Company Notes Digest 10.6.17

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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

Nike FY 1Q18 Earnings Call Notes

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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

KB Home FY 3Q17 Earnings Call Notes

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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

Pepsi 3Q17 Earnings Call Notes

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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

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