The analysts at Bloomberg Intelligence, who track 4,000 stocks, identified companies — in industries including energy, technology, retail, and finance — that face unusual challenges in the coming year or are poised to release products or services with blockbuster potential. The analysts considered revenue growth, margins, market share, debt, and other factors such as economic conditions, and came up with a list of 50 worth watching.
A spending spree pays off for Adidas
Alkermes is getting a lift from an opioid-blocking drug
Altice searches for savings after a buying binge
Amazon loves Prime numbers
American Eagle Outfitters hasn’t fallen out of fashion
China’s Anta goes upscale
Ariad’s got pricing power
The recession has sapped Banco do Brasil’s strength
Barrick Gold gets a Brexit bounce
A ratings cut could crimp Caterpillar
Can CBS find happiness with Viacom, again?
Chemours gets stuck with a Teflon bill
Chipotle feels a little better
Comcast goes for a quadruple play
Delta Lloyd feels the squeeze of new risk rules
Diageo wants to be your tipple
Dow and DuPont hope that three is better than two
Eli Lilly is more petite than rivals but has a better pipeline
Planes, trains, and automobiles drive profits for Ferrovial
Ford’s dependence on the U.S. is a liability
Geely’s new models have a Swedish touch
GoPro goes for drones
Hannover Rueck pays for rising floodwaters
Hudson’s Bay has money to spend
ICBC is getting a grip on bad loans
J.C. Penney’s turnaround is in jeopardy
Kite Pharma is turning T-cells against cancer
Ahold and Delhaize unite to fight discounters
LafargeHolcim hunts for post-merger savings
MetLife hopes to stay systemically unimportant
Micron can’t shake its PC habit
Nestlé’s new boss has a healthy appetite
Netflix can’t crack China
Novatek navigates the Russian Arctic
Philip Morris says, “Let them vape.”
Procter & Gamble is in the middle of a makeover
Ralph Lauren catches up to fast fashion
Toxic mortgages are still a risk for Royal Bank of Scotland
After losing ground to market leader Nike and upstart Under Armour, the global sportswear brand has rallied. Adidas has increased marketing spending, and the Stan Smith lifestyle shoe has enjoyed a comeback.
The drugmaker has seen demand for Vivitrol, its opioid-blocking drug, soar in response to the painkiller and heroin epidemic. Aristada, the company’s recently introduced drug for schizophrenia, is expected to become a major growth engine.
The Dutch telecommunications company has been on a buying spree, snapping up Suddenlink and Cablevision in 2015 to become the fourth-largest cable provider in the U.S. After borrowing heavily to make the purchases, it’s now under pressure to cut costs and increase revenue.
The teen-oriented retailer has avoided the fate of rivals such as PacSun, American Apparel, and Wet Seal, which have all filed for bankruptcy. AE’s six consecutive quarters of same-store sales gains highlight the importance of having the right product assortment and using data to manage inventory and minimize discounting.
Ariad’s blood cancer treatment Iclusig has shown steady growth since its relaunch in 2014, thanks partly to price increases that have made it among the most expensive drugs in its category. The company has filed for U.S. Food and Drug Administration approval for its lung cancer drug brigatinib and expects a decision in the second quarter of 2017.
The recession has taken a toll on the profitability of Brazil’s No. 4 bank by assets. Banco do Brasil’s reliance on a narrow base of domestic corporate borrowers is a source of concern, as bankruptcies have been on the rise.
The divergent fortunes of CBS and Viacom raise questions about the advantage of a recombination after a decade apart. On the plus side, a deal would bolster CBS’s portfolio of networks. CBS CEO Les Moonves would finally fulfill his ambition to run a major movie studio, but could he pull Paramount out of its funk?
Spun off from DuPont in 2015, Chemours inherited the liability of 3,500 lawsuits over a toxic Teflon chemical (PFOA) found in Ohio’s and West Virginia’s waters. The cost to Chemours could be as high as $3 billion.