Concerns over a key supplier to both Yum and McDonald’s in China have hurt sales and stock prices in the short run, but Morningstar's R.J . Hottovy expects the firms to bounce back.
The online retail giant's third-quarter outlook draws some concern, but we have conviction in the firm's margin expansion and investments, says Morningstar's R.J . Hottovy .
Chipotle’s phenomenal 17.3% comp increase during a tepid quarter for restaurant operators is a testament to the firm’s business model, but valuation levels remain a concern, says Morningstar’s R.J . Hottovy .
Management’s response to the Marketplaces data breach, the firm’s impressive gains in payment and mobile volumes, and its capital-allocation efforts are reasons why Morningstar’s R.J . Hottovy is maintaining a long-term positive outlook for the firm.
Brand power can create strong competitive advantages in the consumer sector, but cost advantages and network effects also can play big roles.
Facebook makes the most of mobile, focus pivots to Apple's pipeline, Chipotle may be moat-worthy, and more.
Morningstar's R.J . Hottovy says a key uncertainty ahead of Alibaba's IPO is whether the firm can duplicate its success outside of China.
This Internet giant's public offering could be one of the largest in history, and investors should consider its network effect and growth tailwinds.
As online purchasing becomes the norm among consumers, many retailers are increasing promotional activity and engaging in price wars to drive store traffic, says Morningstar's R.J . Hottovy .
The Internet giant's network effect, mobile capabilities, and PayPal platform have it positioned for long-term growth, say Morningstar's Matt Coffina and R.J . Hottovy .