Home Depot 2Q17 Earnings Call Notes

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Craig Menear – Chairman, CEO and President Healthy balance of growth “As Ted will detail both ticket and transactions grew in the quarter and all of our merchandising departments posted positive comps. We saw a healthy balance of growth from … Continued

TJX FY 2Q17 Earnings Call Notes

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Ernie Herrman – Chief Executive Officer and President Brick and mortar essential “The customer is clearly telling us that brick-and-mortar retail continues to be an essential part of the shopping experience and certainly when it is executed right with the … Continued

Company Notes Digest 8.11.17

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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

Disney FY 3Q17 Earnings Call Notes

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Bob Iger The future is direct relationship between content creators and consumers ” It’s been clear to us for a while with the future of this industry will be forged by direct relationships between content creators and consumers. Given our … Continued

CBS 2Q17 Earnings Call Notes

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Leslie Moonves – CBS Corp. Yes sports bidding is becoming more competitive out there “Mike, on the sports, yes, the competitive bidding is becoming more and more out there, and obviously there’s digital players in the sports arena. The good … Continued

Marriott 2Q17 Earnings Call Notes

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Arne M. Sorenson – Marriott International, Inc. Europe hotels benefitting from greater US demand “our Europe hotels are benefiting from improving economic growth and greater U.S. demand, driven by the stronger dollar. As a result, Europe’s RevPAR rose 7% on … Continued

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