Consumer Services Archives - Page 6 of 9 - Visible Alpha

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Since its IPO in late June, Blue Apron stock has declined by over 48%, driven largely by 2Q results that missed expectations. Since that time, investors have debated about the slowdown in the company’s results and whether they are temporary, execution-related issues, or symptomatic of a larger fundamental issue with the company and its services.

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Costco reported 4Q17 earnings results on October 5th, and the stock reacted with an almost 9% decline in the following days. As we detailed in a prior blog post, bears remain concerned about Costco’s membership trends amid increased competition from Amazon and other grocery retailers. 4Q results supported some of these concerns as gross margin, membership growth, and membership renewal rates were below expectations.

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Here’s a quick preview ahead of Yum! Brands’ fiscal 3Q 2017 earnings.

The following metrics are widely discussed by analysts and investors. Visible Alpha’s platform provides consensus data on numerous key metrics beyond revenue and EPS, including the metrics listed below.

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Last week, Uber announced its new CEO would be Dara Khosrowshahi – the former CEO of Expedia. While the attention is on the fast-growing company that he’s moving towards, Mr. Khosrowshahi is also leaving behind a company that has many of its investors bullish on its future prospects. Expedia stock is now up over 25% year-to-date and over 160% over the last five years. Why are investors so bullish?

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 CBS: The Consensus Impact of “The Money Fight” on CBS Financials

The Mayweather-McGregor fight last weekend was expected to be one of the largest pay-per-view events ever, potentially surpassing the Mayweather-Pacquiao fight two years ago. That fight drew in over $600 million in gross revenue for all partners involved, including Showtime, a subsidiary of CBS Corporation. How much were analysts expecting the Mayweather-McGregor fight to benefit CBS specifically? Read more…

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The Mayweather-McGregor fight last weekend was expected to be one of the largest pay-per-view events ever, potentially surpassing the Mayweather-Pacquiao fight two years ago. That fight drew in over $600 million in gross revenue for all partners involved, including Showtime, a subsidiary of CBS Corporation. Some estimates for the Mayweather-McGregor fight suggest that the fight may have surpassed $700 million in gross revenue.

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Regal Entertainment Group has been recently under pressure as the movie industry has faced choppy trends. While 1Q opened strongly for the industry, numerous analysts noted that 2Q trends were below expectations. This continues a broader trend of weakness in attendance across the movie industry over the last several years. Analysts have attributed this weakness to competing forms of entertainment and a weaker slate of films. Additionally, analysts worry that a shortening release window for movies could potentially hamper growth further moving forward.

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On Monday, Netflix reported 2Q17 earnings that sent the stock soaring up 14% on Tuesday. While significant, this represented just another incremental step upwards in the company’s longer-term trajectory. Over the last year, the stock is now up 87%, and over the last 5 years, the stock is up 1,416%.

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Bed Bath & Beyond BBBY by Visible Alpha
Bed Bath & Beyond (BBBY): Analysts Expect BBBY Estimates to Fall Short of Management Guidance

Last week, Bed Bath & Beyond reported 1Q17 results that were well-below expectations. The results were highlighted by -2.0% comparable store sales growth, which compared to the company’s full-year guidance of “relatively flat to slightly positive” comparable store sales growth. Reported EPS of $0.53 was also well-below consensus of $0.66. Read more…

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Last week, Bed Bath & Beyond reported 1Q17 results that were well-below expectations. The results were highlighted by -2.0% comparable store sales growth, which compared to the company’s full-year guidance of “relatively flat to slightly positive” comparable store sales growth. Reported EPS of $0.53 was also well-below consensus of $0.66.

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