Thursday, August 31, 2017

US Motor Vehicle Related (41) Companies With Market Caps Above $1 Bil 2Q 2017 Total Earnings Were $7.433 Bil, Down 6% From the $7.896 Bil Total Earnings in the 2Q 2016 ....................................................................................... The Motor Vehicle Related Manufacturing (33) Companies Generated 2Q 2017 Total Earnings of $6.977 Bil, Down 4% From the 2Q 2016 Total Earnings of $7.241 Bil ....................................................................................... The Motor Vehicle Related Non-Manufacturing (8) Companies Generated 2Q 2017 Total Earnings Which Declined By 30% From the 2Q 2016 ..................................................................................... US Capitalism Under the Trump Administration, Directed Mainly By Donald Trump and Ex Goldman Sachs Partners Steven Mnuchin and Gary Cohn, Is Seriously Broken When the Largest US Bank JPMorgan Chase Generates More in Total Earnings in the 2Q 2017, or $7.029 Bil, Than the Entire Stellar, Critical US Motor Vehicle Manufacturing Industry, With 33 Companies Posting 2Q 2017 Total Earnings of $6.977 Bil

From a review of the Google Finance Website and of company financial statements in the US SEC website, I found the 41 Motor Vehicle Related Companies headquartered in the US with Stock Market Capitalizations of more than $1 Bil very recently and which have filed their Calendar Second Quarter 2017 Financial Statements with the SEC. 

Below here are the Total Reported US GAAP Earnings (Losses) From Continuing Operations for the Second Calendar Quarters of both 2017 and 2016 for each of these 41 largest US Motor Vehicle Related Companies.






Calendar Calendar







2Q 17 2Q 16



Calendar US GAAP US GAAP Net Net


Most
2Q 17 Net Net Income Income
US Motor Vehicle Related Companies City State Recent
Month Income Income Better Better
Stock Market Caps Above $1 Bil HQs HQs FYE
End (Loss) (Loss) (Worse) (Worse)





 $ mils  $ mils  $ mils %
Motor Vehicle Related Manufacturing








General Motors Detroit MI Dec16
June            2,433            2,744             (311) -11%
Ford Motor Dearborn MI Dec16
June            2,050            1,972                 78 4%
Delphi Automotive PLC Troy MI Dec16
June               386               271               115 42%
PACCAR Bellevue WA Dec16
June               373               481             (108) -22%
Lear Corp Southfield MI Dec16
June               327               295                 32 11%
Harley-Davidson Milwaukee WI Dec16
June               259               280               (21) -8%
Adient Ltd Plymouth MI Sep16
June               226                   7               219 3129%
BorgWarner Auburn Hills MI Dec16
June               221               175                 46 26%
Goodyear Tire & Rubber Akron OH Dec16
June               154               208               (54) -26%
Oshkosh Corp Oshkosh WI Sep16
June               129                 84                 45 54%
Autoliv Inc Auburn Hills MI Dec16
June               128               148               (20) -14%
Allison Transmission Holdings Indianapolis IN Dec16
June                 95                 61                 34 56%
WABCO Holdings Rochester Hills MI Dec16
June                 92                 79                 13 16%
Gentex Zeeland MI Dec16
June                 89                 86                   3 3%
Dana Holding Corp Maumee OH Dec16
June                 73                 55                 18 33%
American Axle & Manufacturing Detroit MI Dec16
June                 66                 71                 (5) -7%
Meritor Inc Troy MI Sep16
June                 52                 43                   9 21%
Visteon Van Buren Township MI Dec16
June                 48                 39                   9 23%
Cooper Tire & Rubber Findlay OH Dec16
June                 46                 71               (25) -35%
Cooper-Standard Holdings Inc Novi MI Dec16
June                 42                 40                   2 5%
LCI Industries Elkhart IN Dec16
June                 40                 38                   2 5%
Dorman Products Inc Colmar PA Dec16
June                 28                 26                   2 8%
Patrick Industries Inc Elkhart IN Dec16
June                 21                 17                   4 24%
Winnebago Industries Inc Forest City IA Aug16
May17                 19                 14                   5 36%
Standard Motor Products Inc Long Island City NY Dec16
June                 18                 20                 (2) -10%
Tenneco Inc Lake Forest IL Dec16
June                 15               100               (85) -85%
Fox Factory Holding Corp Scotts Valley CA Dec16
June                 14                   9                   5 56%
Federal Signal Corp Oak Brook IL Dec16
June                 12                   9                   3 33%
Gentherm Inc Northville MI Dec16
June                   9                 18                 (9) -50%
Rev Group Milwaukee WI Oct16
Apr17                   7                   8                 (1) -13%
Axalta Coating Systems Ltd Philadelphia PA Dec16
June               (19)                 52               (71) NM
Navistar Intl Lisle IL Oct16
Apr17               (75)                 13               (88) NM
Tesla Motors Palo Alto CA Dec16
June             (401)             (293)             (108) NM










Total 33 Motor Vehicle Related Manufacturing




           6,977            7,241             (264) -4%










Motor Vehicle Related Non-Manufacturing








Genuine Parts Atlanta GA Dec16
June               190               191                 (1) -1%
LKQ Corp Chicago IL Dec16
June               151               138                 13 9%
AMERCO Reno NV Mar16
June               126               147               (21) -14%
CDK Global Hoffman Estates IL Jun17
June                 61                 60                   1 2%
Ryder System Miami FL Dec16
June                 51                 74               (23) -31%
Asbury Automotive Group Duluth GA Dec16
June                 32                 37                 (5) -14%
Avis Budget Group  Parsippany NJ Dec16
June                   3                 36               (33) -92%
Hertz Global Holdings Estero FL Dec16
June             (158)               (28)             (130) NM










Total 8 Motor Vehicle Related Non-Manufacturing



              456               655             (199) -30%










Total all 41 Motor Vehicle Related Companies




           7,433            7,896             (463) -6%












Wednesday, August 30, 2017

Despite Strong Earnings Growth From Premier Companies McDonalds, Costco and Home Depot, US Retail and Retail-Related (107) Companies With Market Caps Above $1 Bil 2Q 2017 Total Earnings Were $16.9 Bil, Down By 5% From the $17.8 Bil Total Earnings in the 2Q 2016 ....................................................................................... If These Retailing Companies Were More Financially Savvy and Established Wisely-Designed REITs, Their Earnings Would Jump Up Dramatically .......................................................................................US Capitalism Under the Trump Administration, Directed Mainly By Donald Trump and Ex Goldman Sachs Partners Steven Mnuchin and Gary Cohn, Is Seriously Broken When the Big 3 US Banks Generate 7.5% More in Total Earnings in the 2Q 2017, or $18.146 Bil, Than the Entire Operationally Very Well Run US Retail and Retail-Related Industry, or 107 Companies With 2Q 2017 Total Earnings of $16.882 Bil

From a review of the Google Finance Website and of company financial statements in the US SEC website, I found the 107 Retail and Retail-Related Companies headquartered in the US with Stock Market Capitalizations of more than $1 Bil very recently and which have filed their Calendar Second Quarter 2017 Financial Statements with the SEC. 


Below here are the Total Reported US GAAP Earnings (Losses) From Continuing Operations for the Second Calendar Quarters of both 2017 and 2016 for each of these 107 largest US Retail and Retail-Related Companies.





Calendar Calendar







2Q 17 2Q 16



Calendar US GAAP US GAAP Net Net


Most
2Q 17 Net Net Income Income
US Retail and Retail Related Companies City State Recent
Month Income Income Better Better
Stock Market Caps Above $1 Bil HQs HQs FYE
End (Loss) (Loss) (Worse) (Worse)





 $ mils  $ mils  $ mils %










Wal-Mart Bentonville AR Jan17
Apr17            3,152            3,216               (64) -2%
Home Depot Atlanta GA Jan17
Apr17            2,014            1,803               211 12%
McDonald's Oak Brook IL Dec16
June            1,395            1,093               302 28%
Costco Issaquah WA Aug16
May17               706               549               157 29%
Starbucks Seattle WA Sep16
June               691               755               (64) -8%
Target Corp Minneapolis MN Jan17
Apr17               677               614                 63 10%
Lowe's Companies Mooresville NC Jan17
Apr17               602               884             (282) -32%
TJX Companies Framingham MA Jan17
Apr17               536               508                 28 6%
Sherwin-Williams Cleveland OH Dec16
June               361               378               (17) -4%
AutoZone Memphis TN Aug16
May17               332               328                   4 1%
Ross Stores Dublin CA Jan17
Apr17               321               291                 30 10%
Kroger Cincinnati OH Jan17
Apr17               297               695             (398) -57%
O'Reilly Automotive Springfield MO Dec16
June               283               258                 25 10%
Dollar General Goodlettsville TN Jan17
Apr17               279               295               (16) -5%
Restaurant Brands Intl Miami FL Dec16
June               244               248                 (4) -2%
CarMax Richmond VA Feb17
May17               212               175                 37 21%
Yum! Brands Louisville KY Dec16
June               206               266               (60) -23%
Dollar Tree Chesapeake VA Jan17
Apr17               201               233               (32) -14%
Best Buy Richfield MN Jan17
Apr17               188               226               (38) -17%
Liberty Interactive Group Englewood CO Dec16
June               184               387             (203) -52%
Foot Locker New York NY Jan17
Apr17               180               191               (11) -6%
Hanesbrands Winston Salem NC Dec16
June               172               128                 44 34%
Tractor Supply Co Brentwood TN Dec16
June               161               156                   5 3%
Fastenal Winona MN Dec16
June               149               132                 17 13%
The Gap San Francisco CA Jan17
Apr17               143               127                 16 13%
Ulta Beauty Bolingbrook IL Jan17
Apr17               128                 92                 36 39%
Michael Kors Holdings New York NY Mar16
June               126               146               (20) -14%
Darden Restaurants Orlando FL May17
May17               125               140               (15) -11%
Yum China Holdings Plano TX Dec16
June               113                 73                 40 55%
Penske Automotive Group Bloomfield Hills MI Dec16
June               107                 96                 11 11%
Whole Foods Market Austin TX Dec16
June               106               120               (14) -12%
Camping World Holdings Lincolnshire IL Dec16
June               105                 83                 22 27%
Staples Framingham MA Jan17
Apr17               105                 60                 45 75%
L Brands Columbus OH Jan17
Apr17                 94               152               (58) -38%
Tiffany & Co New York NY Jan17
Apr17                 93                 88                   5 6%
Copart Inc Dallas TX Jul16
Apr17                 91                 75                 16 21%
AutoNation Fort Lauderdale FL Dec16
June                 88               112               (24) -21%
Advance Auto Parts Roanoke VA Dec16
June                 87               125               (38) -30%
HD Supply Holdings Atlanta GA Jan17
Apr17                 85               (14)                 99 NM
Signet Jewelers Ltd Akron OH Jan17
Apr17                 79               147               (68) -46%
Bed Bath & Beyond Union NJ Feb17
May17                 75               123               (48) -39%
Skechers USA Inc Manhattan Beach CA Dec16
June                 73                 84               (11) -13%
Michaels Companies Irving TX Jan17
Apr17                 72                 71                   1 1%
Macy's Cincinnati OH Jan17
Apr17                 70               115               (45) -39%
PVH Corp New York NY Jan17
Apr17                 70               232             (162) -70%
Chipotle Mexican Grill Denver CO Dec16
June                 67                 26                 41 158%
Sally Beauty Holdings Denton TX Sep16
June                 67                 68                 (1) -1%
Domino's Pizza Ann Arbor MI Dec16
June                 66                 49                 17 35%
Kohl's Corp Menomonee Falls WI Jan17
Apr17                 66                 17                 49 288%
Dillard's Inc Little Rock AR Jan17
Apr17                 66                 77               (11) -14%
Aramark Philadelphia PA Sep16
June                 65                 45                 20 44%
Nordstrom Seattle WA Jan17
Apr17                 63                 46                 17 37%
Ralph Lauren New York NY Mar16
June                 60               (22)                 82 NM
GameStop Grapevine TX Jan17
Apr17                 59                 66                 (7) -11%
Dicks Sporting Goods Coraopolis PA Jan17
Apr17                 58                 57                   1 2%
KAR Auction Services Carmel IN Dec16
June                 57                 62                 (5) -8%
Dunkin Brands Group Canton MA Dec16
June                 56                 50                   6 12%
Lithia Motors Inc Medford OR Dec16
June                 53                 51                   2 4%
Burlington Stores Florence NJ Jan17
Apr17                 52                 38                 14 37%
Big Lots Columbus OH Jan17
Apr17                 52                 39                 13 33%
Brinker Intl Dallas TX Jun17
June                 51                 62               (11) -18%
Cracker Barrel Old Country Store Lebanon TN Jul16
Apr17                 47                 49                 (2) -4%
Dave & Busters Entertainment Dallas TX Jan17
Apr17                 43                 31                 12 39%
Sprouts Farmers Market Phoenix AZ Dec16
June                 41                 37                   4 11%
Williams-Sonoma San Francisco CA Jan17
Apr17                 40                 40                  -   0%
Texas Roadhouse Inc Louisville KY Dec16
June                 39                 35                   4 11%
Group 1 Automotive Houston TX Dec16
June                 39                 47                 (8) -17%
Cheesecake Factory Calabasas Hills CA Dec16
June                 38                 39                 (1) -3%
Jack in the Box San Diego CA Dec16
June                 37                 31                   6 19%
United Natural Foods Providence RI Jul16
Apr17                 37                 38                 (1) -3%
Bloomin' Brands Inc Tampa FL Dec16
June                 36                 (8)                 44 NM
Childrens Place Inc Secaucus NJ Jan17
Apr17                 36                 26                 10 38%
Chico's FAS Ft Myers FL Jan17
Apr17                 34                 31                   3 10%
HSN Inc St Petersburg FL Dec16
June                 33                 26                   7 27%
Casey's General Stores Ankeny IA Apr17
Apr17                 30                 47               (17) -36%
Cabelas Inc Sidney NE Dec16
June                 28                 38               (10) -26%
Papa John's Intl Inc Louisville KY Dec16
June                 25                 24                   1 4%
Party City Holdco Elmsford NY Dec16
June                 25                 23                   2 9%
American Eagle Outfitters Pittsburgh PA Jan17
Apr17                 25                 40               (15) -38%
NutriSystem Inc Fort Washington PA Dec16
June                 24                 16                   8 50%
DSW Inc Columbus OH Jan17
Apr17                 23                 30                 (7) -23%
Rush Enterprises Inc New Braunfels TX Dec16
June                 22                 11                 11 100%
Office Depot Boca Raton FL Dec16
June                 21               232             (211) -91%
Floor & Décor Holdings Smyrna GA Dec16
June                 20                   5                 15 300%
Ollie's Bargain Outlet Holdings Inc Harrisburg PA Jan17
Apr17                 19                 12                   7 58%
PriceSmart San Diego CA Aug16
May17                 19                 17                   2 12%
Weis Markets Sunbury PA Dec16
June                 18                 15                   3 20%
Oxford Industries Atlanta GA Jan17
Apr17                 17                 20                 (3) -15%
Cardtronics PLC Houston TX Dec16
June                 15                 20                 (5) -25%
Caleres Inc St Louis MO Jan17
Apr17                 15                 18                 (3) -17%
Urban Outfitters Philadelphia PA Jan17
Apr17                 12                 30               (18) -60%
At Home Group Plano TX Jan17
Apr17                 10                   7                3.0 43%
Buffalo Wild Wings Minneapolis MN Dec16
June                   9                 24               (15) -63%
Shake Shack New York NY Dec16
June                   8                   7                   1 14%
Five Below Philadelphia PA Jan17
Apr17                   8                   7                   1 14%
Wingstop Dallas TX Dec16
June                   5                   4                   1 25%
e.l.f. Beauty Oakland CA Dec16
June                   4                 (3)                   7 NM
Diplomat Pharmacy Flint MI Dec16
June                   3                   8                 (5) -63%
Wendys Dublin OH Dec16
June                 (2)                 26               (28) NM
Restoration Hardware Holdings Corte Madera CA Jan17
Apr17                 (3)               (13)                 10 NM
G-III Apparel Group Ltd New York NY Jan17
Apr17               (10)                   3               (13) NM
Columbia Sportswear Portland OR Dec16
June               (11)                 (8)                 (3) NM
Guess? Inc Los Angeles CA Jan17
Apr17               (21)               (25)                   4 NM
Blue Apron Holdings New York NY Dec16
June               (32)                   6               (38) NM
Rite Aid Corp Camp Hill  PA Feb17
May17               (75)                 (5)               (70) NM
J C Penney Company Plano TX Jan17
Apr17             (180)               (68)             (112) NM
Liberty Expedia Holdings Englewood CO Dec16
June             (225)                   5             (230) NM










Total all 107 Retail Related Companies




         16,882          17,782             (900) -5%