Research

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...

HB Fuller’s CEO crowed how the company’s price increases more than offset inflation and even expanded their margins HB Fuller’s CEO told analysts the company “supported our margins by offse...

A study found that Visa and Mastercard had raised fees by over $1 billion since 2021. “The changes coming in April 2022 are quite complicated, but only affect consumer credit card transactions withi...

A study found that Visa and Mastercard had raised fees by over $1 billion since 2021. “The changes coming in April 2022 are quite complicated, but only affect consumer credit card transactions withi...

Lennar told analysts the company was continuing to benefit from low housing supply and was still raising prices A Lennar executive noted that the housing market was benefitting from the fact “sup...

Verizon announced new fees on customers after warning investors about a 40year high in inflation In May 2022, Verizon announced new fees for wireless and business customers.“Many Verizon customer...

Autozone’s CEO said the company had increased pricing due to inflation and “that following periods of higher inflation, our industry has historically not reduced pricing to reflect lower ultimate ...

Home Depot’s CFO told analysts “home equity values over the last two years have increased by 40% or over $7 billion just in the last two years. So the homeowner has never had a balance sheet that ...

Whirlpool announced price hikes days after authorizing $2 billion in stock buybacks  In April 2021, Whirlpool announced it had authorized $2 billion in additional share repurchases as well as ...

Walmart and Target were punished by investors for not raising prices more Both Walmart and Target surpassed Wall Street expectations with record third quarters, but were punished by investors for n...

Spectrum Brands, a pet and home good supplier, justified price increases by pointing to pent up consumer demand The CFO of Spectrum Brands reported increasing prices throughout 2021 and into 2022. ...

Party City suggested it would hike prices through the holidays Party City’s CEO said the company was “exercising our pricing power in the celebrations market by expanding our already strong und...