Page 6 - Bloomberg Businessweek - November 19, 2018
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Bloomberg Businessweek                     The Year Ahead 2019                         50 Companies to Watch


             17                                    Ford Motor Co.                              ▼ F US

                                                   Est. sales    Est. EPS   Total  12-month  1-year total  Female board
                                                   growth   growth  assets  sales    return    membership
         Autos                                     -0.5%    -9.3%   $258b   $147b    -16.5%    21.4%


        There’s a massive restructuring ahead as the company   Change in Ford vehicle sales
        abandons mainstream sedans in favor of pickups and   60%
        SUVs and comes to grips with Japan’s rising global                           U.S.
                                                                                     F-Series
        market share and North American production capacity.                         trucks
        It also has to gain ground in autonomous vehicles. The   40
        coming year will be critical to turning the business
        around. Management has been short on specifics as the   20
        sense of urgency has deepened.                                               U.S.
                                                   0                                 Global
                                                       2011                      2018
                                                                                 DATA: COMPANY REPORTS
             18                                    General Electric Co.                        ▼ GE US
         Industrials                               Est. sales    11%  Total  12-month  1-year total  Female board
                                                            Est. EPS
                                                                                               membership
                                                                    assets
                                                            growth
                                                   growth
                                                                            sales
                                                                                     return
                                                                            $124b
                                                                                     -48.2%
                                                   -1.2%
                                                                                               18.2%
                                                                    $342b
        GE’s recent CEO swap-out gave its beleaguered stock a   equipment—and paying a heavy price—the conglomerate
        bump, but the road to recovery will be long. After making   appears intent on accelerating asset sales from GE
        a badly timed bet on demand for power generation   Capital and narrowing its overall focus.
   88
             19                                    Gilead Sciences Inc.                        ▼ GILD US
                                                   Est. sales    Est. EPS   Total  12-month  1-year total  Female board
         Pharma                                    growth   -11.3%  assets  sales    return    membership
                                                            growth
                                                                                     -6.3%
                                                                    $65b
                                                                            $23b
                                                                                               30%
                                                   -7.7%
        The drugmaker helped turn once-fatal HIV into a   again until 2020 and its revenue has slipped, a pending
        manageable chronic ailment and developed a cure for   leadership change and bursting coffers put near-term
        hepatitis C, becoming a $100 billion company along the   growth within reach.
        way. Even though Gilead’s drug pipeline won’t deliver
             20                                    Hammerson Plc                               ▼ HMSO LN
         Financials                                Est. sales    Est. EPS   Total  12-month net   1-year total  Female board
                                                   growth
                                                                           rental income
                                                                                      return
                                                                                               membership
                                                                   assets
                                                           growth
                                                   -5.9%
                                                                                      -14.9%
                                                                                               20%
                                                           -4.2%
                                                                   $12.7b
                                                                           $491m
        The British retail property REIT has been battered by   outlets and revamping malls to enhance the shopping
        the growth of e-commerce. It’s fighting back, reducing   experience. Those efforts should help as retail real
        costs and debt while focusing investment on premium   estate values stabilize.
             21                                    Harley-Davidson Inc.                        ▼ HOG US
                                                   Est. sales    Est. EPS   Total  12-month  1-year total  Female board
                                                   growth   growth  assets  sales    return    membership
         Autos                                     5.1%     3.1%    $11b    $4.9b    -16.6%    20%
        Spurred by trade tension and the threat of additional   and building the smaller, lightweight bikes favored
        tariffs, Harley is adding production outside the   throughout Asia. An Asian manufacturing partner could
        U.S., bringing it closer to the emerging markets it’s   make all the difference.
        targeting. The problem: It has no experience designing
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