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3 Reasons To Remain Cautious On Dollar Tree Despite Q3 Beat
Wednesday, November 23, 2016 - 12:32pm | 202After reporting strong Q3 earnings before market open Tuesday, investors flocked to Dollar Tree, Inc (NASDAQ: DLTR). Looking past the positive results, Barclays analyst Karen Short advised investors to remain cautious. She maintains an Equal-Weight rating and $84 price target on the stock while...
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Does Whole Foods Have An Activist? A Couple Of Questions To Help Assess Likelihood
Friday, November 18, 2016 - 11:14am | 391Shares of Whole Foods Market, Inc. (NASDAQ: WFM) have gained about 9 percent since November 4, when Bloomberg reported one of the company’s top 10 shareholders had met with potential activist investors to discuss making “sweeping changes” to the organic grocery chain, including...
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5 Good Things And 4 Bad From Wal-Mart's Earnings
Friday, November 18, 2016 - 9:34am | 293Wal-Mart Stores, Inc. (NYSE: WMT) reported an earnings beat for its fiscal third quarter of 2017. Although comps narrowly missed expectations, they “may have beat had it not been for unusually warm weather which hurt apparel and other sales,” Barclays’ Karen Short said in a report...
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Bull And Bear Cases For Dollar Tree Ahead Of Q3 Earnings
Wednesday, November 16, 2016 - 1:43pm | 287Dollar Tree, Inc. (NASDAQ: DLTR) is scheduled to report its Q3 results on November 22. Synergies related to Family Dollar Stores, Inc. (NYSE: FDO) could “help offset industry-related pressures,” Barclays’ Karen Short said in a report. Short maintained an Equal Weight rating on...
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3 Scenarios For Wal-Mart's Q3 Earnings
Friday, November 11, 2016 - 1:17pm | 351Wal-Mart Stores, Inc. (NYSE: WMT) is set to announce its third quarter financial results on November 17. Barclays projects third quarter EPS of $0.97 versus Street view of $0.96. The brokerage models US comps ex-fuel of +1.3 percent, and EBITDA margin contraction of 40 bp. Analyst Karen Short...
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3 Scenarios For Vitamin Shoppe Ahead Of Q3 Earnings
Tuesday, November 1, 2016 - 3:48pm | 423Barclays sees three scenarios for Vitamin Shoppe Inc (NYSE: VSI) when it announces its third quarter earnings on Tuesday. The results comes as the stock fell 9 percent when rival GNC reported its third quarter numbers last week. The new pricing and loyalty strategies at GNC will likely...
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Visa Co-Branded Card Off To A Good Start At Costco Wholesale
Friday, September 30, 2016 - 10:33am | 361Contrary to investor fears, Visa Inc (NYSE: V)'s co-branded card is off to a strong start at Costco Wholesale Corporation (NASDAQ: COST), which reported fourth quarter EPS of $1.77, $0.03/$0.04 higher than the Barclays/Consensus estimates of $1.74/$1.73 due to a lower than expected tax rate. On its...
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Barclays Shrugs At Food & Staples Sector, Interest Piqued By Just 3 Names
Friday, September 23, 2016 - 12:02pm | 826Barclays initiated coverage of the food and staples retailing industry with a Neutral view and categorized the 19 stocks in their coverage into four groups, namely: "growth stars, stable staples, in transition and attempting to reinvest." In a note released Thursday, the firm said it is...
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Barclays Neutral On Food & Staples Retailing Stocks
Friday, September 23, 2016 - 11:44am | 390Barclays initiated the American food and staples retailing sector at Neutral. The brokerage cited negative sentiments on the sector, which dragged down several companies shares in the year-to-date period. Significantly, SPDR S&P Retail (ETF) (NYSE: XRT), which tracks the retailing stocks,...
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Following Jet.com Acquisition, Barclays Says Wal-Mart's Primed For An Upgrade
Friday, September 23, 2016 - 9:26am | 396Close on the heels of Wal-Mart Stores, Inc. (NYSE: WMT) closing its Jet.com acquisition, Barclays upgraded the biggest retailer stocks from Equal Weight to an Overweight rating and boosted the price objective from $70 to $87. This implies a growth potential of about 20 percent. The brokerage...
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Casey's General Stores: Top 10 Pizza Chain No One's Appreciating?
Wednesday, March 30, 2016 - 11:50am | 302When it comes to pizza, Deutsche Bank analyst Karen Short thinks Wall Street is mostly overlooking one top stock with a compelling risk/reward balance. While names like Domino’s Pizza, Inc. (NYSE: DPZ) and Papa John’s Int’l, Inc. (NASDAQ: PZZA) get much more coverage, Short...
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Trader Joe's Might Be Once Again Catching Whole Foods Off Guard With Price Investments
Tuesday, March 29, 2016 - 3:42pm | 307Trader Joe's might be once again catching Whole Foods Market, Inc. (NASDAQ: WFM) off guard with its new price investments, according to a report from Deutsche Bank. Deutsche Bank said its recent pricing study in NYC showed Trader Joe's had a significant advantage over WFM. In a note,...
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Sprouts Farmers Market Almost 'Bulletproof'
Monday, March 21, 2016 - 11:27am | 286Deutsche Bank’s Karen Short maintained a Buy rating on Sprouts Farmers Market Inc (NASDAQ: SFM), while raising the price target from $32 to $35. Almost “Bulletproof” Terming the company “one of the best growth stories in retail,” Short mentioned that a recent...
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Deutsche Bank Downgrades Chipotle, Says Questionable Recovery Is Already Priced In
Tuesday, February 23, 2016 - 8:39am | 285Deutsche Bank’s Karen Short downgraded the rating for Chipotle Mexican Grill, Inc. (NYSE: CMG) from Hold to Sell, while maintaining the price target at $400. He mentioned that the share price already seems to price in Chipotle's recovery, which continues to be “questionable....
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Chipotle Sales Per Store Peaked, And Labor Costs Spiked Even Before The E. Coli Crisis
Tuesday, February 2, 2016 - 12:01pm | 307Chipotle Mexican Grill, Inc. (NYSE: CMG)’s stock has been hit hard by an E. coli outbreak at the company’s restaurants in recent months. While there’s no question that an outbreak like this one is bad news for any restaurant business, the numbers show that Chipotle’s stock...