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Jan 29, 2013
JC Penney Brings Back Discounting; Was the Fourth Quarter Horrible?
As Ron Johnson brings back sales, we’re wondering just how bad the fourth quarter was. Jan 29, 2013
Record Performance in 2012 at Caterpillar
Let's dig into Caterpillar's fourth-quarter results and economic outlook for 2013. Jan 29, 2013
Marissa Mayer’s Yahoo! Revitalization Continues
Solid fourth-quarter results show some progress at Yahoo! Jan 29, 2013
Coach’s Momentum Is Slowing
Weak results in North America suggest the company’s brand may be eroding. Let’s dig into results. Jan 29, 2013
Jos. A. Bank’s Friday Night Update Reveals Huge Profit Shortfall
Net income will drop 20% at Jos. A. Bank, and we think margins are to blame. Jan 28, 2013
Halliburton Sets New Revenue Record
Revenue continues to grow at Halliburton, but margins remain pressured. Jan 28, 2013
Weak Holiday Sales from Hasbro Are a Surprise
Given a strong December, we were slightly surprised to see Hasbro’s fourth-quarter results come in light. Jan 28, 2013
Menu Innovation Helps Drive Strong Growth at Starbucks
New products and reinvigorated stores are keeping customers coming back to Starbucks in flocks. Let’s dig into first-quarter results. Jan 27, 2013
3M Delivers Fantastic Fourth Quarter; Feels Optimistic About China
One of the most innovative companies in our coverage universe put up one of its best quarters ever. Jan 26, 2013
Making Another Call on Precision Castparts; Raising Our Fair Value Estimate Materially
Precision Castparts announced solid fiscal third-quarter results and offered its estimate for synergies related to the Titanium Metals deal. We expect management to deliver in a big way.
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