Consumer Stocks

Expedia Inc Earnings: The Bulls Are Getting Nervous

Though Wells Fargo’s Peter Stabler anticipated marketing environment challenges, EXPE’s 4Q profits miss still left him reeling.

Amazon.com, Inc. Is Taking Key Strides into Premium Women’s Denim; KeyBanc Weighs In

KeyBanc’s Edward Yruma shines light on “steady progress” from the e-commerce king in the apparel market.

Chipotle Mexican Grill, Inc. Falls Along With Wall Street Pessimism; Lynne Collier Cuts Price Target

Canaccord’s Lynne Collier anticipates both CMG’s traffic as well as margins to remain under hot water.

Walt Disney Co: A Content King Poised to Become a “Legitimate Streaming Player,” Cheers Daniel Ives

On the heels of Disney’s FQ1 show, GBH Insights’ Daniel Ives sees promising strides forward for the House of Mouse into the streaming arena.

Amazon.com, Inc. Hooks a Price Target Lift Following Impressive 4Q Show

Oppenheimer’s Jason Helfstein now bets on a return potential of 17% for Amazon shares, commending a robust growth narrative.

Peter Saleh Angles for McDonald’s Corporation to Keep Grabbing at More Market Share- Especially in the U.S.

BTIG’s Peter Saleh likewise praises the rapid-fire worldwide momentum MCD showcased in its fourth quarter performance.

All Eyes on Starbucks Corporation (SBUX) FQ1:18 Earnings Today

Oppenheimer’s Brian Bittner boosts his price target on SBUX stock ahead of the first quarterly print of the year.

RBC Capital Dials Up EPS Estimates on General Motors Company Following Detroit Auto Show

RBC Capital’s Joseph Spak pinpoints 21% upside potential for General Motors stock, betting GM International is nearing breakeven by 2019.

Amazon.com, Inc. (AMZN) Gets a Price Target Lift from Top Analyst Impressed with Signs of Holiday Gains in 4Q

Baird’s Colin Sebastian likes what he sees in the strength of holiday sales from his quarterly selection survey, which points to a killer finish to online holiday spending for Amazon in the fourth quarter.

Uh Oh, Roku Inc Has a New Bear in Town

Morgan Stanley’s Benjamin Swinburne questions Roku’s monetization opportunity in a world where market share on consumer time spent keeps rising towards channels (Netflix, Youtube) that fail to realize big sales.

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