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

Dicks 2Q17 Earnings Call Notes

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Ed Stack – Chairman and CEO Retail market is currently in flux “The retail market is currently influx. The environment is highly competitive and dynamic. We continue to believe this disruption translates into opportunity for our business long-term. We like … Continued

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

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