Justin Weinstein

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  • Zynga: What Investors Should Do Next

    By Justin Weinstein - June 18, 2013 | Tickers: ATVI, EA, ZNGA

    Last month, Zynga (NASDAQ: ZNGA) reported that it has reduced its workforce to pre-IPO levels: a move that reduces its headcount by 18% and promises to save the company between $70 million and $80 million annually. This reduction in the workforce comes in the wake of Zynga updating its second-quarter earnings guidance to allow for a greater loss of $0.04-$0.03 per share than previously anticipated loss of more »

  • The Fresh Market: Poised For Success in The Changing Food Retail Market

    By Justin Weinstein - June 5, 2013 | Tickers: TFM, KR, WMT, WFM

    Grocery retailing has long been dominated by traditional grocers such as Kroger (NYSE: KR) and Safeway that have captured the market through their superior locations and ability to appeal to a widespread audience. Today, however, this is simply not the case. The aforementioned traditional grocers are being squeezed by discount grocers on the bottom end and by specialty grocers on the top end. Last Thursday, Rabobank released a report indicating more »

  • This Household Name Has Not Yet Proven Itself

    By Justin Weinstein - May 31, 2013 | Tickers: P, SIRI

    Last week, Pandora (NYSE: P) reported first quarter earnings that pleased Wall Street and sent the stock soaring even closer to its all-time high reached in early 2011. The time since Pandora's IPO, however, has not been what many investors had hoped, in large part because of the cost associated with licensing content. This past quarter proved successful from a revenue growth perspective, but there are several facts of more »

  • This Retailer Is a Long-Term Buy

    By Justin Weinstein - May 31, 2013 | Tickers: COST, TGT, WMT

    The advent of e-commerce and the changing nature of consumers worldwide has resulted in a reality for big box retailers that is uncertain on a long-term time horizon. In the past quarter, both Target (NYSE: TGT) and Wal-Mart (NYSE: WMT) have experienced softening sales, while Costco (NASDAQ: COST) has seen an 7% increase in its third quarter net income year-over-year. Although causation cannot be drawn between this past quarter and more »

  • Lululemon Is Far From Being A Lemon

    By Justin Weinstein - March 22, 2013 | Tickers: GPS, LULU, RL

    On Thursday, Lululemon (NASDAQ: LULU) reported mixed fourth-quarter and full fiscal year 2012 results. Although the specialty retailer was able to deliver 16% comparable store growth (year-over-year), the earnings release was clouded by the company's recent recall of its black yoga pants due to the material being too sheer. This ultimately prompted some analysts to downgrade the stock due to this apparent weakness in the company's ability to more »

  • This Retailer Has a Clear & Deliberate Long-Term Strategy

    By Justin Weinstein - March 19, 2013 | Tickers: COST, TGT, WMT

    On Mar. 12, Costco (NASDAQ: COST) released second-quarter earnings and again illustrated its strength in growing both revenue and earnings through a disciplined strategy that has built intense customer loyalty. In the second-quarter, Costco was able to grow same store sales (excluding gasoline and inflation) at a rate of 5%. This is unprecedented in an industry that has recently been characterized by heightened competition and difficulty surrounding same store sales more »

  • Is This Traditional Grocer Becoming Less Traditional?

    By Justin Weinstein - March 7, 2013 | Tickers: SWY, TGT, TFM, KR, WMT, WFM

    Last Thursday, Kroger (NYSE: KR) reported strong fourth quarter earnings and fiscal year 2012 results that continue to point to the retailers ability to adapt and remain profitable in a traditionally low margin industry. In the fourth quarter, the company delivered 3.0% comparable store growth (excluding gasoline) and earnings per share that exceeded guidance by $.07 per share. These earnings come in the wake of a string of disappointing more »

  • Starbuck's Genius Is Fundamental

    By Justin Weinstein - January 31, 2013 | Tickers: CBOU, GMCR, PNRA, SBUX, THI

    Starbucks (NASDAQ: SBUX), reported strong first-quarter 2013 earnings characterized by comparable sales growth of 7% domestically (6% globally) and earnings per share growth of 14%. These results met analysts' hefty expectations of the worlds largest coffee chain. The company's performance is not merely a trend, but rather is fundamental to its business and is rooted within its founding. The company has been able to build such a profitable and more »

  • McDonald's: It All Comes Down to Leadership Innovation

    By Justin Weinstein - January 31, 2013 | Tickers: BKW, CMG, MCD, WEN, YUM

    For McDonald's (NYSE: MCD), the key to its past success has been a commitment to its core business while continually innovating its product line to meet the needs and wants of the ever-changing consumer. The world of fast-food has evolved in many ways over the past three years alone and this has directly impacted McDonald's business. The entry and growth of players like 5-Guys and Chipotle (NYSE: CMGmore »)

  • This Conglomerate Rewards Shareholders & Is Poised for Success

    By Justin Weinstein - January 29, 2013 | Tickers: PG, CLX

    Procter & Gamble (NYSE: PG) reported strong second-quarter earnings after falling on hard times due to over extending itself aboard over the past year in addition to jumping into new business segments with high costs. The company's strong earnings are the manifestation of a clear plan of action set in motion by CEO Bob McDonald. The key to the CPG business is product development along with operational excellence. Procter and more »

  • Apple: "Twice as Fast" and "Half as Light" Won't Cut It

    By Justin Weinstein - January 28, 2013 | Tickers: AAPL

    After Apple's (NASDAQ: AAPL) recent plunge into the $450 zone, Tim Cook and his team need to begin asking the hard questions of what it will take to stop the downward spiral that has led to the company losing nearly $90 in market capitalization over the last month along. Hearing Cook's continuous words:

    "We're thrilled with record revenue of over $54 billion and sales of over 75 more »