Denise Morrison Yes these are challenging times “Yes, I think that the – again, as I said, I think the retailer environment right now is hypercompetitive. I mean, you’ve got the Amazon acquisition of Whole Foods, the expansion of Leadle … Continued
Source: United Technologies 2015 Annual Report United Technologies (UTX) CEO Greg Hayes said the company benefits from the global trend of urbanization towards the cities “We are well-positioned to benefit from three megatrends that are shaping the world— urbanization, an … Continued
Dean Foods FY 1Q16 Earnings Call Gregg Tanner Global milk production continues to increase “We expect global dairy fundamentals to continue to be overall supportive to our business as production growth continues to outpace demand. Year-over-year, total milk production from … Continued
Campbell Soup’s (CPB) CEO Denise Morrison on Q1 2016 Results The operating environment remains challenging “Looking at the operating environment, conditions remain challenging. In the United States, the economic situation is mixed. Unemployment continues to improve, but consumers remain very … 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. A tough environment “We are in the midst of a turbulent period. Retailers are wrestling with challenged consumers … Continued