Company Notes Digest 8.18.17

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Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some of the most important quotes about the economy and industry trends from those transcripts. Click … Continued

Target 2Q17 Earnings Call Notes

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Brian Cornell – Chairman and Chief Executive Officer Pace of change doesn’t appear to be slowing “During this period of rapid transformation in retail in which many others are shrinking, we will continue to look for ways to partner and … Continued

Macys 2Q17 Earnings Call Notes

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Jeffrey Gennette – Macy’s, Inc. I am confident that Macys will win again “I also know that we operate in an environment of intense and disruptive competition, and that our customer has more shopping options than ever, and we need … Continued

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