Online sales +25% led by BOPUS and BOSS “‘We had another quarter of strong growth in our digital assets with dotcom sales growing approximately 25%, led by online orders picked up in the store through Buy Online, Pick Up In … Continued
A more normal spring. Strength across the country “We saw a more normal spring across much of the country in the first quarter. All three of our U.S. divisions posted mid-single-digit comps or higher, our Western division was our best … Continued
Each week I read dozens of transcripts from earnings calls and presentations as part of my investment process. Below are some of the most important quotes about the economy and industry trends from the transcripts that I read this week. … 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. Full transcripts can be found at Seeking Alpha Comps up 5.8% “Sales … 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. Full transcripts can be found at Seeking Alpha Supply chain has been … 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. Full transcripts can be found at Seeking Alpha 6.4% comp “Thank you, … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. Cold weather impacted sales “much of the U.S. and Canada had an even colder spring and this had … Continued
A digest of some of the top insights that I’ve gathered from this week’s earnings calls. Full notes can be found here. 4.4% comp store growth “Excluding that additional week in 2012, sales for the fourth quarter were up 3.9% … 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. “For Home Depot the journey on product authority began with a fundamental … 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. “Comp sales were positive 7.4% and our diluted earnings per share were … Continued