Unilever 2Q17 Earnings Call Notes

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Paul Polman Significant disruption in a number of markets “In the short-term, there has been some significant disruptions in a number of markets. Political uncertainty is high in several countries. This is hampering their recovery. This is particularly so in … Continued

Lowe’s 1Q17 Earnings Call Notes

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Robert Niblock Consumers have favorable view of the national economy “Our most recent Consumer Sentiment Survey revealed that homeowners have an increasingly favorable view of the national economy and their personal financial situation. Rising home prices are continuing to encourage … Continued

Kohl’s 1Q17 Earnings Call Notes

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Kevin Mansell – Kohl’s Corp. Notable improvement in March/April vs February “Overall, while sales results for the quarter in total didn’t meet our expectations, there was notable improvement in the March/April combined period compared to the February period in both … Continued

Macy’s 1Q17 Earnings Call Notes

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Jeffrey Gennette – Macy’s, Inc. We know that these trends are secular “these are unusual and challenging times for retail, especially for mall-based department stores. And we certainly know that these changes that we’re seeing are secular and not cyclical. … Continued

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