Cresco Investments2024Q1 Earnings Review Part V: Consumer Cyclical, Energy, Health & TechnologyPizza Pizza reported strong same-store sales growth, fueling the royalty company’s dividend payout.Jun 8Jun 8
Cresco Investments2024Q1 Earnings Review Part IV: Biotechnology, Consumer Defensive, Industrials, Healthcare &…CVS reported a dismal quarter, and the company's fundamentals have changed, so we decided to cut our losses.May 28May 28
Cresco Investments2024Q1 Earnings Review Part III: Consumer Cyclicals, Communication Services, Industrials &…Northrup Grumman reported top and bottom line beats as the military spending propelled the quarter.May 21May 21
Cresco Investments2024Q1 Earnings Review Part II: Healthcare & IndustrialsDespite reporting a loss, Vertiv Holdings reported a strong quarter as benefits from the tailwinds of AI demand in the data center space.May 6May 6
Cresco Investments2024Q1 Earnings Review Part I: Consumer Defensive, Financials & HealthcareDollarama beat on the top and bottom line and provided an excellent outlook given the record FY2024 the company had.Apr 30Apr 30
Cresco Investments2023Q Earnings Review Part IV: Consumer Defensive, Consumer Cyclical, TechnologyWalmart reported a solid quarter with an earnings and revenue beat and an excellent strategic acquisition of Vizio.Mar 18Mar 18
Cresco Investments2023Q4 Earnings Review Part III: Consumer Defensive, Healthcare, Industrials & TechnologyXylem beat on the top and bottom and gave a solid outlook to show the benefits of the Evoqua transaction.Mar 14Mar 14
Cresco Investments2023Q4 Earnings Review Part II: Basic Materials, Consumer Cyclical, Consumer Defensive, Healthcare…Thermo Fisher reported a mixed quarter and a cautious FY2024 outlook as the company returns to growth mode.Mar 8Mar 8
Cresco InvestmentsEarnings Review 2023Q4 Part I: Communication Services, Financials, Healthcare & IndustrialsGoldman Sachs Group reported a better-than-expected quarter as asset management and equities benefitted from the stock market rally.Feb 6Feb 6
Cresco Investments2023 Earnings Review Part IV: Consumer Defensive, Healthcare and TechnologyWalmart reported a revenue and earnings beat, but the cautious outlook shows signs of consumer strain.Jan 22Jan 22