Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Bradley Thomas"


8 mentions found


Tuesday Walmart is set to report earnings before the bell. Wednesday Nvidia is set to report earnings after the close. What history shows: Nvidia shares have risen in three of the past four earnings days, Bespoke data shows. Discovery is set to report earnings before the bell. What history shows: Warner shares have fallen in three of the past five earnings days, including two double-digit declines, per Bespoke.
Persons: Robert Drbul, Doug McMillon's, Drbul, Bradley Thomas, NVDA, Piper Sandler, Harsh Kumar, WBD, Bryan Kraft Organizations: Nvidia, Walmart, Home, CNBC, LSEG, Warner Bros, Warner, Deutsche Bank Locations: Friday's, China
Despite the seeming rush to shop, this Black Friday ushered in moderately higher promotions over last year and mixed in-store traffic, according to some Wall Street analysts. Black Friday winners Value-focused shopping destinations seemed to win big Friday, based on annual store checks from a slew of Wall Street shops. The Black Friday shopping extravaganza also ushered in some bullish sentiment toward Shopify . Black Friday losers Not every popular retailer seemed to kick off the holiday shopping period on a strong note. While Lululemon drove strong in-store traffic, helped in part by advertising use in Black Friday markdowns, Nike and Under Armour both showed higher promotions, said Piper Sandler's Abbie Zvejnieks.
Persons: Michael Lasser, Bradley Thomas, Thomas, Kohl's, Morgan Stanley, Alex Straton, Goldman Sachs, Kate McShane, JPMorgan's Matthew Boss, Piper Sandler's Korinne Wolfmeyer, Morgan Stanley's Keith Weiss, Bhavin Shah, shouldn't, Nordstrom, Straton, Lululemon, Armour, Piper Sandler's Abbie Zvejnieks, lululemon Organizations: Adobe Analytics, UBS, Walmart, KeyBanc Capital, Dick's Sporting Goods, Body, Deutsche, Eagle Outfitters, Nike Locations: U.S
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWalmart's stock is still a bargain at these levels, says Keybanc's Bradley ThomasBradley Thomas, managing director at Keybanc Capital Markets, joins 'Squawk on the Street' to discuss at what point Walmart's stock becomes a bargain, how the thesis around the stock changes with deflation, and more.
Persons: Keybanc's Bradley Thomas Bradley Thomas Organizations: Keybanc
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStudent loan repayment has net negative impact on consumers, says KeyBanc's Bradley ThomasBradley Thomas, managing director at KeyBanc Capital Markets, and CNBC's Melissa Repko join 'The Exchange' to discuss how student loan repayment will negatively impact consumer discretionary spending, what companies are poised to benefit from the shift in consumer spending, and how retailers are preparing for the Supreme Court ruling on student debt forgiveness.
Persons: KeyBanc's Bradley Thomas Bradley Thomas, Melissa Repko Organizations: KeyBanc
With student loan payments set to resume this fall, borrowers are likely going to have to cut back spending — and that's bad news for some retailers. About 40 million Americans have a total of nearly $1.8 trillion in outstanding student loan debt. "We regard the incremental 'essential' nature of the debt payments as likely to reduce discretionary spending by an approximately equal amount." UBS expects the pullback in apparel spending to continue as Americans shift funds to student loan payments. In fact, its analysis of U.S. consumers with student loans shows the trend is even more pronounced among those with student debt.
Persons: Gabriella Carbone, Adrienne Yih, Grant, Christopher Horvers, Jay Sole, KeyBanc, Lots, Bradley Thomas, Horvers, — CNBC's Michael Bloom Organizations: U.S . Department of Education, Deutsche Bank, Barclays, JPMorgan Chase, Biden, JPMorgan, CNBC, UBS, Nike, American Eagle Outfitters, Urban, Sporting Goods Locations: Northeast
KeyBanc thinks a resumption in student loan repayments in the third quarter will slam Target's margins. Target's stock is down nearly 11% from the start of the year and more than 19% over the past three months. The company's latest quarterly results showed Target struggled to grow sales year over year. TGT YTD mountain Target has been hit by a concerns over a weakening consumer that's cautious to overspend. And analyst Bradley Thomas said a more cautious consumer that's more keen on budgeting coupled with macro headwinds will hinder Target's long-term recovery — especially as student loan payments resume later this year .
Persons: KeyBanc, Bradley Thomas, Thomas, — CNBC's Michael Bloom Locations: Target
Pricing power is what's allowing many companies — including seven of our Club holdings — to support revenue growth and enhance, or at the very least protect, profitability during an earnings season marked by a still-elevated inflationary environment. When we're talking about "pricing power," it's the ability of companies with strong brands to raise prices without seeing too much impact on demand. Here's a list of Club holdings with pricing power, starting with a closer look at P & G. PG YTD mountain Procter & Gamble's stock performance year to date. LIN YTD mountain Linde's stock performance year to date. Halliburton has exhibited strong pricing power due to massive demand from global end markets, benefitting from years of under-investment in drilling.
Don't be surprised if beaten-down retail stock Bed Bath & Beyond falls even more from here, according to KeyBanc Capital Markets. "We do not see Bed Bath & Beyond as a strategic fit for any of the home furnishings retailers in our coverage group, but see interest from retailers in the company's Bed Bath & Beyond store leases, which are ~30,000 sq. ft. and generally in good locations," wrote analyst Cristina Fernández in a Friday note. "Over the past few months, management has stemmed the bleeding, improved liquidity, and improved relations with these two stakeholders," wrote analyst Christopher Horvers. Bed Bath & Beyond shares have experienced a roller-coaster ride in recent years, as smaller traders on Reddit piled into the heavily shorted retailer.
Total: 8