Analyst Color

Previewing second-quarter restaurant results, Bernstein said broader industry comps improved in the second quarter, as the gap between the food at home, or FAH, and Food Away from Home, or FAFH, inflation narrowed notably. The firm also noted that macro data relevant for the restaurant industry,...

The clamor about Amazon.com, Inc. (NASDAQ: AMZN) scooping in on Whole Foods Market, Inc. (NASDAQ: WFM) has died down, although there is continuing news flow on the ramification of the news for the retail sector, especially food retailing, and other related sectors such as transportation....

Chip-equipment maker ASML Holding NV (ADR) (NASDAQ: ASML) reported Wednesday second-quarter results that were ahead of expectations. The ADR of ASML rose over 5 percent on Wednesday in reaction to the results, were higher yet again on Thursday and closed out the week up 0.31 percent at $154....

Grocery investors are well aware of the overnight impact that Amazon.com, Inc. (NASDAQ: AMZN) made in the market when it announced a buyout of Whole Foods Market, Inc. (NASDAQ: WFM) back in June. However, Amazon’s intrusion into the food business has been weighing on the food industry for...

Stop me if you’ve heard this one before. Subprime auto lending has soared since the U.S. mortgage bubble burst back in 2008, and, predictably, default rates have started to follow suit. This week, 90-day auto loan delinquency rates eclipsed 3.8 percent, their highest levels since the...

Previewing second-quarter earnings of the restaurant sector, Raymond James said it continues to maintain a cautious/selective stance towards its restaurant universe, given soft industry sales trends and various industry and broader macro and consumer factors reducing visibility. The firm noted...

PayPal Holdings Inc. (NASDAQ: PYPL) has been on a roll with several new partnerships as the stock continues to trade at record highs. Over the past week, PayPal has signed new deals with Apple Inc. (NASDAQ: AAPL), Samsung Electronic (OTC: SSNLF), Visa Inc (NYSE: V)'s Visa Europe and JPMorgan Chase...

Shares of Microsoft Corporation (NASDAQ: MSFT) were trading lower by around 0.50 percent Friday afternoon after the company reported its fiscal fourth-quarter results. Here is a roundup of what some of Wall Street's top analysts are saying after the print. Wells Fargo: Strong Execution Microsoft...

Deutsche Bank said in a note Friday it sees Facebook Inc (NASDAQ: FB)'s Instagram, original video and Messenger monetization as tailwinds ahead. Facebook is scheduled to release its second-quarter results after the market close on July 26. Core Newsfeed, Instagram To Help Ad Growth Previewing the...

General Electric Company (NYSE: GE) reported EPS and sales beats for the second quarter on Friday morning and reiterated fiscal 2017 guidance for of $1.60–1.70 EPS. Credit Suisse analyst Julian Mitchell soon followed the earnings report with a note. Mitchell maintains his Outperform rating...

Can any one retailer or company stand up to the task of dethroning Amazon.com, Inc. (NASDAQ: AMZN)'s dominance? The answer is no, at least according to Jim Cramer who thinks it will take a combination of two of the biggest Dow 30 components to take on the tech behemoth. In order for Wal-Mart Stores...

Argus analyst John Staszak downgraded Chipotle Mexican Grill, Inc. (NYSE: CMG) from Buy to Hold in response to the norovirus outbreak at a location in Sterling, Virginia. Staszak is the latest in a string of analysts who have downgraded the stock (see Staszak's track record here). Chipotle shares...

Skechers USA Inc (NYSE: SKX)'s mixed earnings report on Thursday and greater than 2-percent decline in the stock isn't reason enough for Buckingham Research Group's Scott Krasik to part ways with his bullish outlook. The analyst maintains a Buy rating on Skechers' stock with an unchanged $34 price...

Visa Inc (NYSE: V) shares are up 1.8 percent on a weak market day Friday after the company reported encouraging earnings and revenue numbers in its fiscal third quarter. The company also maintained its aggressive capital return program, which gave back more than 100 percent of Visa’s total...

Bill Ackman may not be bothered by Chipotle Mexican Grill, Inc. (NYSE: CMG)’s latest wave of negative food safety headlines, but other Chipotle customers may not be as quick to forgive. This week reports that Chipotle shut down one Virginia restaurant after customers became ill and an online...