Weight Watchers International

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vogelspotter
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Re: Weight Watchers International

Berichtdoor vogelspotter » 02 Okt 2017 16:35

What Should Investors Know About Weight Watchers International Inc’s (WTW) Future?

 Gerald Huddleston  October 2, 2017


WTW’s sound earnings growth per share is expected to be a double-digit 10.64% over the next year. Presently, with an EPS of $1.62, we can expect an upcoming EPS of $1.79. To determine whether this growth rate expectation is justified, we should take a look at how the company has been performing in the past.
See our latest analysis for WTW


How is WTW going to perform in the future?
Estimating the future growth of small niche stocks like Weight Watchers International is notoriously difficult. This is because these kind of stocks have no analyst coverage and hence investors need to really understand the business and make their own call. However this also means there is more of an opportunity for mispricing given the higher information asymmetry. This will project the annual earnings to levels above what has been seen in the past few years. In the same period we are supposed to see the revenue grow from $1,219M to $1,310M and profits (net income) are predicted to slightly grow from $104M to $118M in upcoming year, roughly growing 1.1x. Margins also look rather unappealing at the current levels of revenue and earnings.


Is the growth built on solid basis?


The past can be a great indicator for future performance for a stock. We can determine whether this level of expected growth is excessive or whether the company continues to go from strength to strength. WTW’s earnings growth last year was 226.56% which indicates that the company’s past performance is quite revealing of future outcome. This means WTW has already proven its capacity to grow at a strong rate, which should give investors higher conviction of analysts’ consensus prediction for the company’s future growth moving forward.


Final words
On the whole, WTW looks like it is well-placed to deliver solid growth in the upcoming year, supported by analysts’ double-digit growth projections. However, in order to determine whether this bullish sentiment is yet to be accounted for by the market, we also need to see if it is undervalued. As Warren Buffett’s right-hand man Charlie Munger said, “No matter how wonderful a business is, it’s not worth an infinite price”.
Ahold Delhaize,ArcelorMittal,ASIT biotech,Avantium, Deceuninck, Euronav, Nyrstar, TomTom, UCB, X-Fab, Vasco Data.
Verkocht:Petrobras ADR, Weight Watchers.


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Re: Weight Watchers International

Berichtdoor johan1213 » 02 Okt 2017 23:47

Wat een mooi koers verloop heeft dit aandeel het laatste jaar .. is zo wat even van 10 naar 46 $ gegaan.

Ik was toevallig op internet aan 't surfen over bedrijven met een lage koers/winst verhouden en daarin kwam ik onderstaand artikel tegen van 2 jaar geleden.

Wanneer u op zoek bent naar ondergewaardeerde aandelen is het altijd geweldig om koopjes te ontdekken. Maar wees op uw hoede als u in het afgeprijsde rek rondneust. In veel gevallen zijn aandelen goedkoop met een reden. Zo moet u als belegger extra alert zijn wanneer een aandeel een k/w verhouding heeft lager dan 9. En hoewel het belangrijk is niet te veel te betalen voor een aandeel, moeten er bij een k/w van minder dan 9 allerlei alarmbellen bij u gaan rinkelen.
Ter illustratie kijken we naar het aandeel Weight Watchers (NYSE: WTW). Het aandeel heeft momenteel slechts een k/w verhouding van 3, en juist in een berenmarkt zou u denken dat dit echt een koopje is. Maar schijn bedriegt, want vanwege de dodelijke combinatie, van een verouderd aanbod en toegenomen concurrentie, is het aandeel sinds begin dit jaar in een vrije val geraakt.

Kijkt u maar eens naar de koersontwikkeling van het aandeel het afgelopen jaar en de afgelopen 5 jaar.


Momenteel noteren de aandelen van Weight Watchers nog slechts $5, terwijl het aandeel in 2011 op haar piek nog $85 noteerde. De reden voor de koersdaling mag duidelijk zijn. Omzet- en winstcijfers gaan de afgelopen jaren nergens anders heen dan naar beneden.

Kijken we vooruit dan verwacht Weight Watchers een winstgroei van 2% per jaar te kunnen halen. En dat is natuurlijk peanuts gezien de enorme dalingen van de afgelopen tijd. Voor 2015 wordt een winst per aandeel verwacht van slechts $0,57 vergeleken met $2 een jaar geleden. Veel alarmerender is dat voor 2016 dit nog slechts $0,43 zal zijn. Nu wil ik niet zeggen dat alle hoop voor WTW is verkeken maar het ombuigen van een neerwaartse trend blijkt voor WTW niet makkelijk. De gloriedagen van het bedrijf lijken daarmee toch echt voorbij te zijn.

Weight Watchers is dus alles behalve een koopje. In plaats daarvan is de lage k/w verhouding juist een symptoom van een groter en aantoonbaar mankement. Er is voor beleggers slechts een snelle blik op een aantal belangrijke financiële gegevens nodig om dat te constateren maar de zeer lage k/w-verhouding was daarvoor wel de aanleiding.

Weight Watchers is natuurlijk slechts één voorbeeld van een aandeel in de problemen met een lage k/w verhouding. Het is daarom belangrijk om een cijfer als koers/ winstverhouding met enige nuance te benaderen. Dergelijke cijfers kunnen sterk per sector variëren en soms hoeft een hoge k/w verhouding helemaal niet te betekenen dat een aandeel duur is, maar juist staat voor groei. Baseer uw aankoop van een aandeel (of het juist niet kopen) dus nooit op de k/w verhouding alleen. Ga er echter wel van uit dat wanneer u bij een aandeel een k/w verhouding lager dan 9 ziet staan, u het in de meeste gevallen eigenlijk wel van uw kooplijstje kunt schrappen.
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Re: Weight Watchers International

Berichtdoor vogelspotter » 18 Okt 2017 18:26

Weight Watchers International Inc (WTW) Position Increased by Alliancebernstein L.P.

Posted by Andrew Steele on Oct 18th, 2017


Weight Watchers International logoAlliancebernstein L.P. boosted its position in shares of Weight Watchers International Inc (NYSE:WTW) by 163.2% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 59,000 shares of the company’s stock after purchasing an additional 36,580 shares during the quarter. Alliancebernstein L.P. owned about 0.09% of Weight Watchers International worth $1,972,000 at the end of the most recent reporting period.
Ahold Delhaize,ArcelorMittal,ASIT biotech,Avantium, Deceuninck, Euronav, Nyrstar, TomTom, UCB, X-Fab, Vasco Data.
Verkocht:Petrobras ADR, Weight Watchers.

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Re: Weight Watchers International

Berichtdoor vogelspotter » 03 Nov 2017 15:19

Royal Bank of Canada Has $1.19 Million Stake in Weight Watchers International Inc (WTW)

Posted by Tatum Peregrin on Nov 3rd, 2017
Royal Bank of Canada increased its stake in shares of Weight Watchers International Inc (NYSE:WTW) by 256.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 35,485 shares of the company’s stock after purchasing an additional 25,539 shares during the quarter. Royal Bank of Canada owned 0.06% of Weight Watchers International worth $1,186,000 at the end of the most recent quarter.
Ahold Delhaize,ArcelorMittal,ASIT biotech,Avantium, Deceuninck, Euronav, Nyrstar, TomTom, UCB, X-Fab, Vasco Data.
Verkocht:Petrobras ADR, Weight Watchers.

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Re: Weight Watchers International

Berichtdoor vogelspotter » 06 Nov 2017 23:14

Weight Watchers Announces Third Quarter 2017 Results and Raises Full Year 2017 Guidance

- Revenues in Q3 2017 of $324 million, up 15%, or 14% on a constant currency basis, year-over-year

- Total Paid Weeks in Q3 2017 up 20% year-over-year

- Q3 2017 End of Period Subscribers up 18% year-over-year to 3.4 million

- Operating Income in Q3 2017 of $91 million, up 37%, or 34% on a constant currency basis, year-over-year

- EPS in Q3 2017 of $0.65, up from $0.53 in the prior year period

- FY 2017 EPS guidance raised to a range of $1.77 to $1.83 versus prior guidance of $1.57 to $1.67






News provided by
Weight Watchers International, Inc. 
16:15 ET


NEW YORK, Nov. 6, 2017 /PRNewswire/ -- Weight Watchers International, Inc. (NYSE: WTW) today announced its results for the third quarter of fiscal 2017 and raised its full year fiscal 2017 earnings guidance.





"Weight Watchers delivered strong performance across all major geographies in the third quarter, which resulted in high-quality earnings results," said Mindy Grossman, the Company's President and CEO. "We are excited about the upcoming winter season and the launch of our new program, which has received highly positive and enthusiastic feedback in consumer trials. We have a tremendous opportunity to continue to evolve Weight Watchers into a global, healthy living brand."

"Our solid financial performance continued with year-over-year revenue growth, gross margin expansion, increased profitability, and strong cash generation," said Nick Hotchkin, the Company's CFO. "We are confident our business momentum will continue throughout the balance of the year, and therefore, we are raising our earnings guidance for the full year 2017."
After Hours: 49.25 +4.45 (9.93%)
Ahold Delhaize,ArcelorMittal,ASIT biotech,Avantium, Deceuninck, Euronav, Nyrstar, TomTom, UCB, X-Fab, Vasco Data.
Verkocht:Petrobras ADR, Weight Watchers.

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Re: Weight Watchers International

Berichtdoor vogelspotter » 07 Nov 2017 16:19

Weight Watchers soars after earnings topper

Nov. 7, 2017 10:01 AM ET|About: Weight Watchers Internati... (WTW)|By: Clark Schultz, SA News Editor



•Weight Watchers (NYSE:WTW) jumps 19.5% after posting strong Q3 numbers.

•The company reported a 20% increase in total paid weeks during the quarter and ended the period with an 18% Y/Y increase in subscribers to 3.04M.

•Online subscribers were up 24.4% to 2.0M.

•The company boosted its full year EPS guidance to a range of $1.77 to $1.83 vs. $1.57 to $1.67 prior and $1.54 consensus.

•Following the strong earnings print, Craig-Hallum hiked its price target on Weight Watchers to a Street-high $70.

•Previously: Weight Watchers beats by $0.11, beats on revenue (Nov. 6)
Ahold Delhaize,ArcelorMittal,ASIT biotech,Avantium, Deceuninck, Euronav, Nyrstar, TomTom, UCB, X-Fab, Vasco Data.
Verkocht:Petrobras ADR, Weight Watchers.

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Re: Weight Watchers International

Berichtdoor vogelspotter » 08 Nov 2017 15:30

The Belgian Dentist
Nov. 8.17 | About: Weight Watchers (WTW)

Weight Watchers: Too Soon To Sell

•We expected Weight Watchers to beat earnings estimates time and again in the coming quarters.

•And, oh boy, they did beat earnings estimates in the third quarter!

•We increase our price target to $63.

•It’s too soon to sell WeightWatchers.


Operational leverage at work

Only last week we posted a bullish article on Weight Watchers (NYSE:WTW). Our main message: the market underestimates the power of the operational leverage in Weight Watchers' subscription business model. We expected Weight Watchers to beat earnings estimates time and again in the coming quarters.

On Monday, Weight Watchers presented its third quarter figures and, oh boy, they did beat earnings estimates indeed. Earnings per share came in at $0.65 versus $0.51 expected!

Weight Watchers raised (again) its full year GAAP EPS guidance to a range of $1.77 to $1.83. The previous guidance was a range of $1.57 to $1.67. The increased guidance is on one hand due to a lower than expected tax rate and on the other hand because of the better than expected third quarter results. Note that this implies that Weight Watchers didn't increase the earnings guidance for the fourth quarter! This leaves room for another earnings beat off course.

On a year-over-year and constant currency basis revenue was up 14%, gross margin expanded 320 basis points, and operating income was up 34%. This is the operational leverage we were talking about at work and we believe this leverage is still underestimated by the market.

The new CEO, Mindy Grossman, said it like this during the conference call:


Now more than ever, I am confident about the opportunity and scalability of the business."

Increased earnings and free cash flow estimates

We keep believing that Weight Watchers will beat earnings estimates time and again in the coming quarters. For starters in the fourth quarter of this year. We increase our earnings estimate for this year's earnings per share from $1.68 to $1.95. For next year, we increase our earnings estimate from $2.65 to $3.01 per share.
Ahold Delhaize,ArcelorMittal,ASIT biotech,Avantium, Deceuninck, Euronav, Nyrstar, TomTom, UCB, X-Fab, Vasco Data.
Verkocht:Petrobras ADR, Weight Watchers.

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Re: Weight Watchers International

Berichtdoor vogelspotter » 20 Dec 2017 21:39

Posted by Jennifer Salazar on Dec 20th, 2017 // No Comments


Weight Watchers International logoOxFORD Asset Management LLP acquired a new stake in Weight Watchers International, Inc. (NYSE:WTW) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 63,726 shares of the company’s stock, valued at approximately $2,746,000. OxFORD Asset Management LLP owned 0.10% of Weight Watchers International at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in WTW. Russell Investments Group Ltd. boosted its stake in shares of Weight Watchers International by 8.9% in the 2nd quarter. Russell Investments Group Ltd. now owns 69,259 shares of the company’s stock valued at $2,315,000 after purchasing an additional 5,642 shares in the last quarter. Royal Bank of Canada boosted its position in Weight Watchers International by 256.8% during the 2nd quarter. Royal Bank of Canada now owns 35,485 shares of the company’s stock worth $1,186,000 after buying an additional 25,539 shares during the period. Macquarie Group Ltd. acquired a new stake in Weight Watchers International during the 2nd quarter worth approximately $22,572,000. 361 Capital LLC acquired a new stake in Weight Watchers International during the 3rd quarter worth approximately $2,155,000. Finally, Alliancebernstein L.P. boosted its position in Weight Watchers International by 163.2% during the 2nd quarter. Alliancebernstein L.P. now owns 59,000 shares of the company’s stock worth $1,972,000 after buying an additional 36,580 shares during the period. 86.49% of the stock is currently owned by hedge funds and other institutional investors.
Ahold Delhaize,ArcelorMittal,ASIT biotech,Avantium, Deceuninck, Euronav, Nyrstar, TomTom, UCB, X-Fab, Vasco Data.
Verkocht:Petrobras ADR, Weight Watchers.

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Re: Weight Watchers International

Berichtdoor vogelspotter » 22 Dec 2017 16:29

B. Riley Reiterates $65.00 Price Target for Weight Watchers International (WTW)

Posted by Sebastian Weber on Dec 22nd, 2017 // No Comments


Weight Watchers International, Inc. logoB. Riley set a $65.00 price target on Weight Watchers International (NYSE:WTW) in a research report released on Tuesday, MarketBeat Ratings reports. The brokerage currently has a buy rating on the stock. B. Riley also issued estimates for Weight Watchers International’s Q4 2017 earnings at $0.33 EPS, FY2017 earnings at $1.60 EPS, Q1 2018 earnings at $0.03 EPS, Q2 2018 earnings at $0.65 EPS, Q3 2018 earnings at $0.63 EPS, Q4 2018 earnings at $0.33 EPS, FY2018 earnings at $1.64 EPS and FY2019 earnings at $1.92 EPS.
Ahold Delhaize,ArcelorMittal,ASIT biotech,Avantium, Deceuninck, Euronav, Nyrstar, TomTom, UCB, X-Fab, Vasco Data.
Verkocht:Petrobras ADR, Weight Watchers.

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vogelspotter
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Re: Weight Watchers International

Berichtdoor vogelspotter » 31 Dec 2017 19:27

Kooplijst 2018: Janneke Willemse
Het einde van het jaar nadert met rasse schreden, maar niet voordat we ook Janneke Willemse hebben gevraagd naar haar favoriete aandelen voor 2018. Haar Kooplijstje bevat na lang twijfelen toch drie oude bekenden, zo stelt ze.

Ze gaat namelijk voor Galapagos, Ahold Delhaize en Weight Watchers.

Weight Watchers

"Waar ik Galapagos en Ahold al jaren in bezit heb, is dit een aandeel wat ik eigenlijk al sinds eind 2014 wil kopen maar steeds niet doe, omdat ik denk dat ik te laat ben. Als ik nu naar de koers kijk, moet ik een beetje huilen door wat ik gemist heb: Weight Watchers kreeg er dit jaar 300% bij. Ik denk dat het bedrijf iets zeer interessants te pakken heeft, alleen al vanuit mijn eigen ervaring en mijn omgeving weet ik dat het werkt. Ik heb het gevoel dat er nog meer in het vat zit, en ook Oprah Winfrey zit er nog in. Het is een heel speculatief aandeel, maar dat is voor deze lijstjes juist leuk. Ik blijf positief verrast worden door de cijfers, dus ik ga me er nu toch maar aan wagen."
Beleggen.nl
Ahold Delhaize,ArcelorMittal,ASIT biotech,Avantium, Deceuninck, Euronav, Nyrstar, TomTom, UCB, X-Fab, Vasco Data.
Verkocht:Petrobras ADR, Weight Watchers.