EM Chat: US Earnings Season - Winners & Losers

Equity Mates Investing Podcast · Aug 9, 2020 · 41m

It's that time of year again, where companies report their performance to their shareholders, and the market. Over in the US, companies report every quarter, so we're seeing Quarter 2 results coming through at the moment, and the first indication of the impact of COVID-19 on revenue and profits. Australian companies report every half, and we've just started to see the FY20 full-year results come through.

In this episode we focus on some of the big US companies through the lens of a few key themes:

COVID-19

Retail

Big Tech

Some of the companies we review:

Netflix

Snap

Kroger

Albertsons…