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Week Ahead: 'Cord Cutting' in Focus as Media Firms Report

Investors will be eager to see how media giants Disney, Fox, Time Warner, Viacom, and CBS are faring as consumers' viewing habits change.

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For Morningstar, I'm Jeremy Glaser. Welcome to The Week Ahead, our quick take on what investors should have on their radar screens for the week starting Feb. 8.

Media will be in focus all week, with earnings from Disney, 21st Century Fox, Viacom, Time Warner, and CBS. These companies have been facing questions about how they are going to fare in the face of consumers "cutting the cord." Look for this to be the dominant theme during post-earnings conference calls.  

Coke reports its results on Tuesday. Despite currency headwinds, the firm has seen some solid pricing power, volume growth, and profitability. We'll see if those trends continued in the fourth quarter.

Whole Foods shares have dropped over 45% in the last year due to concerns about the firm's growth trajectory. Results on Wednesday will show if they've been able to reinvigorate sales.

It's a reasonably sleepy week when it comes to economic data. Friday's retail sales report for January will likely be the most watched one. Remember, though, that this data is not adjusted for inflation, so the headline number may be not be the best indication of the true strength of the consumer.

Stay tuned to Morningstar for our take on all of these stories throughout the week. 


Jeremy Glaser has a position in the following securities mentioned above: DIS. Find out about Morningstar’s editorial policies.

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