Nov 22, 2019 by Chris HillJohn Legere Is Looking for Greener PasturesIt's time to move on from T-Mobile, but John Legere isn't out of the management game yet.
Nov 18, 2019 by Chris Hill2 Tech Trends in AustraliaA quick boots-on-the-ground look at Australia’s market and economy these days.
Nov 15, 2019 by Mac GreerDisney+ Starts With a WhimperThe long-awaited service had more hiccups than expected, but that doesn't mean its future is dull.
Nov 14, 2019 by Chris HillAdvance Auto Falls BehindThis quarter was OK, but the competition has been doing a lot better than OK for years.
Nov 13, 2019 by Chris HillAlibaba Crushes Singles DayBlack Friday has nothing on Singles Day, and Alibaba's sales growth this year was astounding.
Nov 11, 2019 by Mac GreerTripAdvisor Stumbles Another QuarterReport after report shows a struggling company that just doesn’t know what to do next.
Nov 11, 2019 by Chris HillBuying Profits, Buying Trouble, Buying PizzaThe quarterly reports of CVS, Capri, and Papa John’s all had some interesting subtexts for savvy investors.
Nov 11, 2019 by Chris HillWhich Peloton Story Is More Important to Investors?If you like the “revenue more than doubling” line, smile. If you’re waiting for profits, that’s a different story.
Nov 11, 2019 by Chris HillWhy Is Luxury So Hard for Capri Holdings?You may know it better by its prior name, Michael Kors.
Nov 11, 2019 by Chris HillPapa John's Delivers a Double Order of Good NewsIt’s been a while since its same-store sales numbers did this.
Nov 10, 2019 by Chris HillShould Shake Shack's Shares Have Sunk So Sharply?The quarterly report wasn’t perfect, but you could be forgiven for wondering what made it 20% haircut bad.
Nov 10, 2019 by Chris HillWhy Uber Can't Talk Its Way Past That $1 Billion Quarterly Loss“But our top-line growth is amazing" is not the convincing argument it was for investors just a few months ago.
Nov 10, 2019 by Chris HillCVS Health's Aetna Purchase Is Looking Smarter and SmarterThe insurer was the key source of the combined businesses' higher third-quarter profits.
Nov 10, 2019 by Chris HillEnough Unprofitable Growth Stories!Three recent IPOs, three earnings reports, and three failures to charm an increasingly conservative Wall Street.
Nov 8, 2019 by Chris HillUnder Armour's Under InvestigationDirty laundry or false alarm? The verdict's still out, but it's definitely trouble the struggling company doesn't need.
Nov 8, 2019 by Chris HillDon't Worry About iPhone SalesThe real growth story is in wearables and services, not hardware like iPhones.
Nov 8, 2019 by Chris HillDid Texas Roadhouse Deserve All That Stock Market Sizzle?After a good quarterly report, the share price spiked 20% higher.
Nov 8, 2019 by Chris HillThe Big Flaw in Grubhub's Business Model Just Became Wildly ObviousThat's not a moat, it's a puddle.
Nov 8, 2019 by Chris HillBarbie Rocks Her Q3 ReportMattel is up big on quarterly earnings, but the company's long-term future is less exciting.
Nov 8, 2019 by Chris HillTexas Roadhouse Has Something Important That Grubhub Doesn'tAnd it's not just a good third-quarter report -- but yes, the steak-focused chain did serve one of those up.