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Delek executives told analysts the industry was being disciplined about production  Delek US Holdings: “The producers are saying that they are going to be disciplined. I honestly think that ...

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Delta boasted to analysts of having their best performing quarter ever Delta Airlines CEO proudly told analysts their “results mark clear financial progress as we report the highest quarterly rev...

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Devon executives mentioned “capital discipline,” focusing their resources on “margin enhancement” Devon’s CEO touted the company’s “unyielding commitment to capital discipline, and th...

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Diamondback Energy

Diamondback stressed to analysts that the company was focused on increasing returns to investors Diamondback’s CEO: “we increased our return of capital commitment and stated that beginning this...

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Discover Financial Services

Discover boasted 2022 was one of their best years ever, with billions shoveled back to their investors  Discover’s CEO boasted 2022 was the “second strongest year for earnings in our compa...

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Driven Brands

Driven Brand’s CEO boasted that “Our supply chain capabilities that keep us in stock and allow us to take share and price when others cannot.” “Jonathan Fitzpatrick -- President and Chief Exec...

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EOG Resources

EOG’s President: “So our exploration program isn't focused on adding more…Sustaining and growing the regular dividend remains our highest priority and reflects our confidence in the long-term pe...

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Equity Residential

Equity Residential’s CEO said the company was benefitting from low supply, high prices, and rising rates Equity Residential’s CEO described low supply, high prices, and rising mortgage rates as...

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Exxon Mobil

ExxonMobil planned to funnel as much as $30 billion back to their Wall Street investors in 2022 Exxon’s CFO said the company was on track to spend $15 billion on dividends and $15 billion on stoc...

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FedEx told analysts the company was still benefitting from price increases and constrained supply  FedEx’s CEO told analysts the company “experienced modest revenue growth driven by higher...

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General Mills

On General Mills earning calls, multiple analysts pressed the company to confirm that its price increases actually outstripped cost inflation General Mill’s CFO responded to a question about pric...

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Hasbro told analysts that fans and collectors made it easier to raise prices Hasbro’s CEO crowed about their MAGIC card game business: “we find the fans in the MAGIC segment and in our overall ...

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