Reply To: Traders Market Weekly: Consumers Along for The Ride

#74286
Truman
Participant

McKesson (MCK 544.94, -0.81, -0.2%): misses by $0.18, misses on revs; guides FY25 EPS above consensus, revs above consensus
Uber (UBER 65.49, -4.94, -7.0%): misses by $0.54, reports revs in-line
Lyft (LYFT 17.50, +0.90, +5.2%): beats by $0.09, beats on revs, gross bookings up 21%, ahead of guidance, adjusted EBITDA of $59.4 mln, also ahead of guidance; Guides for Q2 gross bookings of $4.0-$4.1 bln, adjusted EBITDA of $95-$100 mln; Pickup times in Q1 were fastest they have been in four years
Rivian Automotive (RIVN 9.63, -0.63, -6.2%): misses by $0.33, beats on revs; reaffirms 2024 annual guidance for 57K total units produced
Arista Networks (ANET 294.35, +20.36, +7.4%): beats by $0.25, beats on revs; guides Q2 revs in-line; authorizes additional $1.2 bln for repurchases
Zoom Info (ZI 12.35, -3.67, -22.9%): beats by $0.03, reports revs in-line; guides Q2 EPS below consensus, revs below consensus; guides FY24 EPS in-line, revs in-line; buyback increased
Anheuser-Busch InBev (BUD 63.27, +2.70 ,+4.5%): beats by $0.09, reports revs in-line
Reddit (RDDT 56.72, +7.32, +14.8%): beats by $0.56, beats on revs; guides Q2 revs above consensus