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Mondelez Pressured By Higher Input Costs, But Retail’s Happy With Q1 Profit Beat — Analysts See More Upside
May 01, 2025
Sales decline in the Americas was offset by growth in Europe and Asia.
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Yum Brands Reports Strong Q1 Comparable Sales, Says Its Largely Insulated From Tariff Impact
May 01, 2025
Its chains, Taco Bell and KFC, reported strong take rates, while Pizza Hut remained a laggard.
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Wall Street Grows Bitter On Starbucks As Goldman Sachs Says CEO Niccol Has Yet To Deliver A Big Turnaround
May 01, 2025
Goldman Sachs lowers its price target to $85 from $103, with several other analysts making similar downward revisions.
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Qualcomm Issues Cautious Q3 Revenue Outlook On Tariff Uncertainties, But Retail Backs The Chipmaker
May 01, 2025
CFO Akash Palkhiwala acknowledged the uncertainty around the impact of the global trade landscape on demand across the company’s businesses, according to Koyfin’s transcript.
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Amazon Announces $4B Investment To Boost Rural Logistics Infrastructure
May 01, 2025
The investment will create 200 additional delivery stations by the end of 2026, tripling the size of its rural network.
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EBay Stock Falls On Weak Forecast: Retail Investors Turn Bearish
April 30, 2025
The company appointed a new CFO and shuffled the top management structure to focus on speed and innovation.
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Meta Stock Jumps As Q1 Beat, Capex Boost Warms Investor Hearts: Retail Upbeat As CFO Touts Resilience Amid Macro Jitters
April 30, 2025
Meta raised its capex estimate for the year to $64 billion-$72 billion from $60 billion-$65 billion, citing increased data center investments and higher infrastructure hardware costs.
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Apple's Q2 Beat Baked In, But Analysts Warn Of Tough Second Half As Trump Tariff Bites: Retail Stays Hopeful
April 30, 2025
Analysts, on average, expect Apple to report second-quarter earnings per share of $1.62 and revenue of $94.42 billion.
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Nvidia CEO Cautions China Not Behind In AI Capabilities: ‘We Are Very Close’
April 30, 2025
Huang also stated that Chinese tech giant Huawei is one of the most formidable technology companies in the world.
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Ford CEO Calls For More Changes Beyond Tariff Relief To Help Auto Industry
April 30, 2025
Jim Farley recommended policies that encourage exports and reward carmakers for producing vehicles in the United States.
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Wells Fargo Downgrades Nike Stock, Analyst Says New Tariff Headwinds, Looming Mild Recession Could Hurt Earnings
April 30, 2025
A contraction in the U.S. first-quarter GDP, which dragged benchmark indices on Wednesday, also appears to have weighed on Nike shares.
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Nvidia Gets A Rare ‘Sell’ Rating On Wall Street: Analyst Says Stock Might ‘Underperform Relative To Peers’
April 30, 2025
Seaport Research analyst Jay Goldberg argued that Nvidia is one of the leading beneficiaries of the current AI spending boom, but its prospects are "well understood and largely priced into the stock."
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AppLovin Stock Tumbles After Edgewater Research Cuts Estimates Citing Rising Competition
April 30, 2025
Edgewater noted that the mobile gaming macro environment appears to be decelerating gradually, while competition from both Meta and Alphabet is intensifying.
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Regulus Therapeutics Stock Skyrockets On $1.7B Acquisition Offer From Novartis
April 30, 2025
According to the terms of the deal, Novartis, through a subsidiary, will initiate a tender offer to acquire all of Regulus' outstanding shares for an initial price of $7.00 per share or $800 million.
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Etsy Stock Rises On Upbeat Q1 Revenue, Company Says It’s Staying Nimble In The Wake Of Tariff-Led Uncertainties
April 30, 2025
However, the e-commerce player reported a net loss of $52.1 million during the quarter compared to a profit of $63 million in the same quarter a year ago, reflecting an impairment charge of $101.7...
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Humana Reports Upbeat Q1 Earnings, Reaffirms Full-Year Guidance
April 30, 2025
Humana’s insurance segment benefit ratio came in at 87.4% in the quarter, in line with its estimate of approximately 87.5%, reflecting medical cost trends that aligned with its expectations.
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Caterpillar Q1 Earnings Miss Wall Street Estimates, Dragged By Weak Sales, Price Realization
April 30, 2025
Sales declined 10% year-over-year to $14.2 billion, falling short of a Wall Street estimate of $14.58 billion.
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Visa Stock Rises Premarket After Q2 Profit Beat: Retail’s Bullish But More Cautious Amid Economic Uncertainty
April 30, 2025
The payments firm posted fiscal second-quarter adjusted earnings of $2.76 per share, compared with the average analysts’ estimate of $2.68 per share.
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Fat Brands Elevates Insider To Co-CEO: Retail On The Fence
April 30, 2025
Taylor Wiederhorn will be the new joint leader, replacing Rob Rosen, who will move to a consulting position focused on debt and capital markets for the company.
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Microsoft Investors Await Q3 Results For Clarity On Tariff Impact, Cloud Revenue And AI Economics: Retail Is Bullish
April 30, 2025
The Satya Nadella-led company is widely expected to report adjusted earnings per share of $3.22 and revenue of $68.44 billion for the third quarter.
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McDonald’s Q1 Sales Expected To Drop: Retail Confidence Slips As Investors Await Tariff, Demand Commentary
April 30, 2025
Analysts say McDonald's business has gained in recent months due to value meals and new menu items.
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Meta Retail Traders Bullish Ahead Of Q1 Print But Analyst Wary Of Tariff Pressure On Guidance
April 30, 2025
The Finchat-compiled consensus estimates model earnings per share (EPS) of $5.21 and revenue of $41.36 billion for the first quarter of the fiscal year 2025.
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'Good Move:' Trump's Commerce Secretary Lutnick Praises Amazon's Decision To Scrap Tariff Price Label Plan
April 30, 2025
The e-commerce giant faced political heat when a news report on Tuesday said it was considering the move.
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Snap Retail Traders Upbeat Even As Stock Slumps After Company Flags Tariff Headwinds, Skips Guidance
April 30, 2025
CEO Evan Spiegel noted progress with direct-response advertising solutions, continued momentum in driving performance for small and medium sized businesses and growth of Snapchat+ subscription...
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Retail Sentiment For Amazon Holds Strong Ahead Of Q1 Report: Investors Await Tariff Strategy
April 30, 2025
Amazon finds itself in a catch-22 position, where it has to either absorb higher costs from tariffs, which will hurt margins, or hike prices on its platform and risk losing market share.
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WeightWatchers Stock Rockets After Partnership For Eli Lilly's Zepbound Drug: Retail Investors Very Optimistic
April 29, 2025
Eligible self-pay patients without insurance can now access prescriptions for Zepbound in single-dose vial form through the WeightWatchers app.
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Starbucks Says Its Turnaround Efforts Are Showing Improvement, But Retail Gets Nervous After Big Q2 Miss
April 29, 2025
Second-quarter revenue and profit missed expectations, and shares fell over 6%.
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Super Micro Stock Tanks After-Hours On Flagging Weak Q3 Due To Client Order Deferrals: Retail Undeterred
April 29, 2025
Gross margin for the quarter fell 220 basis points sequentially due to higher inventory reserves resulting from older generation products and higher costs to enable time-to-market for new products.
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Goldman Sachs CEO David Solomon Says Capital Activity Will Slow Down If Uncertainty Increases
April 29, 2025
Solomon also noted that policy actions to date have raised the level of uncertainty to a degree that isn’t healthy for investment and growth.
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Abeona Therapeutics’ Gene Therapy Gets FDA Nod For Treating Rare Genetic Skin Disease
April 29, 2025
ZEVASKYN is expected to be available beginning in the third quarter of 2025 through ZEVASKYN Qualified Treatment Centers, located across the U.S. with experience in cell and gene therapy.
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