Retail i USA i 2022Q2. Jeg opretter en ny traad, saa jeg kan faa den "tagget" rigtigt.
Tidligere tagget traad om Q1:
https://proinvestor.com/boards/103923/
Tidligere ikke-tagget traad om Q2:
https://proinvestor.com/boards/105332/
Siden da er der kommet regnskab fra $DG, $DLTR, $ULTA, $AAP. Jeg har aktier i de tre foerstnaevnte og har ingen planer om at saelge. Jeg foretraekker $DG med et mulehaar frem for $DLTR.
$DLTR nedjusterede EPS fra $7.80-$8.20 til $7.10-$7.40 og faldt fra kurs ~165 til ~150. I gaar faldt den yderligere til ~140. I marts 2020 under pandemien var den nede i ~60.
$ULTA Ulta Beauty
- Comparable Sales Increased 14.4%
$DLTR Dollar Tree
~ Same-Store Sales: Dollar Tree +7.5%; Family Dollar +2.0%; Enterprise +4.9% ~
$DG Dollar General
- Same-Store Sales Increased 4.6%
$AAP Advance Auto Parts
- Comparable store sales decreased 0.6%
Tidligere tagget traad om Q1:
https://proinvestor.com/boards/103923/
Tidligere ikke-tagget traad om Q2:
https://proinvestor.com/boards/105332/
Siden da er der kommet regnskab fra $DG, $DLTR, $ULTA, $AAP. Jeg har aktier i de tre foerstnaevnte og har ingen planer om at saelge. Jeg foretraekker $DG med et mulehaar frem for $DLTR.
$DLTR nedjusterede EPS fra $7.80-$8.20 til $7.10-$7.40 og faldt fra kurs ~165 til ~150. I gaar faldt den yderligere til ~140. I marts 2020 under pandemien var den nede i ~60.
$ULTA Ulta Beauty
- Comparable Sales Increased 14.4%
$DLTR Dollar Tree
~ Same-Store Sales: Dollar Tree +7.5%; Family Dollar +2.0%; Enterprise +4.9% ~
$DG Dollar General
- Same-Store Sales Increased 4.6%
$AAP Advance Auto Parts
- Comparable store sales decreased 0.6%
27/8 2022 10:52 tommycarstensen 9
105662 $ULTA Ulta Beauty
https://www.ulta.com/investor/news-events/press-releases/detail/156/ulta-beauty-announces-second-quarter-fiscal-2022-results
- Net Sales of $2.3 Billion Compared to $2.0 Billion in the Year-Ago Quarter
- Comparable Sales Increased 14.4%
- Net Income of $295.7 Million or $5.70 Per Diluted Share
- Company Raises Outlook for Fiscal Year 2022
Ulta Beauty reports earnings beat in strong Q2
Ulta Beauty Inc Q2 2022 Earnings Call
https://www.ulta.com/investor/news-events/press-releases/detail/156/ulta-beauty-announces-second-quarter-fiscal-2022-results
- Net Sales of $2.3 Billion Compared to $2.0 Billion in the Year-Ago Quarter
- Comparable Sales Increased 14.4%
- Net Income of $295.7 Million or $5.70 Per Diluted Share
- Company Raises Outlook for Fiscal Year 2022
Ulta Beauty reports earnings beat in strong Q2
Ulta Beauty Inc Q2 2022 Earnings Call
27/8 2022 13:13 Vær-kritisk 8105673 Jeg bliver simpelthen nødt til at gentage, det er fantastisk at du så gavmildt og på den måde deler dit arbejde med os alle. Tusind tak for det.
27/8 2022 13:25 Helge Larsen/PI-redaktør 7105674 Helt enig V-K.. Tommys grafik og figurer fylder ofte - helt uden ord - min hjerne med relevant og letforståelig information. Det er en god oplevelse hver gang.
27/8 2022 10:56 tommycarstensen 6105663 $DLTR Dollar Tree
https://corporate.dollartree.com/investors/news-events/press-releases/detail/229/dollar-tree-inc-reports-results-for-the-second-quarter
~ Diluted Earnings per Share Increased 30.1% to a Second Quarter Company Record of $1.60 ~
~ Same-Store Sales: Dollar Tree +7.5%; Family Dollar +2.0%; Enterprise +4.9% ~
~ Consolidated Net Sales Increased 6.7% to $6.77 Billion ~
~ Operating Income Margin Improved 120 Basis Points to 7.5% ~
~ Company Narrows Fiscal 2022 Revenue Outlook to $27.85 Billion to $28.10 Billion ~
~ Substantial Acceleration of Family Dollar Investments Will Enhance Long-Term Sustainable Growth and Profitability ~
~ Company Updates Fiscal 2022 Earnings per Share Outlook to $7.10 to $7.40 ~
Dollar Tree trims profit forecast on price cuts at Family Dollar
https://www.reuters.com/business/retail-consumer/dollar-tree-cuts-profit-forecast-planned-price-cuts-family-dollar-2022-08-25/
Dollar Tree Inc Q2 2022 Earnings Call
(PRO) Dollar Tree or Dollar General: Two experts weigh in on which is a better buy
https://corporate.dollartree.com/investors/news-events/press-releases/detail/229/dollar-tree-inc-reports-results-for-the-second-quarter
~ Diluted Earnings per Share Increased 30.1% to a Second Quarter Company Record of $1.60 ~
~ Same-Store Sales: Dollar Tree +7.5%; Family Dollar +2.0%; Enterprise +4.9% ~
~ Consolidated Net Sales Increased 6.7% to $6.77 Billion ~
~ Operating Income Margin Improved 120 Basis Points to 7.5% ~
~ Company Narrows Fiscal 2022 Revenue Outlook to $27.85 Billion to $28.10 Billion ~
~ Substantial Acceleration of Family Dollar Investments Will Enhance Long-Term Sustainable Growth and Profitability ~
~ Company Updates Fiscal 2022 Earnings per Share Outlook to $7.10 to $7.40 ~
Dollar Tree trims profit forecast on price cuts at Family Dollar
https://www.reuters.com/business/retail-consumer/dollar-tree-cuts-profit-forecast-planned-price-cuts-family-dollar-2022-08-25/
Dollar Tree Inc Q2 2022 Earnings Call
(PRO) Dollar Tree or Dollar General: Two experts weigh in on which is a better buy
27/8 2022 10:58 tommycarstensen 6105664 $DG Dollar General
https://investor.dollargeneral.com/websites/dollargeneral/English/2200/events-_-presentations.html
- Net Sales Increased 9.0% to $9.4 Billion
- Same-Store Sales Increased 4.6%
- Operating Profit Increased 7.5% to $913 Million
- Diluted Earnings Per Share ("EPS") Increased 10.8% to $2.98
- Year-to-Date Cash Flows From Operations of $948 Million
- Company Updates Real Estate Plans for Fiscal Year 2022
- Board of Directors Increases Share Repurchase Program Authorization; Declares
Quarterly Cash Dividend of $0.55 per share
Dollar General lifts sales forecast as inflation-hit Americans drive demand
https://www.reuters.com/markets/us/dollar-general-lifts-sales-forecast-inflation-hit-americans-drive-demand-2022-08-25/
https://investor.dollargeneral.com/websites/dollargeneral/English/2200/events-_-presentations.html
- Net Sales Increased 9.0% to $9.4 Billion
- Same-Store Sales Increased 4.6%
- Operating Profit Increased 7.5% to $913 Million
- Diluted Earnings Per Share ("EPS") Increased 10.8% to $2.98
- Year-to-Date Cash Flows From Operations of $948 Million
- Company Updates Real Estate Plans for Fiscal Year 2022
- Board of Directors Increases Share Repurchase Program Authorization; Declares
Quarterly Cash Dividend of $0.55 per share
Dollar General lifts sales forecast as inflation-hit Americans drive demand
https://www.reuters.com/markets/us/dollar-general-lifts-sales-forecast-inflation-hit-americans-drive-demand-2022-08-25/
27/8 2022 11:02 tommycarstensen 6105665 $AAP Advance Auto Parts
https://ir.advanceautoparts.com/investors/news-and-events/press-releases/press-release-details/2022/Advance-Auto-Parts-Reports-Second-Quarter-2022-Results/default.aspx
- Net sales increased 0.6% to $2.7 billion
- Comparable store sales (2) decreased 0.6%
- Gross profit decreased 0.3% to $1.2 billion; Adjusted gross profit (3) increased 4.2% to $1.3 billion
- Gross profit margin decreased 40 basis points to 44.5% of Net sales; Adjusted gross profit margin (3) increased 166 basis points to 48.0% of Net sales
- SG&A increased 4.2% to $984.0 million; Adjusted SG&A (3) increased 4.4% to $967.2 million
- SG&A was 36.9% of Net sales compared with 35.6% of Net sales; Adjusted SG&A (3) was 36.3% of Net sales compared with 35.0% of Net sales
- Operating income decreased 17.7% to $201.7 million; Adjusted operating income (3) increased 3.6% to $312.8 million
- Operating income margin decreased by 168 basis points to 7.6%; Adjusted operating income margin (3) increased 34 basis points to 11.7%
- Diluted EPS decreased 13.1% to $2.38; Adjusted diluted EPS (3) increased 10.0% to $3.74
- Net cash provided by operating activities was $308.5 million; Free cash flow (3) was an inflow of $97.3 million
- Opened 43 new store and branch locations
Advance Auto Parts Inc Q2 2022 Earnings Call
https://ir.advanceautoparts.com/investors/news-and-events/press-releases/press-release-details/2022/Advance-Auto-Parts-Reports-Second-Quarter-2022-Results/default.aspx
- Net sales increased 0.6% to $2.7 billion
- Comparable store sales (2) decreased 0.6%
- Gross profit decreased 0.3% to $1.2 billion; Adjusted gross profit (3) increased 4.2% to $1.3 billion
- Gross profit margin decreased 40 basis points to 44.5% of Net sales; Adjusted gross profit margin (3) increased 166 basis points to 48.0% of Net sales
- SG&A increased 4.2% to $984.0 million; Adjusted SG&A (3) increased 4.4% to $967.2 million
- SG&A was 36.9% of Net sales compared with 35.6% of Net sales; Adjusted SG&A (3) was 36.3% of Net sales compared with 35.0% of Net sales
- Operating income decreased 17.7% to $201.7 million; Adjusted operating income (3) increased 3.6% to $312.8 million
- Operating income margin decreased by 168 basis points to 7.6%; Adjusted operating income margin (3) increased 34 basis points to 11.7%
- Diluted EPS decreased 13.1% to $2.38; Adjusted diluted EPS (3) increased 10.0% to $3.74
- Net cash provided by operating activities was $308.5 million; Free cash flow (3) was an inflow of $97.3 million
- Opened 43 new store and branch locations
Advance Auto Parts Inc Q2 2022 Earnings Call
27/8 2022 11:12 tommycarstensen 6105667 Og mens det handler om retail, saa er der i oevrigt en traad om Pandora her:
https://proinvestor.com/boards/105301/
Hvis nogen skriver en traad om Matas, saa bliver jeg glad
Klik i oevrigt paa figurerne for at goere dem stoerre.
https://proinvestor.com/boards/105301/
Hvis nogen skriver en traad om Matas, saa bliver jeg glad
Klik i oevrigt paa figurerne for at goere dem stoerre.
