STOCK RESEARCH

From deep dives to quarterly earnings calls, this is where you will find all of my stock research. My goal is to share a new deep dive every month, but frequency may vary.

QUARTERLY EARNINGS NOTES

WSM | Q1 2025

Revenue of $1.73B (+4.2% Y/Y) beats by $60M. Non-GAAP EPS of $1.85 beats by $0.09.

ZTS | Q1 2025

Revenue of $2.2B (flat Y/Y) beats by $10M. Non-GAAP EPS of $1.48 beats by $0.08.

KRC | Q1 2025

Revenue of $270.84M (-2.8% Y/Y) misses by $3.49M. FFO of $1.02 in-line.

YOU | Q1 2025

Revenue of $211.4M (+18.1% Y/Y) beats by $3.38M. Non-GAAP EPS of $0.26 beats by $0.05.

VICI | Q1 2025

Revenue of $984.2M (+3.4% Y/Y) beats by $7.17M. FFO of $0.58 misses by $0.10.

SBUX | Q2 2025

Revenue of $8.76B (+2.3% Y/Y) misses by $70M. Non-GAAP EPS of $0.41 misses by $0.07.

EPD | Q1 2025

Revenue of $15.42B (+4.5% Y/Y) beats by $1.42B. GAAP EPU of $0.64 misses by $0.07.

MO | Q1 2025

Revenue of $4.52B (-4.2% Y/Y) misses by $100M. Non-GAAP EPS of $1.23 beats by $0.04.

ROL | Q1 2025

Revenue of $822.5M (+10.0% Y/Y) beats by $6.52M. Non-GAAP EPS of $0.22 in-line.

SNA | Q1 2025

Revenue of $1.14B (-3.4% Y/Y) misses by $60M. Non-GAAP EPS of $4.51 misses by $0.31.

WSM | Q4 2024

Revenue of $2.46B (+7.9% Y/Y) beats by $110M. Non-GAAP EPS of $3.28 beats by $0.34.

O | Q4 2024

Revenue of $1.34B (+24.1% Y/Y) beats by $60M. FFO of $1.05 misses by $0.02.

DEEP DIVES

Clear Secure (YOU)

Clear Secure, Inc. is an identity-verification company committed to making everyday experiences safer and more seamless, both digitally and physically.

Shutterstock (SSTK)

Shutterstock is a marketplace for and distributor of stock images, videos, sounds + music, and 3D models.

Visa Inc. (V)

Visa operates as a global payments network, connecting financial institutions, merchants, and consumers.

ALL ARTICLES

Ryne Williams 5/27/25 Ryne Williams 5/27/25

WSM | Q1 2025

Revenue of $1.73B (+4.2% Y/Y) beats by $60M. Non-GAAP EPS of $1.85 beats by $0.09.

Ryne Williams 4/30/25 Ryne Williams 4/30/25

SBUX | Q2 2025

Revenue of $8.76B (+2.3% Y/Y) misses by $70M. Non-GAAP EPS of $0.41 misses by $0.07.

Ryne Williams 3/26/25 Ryne Williams 3/26/25

WSM | Q4 2024

Revenue of $2.46B (+7.9% Y/Y) beats by $110M. Non-GAAP EPS of $3.28 beats by $0.34.

Ryne Williams 1/30/25 Ryne Williams 1/30/25

SBUX | Q1 2025

Revenue of $9.4B (flat Y/Y) beats by $90M. Non-GAAP EPS of $0.69 beats by $0.02.

Ryne Williams 11/23/24 Ryne Williams 11/23/24

LOW | Q3 2024

Revenue of $20.17B (-1.5% Y/Y) beats by $260M. Non-GAAP EPS of $2.89 beats by $0.08.

Ryne Williams 11/22/24 Ryne Williams 11/22/24

WSM | Q3 2024

Revenue of $1.8B (-2.7% Y/Y) beats by $20M. Non-GAAP EPS of $1.96 beats by $0.19.

Ryne Williams 10/31/24 Ryne Williams 10/31/24

SBUX | Q4 2024

Revenue of $9.07B (-3.2% Y/Y) misses by $70M. Non-GAAP EPS of $0.80 misses by $0.09.

Ryne Williams 9/1/24 Ryne Williams 9/1/24

SBUX | Q3 2024

Revenue of $9.1B misses by $150M. Non-GAAP EPS of $0.93 in-line.

STOCK RESEARCH

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