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CPB

6 Sep 2017

Campbells Soup FY 4Q17 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

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

CPB, Packaged Food
31 Mar 2016

Saltzberg Miscellaneous Notes 3.31.2016

by Jeremy Saltzberg | posted in: Notes | 0

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

ABB, ACN, AFL, CPB, IBN, MKL, SU, TMK, UTX
25 Feb 2016

Miscellaneous Earnings Call Notes 2.26.16

by Scott Krisiloff | posted in: Notes | 0

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

BMO, CPB, DF, EIX, GLRE, HPQ, HSII, SF, TGT
25 Nov 2015

Campbell Soup FY 1Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

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

Consumer, Consumer Packaged Goods, CPB
14 Feb 2014

Campbell Soup 4Q13 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

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

Consumer Staples, CPB

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