Kenvue Inc.’s stock KVUE, -0.39% fell by 3.2% in premarket trading on Thursday after the household products spin-off of Johnson & Johnson JNJ, -0.05% reported lower fourth-quarter profit and said its 2024 earnings would fall short of the FactSet consensus estimate. It also missed its revenue target for the fourth quarter. Kenvue said its net income for the three months ended Dec. 31 fell to $327 million, or 17 cents a share, from $361 million, or 21 cents a share, in the year-ago quarter. Adjusted fourth-q ...

菲利普莫里斯国际公司第四季度财报 - 第四季度净收入下降1.2%，烟草出货量下降1.9%[1] - 第四季度每股收益为1.41美元，低于去年同期的1.54美元[1] - 调整后的每股收益为1.36美元，低于FactSet的预期1.45美元[1] - 营收增长11%，达到90.5亿美元，符合分析师的预期[1] 菲利普莫里斯国际公司2024年展望 - 菲利普莫里斯预计2024年每股收益在5.90美元至6.02美元之间，低于分析师预期的6.60美元[2]

分组1 - PayPal Holdings Inc.再次重启，股价在周四盘前交易中下跌[1] - 分析师对PayPal的最新业绩和展望表示怀疑，认为公司的转机并不容易[2] - 分析师指出，PayPal面临着核心结账按钮的竞争压力，公司需要回答其存在的问题[2] - PayPal的最新业绩报告展现出对未来全年每股收益的悲观态度，分析师对公司的前景持观望态度[5] 分组2 - 分析师对PayPal的前景持观望态度，认为公司的战略重点并未转化为未来的业绩[3] - 分析师认为PayPal的股价估值相对增长较高，存在投资风险[6] - 新任CEO的领导变革受到分析师的鼓励，但他们也认为这需要时间和实质性进展[8] 分组3 - 分析师对PayPal的新管理团队增加对交易金额的关注表示赞赏，但也指出公司决定集中改进核心PayPal业务存在风险[9] - 分析师认为PayPal正在进行重置，虽然短期可能会有痛苦，但他们认为这是正确的做法[11]

Shares of ConocoPhillips COP, +0.72% tacked on 0.4% in premarket trading Thursday, after the oil exploration and production company beat fourth-quarter profit and revenue expectations as 2023 production reached record levels. Net income fell to $3.01 billion, or $2.52 a share, from $3.25 billion, or $2.61 a share, in the year-ago period. Excluding nonrecurring items, adjusted earnings per share of $2.40 were well above the FactSet consensus of $2.09. Revenue declined 20.5% to $15.31 billion but was above t ...

文章核心观点 - 哈雷戴维森公司第四季度利润大幅超出预期 尽管摩托车出货量因经销商库存管理和市场条件持续下降 股价在盘前交易中上涨1% [1] 财务表现 - 净利润从去年同期的4190万美元降至2580万美元 每股收益从28美分降至18美分 但超出每股收益4美分的FactSet共识 [1] - 收入下降7.8%至10.5亿美元 但超过9.982亿美元的FactSet共识 [1] 业务数据 - 摩托车出货量下降13% 连续第三个季度下降 摩托车销售额下降12.5%至5.83亿美元 零部件和配件销售额下降13.9%至1.3亿美元 [1] - 第四季度售出514辆LiveWire电动摩托车 高于去年的69辆 预计2024年出货1000 - 1500辆电动摩托车 [1]

The resilience of the U.S. economy has been a surprise to Wall Street, and the Federal Reserve, for well over a year now, and the latest GDPNow estimate from the Atlanta Fed suggests the first quarter could once again handily beat Wall Street’s estimates. The leading theory on why the economy has been so strong, even amid a surge in inflation and then a steep rise in interest rates, is the power of fiscal spending. One paper last year suggested that unless the government pays down the debt — no risk of that ...

BAT公司减值公告 - BAT宣布对其美国香烟品牌价值进行了273亿英镑（345亿美元）的减值[1] - BAT将Newport品牌的价值在20年内减记，Camel、Natural American Spirit和Pall Mall品牌在30年内减记，同时还对2017年收购雷诺兹美国公司的商誉进行减值[4] BAT公司业绩及策略调整 - BAT表示，在COVID疫情之前，香烟市场每年下降约5%至5.5%，在疫情最严重时期保持相对稳定，但2022年行业销量下降了10.6%。公司更广泛地转向无烟产品，计划到2035年将50%的收入来自无烟产品[5] - 根据调整后的数据，BAT去年利润增长了3.1%，达到124.6亿英镑，营收增长了1.6%，达到272.8亿英镑。新类别产品提前两年实现盈利，并贡献了3.98亿英镑的利润。BAT股票在早盘交易中上涨了5%，但在过去52周下跌了19%[6] BAT公司未来战略 - 一旦杠杆率达到所需范围的中间水平，BAT将评估返现机会，并考虑出售和“非战略市场退出”等机会。摩根大通的分析师表示，这表明公司可能至少部分出售其在印度综合企业ITC的股份，导致该公司股价下跌[7]

Waymo自动驾驶车辆事故 - Waymo自动驾驶车辆与自行车相撞，导致自行车骑手受轻伤[1][2] - Waymo已联系相关部门并协助调查事故[3] - Waymo表示事故是由于大型卡车挡住了车辆视线，无法及时刹车避免碰撞[4] - Waymo强调其安全记录，称其车辆比人类驾驶员涉及的事故要少[5] Cruise公司自动驾驶车辆事故 - 自动驾驶车辆的安全性受到关注，特别是自动车辆撞到行人后，Cruise公司被指责试图掩盖事故细节[6][7] - Cruise公司在事故后被吊销了在加州的运营许可，并暂停了所有无人驾驶汽车的运营[8] - Cruise公司透露正面临多项调查，包括司法部和证券交易委员会对事故的调查[9]

SoftBank Group shares rose sharply after U.S.-listed shares of chip-designer unit Arm Holdings surged overnight following a better-than anticipated outlook.Shares of SoftBank Group 9984, +9.07% were recently 8.3% higher at 7,168 yen after rising as much as 9.6% earlier Thursday morning.The British chip designer’s stock ARM, +5.52% climbed by 20% in after-hours trading, following the company’s forecast of $850 million to $900 million of sales in its current quarter. That beat forecasts of $779 million in a F ...

The Walt Disney Co. is banking on a trio of pop-culture juggernauts to help juice its bottom line in the near future.Disney DIS, -0.15% revealed a slew of coming attractions in its earnings report Wednesday afternoon, including the streaming premiere of Taylor Swift’s blockbuster concert movie, a sequel to the wildly popular animated movie “Moana” and a strategic partnership with Epic Games Inc., the company behind the massive hit videogame “Fortnite.”“The stage is now set for significant growth and success ...