
How Will Altria Perform In Q2 2016? on July 26th
Dr Pepper Q2 Earnings Preview: Another Strong Quarter Across CSD And Non-CSD Portfolios? on July 26th
Colgate-Palmolive Q2’16 Preview: Currency Impact to Offset Revenue Growth From Higher Prices on July 26th
How Will Wal-Mart’s International Segment Perform Going Forward? on July 26th
What Led To The Poor Performance Of Philip Morris In Its Latin America And Canada Region In The Second Quarter? on July 26th
Coca-Cola Q2 Earnings Preview: Falling Soda Consumption And Currency Translations To Hinder Growth on July 26th
Kimberly Clark Q2 Earnings Driven By Higher Selling Prices & FORCE Initiative, Though Currency Headwinds Persist on July 26th
Ab InBev: SABMiller Combination Could Make U.S. Business Weaker on July 26th
“Healthy” Food Options In The Core Menu Can Drive Revenues For McDonald’s on July 25th
Uniliver’s Q2’16 Earnings Review: Bumpy Economic Forecasts Likely To Pose A Challenge Going Forward on July 25th
Under Armour Earnings Preview: Footwear and International Expansion Strategy to Aid Company’s Earnings This Quarter on July 25th
How Do We See Avon Products’ Top Line Trending? on July 25th
Is Altria’s Growth Sustainable? on July 25th
Las Vegas Sands Earning Preview: Las Vegas Sands revenues will continue to decline in Q2’2016 on July 25th
Technology
Travelzoo’s Q2 2016 Results Show Strong Bottom Line Recovery on July 29th
Verisign Q2 Earnings: Company Beats Expectations, Shares Big News From China on July 29th
Yahoo! Japan: Revenues Growth Continues As E-Commerce Services Gain Traction on July 29th
Dilemma Of YouTube’s Unplugged TV Part 2: How Much Revenue Can Ads Based Model Add To Topline? on July 29th
Shutterfly Q2 Earnings: Quarterly Loss Narrower Than Expected on July 29th
Groupon’s Stock Soars As Strong North America Results Help Beat Estimates on July 29th
ADP Earnings: PEO Services Drive Q4 And Full Year Results on July 29th
Dilemma Of YouTube’s Unplugged TV Part -1: Is A Subscription Model The Right Approach For Monetizing Video Content? on July 28th
Lexmark Earnings Preview: Decline In Revenue To Continue on July 28th
How Much Can The LED Lighting Segment Add To Cree’s Revenues In The Next Five Years? on July 28th
Here’s How LinkedIn Is Strengthening Its Sales Offering on July 28th
How Do We See Travelzoo’s Top Line Trending? on July 28th
How Can Qualcomm’s Chipset Revenues Grow In The Next 5 Years? on July 28th
Is Texas Instruments’ Revenue Growth From Communication Equipment Back On Track? on July 28th
Why Paychex’s Stock Is Worth $55 on July 28th
Samsung’s Tech Edge Helped It Navigate A Challenging Electronics Market In Q2 on July 28th
Facebook Posts Stellar Q2 Results On Rising Mobile Ad Engagement Across Geographies on July 28th
Akamai Falls On Missed Earnings & Bleak Future on July 27th
Travelzoo’s Q2 2016 Earnings Preview on July 27th
ADP Earnings Preview: HR Services, International Business To Drive Results on July 27th
Baidu Earnings Preview: Revenue Growth Likely To Slow on July 27th
Twitter’s Stock Tumbles On Lackluster Q2 Results, Weak Q3 Guidance on July 27th
Apple’s Chinese Woes Extend Beyond Regulatory And Macro Headwinds on July 27th
How Did Texas Instruments Fare In Q2’16 Earnings? on July 26th
Can Twitter’s New Marketing Strategy Drive User Growth? on July 26th
Yahoo! Japan Earnings Preview: Revenue Growth To Continue Even As Profitability Declines on July 26th
Shutterfly Earnings Preview: Earnings Could Be Narrower Than Expected on July 26th
Alphabet Earnings Preview: Search Ads, YouTube, Google Play To Boost Revenue on July 26th
Expedia’s Q2 2016 Earnings Preview on July 26th
What To Expect From Monster’s Q2 Results on July 26th
What To Expect From Amazon’s Q2 Earnings on July 26th
Verizon’s Yahoo’s Internet Business Acquisition: Yahoo’s Internet Business Was Underperfroming on July 25th
Alibaba’s E-Commerce Business In China To Be Boosted By Domestic Growth on July 25th
Did Verizon Acquire Yahoo’s Internet Business For A Fair Value? on July 25th
What To Expect From Groupon’s Q2 Results on July 25th
What To Expect From Facebook’s Q2 Earnings on July 25th
Media & Telecom
Here’s How Nokia Can Gain From Its Launch Of Connected Health Devices In India on July 29th
CBS Q2 Earnings Reaffirm Our Bullish Stance on July 29th
Comcast Earnings: Cable Communications Offsets Universal Slump on July 29th
New York Times’ Earnings Continue To Decline Driven By Print Ad Struggles on July 29th
Key Takeaways From T-Mobile’s Q2 Results on July 28th
Is The Growth Of Dish’s Sling TV Slowing Down? on July 27th
Sirius XM Earnings: Strong Subscriber Addition, Raised Guidance Sum Up The Quarter on July 27th
Juniper’s Q2 Earnings: How The Company’s Retaliating Against The Industry Weakness on July 27th
Why CBS Could Post Decent Q2 Results on July 27th
New York Times Earnings Preview: What We Are Watching on July 27th
Key Takeaways From Verizon’s Q2 Results on July 27th
What Accelerated Subscriber Loss Means For Dish Network? on July 26th
Sprint Rallies 27% On Q1 Subscriber Gains, Did The Markets Overreact? on July 26th
Sirius XM Earnings Preview: Steady Growth In Subscriber Base To Continue on July 25th
T-Mobile Earnings Preview: Strong Subscriber Growth To Continue on July 25th
Verizon Buying Yahoo: Analyzing The Benefits And Challenges on July 25th
Verizon’s Q2 Earnings Could Trend Lower On Labor Strike, Wireline Headwinds on July 25th
Industrials & Transportation
Corning Q2 Earnings: Solid performance in Q2 is likely to build momentum for the 2nd half of 2016 on July 29th
How Can Increasing Interest In Energy Efficiency Help Johnson Controls? on July 29th
How Did The Different Segments Of 3M Perform In The Second Quarter? on July 28th
Norfolk Southern’s Q2 2016 Earnings Review: Top Line Pressure Weighs On Results on July 28th
What To Expect From Boeing’s Q2 Earnings? on July 28th
UTC Q2 Earnings: Company Beats Earnings And Revenue Estimates; Reaffirms Guidance on July 27th
How Did 3M Perform In The Second Quarter? on July 27th
Capacity Growth Fuels JetBlue’s Q2’16 Revenues, Slightly Offset By Declining PRASM on July 27th
What To Expect From UPS Q2 Earnings on July 27th
Honeywell’s Q2 Earnings: Revenues Miss As Earnings Beat Consensus on July 26th
Corning Q2 2016 Earning to remain depressed but sales may increase sequentially on July 26th
Lower Unit Revenues, Higher Tax Provisions Weigh On American Airlines’ Q2’16 Results on July 26th
Why Has Trefis Lowered American Airlines’ Price Estimate From $46 To $37 Per Share? on July 26th
Textron’s Q2 Earnings: Top-line Propelled By Increased Sales At Aviaition And Industrial on July 25th
JetBlue’s Q2’16 Earnings Preview: Capacity Expansion And Mint Services To Drive Results on July 25th
Norfolk Southern’s Q2 2016 Earnings Preview: Lower Shipments And Fuel Surcharge Revenue To Weigh On Results on July 25th
Earnings Review: Master Card Posts An Extremely Strong Set Of Results Despite FX Headwinds on July 29th
How Will The OptionsHouse Acquisition Impact E-Trade’s Trading Volumes? on July 29th
CME’s Q2 Earnings Grow On The Back Of High Trade Volumes on July 29th
Hartford’s Q2 Earnings Fall More Than Expected On Underwriting Losses, Investment Income on July 29th
Acquisitions And Operations Drive NASDAQ’s Second Quarter Revenue on July 28th
Earnings Preview: Tough Economic Conditions Will Put Pressure On Master Card’s Bottom Line on July 27th
CME Earnings Preview: Higher Trading Volume Likely To Drive Results on July 27th
NASDAQ’s Fixed Income Volumes Continue to Decline In June on July 26th
What To Expect From Hartford’s Q2 Results on July 26th
NASDAQ Earnings Preview: Transaction-Based Revenues Likely To Be Affected By Decreasing Market Share on July 26th
NASDAQ’s Equity Options Volumes See Marked Improvement in June on July 25th
NASDAQ’s Cash Equity Volumes Up In Both U.S And Europe, In June on July 25th
Wells Fargo Looks Undervalued Despite Lukewarm Q2 Results on July 25th
​Basic Materials
Dow Q2 Earnings: Higher Margins Offset Revenue Decline, Dow-Dupont Merger On Pace For Year-End Close on July 29th
U.S. Steel’s Q2 2016 Earnings Review: Cost Reduction Initiatives Boost Results Amid Weakness In Steel Prices on July 28th
ArcelorMittal’s Q2 2016 Earnings Preview: Cost Reduction Initiatives To Offset Impact Of Weak Steel Prices on July 27th
Freeport-McMoRan’s Q2 2016 Earnings Review: Weak Copper And Oil Prices Negatively Impact Results on July 27th
Dupont Q2 Earnings: Revenues Down & Operating Earnings Up As Company Focuses On Efficiency on July 27th
Cliffs Natural Resources’ Q2 2016 Earnings Preview: Cost Reduction Initiatives To Boost Results on July 26th
Vale’s Q2 2016 Earnings Preview: Decline In Commodity Prices To Negatively Impact Results on July 26th
Barrick Gold’s Q2 2016 Earnings Preview: Higher Gold Prices And Cost Reduction Initiatives To Boost Results on July 25th
Freeport-McMoRan’s Q2 2016 Earnings Preview: Lower Copper And Oil Prices To Adversely Impact Results on July 25th
Energy & Utilities
Depressed Commodity Prices And Weak Downstream Margins Pulled Down Shell’s 2Q’16 Earnings on July 29th
ConocoPhillips’ 2Q’16 Earnings Remain Depressed; Revises 2016 Production And Capex Guidance on July 29th
Baker Hughes’ Earnings Continue To Plunge; Company Foresees A Weak Second Half on July 29th
Chevron’s 2Q’16 Earnings To Be Severely Hit Due To Persistently Low Commodity Prices on July 28th
Anadarko’s 2Q’16 Earnings Continue To Decline; Company Revises 2016 Production Target Downward on July 28th
Exxon Mobil To See A Notable Drop In Its 2Q’16 Earnings Despite Moderate Recovery In Commodity Prices on July 28th
Shell’s 2Q’16 Earnings Expected To Suffer As Commodity Prices Remain Depressed on July 27th
Weak Refining Margins And Depressed Commodity Prices Weigh Heavily On BP’s 2Q’16 Earnings on July 27th
ConocoPhillips’ 2Q’16 Earnings To Remain Depressed Due To Persistently Low Commodity Prices on July 26th
Schlumberger’s 2Q’16 Revenue And Earnings Continue To Drop As Drilling Activity Remains Weak on July 25th
Weak Commodity Prices Will Continue To Weigh On Anadarko’s 2Q’16 Revenue And Earnings on July 25th
What To Expect From Baker Hughes’ 2Q’16 Earnings Results? on July 25th
​Health Care​
How Did Boston Scientific Fare In Q2’16 Earnings? on July 29th
What Can We Expect From PFE Q2 Earnings? on July 29th
What Can We Expect From Boston Scientific’s Q2’16 Earnings? on July 27th
What Can We Expect From BMY’s Q2 Earnings? on July 27th
JNJ’s Q2 Results Reaffirm Our Stance For Pharmaceutical Growth on July 25th
Roche’s Q2 Results Reaffirm Our Bullish Stance on July 25th