Posts Tagged ‘analyst expectations’

Despite operating in the traditionally strong consumer goods segment, P&G is faced with the challenge of losing market share in this recessionary environment.

By our estimates, oil prices averaged 38% higher in the second quarter compared to the weak first quarter. This should help drive strong results in the important E&P segment.

Based on our analysis, we are expecting GE to report inline results that meet Wall Street’s consensus expectations.

Based on our analysis, we are expecting Citi to report disappointing results that fail to meet Wall Street’s consensus expectations.

While Starbuck’s has desperately to control costs, we believe that declining store traffic combined with higher commodity costs could continue to pressure margins.

The best internet stock performances for February 2009.

While we expect Yahoo to report disappointing Q4 results based on the challenging economic environment, the real story will be in the company’s 2009 guidance and strategy for the future.

While the company’s online advertising revenues have held up better than their peers, management has also been proactive in reducing their cost structure.

Travelzoo has failed to meet Wall Street’s estimates for the past few quarters and we see little likelihood for that to change now.

The Knot relies on display advertising for a majority of their revenues and it is clear that prices are dropping for this inventory. We would expect evidence of the declining levels of traffic monetization to become apparent in the fourth quarter results.