Event in Progress:
Discover the latest content that has just been published on Research Tree
Walmart finished the year on a high note with an all-around beat. The company increased global sales by $38 billion for the fiscal year of 2023. They also surpassed $600 billion in revenue. E-commerce currently accounts for more than $80 billion in global sales. Walmart U.S. saw a more than $27 billion increase in sales. International had another excellent year with sales and earnings growth of around 9%, excluding divestitures, restructuring, and currency. Sam's Club U.S. also increased sales b
Companies: Wal-Mart Stores (WMT:NYSE)Walmart Inc. (WMT:NYS)
Baptista Research
Walmart’s stock has climbed to a new high after the company delivered strong results and surpassed Wall Street expectations in terms of revenues as well as earnings. In Q3, strong sales were achieved in each of its segments and its U.S. comparable sales increased sequentially by 8.2% thanks to higher average ticket sizes and more transactions. Walmart International experienced strong constant currency sales growth of 13.3%, driven primarily by Flipkart and Walmex, while Sam's Club USA posted dou
Like most other retailers, Walmart faced the impact of food inflation which continued to increase in the quarter. The company did deliver an all-around beat in the result. The aggressive approach taken by the management to move via apparel has put financial pressure on the company but also helped relieve pressure through its supply chain and stores. Walmart is making good progress in reducing costs and the number of shipping containers. Delivery and pickup in the quarter are quite strong, and gr
Walmart had a mixed quarterly result with the company beating Wall Street expectations in terms of total sales but missing out on earnings. While the management has seen high levels of inflation in their international markets over the years, inflation in the United States is unusually high and moving so quickly in food and general merchandise which is what caused the earnings miss. Walmart executed well across all markets during the past quarter but the Covid-19 lockdowns in China have put them
Walmart had a successful 2021 with continued tailwinds from the pandemic, revenue momentum from digitization, international expansion, and new ventures. In the U.S. market, the company continued to gain market share in food and consumables, with positive comparable transactions. The fourth wave of the Covid-19 might also provide some near-term tailwinds to the company though the pandemic has had its fair share of disadvantages for Walmart. The company faced rising Covid-19 costs as an unexpected
Walmart had another successful year, with a strong fourth quarter and positive momentum heading into 2022. The company also had another strong performance in terms of Walmart International, with significant progress in expanding the global footprint of the world’s largest retailed. In the United States, they continued to gain market share in food and consumables, with positive comparable transactions. The fourth wave of the Covid-19 might also provide some near-term tailwinds to the company. The
Walmart had fairly good quarter, with sales up 10.3% and profit up even higher at 17.5%, excluding divestitures and currency. Its strong momentum continued in the third quarter, with strong sales and profit growth in each segment while they accelerated their strategic priorities. Despite various macroeconomic and industry challenges, their inventory position is strong. The company's stores and fulfilment centres are well-staffed, and its pricing remains competitive. Except for divestitures, all
Walmart had another rock solid quarter with a revenue growth of 7.6% in constant currency and a staggering 24.1% growth in operating income at constant currency. Moreover, Walmart Connect, their advertising business in the United States, more than doubled in size as compared to the prior-year quarter, with more than 170% growth in active advertisers. The management provided a series of interesting updates with respect to various innovative initiatives. Their latest investments aim to increase as
Research Tree provides access to ongoing research coverage, media content and regulatory news on Walmart Inc.. We currently have 174 research reports from 5 professional analysts.
Vertu is the fourth largest automotive retailer in the UK, with 188 sales outlets and a track record of cross-cycle growth, principally through businesses it has acquired, funded by equity, debt and most importantly cash generation. Vertu operates across the entire vehicle lifecycle, including new and used vehicle sales, and vehicle servicing, repair and parts. Service and repair is a 40+% gross margin repeating business. With economic headwinds, the transition to electric vehicles, recent overs
Companies: Vertu Motors PLC
Progressive Equity Research
Today’s trading statement from ZOO highlights a ramp-up in demand following the end to the industry-wide strikes of last year. ZOO struck a note of caution in its January update regarding the timing of orders. However new productions are starting to translate into a healthy order pipeline, with a good recovery in revenue anticipated in H1 FY25. The update guides to revenue of at least $40m for the year to March 2024, ahead of our estimate at $36.8m. We have improved our adjusted EBITDA loss marg
Companies: ZOO Digital Group plc
Loungers is an award winning, uniquely positioned all day café-bar group that has grown revenues an impressive 22.5% CAGR FY16-FY23. Comprising of Lounges, Cosy Club and Brightside, the 257-site group still has huge scope to grow towards its conservative ambition of over 650 sites. Loungers is profitable with improving margins and we forecast will generate over £100m free cashflow (pre-expansion capex) FY24E-FY26E. This, we estimate, will fully fund c.100 new site openings over the next three y
Companies: Loungers Plc
Equity Development
Companies: Next plc (NXT:LON)Judges Scientific plc (JDG:LON)
Shore Capital
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (
Companies: TXG NDVA TSVT BCOW Z29 TXG NCYT GNS SUN AMS OMG APH EKF EAH IMM AGL DEMG AGY TSTL IPO GDR ETX TRX HVO CTEC AVO OXB DEST VLG IXI VAL INDV AGR AVCT BAI 123F IMCR BCOW
Hardman & Co
Companies: JDW MAB MARS WTB FSTA BOWL CPG SSPG LGRS SSTY OTB HSW TMO GYM MEX
Liberum
Pinewood’s transition to a pure-play automotive SaaS business is now largely complete. Today we introduce summary forecasts out to FY26 and reiterate the investment case. We see significant opportunity for Pinewood to grow its user base in the UK and internationally whilst generating high EBITDA margins and cash conversion. With a 24.5p special dividend embedded in the current price (payable Q1/Q2), the effective price today is 12.3p. Based on the Group’s FY27 target of £27m EBITDA, we estimate
Companies: Pinewood Technologies Group PLC
Zeus Capital
This morning’s trading statement from ZOO confirms that production companies are taking longer than expected to complete projects. This follows the resumption of new production after the industry-wide strikes ended in November 2023. The anticipated January ramp-up has yet to fully materialise, with entertainment projects expected to complete in January now moving into February and beyond. However, ZOO has been notified by its largest customer of a pipeline of orders that provides good visibility
Companies: UTL ASC DNLM BWNG MONY DFS BOO
The Great Correction of 2022 saw the share prices of streamers plunge after market leader Netflix reported a slowdown/fall in subscriber growth. Having formerly been seduced by hectic subscriber growth rates, investors quickly refocused, this time on fundamental metrics such as revenue, margins, profits and cashflow. Since then, streamers have continued to take a steadily greater share of viewing while linear TV continues to decline. But growth in streaming subscribers in the US and UK is now a
Companies: AMZN DIS WBD NFLX NFLX ITV STVG PARA AMZN DIS
Flutter reported softer than expected Q3 23 trading numbers, as unfavourable sports results weighed on the cross-market performance. The firm lost share in the US even as competition intensified in a seasonally light sports quarter, sending the stock sharply lower. However, we expect a strong recovery in the US in Q4 even as Australia is now expected to remain a pain point into FY24. We will trim our estimates by low to mid-single digits to factor in the soft showing.
Companies: Flutter Entertainment Plc
AlphaValue
Companies: Rank Group Plc
Companies: CTG NXT JTC
During 2023, ME Group commenced the deployment of its next generation photobooths, which are integrated with the group’s newly developed proprietary software, gained market leadership in the Japanese photobooth market with an acquisition, continued to roll out laundry units with existing and new location partners, commenced a share buyback programme and gained entry into the FTSE 250. 2023 was a year of significant strategic and financial progress, with sales up 15%, EPS up 31% and net cash main
Companies: ME Group International plc
Cavendish
Share: