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- YellowbeanYellowbean
  ·2021-08-16
  Please like!
  Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>
  Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.
  Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>
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- YellowbeanYellowbean
  ·2021-08-15
  Like pls
  非常抱歉，此主贴已删除
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- YellowbeanYellowbean
  ·2021-08-14
  Like pls
  非常抱歉，此主贴已删除
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- YellowbeanYellowbean
  ·2021-08-13
  Nice
  Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+的增长，公园在重新开放中成为焦点</blockquote>
  Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investo
  Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+的增长，公园在重新开放中成为焦点</blockquote>
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- YellowbeanYellowbean
  ·2021-08-12
  Pls like
  非常抱歉，此主贴已删除
  2,185 评论
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- YellowbeanYellowbean
  ·2021-08-10
  Like please
  非常抱歉，此主贴已删除
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- YellowbeanYellowbean
  ·2021-08-09
  Please like and comment
  非常抱歉，此主贴已删除
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- YellowbeanYellowbean
  ·2021-08-05
  Nice
  非常抱歉，此主贴已删除
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- YellowbeanYellowbean
  ·2021-08-04
  To the moon
  Eli Lilly Earnings Missed Expectations. Why the Stock Is Soaring<blockquote>礼来公司盈利未达预期。股票为何飙升</blockquote>
  Drug giant Eli Lilly reported weaker-than-expected earnings but the stock is soaring. Eli Lilly repo
  Eli Lilly Earnings Missed Expectations. Why the Stock Is Soaring<blockquote>礼来公司盈利未达预期。股票为何飙升</blockquote>
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- YellowbeanYellowbean
  ·2021-08-04
  😯
  非常抱歉，此主贴已删除
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like!","listText":"Please like!","text":"Please like!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830812782","repostId":"2159215676","repostType":4,"repost":{"id":"2159215676","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628992609,"share":"https://www.laohu8.com/m/news/2159215676?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:56","market":"us","language":"en","title":"Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159215676","media":"Benzinga","summary":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.","content":"<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p><p><blockquote>分析师分享了他们对股票的反应和新的价格目标<b>门达什公司</b>（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote></p><p> <b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p><p><blockquote><b>DoorDash分析师：</b>巴克莱分析师Ross Sandler给予同等权重评级，并将目标价从160美元上调至183美元。</blockquote></p><p> JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p><p><blockquote>JMP证券分析师Ronald V.Josey给予大市跑赢大盘评级，并将目标价从195美元上调至210美元。</blockquote></p><p> Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p><p><blockquote>富国银行分析师Brian Fitzgerald给予跑赢大盘评级，并将目标价从215美元上调至235美元。</blockquote></p><p> RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p><p><blockquote>RBC Capital分析师Brad Erickson给予跑赢大盘评级，并将目标价从175美元上调至210美元。</blockquote></p><p> Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p><p><blockquote>瑞穗证券分析师James Lee给予中性评级，并将目标价从155美元上调至175美元。</blockquote></p><p> Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p><p><blockquote>Needham分析师Bernie McTernan给予买入评级，并将目标价从195美元上调至230美元。</blockquote></p><p> <b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p><p><blockquote><b>分析师要点：</b>乔西说，DoorDash在美国食品配送市场的份额增加了三个百分点。分析师指出，基于高度参与的客户，并强调本季度的频率创下历史新高。</blockquote></p><p> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p><p><blockquote>“DashPass用户的同比增长速度是非DashPass月活跃用户数的两倍多，”Josey说。</blockquote></p><p> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p><p><blockquote>菲茨杰拉德补充说，DoorDash管理层表示，其订单频率尚未达到峰值。</blockquote></p><p> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p><p><blockquote>埃里克森在更新后的报告中呼吁关注毛利润和对增长计划的再投资。</blockquote></p><p> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p><p><blockquote>埃里克森表示：“除了超过总订单量、收入和EBITDA并提高财年指引之外，具体令人鼓舞的需求亮点还包括美国股市同比上涨300个基点。”</blockquote></p><p> The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p><p><blockquote>分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote></p><p> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p><p><blockquote>麦克特南表示：“对我们来说，销量增长是第二季度盈利的亮点，突显出消费者的送货习惯在大流行后期仍然很粘。”这位分析师对疫情后期成交量的上涨感到惊讶。</blockquote></p><p> <b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p><p><blockquote><b>非食品配送增长：</b>桑德勒强调了DoorDash在杂货、便利、宠物和酒类等非餐厅领域的增长。该部门正在帮助提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote></p><p> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p><p><blockquote>Josey表示，第二季度该公司10%的用户可能会下DoorDash的非餐厅订单，而第一季度这一比例为7%。</blockquote></p><p> The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p><p><blockquote>该分析师还指出，第二季度新增了5,000多家便利店，其中包括<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc</b>（纳斯达克：WBA），<b>礼援助公司</b>（纽约证券交易所代码：RAD），<b>艾伯森公司</b>（纽约证券交易所代码：ACI），<b>PetSmart</b>和<b>贝德柏士比昂公司。</b>（纳斯达克：BBBY）地点。</blockquote></p><p> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p><p><blockquote>菲茨杰拉德表示：“第二季度，DASH超过30%的业务来自餐厅以外的订单，早期数据表明，多类别客户提高了他们的保留率和参与度。”</blockquote></p><p> <b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p><p><blockquote><b>下一步是什么：</b>Josey强调了国际增长、新品类投资和Dashers的健康供应。</blockquote></p><p> “DASH deserves a premium to the peer set,” Sandler said.</p><p><blockquote>“DASH应该比同行群体获得溢价，”桑德勒说。</blockquote></p><p> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p><p><blockquote>菲茨杰拉德表示：“随着DASH在美国的市场份额和势头继续产生共鸣，我们预计DASH的股价将继续走高。”“如果DASH能够复制其在美国作为国际市场快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote></p><p> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p><p><blockquote>菲茨杰拉德强调说，预计今年下半年将推出额外的杂货配送，“为一些大客户提供成为第二物流来源的机会”。</blockquote></p><p> DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p><p><blockquote>DoorDash在旧金山和纽约市等大城市面临一些监管阻力，但Lee认为这些阻力并不令人担忧。分析师指出，管理层预计这一势头将持续到第三季度。</blockquote></p><p> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p><p><blockquote>麦克特南表示：“鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测来说是最大的风险。”</blockquote></p><p> <b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p><p><blockquote><b>DASH价格走势：</b>周五，DoorDash股价上涨3.5%，至194.79美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-15 09:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p><p><blockquote>分析师分享了他们对股票的反应和新的价格目标<b>门达什公司</b>（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote></p><p> <b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p><p><blockquote><b>DoorDash分析师：</b>巴克莱分析师Ross Sandler给予同等权重评级，并将目标价从160美元上调至183美元。</blockquote></p><p> JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p><p><blockquote>JMP证券分析师Ronald V.Josey给予大市跑赢大盘评级，并将目标价从195美元上调至210美元。</blockquote></p><p> Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p><p><blockquote>富国银行分析师Brian Fitzgerald给予跑赢大盘评级，并将目标价从215美元上调至235美元。</blockquote></p><p> RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p><p><blockquote>RBC Capital分析师Brad Erickson给予跑赢大盘评级，并将目标价从175美元上调至210美元。</blockquote></p><p> Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p><p><blockquote>瑞穗证券分析师James Lee给予中性评级，并将目标价从155美元上调至175美元。</blockquote></p><p> Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p><p><blockquote>Needham分析师Bernie McTernan给予买入评级，并将目标价从195美元上调至230美元。</blockquote></p><p> <b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p><p><blockquote><b>分析师要点：</b>乔西说，DoorDash在美国食品配送市场的份额增加了三个百分点。分析师指出，基于高度参与的客户，并强调本季度的频率创下历史新高。</blockquote></p><p> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p><p><blockquote>“DashPass用户的同比增长速度是非DashPass月活跃用户数的两倍多，”Josey说。</blockquote></p><p> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p><p><blockquote>菲茨杰拉德补充说，DoorDash管理层表示，其订单频率尚未达到峰值。</blockquote></p><p> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p><p><blockquote>埃里克森在更新后的报告中呼吁关注毛利润和对增长计划的再投资。</blockquote></p><p> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p><p><blockquote>埃里克森表示：“除了超过总订单量、收入和EBITDA并提高财年指引之外，具体令人鼓舞的需求亮点还包括美国股市同比上涨300个基点。”</blockquote></p><p> The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p><p><blockquote>分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote></p><p> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p><p><blockquote>麦克特南表示：“对我们来说，销量增长是第二季度盈利的亮点，突显出消费者的送货习惯在大流行后期仍然很粘。”这位分析师对疫情后期成交量的上涨感到惊讶。</blockquote></p><p> <b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p><p><blockquote><b>非食品配送增长：</b>桑德勒强调了DoorDash在杂货、便利、宠物和酒类等非餐厅领域的增长。该部门正在帮助提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote></p><p> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p><p><blockquote>Josey表示，第二季度该公司10%的用户可能会下DoorDash的非餐厅订单，而第一季度这一比例为7%。</blockquote></p><p> The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p><p><blockquote>该分析师还指出，第二季度新增了5,000多家便利店，其中包括<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc</b>（纳斯达克：WBA），<b>礼援助公司</b>（纽约证券交易所代码：RAD），<b>艾伯森公司</b>（纽约证券交易所代码：ACI），<b>PetSmart</b>和<b>贝德柏士比昂公司。</b>（纳斯达克：BBBY）地点。</blockquote></p><p> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p><p><blockquote>菲茨杰拉德表示：“第二季度，DASH超过30%的业务来自餐厅以外的订单，早期数据表明，多类别客户提高了他们的保留率和参与度。”</blockquote></p><p> <b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p><p><blockquote><b>下一步是什么：</b>Josey强调了国际增长、新品类投资和Dashers的健康供应。</blockquote></p><p> “DASH deserves a premium to the peer set,” Sandler said.</p><p><blockquote>“DASH应该比同行群体获得溢价，”桑德勒说。</blockquote></p><p> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p><p><blockquote>菲茨杰拉德表示：“随着DASH在美国的市场份额和势头继续产生共鸣，我们预计DASH的股价将继续走高。”“如果DASH能够复制其在美国作为国际市场快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote></p><p> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p><p><blockquote>菲茨杰拉德强调说，预计今年下半年将推出额外的杂货配送，“为一些大客户提供成为第二物流来源的机会”。</blockquote></p><p> DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p><p><blockquote>DoorDash在旧金山和纽约市等大城市面临一些监管阻力，但Lee认为这些阻力并不令人担忧。分析师指出，管理层预计这一势头将持续到第三季度。</blockquote></p><p> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p><p><blockquote>麦克特南表示：“鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测来说是最大的风险。”</blockquote></p><p> <b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p><p><blockquote><b>DASH价格走势：</b>周五，DoorDash股价上涨3.5%，至194.79美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"Bed Bath & Beyond, Inc.","RAD":"来德爱","QTWO":"Q2 Holdings Inc","WBA":"沃尔格林联合博姿","ACI":"艾伯森","DASH":"DoorDash, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159215676","content_text":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.\nThe DoorDash Analysts: Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.\nJMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.\nWells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.\nRBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.\nMizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.\nNeedham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.\nThe Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.\n“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.\nDoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.\nA focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.\n“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.\nThe analyst noted company management mentioned progress in Canada and Australia and other international launches coming.\n“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.\nNon-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.\nDoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.\nThe analyst also noted the addition of more than 5,000 convenience stores in the second quarter including Walgreens Boots Alliance Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath & Beyond Inc. (NASDAQ:BBBY) locations.\n“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.\nWhat’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.\n“DASH deserves a premium to the peer set,” Sandler said.\n“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”\nAdditional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.\nDoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.\n“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.\nDASH Price Action: DoorDash shares rose 3.5% to $194.79 on Friday.","news_type":1,"symbols_score_info":{"QTWO":0.9,"DASH":0.9,"RAD":0.9,"BBBY":0.9,"ACI":0.9,"WBA":0.9}},"isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897489577,"gmtCreate":1628957544299,"gmtModify":1633688300507,"author":{"id":"3573909472000815","authorId":"3573909472000815","name":"Yellowbean","avatar":"https://static.tigerbbs.com/4d868cfe8be9b8f44346ca5e7792200f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573909472000815","idStr":"3573909472000815"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/897489577","repostId":"1167599158","repostType":4,"isVote":1,"tweetType":1,"viewCount":1779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897941075,"gmtCreate":1628870593197,"gmtModify":1633688831001,"author":{"id":"3573909472000815","authorId":"3573909472000815","name":"Yellowbean","avatar":"https://static.tigerbbs.com/4d868cfe8be9b8f44346ca5e7792200f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573909472000815","idStr":"3573909472000815"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897941075","repostId":"2159218437","repostType":4,"isVote":1,"tweetType":1,"viewCount":2100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894955830,"gmtCreate":1628785017520,"gmtModify":1633689487745,"author":{"id":"3573909472000815","authorId":"3573909472000815","name":"Yellowbean","avatar":"https://static.tigerbbs.com/4d868cfe8be9b8f44346ca5e7792200f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573909472000815","idStr":"3573909472000815"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894955830","repostId":"1117889970","repostType":4,"repost":{"id":"1117889970","kind":"news","pubTimestamp":1628780671,"share":"https://www.laohu8.com/m/news/1117889970?lang=zh_CN&edition=full","pubTime":"2021-08-12 23:04","market":"us","language":"en","title":"Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+的增长，公园在重新开放中成为焦点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117889970","media":"finance.yahoo","summary":"Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investo","content":"<p>Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.</p><p><blockquote>迪士尼(DIS)将于周四收盘后公布第三财季业绩，随着消费者恢复外出，投资者将密切关注该娱乐集团流媒体和公园业务的增长趋势。</blockquote></p><p> Here are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:</p><p><blockquote>以下是彭博社编制的迪士尼报告与共识数据相比的主要预期结果：</blockquote></p><p> <ul>  <li><b>Revenue:</b>$16.80 billion expected vs. $11.78 billion Y/Y</p><p><blockquote><ul><li><b>收入：</b>预期为168亿美元，去年同期为117.8亿美元</li></ul></blockquote></p><p></li>  <li><b>Adjusted earnings per share:</b>55 cents expected vs. 8 cents Y/Y</p><p><blockquote><li><b>调整后每股收益：</b>预期为55美分，同比为8美分</li></blockquote></p><p></li> </ul> Disney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.</p><p><blockquote>迪士尼预计将在五个季度内首次恢复收入增长，随着疫苗接种的进行和消费者流动性的提高，该公司全球公园和度假村的游客数量有所增加。截至第三季度末，迪士尼全球所有主题公园都已重新开放，包括今年早些时候仍处于关闭状态的巴黎迪士尼乐园和加州迪士尼乐园。</blockquote></p><p> Though foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.</p><p><blockquote>尽管公园的客流量一直低于大流行前的水平，但重新开放使迪士尼整体业务的利润引擎能够更强劲地恢复运营。迪士尼的公园、体验和消费品业务部门预计本季度营业利润将略高于4100万美元，在去年同期亏损后有所恢复。</blockquote></p><p> Costs related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.</p><p><blockquote>然而，对于迪士尼来说，解决与大流行相关的健康问题的相关成本预计仍然很高。上个季度，迪士尼表示，预计2021财年将花费约10亿美元用于员工、人才和客人的安全措施。</blockquote></p><p> But for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.</p><p><blockquote>但对于投资者来说，该公司成立近两年的流媒体业务Disney+至关重要，将在迪士尼周四的财报发布和看涨期权上成为人们关注的焦点。在疫情期间，迪士尼流媒体平台Disney+的增长帮助安抚了投资者，因为该公司利润丰厚的公园和度假村业务枯竭。</blockquote></p><p> But as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.</p><p><blockquote>但随着越来越多的消费者接种疫苗并回到户外，Disney+的增长开始放缓。5月份，Disney+公布了自推出以来用户增长最弱的季度，新用户增加了870万。尽管如此，该公司自2019年底推出以来仍取得了显着增长，在不到两年的时间里，用户突破了1亿大关。</blockquote></p><p> The slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.</p><p><blockquote>流媒体的放缓不仅限于迪士尼。Netflix是美国互联网流媒体平台的现任领导者，今年第二季度仅增加了150万新会员。这一数字较去年同季度新增的超过1000万付费用户大幅下降，当时消费者在留在原地订单高峰期蜂拥而至寻找娱乐。</blockquote></p><p> For Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.</p><p><blockquote>对于迪士尼，华尔街分析师预计Disney+第三季度将新增820万用户，使订阅用户总数达到约1.128亿。相比之下，Netflix的这一数字为2.092亿。</blockquote></p><p> Disney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.</p><p><blockquote>迪士尼在Disney+和其他流媒体平台上的广泛内容库是其迄今为止成功的关键，其内容组合的更新将受到密切关注。ESPN+上个季度的订户同比增长75%，达到1380万，更强大的体育直播阵容有助于提高收视率。该公司还在上季度的财报看涨期权上宣布了两项新的转播权协议，包括与美国职业棒球大联盟（Major League Baseball）签订的延长协议直至2028年，以及与西班牙足球联盟男子职业足球部门拉利加（LaLiga）签订的新协议。</blockquote></p><p> In terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.</p><p><blockquote>在电影方面，包括《洛基》和《黑寡妇》在内的漫威电影在影院上映和Disney+上都取得了成功，为迪士尼本季度的业务带来了另一个重大利好。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+的增长，公园在重新开放中成为焦点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney earnings preview: Growth in Disney+, parks in focus amid reopenings<blockquote>迪士尼盈利预览：Disney+的增长，公园在重新开放中成为焦点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-08-12 23:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.</p><p><blockquote>迪士尼(DIS)将于周四收盘后公布第三财季业绩，随着消费者恢复外出，投资者将密切关注该娱乐集团流媒体和公园业务的增长趋势。</blockquote></p><p> Here are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:</p><p><blockquote>以下是彭博社编制的迪士尼报告与共识数据相比的主要预期结果：</blockquote></p><p> <ul>  <li><b>Revenue:</b>$16.80 billion expected vs. $11.78 billion Y/Y</p><p><blockquote><ul><li><b>收入：</b>预期为168亿美元，去年同期为117.8亿美元</li></ul></blockquote></p><p></li>  <li><b>Adjusted earnings per share:</b>55 cents expected vs. 8 cents Y/Y</p><p><blockquote><li><b>调整后每股收益：</b>预期为55美分，同比为8美分</li></blockquote></p><p></li> </ul> Disney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.</p><p><blockquote>迪士尼预计将在五个季度内首次恢复收入增长，随着疫苗接种的进行和消费者流动性的提高，该公司全球公园和度假村的游客数量有所增加。截至第三季度末，迪士尼全球所有主题公园都已重新开放，包括今年早些时候仍处于关闭状态的巴黎迪士尼乐园和加州迪士尼乐园。</blockquote></p><p> Though foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.</p><p><blockquote>尽管公园的客流量一直低于大流行前的水平，但重新开放使迪士尼整体业务的利润引擎能够更强劲地恢复运营。迪士尼的公园、体验和消费品业务部门预计本季度营业利润将略高于4100万美元，在去年同期亏损后有所恢复。</blockquote></p><p> Costs related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.</p><p><blockquote>然而，对于迪士尼来说，解决与大流行相关的健康问题的相关成本预计仍然很高。上个季度，迪士尼表示，预计2021财年将花费约10亿美元用于员工、人才和客人的安全措施。</blockquote></p><p> But for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.</p><p><blockquote>但对于投资者来说，该公司成立近两年的流媒体业务Disney+至关重要，将在迪士尼周四的财报发布和看涨期权上成为人们关注的焦点。在疫情期间，迪士尼流媒体平台Disney+的增长帮助安抚了投资者，因为该公司利润丰厚的公园和度假村业务枯竭。</blockquote></p><p> But as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.</p><p><blockquote>但随着越来越多的消费者接种疫苗并回到户外，Disney+的增长开始放缓。5月份，Disney+公布了自推出以来用户增长最弱的季度，新用户增加了870万。尽管如此，该公司自2019年底推出以来仍取得了显着增长，在不到两年的时间里，用户突破了1亿大关。</blockquote></p><p> The slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.</p><p><blockquote>流媒体的放缓不仅限于迪士尼。Netflix是美国互联网流媒体平台的现任领导者，今年第二季度仅增加了150万新会员。这一数字较去年同季度新增的超过1000万付费用户大幅下降，当时消费者在留在原地订单高峰期蜂拥而至寻找娱乐。</blockquote></p><p> For Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.</p><p><blockquote>对于迪士尼，华尔街分析师预计Disney+第三季度将新增820万用户，使订阅用户总数达到约1.128亿。相比之下，Netflix的这一数字为2.092亿。</blockquote></p><p> Disney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.</p><p><blockquote>迪士尼在Disney+和其他流媒体平台上的广泛内容库是其迄今为止成功的关键，其内容组合的更新将受到密切关注。ESPN+上个季度的订户同比增长75%，达到1380万，更强大的体育直播阵容有助于提高收视率。该公司还在上季度的财报看涨期权上宣布了两项新的转播权协议，包括与美国职业棒球大联盟（Major League Baseball）签订的延长协议直至2028年，以及与西班牙足球联盟男子职业足球部门拉利加（LaLiga）签订的新协议。</blockquote></p><p> In terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.</p><p><blockquote>在电影方面，包括《洛基》和《黑寡妇》在内的漫威电影在影院上映和Disney+上都取得了成功，为迪士尼本季度的业务带来了另一个重大利好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/disney-earnings-q3-2021-145909103.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"source_url":"https://finance.yahoo.com/news/disney-earnings-q3-2021-145909103.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117889970","content_text":"Disney (DIS) is set to report fiscal third-quarter results Thursday after market close, with investors set to closely monitor growth trends in both the entertainment conglomerate's streaming and parks businesses as consumers resumed going out.\nHere are the main results expected from Disney's report compared to consensus data, compiled by Bloomberg:\n\nRevenue:$16.80 billion expected vs. $11.78 billion Y/Y\nAdjusted earnings per share:55 cents expected vs. 8 cents Y/Y\n\nDisney is expected to return to revenue growth for the first time in five quarters, with visitations at the company's global parks and resorts picking up as vaccinations took place and consumer mobility picked up. By the end of the third quarter, all of Disney's global theme parks had reopened, including Disneyland Paris and Disneyland in California, which had still been closed earlier this year.\nThough foot traffic at the parks has been below pre-pandemic levels, the reopenings have enabled the profit engine of Disney's overall business to resume operations more robustly. Disney's parks, experiences, and consumer products business segment is expected to swing to an operating profit of just over $41 million during the quarter, recovering after posting a loss in the same period last year.\nCosts related to addressing pandemic-related health concerns are still expected to be high for Disney, however. Last quarter, Disney said it expected to spend around $1 billion on safety measures for employees, talent and guests in fiscal 2021.\nBut for investors, the company's nearly two-year-old streaming business Disney+ is crucial and will be under the spotlight during Disney's earnings release and call on Thursday. Over the course of the pandemic, growth at Disney's streaming platform Disney+ helped placate investors as the company's lucrative parks and resorts saw business dry up.\nBut as more consumers got vaccinated and went back outdoors, growth at Disney+ began to slow. In May, Disney+ posted its weakest quarter for user growth since its debut, with new subscribers rising by 8.7 million. Still, company has grown notably since launching in late 2019, with subscribers breaking above the 100 million mark in less than two years.\nThe slowdown in streaming has not been limited to Disney. Netflix, the incumbent leader among U.S.-based internet streaming platforms, added just 1.5 million new members in the second quarter of this year. That fell sharply from the more than 10 million paid users added in the same quarter last year, when consumers turned in droves to find entertainment during the height of stay-in-place orders.\nFor Disney, Wall Street analysts expect Disney+ to report another 8.2 million users joined in the third quarter, bringing the total number of subscribers to about 112.8 million. That would compare to 209.2 million at Netflix.\nDisney's broad library of content on Disney+ and its other streaming platforms have been the key to its success to date, and updates on its content portfolio are set to be closely watched. ESPN+ grew subscribers by 75% year-over-year last quarter to 13.8 million, with a stronger lineup of live sports helping boost viewership. And the company also announced two new rights deals during its earnings call last quarter, including an enhanced deal with Major League Baseball until 2028 and a new deal with LaLiga, the men’s professional soccer division of the Spanish soccer league.\nIn terms of films, Marvel names including \"Loki\" and \"Black Widow\" saw success both in theatrical releases and on Disney+, offering another major positive for Disney's business during the quarter.","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895075002,"gmtCreate":1628697891406,"gmtModify":1633745012087,"author":{"id":"3573909472000815","authorId":"3573909472000815","name":"Yellowbean","avatar":"https://static.tigerbbs.com/4d868cfe8be9b8f44346ca5e7792200f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573909472000815","idStr":"3573909472000815"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895075002","repostId":"1143297548","repostType":4,"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898779305,"gmtCreate":1628525039507,"gmtModify":1633746426396,"author":{"id":"3573909472000815","authorId":"3573909472000815","name":"Yellowbean","avatar":"https://static.tigerbbs.com/4d868cfe8be9b8f44346ca5e7792200f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573909472000815","idStr":"3573909472000815"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898779305","repostId":"1178202513","repostType":4,"isVote":1,"tweetType":1,"viewCount":3176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898005045,"gmtCreate":1628438804987,"gmtModify":1633747138821,"author":{"id":"3573909472000815","authorId":"3573909472000815","name":"Yellowbean","avatar":"https://static.tigerbbs.com/4d868cfe8be9b8f44346ca5e7792200f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573909472000815","idStr":"3573909472000815"},"themes":[],"htmlText":"Please like and comment","listText":"Please like and comment","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/898005045","repostId":"1190347839","repostType":4,"isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890826890,"gmtCreate":1628093112310,"gmtModify":1633753640579,"author":{"id":"3573909472000815","authorId":"3573909472000815","name":"Yellowbean","avatar":"https://static.tigerbbs.com/4d868cfe8be9b8f44346ca5e7792200f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573909472000815","idStr":"3573909472000815"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/890826890","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":2890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807187418,"gmtCreate":1628006596834,"gmtModify":1633754425823,"author":{"id":"3573909472000815","authorId":"3573909472000815","name":"Yellowbean","avatar":"https://static.tigerbbs.com/4d868cfe8be9b8f44346ca5e7792200f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573909472000815","idStr":"3573909472000815"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/807187418","repostId":"1124475692","repostType":4,"repost":{"id":"1124475692","kind":"news","pubTimestamp":1628003267,"share":"https://www.laohu8.com/m/news/1124475692?lang=zh_CN&edition=full","pubTime":"2021-08-03 23:07","market":"us","language":"en","title":"Eli Lilly Earnings Missed Expectations. Why the Stock Is Soaring<blockquote>礼来公司盈利未达预期。股票为何飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124475692","media":"Barron's","summary":"Drug giant Eli Lilly reported weaker-than-expected earnings but the stock is soaring.\nEli Lilly repo","content":"<p>Drug giant Eli Lilly reported weaker-than-expected earnings but the stock is soaring.</p><p><blockquote>制药巨头礼来公司公布的盈利弱于预期，但股价正在飙升。</blockquote></p><p> Eli Lilly reported a year-over-year leap in second-quarter sales, but much of that rise resulted from the world’s restocking since 2020 lockdowns. Sales still grew a respectable 12%, after adjusting for Covid-19’s impact, while earnings matched Wall Street forecasts.</p><p><blockquote>礼来公司(Eli Lilly)报告称，第二季度销售额同比增长，但这一增长很大程度上是由于自2020年封锁以来全球重新进货。在对Covid-19的影响进行调整后，销售额仍增长了12%，而盈利符合华尔街的预测。</blockquote></p><p> Investors were satisfied. Lilly (ticker: LLY) stock is up 4% to $256.53 in Tuesday morning trading, while the Dow Jones Industrial Average is up 0.1% and the S&amp;P 500 is flat.</p><p><blockquote>投资者很满意。礼来公司（股票代码：LLY）股价在周二早盘交易中上涨4%，至256.53美元，道琼斯工业平均指数上涨0.1%，标普500持平。</blockquote></p><p> All told, Lilly’s second-quarter revenue jumped 23% to $6.7 billion. That’s slightly better than the $6.6 billion consensus forecast among analysts tallied at Sentieo.com. The Indianapolis-based company enjoyed strong volume growth. The strong year-over-year comparison benefited from the subdued level of June 2020 business in the Covid lockdown, which sapped $250 million from last year’s quarter, by Lilly estimate. Adjusting for that unusual weakness, as well as one-time benefits in 2021 like the company’s sale of Chinese rights to its erectile dysfunction treatment Cialis, Lilly said that second-quarter sales grew 12%.</p><p><blockquote>总而言之，礼来公司第二季度营收跃升23%至67亿美元。这略好于Sentieo.com统计的分析师一致预测的66亿美元。这家总部位于印第安纳波利斯的公司销量增长强劲。强劲的同比比较得益于2020年6月新冠疫情封锁期间业务水平低迷，据礼来公司估计，该业务比去年季度减少了2.5亿美元。礼来公司表示，考虑到这一不寻常的弱点，以及2021年的一次性收益，例如该公司出售其勃起功能障碍治疗药物Cialis的中国权利，第二季度销售额增长了12%。</blockquote></p><p> The company highlighted the strong growth of newer products, like diabetes drug Trulicity, heart drug Jardiance, and psoriasis treatment Taltz. Before year-end 2021, it hopes to file a marketing application for its investigational treatment for Alzheimer’s disease, donanemab. The Food and Drug Administration’s surprise approval of the Alzheimer’s treatment Aduhelm from Biogen (BIIB) has raised investor expectations for other candidates like Lilly’s.</p><p><blockquote>该公司强调了新产品的强劲增长，如糖尿病药物Trulicity、心脏病药物Jardiance和牛皮癣治疗药物Taltz。该公司希望在2021年底前为其阿尔茨海默病研究治疗药物donanemab提交上市申请。美国食品和药物管理局出人意料地批准了百健(BIIB)的阿尔茨海默氏症治疗药物Aduhelm，提高了投资者对礼来公司等其他候选药物的期望。</blockquote></p><p> Earnings in the second quarter were $1.4 billion, or $1.53 per share. Adjusting for noncash and one-time accruals, Lilly says EPS were $1.83, which represented growth of about 30% from the adjusted number for the year-ago second quarter.</p><p><blockquote>第二季度盈利14亿美元，合每股1.53美元。礼来公司表示，调整非现金和一次性应计费用后，每股收益为1.83美元，比去年第二季度调整后的数字增长约30%。</blockquote></p><p> Antibody treatments for Covid have been a boost to Lilly stock in recent quarters. Second-quarter revenue from those treatments was $149 million. The appearance of variant strains of the Covid-causing SARS-CoV-2 coronavirus is a problem for custom-crafted antibody treatments, however. While Lilly says that its two authorized antibody products show laboratory effectiveness against the virus’ worrisome Delta variant, the U.S. government stopped shipments of the Lilly antibodies in June on evidence that they don’t neutralize the Beta and Gamma variants.</p><p><blockquote>最近几个季度，针对新冠病毒的抗体治疗提振了礼来公司的股价。这些治疗的第二季度收入为1.49亿美元。然而，引起新冠病毒的新型冠状病毒冠状病毒变异株的出现对于定制抗体治疗来说是一个问题。虽然礼来公司表示，其两种授权抗体产品在实验室中对该病毒令人担忧的德尔塔变异毒株有效，但美国政府在6月份停止了礼来公司抗体的运输，因为有证据表明它们不能中和β和γ变种。</blockquote></p><p> So Lilly is writing down the value of some antibody inventories, and the write-down led it to revise its earnings guidance for the 2021 year. Profits this year will come in around a midpoint of about $6.83 a share, says Lilly, instead of the previously guided midpoint of $7.13. Apart from the write-down, and other noncash adjustments, however, the midpoint forecast is unchanged, at $7.90 a share.</p><p><blockquote>因此，礼来公司正在减记一些抗体库存的价值，减记导致其修改了2021年的盈利指引。礼来公司表示，今年的利润将在每股6.83美元左右的中点左右，而不是之前指导的7.13美元的中点。然而，除了减记和其他非现金调整外，中点预测保持不变，为每股7.90美元。</blockquote></p><p> Lilly&nbsp;gained&nbsp;4%&nbsp;in&nbsp;morning&nbsp;trading,&nbsp;reached&nbsp;record&nbsp;high.<img src=\"https://static.tigerbbs.com/dfc51bbb6cd284c0017ede89c2bc6240\" tg-width=\"946\" tg-height=\"633\" width=\"100%\" height=\"auto\"></p><p><blockquote>礼来公司早盘上涨4%，创历史新高。</blockquote></p><p></p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Eli Lilly Earnings Missed Expectations. Why the Stock Is Soaring<blockquote>礼来公司盈利未达预期。股票为何飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEli Lilly Earnings Missed Expectations. Why the Stock Is Soaring<blockquote>礼来公司盈利未达预期。股票为何飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-08-03 23:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Drug giant Eli Lilly reported weaker-than-expected earnings but the stock is soaring.</p><p><blockquote>制药巨头礼来公司公布的盈利弱于预期，但股价正在飙升。</blockquote></p><p> Eli Lilly reported a year-over-year leap in second-quarter sales, but much of that rise resulted from the world’s restocking since 2020 lockdowns. Sales still grew a respectable 12%, after adjusting for Covid-19’s impact, while earnings matched Wall Street forecasts.</p><p><blockquote>礼来公司(Eli Lilly)报告称，第二季度销售额同比增长，但这一增长很大程度上是由于自2020年封锁以来全球重新进货。在对Covid-19的影响进行调整后，销售额仍增长了12%，而盈利符合华尔街的预测。</blockquote></p><p> Investors were satisfied. Lilly (ticker: LLY) stock is up 4% to $256.53 in Tuesday morning trading, while the Dow Jones Industrial Average is up 0.1% and the S&amp;P 500 is flat.</p><p><blockquote>投资者很满意。礼来公司（股票代码：LLY）股价在周二早盘交易中上涨4%，至256.53美元，道琼斯工业平均指数上涨0.1%，标普500持平。</blockquote></p><p> All told, Lilly’s second-quarter revenue jumped 23% to $6.7 billion. That’s slightly better than the $6.6 billion consensus forecast among analysts tallied at Sentieo.com. The Indianapolis-based company enjoyed strong volume growth. The strong year-over-year comparison benefited from the subdued level of June 2020 business in the Covid lockdown, which sapped $250 million from last year’s quarter, by Lilly estimate. Adjusting for that unusual weakness, as well as one-time benefits in 2021 like the company’s sale of Chinese rights to its erectile dysfunction treatment Cialis, Lilly said that second-quarter sales grew 12%.</p><p><blockquote>总而言之，礼来公司第二季度营收跃升23%至67亿美元。这略好于Sentieo.com统计的分析师一致预测的66亿美元。这家总部位于印第安纳波利斯的公司销量增长强劲。强劲的同比比较得益于2020年6月新冠疫情封锁期间业务水平低迷，据礼来公司估计，该业务比去年季度减少了2.5亿美元。礼来公司表示，考虑到这一不寻常的弱点，以及2021年的一次性收益，例如该公司出售其勃起功能障碍治疗药物Cialis的中国权利，第二季度销售额增长了12%。</blockquote></p><p> The company highlighted the strong growth of newer products, like diabetes drug Trulicity, heart drug Jardiance, and psoriasis treatment Taltz. Before year-end 2021, it hopes to file a marketing application for its investigational treatment for Alzheimer’s disease, donanemab. The Food and Drug Administration’s surprise approval of the Alzheimer’s treatment Aduhelm from Biogen (BIIB) has raised investor expectations for other candidates like Lilly’s.</p><p><blockquote>该公司强调了新产品的强劲增长，如糖尿病药物Trulicity、心脏病药物Jardiance和牛皮癣治疗药物Taltz。该公司希望在2021年底前为其阿尔茨海默病研究治疗药物donanemab提交上市申请。美国食品和药物管理局出人意料地批准了百健(BIIB)的阿尔茨海默氏症治疗药物Aduhelm，提高了投资者对礼来公司等其他候选药物的期望。</blockquote></p><p> Earnings in the second quarter were $1.4 billion, or $1.53 per share. Adjusting for noncash and one-time accruals, Lilly says EPS were $1.83, which represented growth of about 30% from the adjusted number for the year-ago second quarter.</p><p><blockquote>第二季度盈利14亿美元，合每股1.53美元。礼来公司表示，调整非现金和一次性应计费用后，每股收益为1.83美元，比去年第二季度调整后的数字增长约30%。</blockquote></p><p> Antibody treatments for Covid have been a boost to Lilly stock in recent quarters. Second-quarter revenue from those treatments was $149 million. The appearance of variant strains of the Covid-causing SARS-CoV-2 coronavirus is a problem for custom-crafted antibody treatments, however. While Lilly says that its two authorized antibody products show laboratory effectiveness against the virus’ worrisome Delta variant, the U.S. government stopped shipments of the Lilly antibodies in June on evidence that they don’t neutralize the Beta and Gamma variants.</p><p><blockquote>最近几个季度，针对新冠病毒的抗体治疗提振了礼来公司的股价。这些治疗的第二季度收入为1.49亿美元。然而，引起新冠病毒的新型冠状病毒冠状病毒变异株的出现对于定制抗体治疗来说是一个问题。虽然礼来公司表示，其两种授权抗体产品在实验室中对该病毒令人担忧的德尔塔变异毒株有效，但美国政府在6月份停止了礼来公司抗体的运输，因为有证据表明它们不能中和β和γ变种。</blockquote></p><p> So Lilly is writing down the value of some antibody inventories, and the write-down led it to revise its earnings guidance for the 2021 year. Profits this year will come in around a midpoint of about $6.83 a share, says Lilly, instead of the previously guided midpoint of $7.13. Apart from the write-down, and other noncash adjustments, however, the midpoint forecast is unchanged, at $7.90 a share.</p><p><blockquote>因此，礼来公司正在减记一些抗体库存的价值，减记导致其修改了2021年的盈利指引。礼来公司表示，今年的利润将在每股6.83美元左右的中点左右，而不是之前指导的7.13美元的中点。然而，除了减记和其他非现金调整外，中点预测保持不变，为每股7.90美元。</blockquote></p><p> Lilly&nbsp;gained&nbsp;4%&nbsp;in&nbsp;morning&nbsp;trading,&nbsp;reached&nbsp;record&nbsp;high.<img src=\"https://static.tigerbbs.com/dfc51bbb6cd284c0017ede89c2bc6240\" tg-width=\"946\" tg-height=\"633\" width=\"100%\" height=\"auto\"></p><p><blockquote>礼来公司早盘上涨4%，创历史新高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/eli-lilly-stock-earnings-sales-51628001381?siteid=yhoof2\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LLY":"礼来"},"source_url":"https://www.barrons.com/articles/eli-lilly-stock-earnings-sales-51628001381?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124475692","content_text":"Drug giant Eli Lilly reported weaker-than-expected earnings but the stock is soaring.\nEli Lilly reported a year-over-year leap in second-quarter sales, but much of that rise resulted from the world’s restocking since 2020 lockdowns. Sales still grew a respectable 12%, after adjusting for Covid-19’s impact, while earnings matched Wall Street forecasts.\nInvestors were satisfied. Lilly (ticker: LLY) stock is up 4% to $256.53 in Tuesday morning trading, while the Dow Jones Industrial Average is up 0.1% and the S&P 500 is flat.\nAll told, Lilly’s second-quarter revenue jumped 23% to $6.7 billion. That’s slightly better than the $6.6 billion consensus forecast among analysts tallied at Sentieo.com. The Indianapolis-based company enjoyed strong volume growth. The strong year-over-year comparison benefited from the subdued level of June 2020 business in the Covid lockdown, which sapped $250 million from last year’s quarter, by Lilly estimate. Adjusting for that unusual weakness, as well as one-time benefits in 2021 like the company’s sale of Chinese rights to its erectile dysfunction treatment Cialis, Lilly said that second-quarter sales grew 12%.\nThe company highlighted the strong growth of newer products, like diabetes drug Trulicity, heart drug Jardiance, and psoriasis treatment Taltz. Before year-end 2021, it hopes to file a marketing application for its investigational treatment for Alzheimer’s disease, donanemab. The Food and Drug Administration’s surprise approval of the Alzheimer’s treatment Aduhelm from Biogen (BIIB) has raised investor expectations for other candidates like Lilly’s.\nEarnings in the second quarter were $1.4 billion, or $1.53 per share. Adjusting for noncash and one-time accruals, Lilly says EPS were $1.83, which represented growth of about 30% from the adjusted number for the year-ago second quarter.\nAntibody treatments for Covid have been a boost to Lilly stock in recent quarters. Second-quarter revenue from those treatments was $149 million. The appearance of variant strains of the Covid-causing SARS-CoV-2 coronavirus is a problem for custom-crafted antibody treatments, however. While Lilly says that its two authorized antibody products show laboratory effectiveness against the virus’ worrisome Delta variant, the U.S. government stopped shipments of the Lilly antibodies in June on evidence that they don’t neutralize the Beta and Gamma variants.\nSo Lilly is writing down the value of some antibody inventories, and the write-down led it to revise its earnings guidance for the 2021 year. Profits this year will come in around a midpoint of about $6.83 a share, says Lilly, instead of the previously guided midpoint of $7.13. Apart from the write-down, and other noncash adjustments, however, the midpoint forecast is unchanged, at $7.90 a share.\nLilly gained 4% in morning trading, reached record high.","news_type":1,"symbols_score_info":{"LLY":0.9}},"isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807184298,"gmtCreate":1628006541814,"gmtModify":1633754426735,"author":{"id":"3573909472000815","authorId":"3573909472000815","name":"Yellowbean","avatar":"https://static.tigerbbs.com/4d868cfe8be9b8f44346ca5e7792200f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573909472000815","idStr":"3573909472000815"},"themes":[],"htmlText":"😯","listText":"😯","text":"😯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807184298","repostId":"1127822150","repostType":4,"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}