“Emerging Technologies: Exploring the European and US players in online food ordering and on-demand music streaming services” explores the key players in two fast-growing industries by using Visible Alpha Insights, an investment research technology platform that provides instant access to deep forecast data and unique analytics on thousands of companies.
Uncovering insights on Apple, Under Armour and Netflix
By: Visible Alpha
You are probably familiar with top line and bottom line consensus estimates from the sell side, but Visible Alpha takes a different approach.
It’s the most magical time of the year…especially for this retailer
By: Visible Alpha
With Black Friday and Cyber Monday behind us, the 2017 holiday season is in full swing. For retailers, this is a crucial period as quarterly sales during this time are generally a disproportionate amount of their total sales for the full year.
Starbucks (SBUX): Earnings Preview 4Q 2017
By: Visible Alpha
Starbucks will be reporting fiscal 4Q17 earnings after market close on 11/2. As is usually the case, investors are laser-focused on Americas same store sales, where investors expect 3.4% for the quarter. Within that estimate, brokers expect the majority of the growth will be driven by ticket, as the company continues to work on its digital initiatives and membership rewards program.
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.
COST: What’s the Consensus for Membership Per Store?
By: Visible Alpha
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.
Yum! Brands (YUM): Earnings Preview 3Q17
By: Visible Alpha
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.
Expedia (EXPE): Investors Focused on Room Night Growth and HomeAway
By: Visible Alpha
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?
August 2017 Roundup
By: Visible Alpha
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…
CBS: The Consensus Impact of “The Money Fight” on CBS Financials
By: Visible Alpha
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.
