Research

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...

Taylor Morrison’s CEO told analysts “higher mortgage rates and uncertainties surrounding the economy has pushed many potential homebuyers and all consumer cohorts to the sidelines.”“SHERYL DEN...

KB Homes called the market “healthy” thanks to significant price increases and limited supply KB Homes CEO bragged to analysts “ we significantly stepped up our profitability, expanding our h...

A reddit comment claimed DR Horton used escalation clauses in their contracts for North Texas. “My realtor mentioned that DR Horton added in an escalation clause to their contracts. This is in North...

PulteGroup’s CEO: “...we raised prices in 2021 and actively restricted new home sales through lot releases or similar practices....we raised prices in effectively all our communities.” “Ryan M...

Invitation Homes boasted that its lease growth were accelerating but were more affordable due to rising mortgage rates  The CEO of Invitation Homes told analysts that “Lease growth continued...

American Homes for Rent saw a tremendous opportunity due to the wide affordability gap between renting and owning The COO of American Homes 4 Rent told analysts that “affordability gap between re...

The Hess Corporation said high oil prices were the result of oil companies choosing not to invest in production for the past five years The Hess Corporation blamed oil prices on the fact that “oi...

Columbia predicted further price increases on top of what the company had already takes Columbia Sportswear CFO told analysts the company had increased prices and anticipated “further prices incr...

Kraft executives marveled at the success of their price hikes Kraft Heinz’s CFO: “we have executed a new price increase in the month of August. And the elasticities turned out to be stronger th...

United repeatedly told analysts it was restricting or reducing capacity, which it credited for higher revenues United’s CEO said that macro trends were “biased towards reducing capacity over th...

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...