Laurence Fink – Chairman and Chief Executive Officer market environment has improved “Over the past year, the market environment has improved considerably. We’ve seen greater political stability in Europe. China is continuing to show economic strength, and after a long … Continued
Mariane Lake We are constantly under attack “not to diminish the importance of any individual breach or situation, is that we are honestly under constant attack, both in a more general side but also from a fraud perspective, and so … Continued
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
Alan Stewart – CFO Inflation is back in the UK Moving to the headline results of our UK and Irish segment. We’ve seen positive like-for-like of 2.1% for the half. Market conditions have been challenging with the return of inflation, … Continued
Sanjay Mehrotra Expect industry to be undersupplied in DRAM through 2018 “Moving on to the demand and supply fundamentals, we expect the industry to remain moderately undersupplied for the rest of 2017 for both DRAM and NAND. We see DRAM … Continued
Trevor Edwards Continue to see incredible results in China “Finally, in Greater China, we continue to see incredible results with revenue growing double digits for the quarter. The breadth and depth of our relationship with the Chinese consumer doesn’t just … Continued
Lawrence Kurzius Vanilla bean prices have risen to $200 per pound I’ll also say that we have taken several moves on vanilla as the cost of vanilla beans has moved from single digits per pound to well over $200 a … Continued
Jeff Mezger Housing market conditions remain stable “Overall, housing market conditions remain stable and positive with strong employment, wage growth and healthy demand from first-time buyers driving overall demand for new homes. Resale inventory remains constrained averaging 4.2 months across … Continued
Indra Nooyi Significant investments in e-commerce business unit “Our success is underpinned by the significant investments we’ve made in attracting talents to and building capabilities in our dedicated global e-commerce business unit. So today, we have a team of roughly … Continued
Rob Katz – Chief Executive Officer Absolutely seeing continued momentum in the upper end of the economy “I think we are absolutely seeing that continued momentum, particularly in the upper end of the economy, which is where most of our … Continued