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Upstart Earnings: Under Armour And Tesla

Published 07/31/2017, 03:22 PM
Updated 07/09/2023, 06:31 AM
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Under Armour (NYSE:UA)

Consumer Discretionary – Textiles, Apparel & Luxury Goods | Reports August 1

The Estimize consensus calls for EPS of -$0.04, two cents higher than the Wall Street consensus and a decrease of 200% YoY. Currently, the Estimize community is looking for sales of $1.08B, which is roughly inline with the Street ($1.07B).

Under Armour operates in a cutthroat market and competition is only heating. Recently, Nike (NYSE:NKE) began selling its products on Amazon (NASDAQ:AMZN)'s platform, which will help grow Nike's ecommerce sales. Nike continues to grab young athletes, growing its team. On the bright side, Under Armour does have Steph Curry and Jordan Speith, both star athletes in their respective sports. Under Armour receives 20% of its revenue from Dick’s Sporting Goods (NYSE:DKS) and it's not a good sign it is decreasing its square footage growth.

Tesla Inc. (NASDAQ:TSLA)

Consumer Discretionary – Automobiles | Reports August 2

The Estimize consensus calls for EPS of -$1.80, fourteen cents higher than the Wall Street consensus and a decrease of 70% YoY. Currently, the Estimize community is looking at revenue of $2.61B, which is slightly more optimistic than the Street ($2.55B).

Investors are once again predicting a loss for Tesla, however they are more interested in the Model 3, a mass-market sedan at the affordable price of $35,000. The Model 3, which saw its first deliveries on Friday, could be the missing piece that makes Tesla into the large auto maker it needs to be. Tesla also has its luxury models, sales of which analysts believe have been slowing due to relatively sluggish production. The Model 3's 500k pre-orders could give the auto maker the shot in the arm it needs to compete with the big boys.

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