Though Wells Fargo’s Peter Stabler anticipated marketing environment challenges, EXPE’s 4Q profits miss still left him reeling.
KeyBanc’s Edward Yruma shines light on “steady progress” from the e-commerce king in the apparel market.
Canaccord’s Lynne Collier anticipates both CMG’s traffic as well as margins to remain under hot water.
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.
Oppenheimer’s Jason Helfstein now bets on a return potential of 17% for Amazon shares, commending a robust growth narrative.
BTIG’s Peter Saleh likewise praises the rapid-fire worldwide momentum MCD showcased in its fourth quarter performance.
Oppenheimer’s Brian Bittner boosts his price target on SBUX stock ahead of the first quarterly print of the year.
RBC Capital’s Joseph Spak pinpoints 21% upside potential for General Motors stock, betting GM International is nearing breakeven by 2019.
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.
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.