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Accenture faces short-term pain, but may enjoy long-term gain
Technology consulting titan Accenture (NYSE: ACN) has always had good timing. Accenture’s predecessor, the consulting arm of accounting firm Arthur Andersen, conducted a feasibility study for General Electric in the early 1950s that prompted GE to become the first U.S. company to buy a computer. In 2000, Andersen Consulting split off from the accounting firm […]
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Chipotle seeks benefits from higher education
Chipotle Mexican Grill (NYSE: CMG) is trying to increase market share by drawing the attention of college students, offering them rewards points redeemable for free food. Everybody loves free food, of course, especially college students who might be on a tight budget or encouraged by their parents to eat in their dorms. Chipotle has many […]
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Advance Auto Parts may benefit from changing driver behavior
Drivers are keeping their vehicles longer each year, as costs, interest rates and inflation remain high, which may help auto parts retailer Advance Auto Parts (NYSE: AAP). Consumers concerned about weakening of the economy and higher prices due to tariffs are less likely to purchase a replacement car. Instead, they will spend their money replacing […]
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Booking could ramp up acquisitions to boost growth
Online travel platform Booking Holdings (NASDAQ: BKNG) could expand faster by acquiring other travel-related companies. The company already has seen steady growth, as travel remains popular despite economic pressures and political tension. And Booking could restart its acquisition pipeline to generate more profit. In 2013 when the company was called Priceline.com, it bought Kayak for […]
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Will JBS benefit from its huge scale or suffer for past sins?
JBS (NYSE: JBS), the world’s largest food company by revenue ($77 billion last year), faces several cross currents. So you can view its glass as either half full or half empty. One big plus is JBS’ size. That gives it diversification in products and in geographical markets. It’s the biggest global producer of beef and […]
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Dow Inc: Down so long that it looks like up
The long decline of Dow Inc. (NYSE: DOW) earnings has driven the share price from more than $55 in October 2024 to about $23 Aug. 15. So it’s surprising to see the global specialty chemical producer’s stock gain more than 14.5% since Aug. 11. The rise isn’t because investors are suddenly convinced that Dow has […]
