Starbucks - Starbucks reported a mixed earnings report, with shares down 2% in pre-market trading despite achieving its first same-store sales gain in nearly two years, up 1% globally, driven by new protein drinks and improved morning staffing [2][3] - U.S. sales remained flat, while international sales increased by 3%, reflecting a 2% increase in China [2] - Revenue reached $9.57 billion, surpassing expectations of $9.33 billion, but adjusted EPS fell short at 52 cents compared to the expected 55 cents [3] - The CEO described the results as a turning point in Starbucks' multi-year turnaround, but the lack of a full outlook raised concerns among investors, with guidance expected in January [3][4] Eli Lilly - Eli Lilly experienced strong performance driven by its weight loss and diabetes drugs, with adjusted EPS at $7.02, beating expectations of $6.02 [4] - Revenue was reported at $17.6 billion, exceeding the anticipated figure of over $16 billion, and the company raised its full-year guidance to between $63 billion and $63.5 billion, up from a previous forecast of $60 to $62 billion [5][6] - Mjaro revenue more than doubled to over $6.5 billion, while Zetbound revenue almost tripled to over $3.12 billion, indicating strong demand for GLP-1 drugs [5][6] - Eli Lilly is also developing a new weight loss pill, which could potentially be a game changer in the market [7] Estee Lauder - Estee Lauder reported a return to profitability, beating expectations on both revenue and adjusted EPS, with revenue at $3.4 billion and adjusted EPS at 32 cents [8][10] - The company reaffirmed its full-year sales outlook and emphasized that fiscal year 2026 will be pivotal for restoring growth and expanding margins after four years of compression [9][10] - Growth was driven by skincare, which increased by 3%, and fragrance, which saw a significant rise of 14%, while makeup and hair care experienced declines of 1% and 7%, respectively [10][11] - Estee Lauder regained market share in China and the broader Asia-Pacific region, indicating a recovery in those markets [11]

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格隆汇10月30日｜礼来(LLY.US)涨超3%，报838.51美元。消息面上，礼来第三季纯利同比增长逾4倍至 55.8亿美元，调整后每股盈利为7.02美元，高于预期的5.69美元；营收同比增长54%至176亿美元，亦高 于预期的160亿美元。公司上调全年业绩指引，目前预计营收将在630亿至635亿美元之间，高于早前预 期的600亿美元至620亿美元；预计调整后每股盈利将在23至23.7美元之间，亦高于先前预期的21.75至23 美元。(格隆汇) ...

Eli Lilly (NYSE: LLY) delivered a commanding third quarter, posting earnings and revenue that significantly exceeded expectations while raising full-year guidance. ...

Core Viewpoint - Eli Lilly's third-quarter performance exceeded market expectations, driven by strong sales of weight loss drugs Mounjaro and Zepbound, leading to an upward revision of revenue guidance for fiscal year 2025 [3][4]. Financial Performance - The company reported earnings per share of $7.02, surpassing analyst expectations of $5.69, and revenue of $17.6 billion, exceeding the market forecast of $16.01 billion [3][5]. - U.S. sales surged by 45% to $11.3 billion, primarily due to a 60% increase in product prescriptions, particularly for Mounjaro and Zepbound [3][7]. - Net profit for the third quarter reached $5.58 billion, or $6.21 per share, compared to $970.3 million, or $1.07 per share, in the same period last year [7]. Drug Sales Performance - Mounjaro generated $6.52 billion in revenue, a 109% year-over-year increase, significantly exceeding the analyst forecast of $5.51 billion [5]. - Zepbound recorded $3.57 billion in revenue, a 184% increase year-over-year, slightly above Wall Street's expectation of $3.5 billion [5][7]. - Combined sales of both drugs exceeded expectations by approximately $1.3 billion, with most of the outperformance attributed to Mounjaro [7]. Market Position and Competition - Eli Lilly maintains a leading position in the rapidly growing GLP-1 drug market, capturing about 58% market share, which includes competition from Novo Nordisk's Ozempic and Wegovy [7][9]. - The competitive landscape is intensifying, with Novo Nordisk's recent acquisition bid for Metsera highlighting the urgency to catch up with Eli Lilly [11]. - To enhance drug accessibility, Eli Lilly announced a partnership with Walmart to provide discounted Zepbound for cash-paying patients [10]. Guidance Revision - The company raised its fiscal year 2025 revenue guidance to $63 billion to $63.5 billion, up from the previous estimate of $60 billion to $62 billion [3][8]. - Adjusted earnings per share guidance was also increased from $21.75-$23 to $23-$23.70 [3].

Core Insights - Eli Lilly's shares increased nearly 4% in premarket trading following the release of third-quarter earnings that surpassed expectations and an upward revision of its annual profit forecast [1] Financial Performance - The pharmaceutical company reported third-quarter earnings that exceeded market expectations [1] - Eli Lilly raised its annual profit forecast, indicating strong financial performance and positive outlook for the remainder of the year [1]

Core Insights - Eli Lilly raised its full-year profit and revenue forecasts due to strong international demand for weight-loss drugs, surpassing Wall Street's third-quarter earnings expectations [1] - The company's shares increased over 5% in premarket trading, despite concerns regarding drug price negotiations with the Trump administration [1] Company Performance - Eli Lilly's CEO attributed the strong performance to continued demand for GLP-1 drugs Zepbound and Mounjaro, indicating a robust portfolio [4] - Zepbound sales reached $3.6 billion for the quarter, exceeding expectations of $3.23 billion, despite anticipated softness due to CVS Health dropping it from its preferred list [5] - Mounjaro sales were reported at $6.5 billion, surpassing analysts' average expectation of $5.73 billion, with international sales nearly $1 billion above estimates [7] Market Context - Eli Lilly competes with Novo Nordisk in the weight-loss drug market, projected to reach $150 billion by the end of the decade [2] - The Trump administration's "most favored nation" policy aims to align U.S. drug prices with those in other developed nations, creating uncertainty in the market [2]

Core Insights - Eli Lilly's stock has increased by 7% over the past month, driven by a partnership with Walmart to sell its weight-loss drug, Zepbound, at a discounted price [2] - The stock is currently trading within a support range of $772.85 to $854.21, which has historically attracted significant buying interest [3] - Following previous rebounds from this support range, Eli Lilly's stock has achieved an average peak return of 20.2% [3] Financial Performance - Eli Lilly reported a revenue growth of 36.8% for the last twelve months (LTM) and an average growth of 23.4% over the past three years [5] - The company has a free cash flow margin of approximately -0.09% and an operating margin of 43.0% LTM [5] - The lowest annual revenue growth in the last three years was 1.5% [5] - Eli Lilly's stock trades at a price-to-earnings (PE) ratio of 52.9 [5] Market Position - Compared to the S&P 500, Eli Lilly offers a higher valuation, increased revenue growth, and superior operating margins [5] - The stock has historically faced significant declines during market downturns, including a 51% drop during the Global Financial Crisis and a 43% drop during the Dot-Com bubble [6]

Market Overview - US stock index futures are all down, with Dow futures down 0.32%, S&P 500 futures down 0.35%, and Nasdaq futures down 0.55% [1] - European indices also show declines, with Germany's DAX down 0.18%, UK's FTSE 100 down 0.67%, France's CAC40 down 1.04%, and the Euro Stoxx 50 down 0.61% [2][3] - WTI crude oil prices fell by 0.86% to $59.96 per barrel, while Brent crude also dropped by 0.86% to $63.77 per barrel [4] Economic and Policy Updates - The meeting between Chinese President and US President Trump emphasized that economic and trade relations should be a stabilizing force rather than a point of conflict [5] - Federal Reserve Chairman Jerome Powell's comments on interest rate cuts have led to skepticism in the market, with the 10-year US Treasury yield holding steady at 4.08% after a previous spike [5] - Powell also stated that the current AI investment wave is fundamentally different from the internet bubble, highlighting that AI companies are rooted in profitability and real economic activity [6] Company Earnings and Performance - Roblox reported a record Q3 with 151.5 million daily active users, a 70% year-over-year increase, and bookings of $1.92 billion, exceeding analyst expectations [7] - Microsoft exceeded Q1 expectations with revenues of $77.7 billion, driven by a significant increase in capital expenditures related to AI [7] - Alphabet's Q3 revenue was $102.35 billion, up 16% year-over-year, with strong performance in its cloud division [8] - Meta's Q3 net profit fell 83% due to a one-time tax expense, despite a 26% increase in revenue to $51.24 billion [9] - Starbucks reported Q4 revenue of $9.57 billion, a 5.5% increase, with same-store sales returning to positive growth [10] - Shell's Q3 profit exceeded expectations, supported by strong oil and gas trading performance despite weak energy prices [11] - TotalEnergies' Q3 adjusted net profit fell 2.3% to $3.98 billion, meeting analyst expectations [12] - Stellantis reported a 13% increase in Q3 revenue to €37.2 billion, but issued a cost warning that affected stock performance [13] - Samsung Electronics' semiconductor division saw a 79% increase in Q3 operating profit, driven by AI demand [14] Future Outlook - OpenAI is reportedly preparing for an IPO that could value the company at $1 trillion, with plans to raise at least $60 billion [5] - Eli Lilly raised its full-year guidance due to strong sales from its weight loss and diabetes drugs, with Q3 sales reaching $17.6 billion [17] - Tesla plans to showcase its Cybercab model at the Shanghai International Import Expo in November [19]

Core Insights - Eli Lilly (LLY) reported quarterly earnings of $7.02 per share, exceeding the Zacks Consensus Estimate of $6.02 per share, and significantly up from $1.18 per share a year ago, representing an earnings surprise of +16.61% [1][2] - The company achieved revenues of $17.6 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 9.91%, compared to $11.44 billion in the same quarter last year [2] - Lilly has outperformed consensus EPS estimates three times over the last four quarters and has topped revenue estimates four times in the same period [2] Earnings Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call and future earnings expectations [3][4] - Current consensus EPS estimate for the upcoming quarter is $7.05 on revenues of $17.44 billion, while for the current fiscal year, the estimate is $22.73 on revenues of $61.77 billion [7] Market Performance - Lilly shares have increased approximately 5.4% since the beginning of the year, underperforming the S&P 500, which has gained 17.2% [3] - The estimate revisions trend for Lilly was unfavorable prior to the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Large Cap Pharmaceuticals industry, to which Lilly belongs, is currently in the bottom 25% of the Zacks industry rankings, which may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5]