Consumer Edge Research

Consumer Edge News

Remote upgrades and anticipated 2017 Model 3 deliveries drive T

CNBC

May 31, 2017

Tesla makes money not just on the initial sale, but on remote upgrades.

  • The company is "doing something no one else is able to do."
  • Future success depends on a timely Model 3 release.

Tesla bulls believe in the electric car maker's strategy, analyst James Albertine told...
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Analyst: The two things investors want from Ford

CNBC

May 22, 2017

Jamie Albertine, Consumer Edge Research senior analyst, discusses Ford's executive shakeup with the ouster of CEO Mark Fields.


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Auto Dealers Decide Cars Are Taking Up Too Much Prime Space

Wall Street Journal

Apr 29, 2017

Large chains opt to move merchandise to less-valuable real estate

AutoNation Inc., AN -3.78% the largest seller of new vehicles in the U.S., is making a $500 million bet on the used-car business. To pay for it, the dealer chain is selling what has long been the industry’s most precious...
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Expert: Tesla is idea-rich, but needs to be cash-rich

CNBC

Apr 13, 2017

James Albertine, Consumer Edge Research, discusses the announcement that Tesla will be unveiling a semi truck in the fall.


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Costco’s Private-Label Booze Helps Warm Spirits During Dry Spel

Bloomberg

Mar 16, 2017

The holidays didn’t go well for Costco Wholesale Corp., whose profit during the period missed analysts’ projections by the most in at least a decade. But there was something to raise a glass to: booze.

Alcohol sales have surged at the...
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Albertine: Model S is 'the Apple iPhone' to every electric vehi

CNBC

Feb 22, 2017

Ben Kallo, Robert w. Baird; James Albertine, Consumer Edge Research; Mark Spiegel, Stanphyl Capital, share their reactions to Tesla Q4 earnings.


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Investors are concerned about the auto industry cycle

CNBC

Feb 07, 2017

Investors are not sure if automakers can sustain the record levels of sales seen in 2016, says Consumer Edge Research's Jamie Albertine.


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Low likelihood of large import-related tax on autos from Trump

CNBC

Jan 05, 2017

James Albertine, Consumer Edge senior auto analyst, discusses President-elect Donald Trump's tweet attacks on automakers.

http://video.cnbc.com/gallery/?video=3000581550&play=1


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Wal-Mart Share Repurchases Fall to 19.6 Million in Quarter

Nov 18, 2016

Wal-Mart Stores Inc. bought back 19.6 million shares in its fiscal 2017 third quarter for about $1.4 billion, a sharp decline from the previous quarter, when it bought back 30.3 million shares for about $2.1 billion.

The company also paid about $1.5 billion in dividends in the quarter, said Brett Biggs, Wal-Mart’s chief...
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Sotheby’s Reports $54.5 Million Loss in 3rd Quarter

The New York Times

Nov 07, 2016

Citing a general slowdown in the art market and other factors, Sotheby’s on Monday reported a loss of $54.5 million in the third quarter, compared with a $17.9 million loss for the same period a year ago.

The auction house had expected the decline, which it attributed in part to the change in the timing of the...
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