Quo Vadis Capital

Quo Vadis Capital, Inc. is a Registered Investment Advisor, independent equity research boutique and financial and strategic consultancy.  Our focus is on the U.S. consumer market with a specialization in the retail and restaurant sectors.  Quo Vadis provides an investment edge for professional investors using a proprietary forecasting tool that identifies and quantifies near- and long-term upside or downside potential to consensus estimates.  Quo Vadis is based in Paris, France. 

Regulatory Information

  • Regulatory Status: Quo Vadis Capital, Inc. is a Registered Investment Advisor

John Zolidis
  • John Zolidis

Bear Case for WMT Shares

This report outlines our view on the stock

John Zolidis
  • John Zolidis

Thoughts Ahead of 3QFY20

In this report we review consensus and give our opinion on the stock.

John Zolidis
  • John Zolidis

Cracks in the Model?

In this report we analyze key fundamental metrics, consensus estimates, valuation vs peer group, and give our opinion on what's behind the trends.

John Zolidis
  • John Zolidis

We Discuss Outlook for FY21

This report charts key fundamentals and gives our view.

John Zolidis
  • John Zolidis
John Zolidis
  • John Zolidis

National Retail Federation Investment Takeaways

In this report we discuss our key takeaways from several recent industry trade shows that we've attended, most recently the National Retail Federation (NRF) conference in New York.  We compile insights from these meetings and company presentations to reoriented our understanding of the U.S. consumer and the dynamics at work in the market for retailers.  We discuss the reasons for different outcomes in 2016 vs. 2017 Holiday seasons.  We also discuss macroeconomic factors and our outlook for retai...

John Zolidis
  • John Zolidis

Shoptalk Europe Investment Takeaways; Catching Up Will Only Get Harder

Key themes and investment takeaways from three day trade show and conference in Copenhagen.  The event featured key note talks by executives from technology companies including GOOGL, EBAY, AMZN, retailers including Hudson's Bay and Harrod's, successful startups including Casper and Dollar Shave Club and other important companies in the retail ecosystem including Westfield Shopping Centers and Li & Fung.  In addition, we attended numerous plan discussions and networking events and spoke with exe...

John Zolidis
  • John Zolidis

Analyst Day Press Release Highlights Change in Focus

Ahead of WMT's 2017 analyst day meetings the company issued a press release outlining the agenda and providing select guidance metrics.  We review the key takeaways from this release including slower unit growth, the company's strategy to integrate technology into its consumer offer and its forecast for a potential inflection in earnings growth following several years of stagnating performance on the bottom-line. 

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