Lawrence Kurzius Vanilla bean prices have risen to $200 per pound I’ll also say that we have taken several moves on vanilla as the cost of vanilla beans has moved from single digits per pound to well over $200 a … Continued
McKesson (MCK) Q2 2017 Results Lowering outlook due to moderating branded pharma inflation trends “we now provide an update to our expectation of a lower profit contribution, resulting from recent customer pricing activities, and lower operating profit as a result … Continued
McKesson (MCK) John H. Hammergren on Q1 2017 Strategic sourcing partnership with Walmart is a clear endorsement of our capabilities “Last, in May we announced a strategic sourcing partnership with Walmart. Walmart is a very sophisticated company, not just on … Continued
McKesson’s (MCK) CEO John Hammergren on Q3 2016 Results Generic price inflation is modest “I would emphasize our view around a generic price inflation was normal, so not zero, but certainly modest – certainly significantly down from when we came … Continued
McKesson (MCK) John H. Hammergren on Q2 2016 Results Our industry is going through a period of dynamic change “There’s no doubt our industry is going through a period of dynamic change. I’ve been CEO of this company for 15 … Continued
29% EPS growth “For the full year, revenues increased 30% to $179 billion and adjusted earnings per share from continuing operations increased 29% over the prior year to $11.11.” Policy makers will support value based care in the US “The … 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 Generic price inflation may … 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 We think global reach … 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 Raising EPS guidance “Based … 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. Weather was unfavorable for grilling “There was a later start to the … Continued