Research

Prologis’ CEO said the company was continuing to benefit from Russia’s war on Ukraine Prologis CEO: “Europe is as good as I remember Europe being because actually the war and sort of the exce...

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...

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...

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...

Nike raised prices in 2021 and continued to benefit from those hikes. In September 2021, Nike told investors it was taking advantage of the strong market by raising prices Nike CFO: “We delivered...

Macy’s CFO said the company’s margins increased thanks to a 10% increase in the full price Average Unit Retail for Macy’s brand. “Adrian Mitchell -- Chief Financial Officer: Merchandise margin...