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

Macys 4Q15 Earnings Call Notes

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Karen M. Hoguet – Chief Financial Officer Decline in tourist sales did not lessen “Unfortunately, the decline in international tourist sales did not lessen during the fourth quarter and hurt our comp performance by approximately one point. This was less … Continued

Andrew Sohn Notes: KORS, SHAK, M

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Andrew Sohn, a junior at Columbia University, has started to contribute to Avondale’s company notes database. Below are quotes from some of the calls that Andrew has read this week.   KORS   Cannibalization of mall traffic “In North America, … Continued

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