Kohl’s 1Q17 Earnings Call Notes

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Kevin Mansell – Kohl’s Corp. Notable improvement in March/April vs February “Overall, while sales results for the quarter in total didn’t meet our expectations, there was notable improvement in the March/April combined period compared to the February period in both … Continued

Macy’s 1Q17 Earnings Call Notes

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Jeffrey Gennette – Macy’s, Inc. We know that these trends are secular “these are unusual and challenging times for retail, especially for mall-based department stores. And we certainly know that these changes that we’re seeing are secular and not cyclical. … Continued

Nordstrom 1Q17 Earnings Call Notes

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Peter E. Nordstrom – Nordstrom, Inc. There’s an ongoing casualization trend And this is Pete. I’ll take the part about the fashion cycle. I think the themes that are generally true across all classifications is that there’s a continuing trend … Continued

Company Notes Digest 5.12.17

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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. … Continued

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