Generac’s Generator Headwinds; Alibaba’s Cloud Growth; Boeing & Airbus Sell Larger Planes
By: Visible Alpha Research & Innovation Lab
In our weekly round-up of the top charts and market-moving analyst insights, Generac’s generators are facing a potentially steep drop in residential sales, Alibaba’s computing and infrastructure sales appear poised to double, and wide-body aircraft deliveries from both Boeing and Airbus are expected to take-off.
Paramount Subscribers; New Drugs for Macular Degeneration; Sportradar Eyes U.S.
By: Visible Alpha Research & Innovation Lab
In our weekly round-up of the top charts and market-moving analyst insights, Paramount’s streaming subscribers are projected to grow, new drugs for age-related macular degeneration are projected to challenge market leaders, and Sportradar’s U.S. business is expected to drive growth.
Amazon’s Ads Flourish; Newcrest Mines More Gold; Tractor Supply Co. Chicken Demand Rises
By: Visible Alpha Research & Innovation Lab
In our weekly round-up of our top charts and market-moving analyst insights, Amazon’s digital ads are outperforming peers, Newcrest Mining’s gold production should resume growth next year, and Tractor Supply Company is selling a lot of live chickens.
Just a Click Away: The Ups and Downs of Online Retail
By: Erin Gifford
Almost everyone shops online. It’s so simple to scroll, click, sit back, and wait for your purchase to arrive. Online retailers range from specialized shopping experiences (e.g., Etsy and Pinduoduo) to giant digital “department stores,” à la Amazon, JD.com, and Alibaba, or sell-everything sites, like eBay. No matter what goods companies have on offer, shopping with online retailers is now second nature to most consumers.
May I Take Your Order? Post-Pandemic Restaurant Recovery
By: Erin Gifford
Forced to pivot almost overnight to contactless delivery, online ordering, and increased demand for takeout, restaurants have had to depend on creative problem-solving to survive the past couple of years. Now, as dining habits return to normal, restaurants face labor shortages, supply chain delays, and high inflation. While some have had to shut their doors forever, others have found ways to adapt and even excel.
Coursera, Udemy As They Pave Their Way To Growth & Profitability
By: Erin Gifford
The Covid-19 pandemic brought strong momentum to the revenue growth of the EdTech industry, which expanded by 14.6% in 2021, according to Visible Alpha consensus. Furthermore, analysts project the aggregate of these companies to grow at a CAGR of 3.9% between 2020-25 to USD32 bn.
Higher Container Rates, Fuel Costs Revisions Lead Target’s Margin Warning
By: Visible Alpha Research & Innovation Lab
Target (TGT) recently lowered its 2022 guidance for operating margins, citing excess inventory and higher transportation costs. Target’s statements echo what other retailers, such as Walmart, have said –- supply chain disruptions and higher transportation costs are beginning to crimp margins. Target’s newly revised guidance calls for 2Q operating margins to be around 2%, rising to 6% in the second half of 2022. According to Visible Alpha consensus, analysts are currently estimating that 2022 operating margins will be around 5.1%, down from over 8% when forecasted in May.
Visible Alpha + Business Breakdowns
By: Erin Gifford
A Recap of February’s Business Breakdowns Podcasts
In February 2022, Visible Alpha was a proud sponsor of Business Breakdowns, a podcast that dives deep into a single company with investors and operators that know it best. Visible Alpha deep consensus data on each company aligns with just how in-depth the conversations go in each episode.
Below is a link to each episode along with a short report highlighting a key revenue driver of the featured company using Visible Alpha consensus data.
February 2, 2022 |Twitter: Towing the Clown Car out of the Goldmine
In this episode, listeners find that the investment debate is about much more than just revenue and EPS. The majority of the conversation focused on KPIs is Twitter’s business model, including mDAUs and ARPU. Through our unique consensus dataset, we are able to provide the market perspective on these two KPIs.
February 9, 2022 |UPS: Leaders of the Package
During this episode, listeners find that operating margins are the “guiding light” that drives the parcel delivery industry, specifically UPS, FedEx and Amazon. Historically, e-commerce has hurt operating margin quite substantially for UPS and FedEx, but recent investments in automation have helped to improve operating efficiency. Visible Alpha consensus shows that analysts expect that these businesses will at least maintain this margin.
February 16, 2022 |Basic-Fit: Increasing Returns to Scale
During the episode, listeners learn that the Netherlands-based gym operator is running a similar playbook to U.S.-based Planet Fitness. By using economies of scale, and cutting out expensive but rarely used amenities, Basic-Fit offers a gym membership that undercuts mid-market gym rivals as well as capturing significant demand from traditional non-gym goers. Visible Alpha consensus data highlights two KPIs discussed in the podcast: number of gyms and operating income per club.
February 23, 2022 |The New York Times: The Empire Strikes Back
During the episode, listeners learn how The New York Times embarked on a strategy in 2014 to shift from declining print subscriptions with a free-ad supported model to a digital and subscription-based model. This resulted in a material uptick in digital subscriptions. This strategy, bolstered by factors such as the coronavirus pandemic and the U.S. presidential election, resulted in digital revenue surpassing print revenue in 2020. According to Visible Alpha consensus data, digital revenue and digital-only subscribers are expected to continue to grow with a continued decline in print.
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“Transitory” Inflation Meats Reality
By: Erin Gifford
With markets showing high levels of volatility and the Federal Reserve discussing the possibility of raising rates several times this year, investors continue to be hyper-focused on where inflation will land over the next several months. Read more
Want Some Fries With That? Fast-Food’s Appetizing System-Wide Sales
By: Anisha Talpade
While the pandemic has been a particularly challenging time for the restaurant industry, a look at Visible Alpha’s Restaurant KPI Forecasts dashboard shows some encouraging news for quick-service restaurants such as McDonald’s (NYSE:MCD), Yum! Brands (NYSE:YUM), Restaurants Brands International (NYSE:QSR), Domino’s (NYSE:DPZ), and Wendy’s (NASDAQ:WEN), among others. We see from the dashboard table data below that many restaurants had rough times during the height of Covid-19 last year. However, analysts expect many of these restaurants, particularly quick-service brands, to see their 2021 system-wide sales not only recover, but also exceed pre-pandemic levels.
