Jeremy S., an investment analyst here in Southern California, has started to contribute to Avondale’s company notes database. Below are quotes from some of the calls that Jeremy has read this week. Amazon (AMZN) CEO Jeff Bezos highlights several … Continued
Wide growth range “For Q2, 2015 we expect net sales of between $20.6 billion and $22.8 billion or growth of between 7% and 18%. This guidance anticipates approximately 750 basis points of unfavorable impact from foreign exchange rates.” Dont have … Continued
There have been a few comments on retail/apparel earnings calls suggesting that retailers are currently managing their inventories relatively tightly. Fossil, for instance, said this: “What we discovered or what we experienced in the second quarter was that both with … Continued
Amazon’s market cap is currently $178 Billion which puts the company 71% of the way to Walmart’s $251 B market cap. That price implies that $AMZN is not too far from unseating $WMT as the king of retail, but looking … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued