magazine archive
magazine archive
Week Ahead
Hopes are riding on a good performance from bellwether JPMorgan
Thursday 03 Apr 2025One thing investors will be hoping they can rely on, amidst all the uncertainty over tariffs, the economy and interest rates, is a solid trading update from JPMorgan Chase (JPM:NYSE) when it reports first-quarter earnings on 11 April. Results for the final quarter of 2024 were driven not by the...
‘Category killer’ Costco has a lot riding on this month’s trading update
Thursday 27 Mar 2025After a string of warnings from consumer discretionary companies and big-box retailers in recent weeks, all eyes are on discount warehouse chain Costco (COST:NASDAQ) when it reports third-quarter sales and earnings on 29 March. In the second quarter, which took in the 12 weeks to 16 February, the...
Can Moonpig achieve its targeted double-digit revenue growth?
Thursday 27 Mar 2025The upcoming trading update on 3 April from online greetings card outfit Moonpig (MOON) needs to demonstrate it is on track with its ambitious medium-term targets. Moonpig is the leading online designer, printer and retailer of greetings cards in the UK through its eponymous platform, and in the...
Business services group Cintas has been an outstanding performer
Thursday 20 Mar 2025If we took a straw poll, we’re fairly sure not many UK investors would be familiar with Mason, Ohio-based Cintas (CTAS:NASDAQ) , which provides workwear, mops and cleaning products. We’re also fairly sure not many people would know Cintas shares have outperformed five of the ‘Magnificent Seven’...
Can Next pull another rabbit out of the hat?
Thursday 13 Mar 2025Business and consumer confidence has been rocked by Rachel Reeves’ Budget decisions, yet shares in Next (NXT) remain firmly in positive territory year-to-date with the stock trading close to all-time highs. To retain interest in the story the fashion-to-homewares giant will need to deliver some...
All eyes on economic bellwether FedEx’s third-quarter earnings next week
Thursday 13 Mar 2025Logistics giant FedEx (FDX:NYSE) is due to report earnings for the third quarter to the end of February on 20 March after the closing bell, and given its status as a bellwether of US and global economic activity investors will be looking for clues as to the strength of consumer and corporate demand...
Can DIY behemoth Home Depot deliver another earnings beat?
Thursday 20 Feb 2025The world’s largest home improvement retailer Home Depot (HD:NYSE) has topped earnings estimates in the last two quarters, so there is well-founded optimism that the US consumer bellwether can deliver another forecast ‘beat’ when it posts fourth quarter and full-year figures on 25 February. Home...
Can Irn-Bru maker AG Barr bring the fizz?
Thursday 23 Jan 2025Investors will be hoping for another serving of positive news when resilient beverages business AG Barr (BAG) delivers its trading update for the year ended 25 January 2025 on 28 January. However, cooling UK consumer confidence since the Budget combined with recent cold weather suggests guidance...
Can Netflix leverage mega live sports deals to drive growth?
Thursday 16 Jan 2025Streaming giant Netflix (NFLX:NASDAQ) made waves last year as it piled into live sports for the first time, inking blockbuster deals with WWE and the NFL, and viewers followed, adding 22.4 million net new subscribers as of the third quarter, its best year since 2020. It helped seed an 85% share-...
Could this year herald a change of fortune for the big UK housebuilders?
Thursday 09 Jan 2025After a disappointing stock market performance last year, investors will be hoping the major listed housebuilders can turn things around in 2025. Shares in Barratt Redrow (BTRW) and Berkeley (BKG) were down around 20% in 2024 while those in Persimmon (PSN) and Taylor Wimpey (TW.) lost just shy of...