Trefis Morning Coffee – Netflix, P&G, Limited Brands & Costco

By Trefis Team,

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On tap this week… Netflix ( NFLX ) will discuss its Q1 2011 earnings after market close today. It'll be interesting to see how subscriber additions have trended into 2011, after the company grew its subscriber base by 63%, to about 20 million, in 2010.  Another factor to watch is the outlook for Netflix's content acquisition costs, as growth for the company has become a bit more expensive. We also take a look at the outlook for Procter & Gamble's ( PG ) market share in laundry products, given the company's plan to add a billion new customers by 2014/15.

The quiz of the day features Limited Brands ( LTD ). Take a shot to find out which store brand contributes the most to the company's stock value. And don't hesitate to check out today's free company model on Costco ( COST ).

Netflix - Company of the Day

Netflix will discuss Q1 2011 earnings after market close. The key trend to watch will be the potential for sustained subscriber growth momentum. Netflix launched a discounted streaming-only plan that has spurred subscriptions, but headwinds like Amazon's Prime video streaming service and Netflix's substantial subscriber base (already approaching that of Comcast ( CMCSA )) could decelerate growth.

See our complete analysis of Netflix stock here

P&G - Forecast of the Day

P&G embarked on a goal to acquire a billion additional consumers by 2014/15, which naturally put its focus on the world's two most populous nations - China and India. To cater to these high-growth but low-income level consumer markets, P&G has had to launch low-priced and smaller-sized variants of its products, expand its distribution network and enter more product categories in these countries.

See our complete analysis of P&G stock here

Limited Brands - Quiz of the Day

Which of these stores contributes the most to Limited Brands' stock value?

  1. Victoria's Secret
  2. Bath & Body Works
  3. La Senza & Henri Bendel

Costco - Today's Free Company Model

Get free access to Costco today only. This company's model is usually only available for Trefis Pro subscribers.

Click here for access to our full Costco model

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

This article appears in: Investing , Investing Ideas , Stocks , US Markets
Referenced Stocks: CMCSA , COST , LTD , NFLX , PG

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