Impulse Buys – Consumer & Retail Highlights from the Past Week


The Week in Review - Consumer & Retail

Below is a summary that highlights activity on Trefis over the past week, featuring key analyses across the consumer, retail, and automotive sectors. In the consumer sector, we examined PepsiCo's ( PEP ) ability to grow market share through its upcoming release of a new Gatorade product line. We also quantified the impact on Coca Cola's ( KO ) profit margins and stock value from its recently finalized bottler acquisition. In retail, we looked at Nike's ( NKE ) ability to overcome rising commodity costs through strategic expansion in China as well as Costco's ( COST ) opportunity to grab market share in consumer electronics.

These are a few of the 40+ insights we published across various sectors during the past week. See below for further analysis.


Featured Articles from the Past Week

PepsiCo's Gatorade Could Grow Market Share with G Series Fit on December 17,  2010

Gatorade is targeting a broad distribution network of large convenience and grocery stores for the G Series Fit …

Upside to Coca Cola's Profitability from Bottler Acquisition on December 17,  2010

Coca Cola's gross profit margins for its namesake brand soft drink have been relatively constant at around 63-66% for the past few years …

McDonald's Profit Margins Could Suffer on Rising Agricultural Prices on December 24,  2010

Increasing prices of many agricultural products like beef and diary could escalate costs for McDonalds, especially impact margins on some of its budget offering, like its famed value meal. …

Lower Margins Pose Threat to Jones Apparel Group on December 24,  2010

As the international business is a lower margin business (compared to US), a higher international share in footwear & accessories revenues will put downward pressure on this segment's EBITDA margins …

Nike's Commodity Costs Rising, but Expansion Opportunities Could Lift Stock on December 24,  2010

Labor costs in China have also increased, a trend that could raise production costs and reduce gross margins for Nike…

Limited Brands Freshens Margin Outlook on December 23,  2010

Despite fewer promotional discounts than offered in 2009, Limited reported a 10% year-over-year increase in comparable store sales during Q3 2010, a trend that continued into November …

Costco - Electronics Market Share Opportunity is an Uphill Battle on December 21,  2010

Similar to Wal-Mart and Amazon, Costco could also leverage its discounting power to lure potential electronics customers that might otherwise go to specialty retailers like Best Buy …

Wal-Mart's Selective Discounting to Drive Sales, Maintain Margins on December 21,  2010

With confirmation that consumers are willing to spend this holiday, Wal-Mart decided to ease up on its initial price rollbacks on many items …

Unilever's European Expansion Lifts Stock on December 21,  2010

Expansion into products across price bands makes Unilever more immune to macroeconomic downturns such as the one witnessed in 2008-09 …

Cautious on Coach, Despite China Growth on December 20,  2010

While Coach reported double-digit growth in comparable store sales during fiscal 2010, increasing its market share to 5%, it is still not a widely recognized brand in China …


Active Stocks - Consumer, Retail & Automotive

Best Buy decreased 18% from $42 to $34 (Trefis price was $43, and we changed it to $38)

You can see our complete model for Best Buy here .

Kraft increased 4% from $30.75 to $31.93 (Trefis price was $35.64, and we kept it unchanged)

You can see our complete model for Kraft here .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.

This article appears in: Investing , Investing Ideas , Stocks , US Markets

Referenced Stocks: COST , KO , NKE , PEP



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