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The Look Ahead & A Look Back: August 26th - 30th, 2024

As we approach the end of August, several prominent companies are set to report their quarterly earnings. Here's a breakdown of notable releases and what investors should focus on:


Tuesday, August 27th


Box (BOX) - ★★★

  • Ranked #33 in Q3 2024 SMID Cap Equity Rankings

  • Earnings per share (EPS) estimate: $0.40

  • Key Things To Watch: Revenue growth, net retention rate, and free cash flow, Enterprise customer adoption and progress in AI-powered content management features


Nordstrom (JWN) - ★★★

  • Ranked #39 in Q3 2024 SMID Cap Equity Rankings

  • Earnings per share (EPS) estimate: $0.71

  • Key Things To Watch: Comparable sales, gross margin, and inventory levels, Performance of Nordstrom Rack, digital sales growth, and customer engagement initiatives


Wednesday, August 28th


Abercrombie & Fitch (ANF) - ★★★★

  • Ranked #19 in Q3 2024 SMID Cap Equity Rankings

  • Earnings per share (EPS) estimate: $2.22

  • Key Things To Watch: Comparable sales by brand, gross profit margin, and international performance, Brand repositioning efforts and success in attracting younger consumers


Nvidia (NVDA) - ★★★★★

  • Ranked #4 in Q3 2024 Large Cap Equity Rankings

  • Earnings per share (EPS) estimate: $0.57

  • Key Things To Watch: Data center revenue, gaming segment performance, and gross margins, AI chip demand, market share in data center GPUs, and automotive segment growth


Salesforce (CRM) - ★★★★

  • Ranked #51 in Q3 2024 Large Cap Equity Rankings

  • Earnings per share (EPS) estimate: $2.36

  • Key Things To Watch: Subscription and support revenue, remaining performance obligation, and operating margin, Adoption of AI-powered CRM tools and integration of recent acquisitions


Affirm (AFRM) - ★★★★

  • Ranked #12 in Q3 2024 SMID Cap Equity Rankings

  • Earnings per share (EPS) estimate: $-0.48

  • Key Things To Watch: Gross merchandise volume, active consumers, and revenue less transaction costs, Merchant partnerships, credit performance, and progress towards profitability





Crowdstrike (CRWD) - ★★★★

  • Ranked #31 in Q3 2024 Large Cap Equity Rankings

  • Earnings per share (EPS) estimate: $0.97

  • Key Things To Watch: Annual recurring revenue, customer growth, and dollar-based net retention rate, Adoption of new modules, competitive positioning in cybersecurity, and international expansion


Thursday, August 29th


Best Buy (BBY) - ★★★★

  • Ranked #11 in Q3 2024 SMID Cap Equity Rankings

  • Earnings per share (EPS) estimate: $1.16

  • Key Things To Watch: Comparable sales, gross profit rate, and services revenue, Performance of consumer electronics categories and growth in health tech initiatives


Ulta Beauty (ULTA) - ★★★

  • Ranked #69 in Q3 2024 Large Cap Equity Rankings

  • Earnings per share (EPS) estimate: $5.52

  • Key Things To Watch: Comparable sales, gross margin, and loyalty program membership, Private label performance, salon services revenue, and e-commerce growth


Dell Technologies (DELL) - ★★★★

  • Ranked #43 in Q3 2024 Large Cap Equity Rankings

  • Earnings per share (EPS) estimate: $1.68

  • Key Things To Watch: Client Solutions Group revenue, Infrastructure Solutions Group performance, and operating income, Commercial PC demand, server and networking sales, and progress in as-a-service offerings


Lululemon Athletica (LULU) - ★★★

  • Ranked #77 in Q3 2024 Large Cap Equity Rankings

  • Earnings per share (EPS) estimate: $2.94

  • Key Things To Watch: Comparable sales (total and direct-to-consumer), gross margin, and international revenue, Men's category growth, product innovation, and expansion in new markets




A Look Back


Snowflake (SNOW) Stock Continues Downward Trend


Snowflake (SNOW) - ★★

Ranked #85 in Q3 2024 Large Cap Equity Rankings


Snowflake's stock has taken another hit, dropping 12% today during intraday trading and bringing its year-to-date decline to 38%. This latest dip comes on the heels of the company's fiscal Q3 product revenue outlook, which fell short of analyst expectations despite beating Q2 estimates.


The cloud-based data platform company projects Q3 product revenue between $850 million and $855 million, just shy of the $855 million consensus. CFO Michael Scarpelli attributed this forecast to "observed behavior" and noted potential "revenue headwinds associated with performance improvements."


While Snowflake did raise its full-year product revenue outlook, the market seems focused on the near-term challenges, continuing the stock's downward trajectory in 2024.





Peloton Breaks Its Losing Streak: Q4 Revenue Growth Sparks Rally



Peloton Interactive -

Ranked #88 in Q3 2024 SMID Cap Equity Rankings


Peloton (PTON) stock jumped 27% today following the release of its Q4 earnings report, which showed the company's first year-over-year revenue growth in nine quarters.


Despite this significant rally, the stock remains down 27% year-to-date, highlighting the challenges PTON has faced in 2024.



Key points:

  1. Q4 revenue reached $6.43 billion, a 0.2% increase YoY, beating analyst estimates of $6.30 billion.

  2. Second consecutive quarter of adjusted core profit and positive free cash flow.

  3. Stock touched an intraday high of $4.33, near its 200-day moving average.

  4. Restructuring plan announced in May, including a 15% workforce reduction.

  5. CEO search ongoing following Barry McCarthy's departure in May.


This positive earnings report suggests Peloton's turnaround efforts may be gaining traction. However, investors should remain cautious given the stock's volatile performance this year and ongoing leadership transition.




Williams-Sonoma Guidance Spooks Investors, Stock Falls 6%



Williams Sonoma (WSM) - ★★★★

Ranked #24 in Q3 2024 SMID Cap Equity Rankings



Williams-Sonoma (WSM) stock declined 6% today following the release of its second-quarter earnings report, which presented a mixed picture of the company's performance. Despite this setback, the stock remains up approximately 33% year-to-date, indicating overall positive sentiment in 2024.


Key points:

  1. Q2 earnings per share of $1.74, surpassing analyst expectations of $1.61.

  2. Revenue fell 4% year-over-year to $1.79 billion, missing the consensus estimate of $1.81 billion.

  3. Downbeat sales guidance reflecting continued weakness in home goods demand.

  4. Stock decline highlights broader industry challenges, even for strong performers.

  5. Post pandemic slump persists due to high housing costs and inflation, dampening consumer renovation and redecoration spending.


The mixed results and cautious outlook suggest that Williams-Sonoma, despite its strong market position, is not immune to the ongoing challenges in the home goods sector. Investors should monitor how the company navigates the current economic environment and consumer spending trends in the coming quarters.



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The information provided in this report is for general informational purposes only and does not constitute investment advice or a recommendation to buy or sell any securities. The opinions expressed in the report are our own and are subject to change without notice. We may have a position in the securities mentioned in the report, and we may buy or sell such securities without notice. Any investment decisions made based on the information in this report are solely the responsibility of the recipient. We do not accept any liability for any direct, indirect, or consequential loss arising from any use of this report or its contents.

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