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Continental Resources

Continental Resources’s CEO said the company was limiting production growth and warned of oversupply Continental Resources CEO: “We will maintain our capital discipline, and we project generati...

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Sealed Air

Sealed Air admitted it was continuing price hikes even though input costs are going down & told investors it had “accelerated pricing actions” in 2021 Sealed Air CEO: “Starting in Q2 2021...

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Marathon

Marathon’s CEO told analysts the company chose to focus on returns to investors over increasing production  Marathon’s CEO boasted “Our cash flow-driven return of capital framework uniqu...

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Delek

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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Walmart

Walmart US CEO told investors that they’re “seeing opportunities” for price rollbacks despite the inflationary environment. “John Furner -- President, Chief Executive Officer, Walmart U.S.: Wh...

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Utz

Utz was explicit their price increases had “stickiness” that would boost profit margins even after inflation slows  Utz CEO: “we took significant pricing actions throughout 2021 with an ...

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