Kroger 2Q17 Earnings Call Notes

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Rodney McMullin We’re doubling down on digital “we’re doubling down on digital; and we’re leveraging new and ongoing partnerships to deepen our connection with customers and drive revenue.” Really too soon to say any impact of the Amazon WFM purchase … Continued

Company Notes Digest 9.8.17

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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

HP at Citi Conference Notes

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Cathie Lesjak – CFO Japanese competitors have benefited from weak yen but that is normalizing “So, when it comes to Japanese competitors, one of the advantages that they have had and this isn’t an alternatives question, this is kind of … Continued

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