Research and Course Guides: Coronavirus/COVID-19 Impact on Business & the Economy: Company Impacts; Supply Chains

Company Responses to COVID_19

The quickest way to find out about a company's responses to this crisis is to use your favorite search engine to find the company's website and see what they've posted about their status and operations. Beyond that, browse below for some other useful sources.

SEC filings (8-Ks, 10-Qs and 10-Ks
Conference calls
Analyst reports

SEC Filings: COVID or Coronavirus

Publicly-traded companies must file financial statements with the Securities and Exchange Commission (SEC), the body that oversees all U.S. stock exchanges. The most useful filings to check for company information on their responses to COVID 19 are probably the 8-K informational filings, the 10-Q quarterly earnings reports, and the 10-K annual reports. Most recent filings can usually be found on the company's Investor Relations web page. You can also locate these filings, with many value-added features at:

SEC's Edgar Database: Search for a company and scroll through the results or use the Filing Type box to filter by form number. Or search for COVID OR coronavirus using their Full Text search (use advanced search link to filter by date, form number, etc.).
Mergent Online: go to the Government Filings tab and search by company name or ticker, select date range and filing type, then search. (Note that Mergent's text search is malfunctioning currently and has been reported).
S & P Global NetAdvantage: search for a company, look in the left hand menu within a company record, open the SEC Filings link, and see your various options for browsing and filtering results. To search filings text across companies, go to Companies>SEC Filings, fill in your keywords and date range, set number of results to maximum, then search. View tabs at top of search results to filter by filing type.

Conference Call Transcripts

Conference calls are substantive conversations between company's upper management and investment banking analysts covering topics including:

Earnings announcements
Significant events (e.g. responses to disasters like the COVID-19 outbreak, auditor changes, restatement of financials, change in management)
Changes in strategic or operational direction.

These are recorded and transcribed, and made available from various sources, including company web sites. Companies don't always keep a backfile of these on their websites, so these sources can be a good alternative.

Factiva This link opens in a new window
- This link opens in a new window
A publication called CQ FD Disclosure provides conference call transcripts. To find it in Factiva, go to the search screen and use this search strategy: in the free text search box, type: rst=fndw and fds=company. Factiva uses proprietary company codes, so type the company name slowly and select it from the autocomplete. Note, the default is to only search the last 3 months, so if you want transcripts older than that, change the date option.
If you use Factiva's Share>Within My Account feature to find links for emailing or to use in Canvas, that URL needs to be adjusted with a special code to connect it with our subscription. Copy that URL and paste it into our ProxyMe! widget to create the adjusted URL.

Fair Disclosure Wire
This source provides conference call transcripts. Browse by date or search within publication for the company name.

S&P Global NetAdvantage This link opens in a new window
Open the database then search for a company by ticker symbol followed by -ts, e.g. BBY -ts. That will bring up a list of conference call transcripts by date for the company. Click the link to view a summary, link to audio, or copy of presentation, or check the box and open the Options menu to download the call transcript.

Resources for Investment Analyst Reports

In addition to checking the company's website, here are other sources to check for analysis of a company's operational and financial prospects.

Mergent Online This link opens in a new window
Open Mergent, find and open your company listing, go to Reports, then select Broker Research Reports. Or open Mergent, select the Investext tab at far right, and search from there. Use the menu options to select combinations of keyword, company, industry, date range, report type, etc. Then click Submit, then View.
Use of the Mergent data and service are intended for non-commercial academic purposes only.
D&B Hoovers This link opens in a new window
Search for and open a company record, then select Analyst Reports from the left-hand menu.
Morningstar This link opens in a new window
Search for a company, open its record, click the Read Full Analysis link.
S&P Global NetAdvantage This link opens in a new window
An excellent source for company and industry research, including financial and ratio analysis. Contains the former Standard & Poor's Industry Surveys and Stock Reports (now produced by CFRA Equity Research). Also includes mutual fund/ETF and bond information, investment research reports, stock screening and charting tools.
Value Line Research Center This link opens in a new window
Search for company by name in the box, select it from the auto-complete, then browse the report rankings and commentary.

Coronavirus/COVID-19 Impact on Business & the Economy: Company Impacts; Supply Chains

Company Responses to COVID_19

SEC Filings: COVID or Coronavirus

Conference Call Transcripts

Resources for Investment Analyst Reports

Reports on the Impact of COVID-19 on Businesses, Consumers, & Supply Chains