Simeon Gutman

Walmart Inc (NYSE: WMT) is in early talks to acquire Humana Inc (NYSE: HUM), according to a Thursday Wall Street Journal report. While “healthy skepticism” surrounds a potential deal, according to the Journal, a Morgan Stanley analyst said it makes sense.   The Rating...

Analyst updates poured in after Ulta Beauty Inc (NASDAQ: ULTA) reported a fourth-quarter earnings and sales miss, despite comps that were up 8 percent in the quarter. The cosmetics retailer issued weak first-quarter sales guidance and said it expects comps to rise 6-8 percent on the year. ...

Walmart Inc (NYSE: WMT) has made some major strides in beefing up its online sales business to compete with Amazon.com, Inc. (NASDAQ: AMZN). However, Walmart's most recent quarterly earnings report suggests the company still has plenty of improvement to make, and one Wall Street analyst said...

Bed Bath & Beyond Inc. (NASDAQ: BBBY) reported third-quarter results Wednesday, highlighted by a top- and bottom-line beat — but Morgan Stanley remains bearish. The Analyst Morgan Stanley's Simeon Gutman maintains an Underweight rating on Bed Bath & Beyond's stock...

Costco Wholesale Corporation (NASDAQ: COST) reported Thursday its fiscal first quarter earnings, which exceeded what analysts anticipated across many metrics. The Analyst Morgan Stanley's Simeon Gutman maintains an Equal-weight rating on Costco's stock with a price target boosted from $...

National Vision Holdings Inc (NASDAQ: EYE) posted its first earnings report as a public company Thursday. It reported an EPS of 8 cents, a penny better than the consensus. The Analyst Morgan Stanley's Simeon Gutman reiterated an Overweight rating on National Vision with a $36 price...

Williams-Sonoma, Inc. (NYSE: WSM) reported Thursday its third quarter earnings, which included an earnings miss, margin concerns, and a concerning guidance update for the fourth quarter and full year. The Analyst Morgan Stanley's Simeon Gutman maintains an Equal-weight rating on Williams-...

Beauty retailers, including Sally Beauty Holdings, Inc. (NYSE: SBH), remain under heavy selling pressure as competition within the beauty space continues to intensify. Investors also have to contend with the prospect of Amazon.com, Inc. (NASDAQ: AMZN) entering the beauty space, which adds another...

Morgan Stanley made quite the confession by admitting it was wrong on DIY auto retail in 2017. Consequently, the firm downgraded two stocks in its coverage universe: O'Reilly Automotive Inc (NASDAQ: ORLY) and AutoZone, Inc. (NYSE: AZO). Weak Industry Revenue Trends Analyst Simeon Gutman...

Morgan Stanley has upgraded Home Depot Inc (NYSE: HD) to Overweight, while reiterating its Overweight rating on peer Lowe's Companies, Inc. (NYSE: LOW), as it now has greater confidence in home improvement industry growth. The brokerage’s checks suggest the housing recovery is in "...

While Wal-Mart Stores, Inc’s (NYSE: WMT) store and ecommerce enhancements are gaining momentum, the company would likely continue to generate flattish EPS growth due to elevated investments, Morgan Stanley’s Simeon Gutman said in a report He maintained an Equal-weight rating on the...

Morgan Stanley believes there are number of favorable catalysts for AutoZone, Inc. (NYSE: AZO) that outweigh the risk factors. As a result, the firm sees significant upside potentials from the current level justifying an upgrade from Equal Weight to Overweight and a $20 price target boost to $840....

Morgan Stanley’s Simeon Gutman believes At Home Group Inc (NYSE: HOME) offers “an intriguing combination of growth and value, with unmatched 20 percent square footage and potential for 25 percent annual EPS growth.” Gutman initiated coverage at an Equal-Weight rating and price...

On Wednesday after the market close, Williams-Sonoma, Inc. (NYSE: WSM) reported earnings mirroring analyst estimates but missed on revenues and comparable sales. In addition, company management’s weak forecasts spooked investors. Morgan Stanley’s Take Morgan Stanley’s Simeon...