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The Edge | Company Analysis

Company Analysis Company Analysis - Consumer Discretionary
Apr 02. 2020

Nike Expected To Recover Faster Than Adidas in China

For both Nike and Adidas, the Greater China market is a strategically important growth driver, but after both companies provided updates on how ...

author: Johnathan Ritucci

Company Analysis Company Analysis - Technology
Mar 23. 2020

Uber's Growth Story Hits a Speed Bump

Analysts significantly lowered Uber’s bookings growth estimates after the company provided an update on March 19 on the impact of the COVID-19 ...

author: Johnathan Ritucci

Company Analysis
Mar 03. 2020

Zillow Analysts Bullish On Core Business But Skeptical of iBuyer Model

Questionable Profits Zillow analysts have widely different views on the company’s future profitability as they ...

author: Johnathan Ritucci

Company Analysis
Feb 12. 2020

Analysts Forecast Disney+ Hitting Subscriber Goal Three Years Ahead of Schedule

Disney+ Subscriptions Revised Higher The launch of Disney+ has exceeded most analyst expectations after ending its ...

author: Johnathan Ritucci

Company Analysis
Jan 14. 2020

Uber & Lyft’s Road to Profitability Gets Shorter

Analysts are expecting ridesharing companies Uber & Lyft to achieve profitability on an adjusted EBITDA basis sooner than previously ...

author: Johnathan Ritucci

Company Analysis
Dec 17. 2019

Roku Deceleration Expected Despite New Streaming Services

Roku’s impressive growth to date has been driven by the cord-cutting trend, a growing number of streaming services and ...

author: Johnathan Ritucci

Company Analysis
Dec 09. 2019

Macau Casino Analysts Believe 2020 Will Be Mass-ive

Casino operators in Macau have been struggling from less visiting traffic due to tensions in Hong Kong, macro ...

author: Johnathan Ritucci

Company Analysis
Dec 05. 2019

ASML’s EUV Monopoly May Stack Chips in 2020

Analysts Forecast EUV Delivery Upside ASML’s breakthroughs in ...

author: Johnathan Ritucci

Company Analysis
Nov 19. 2019

Google SEO Shake-up Sends Expedia On A Bad Trip

Weaker Macro, Operational Issues and SEO Headwinds Lower Profit Estimates Expedia analysts drastically cut ...

author: Johnathan Ritucci

Company Analysis
Nov 18. 2019

Uber Eats Away At Grubhub's Growth and Profitability

Rivals Lure “Promiscuous” Customers  Grubhub (GRUB) customers have become increasingly less loyal as rival ...

author: Johnathan Ritucci