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Costco Q2


82653 tommycarstensen 13/3 2020 20:07
Oversigt

Jeg sad lige og kiggede et par regnskabs-meddelelser fra marts igennem, som jeg ikke har haft tid til at kigge paa. Der er ikke noget, der er saa skidt, at det ikke er godt for noget...

COSTCO WHOLESALE CORPORATION REPORTS SECOND QUARTER AND YEAR-TO-DATE OPERATING RESULTS FOR FISCAL 2020 AND FEBRUARY SALES RESULTS
https://www.sec.gov/Archives/edgar/data/909832/000119312520063247/d875804dex991.htm
"February sales benefited from an uptick in consumer demand in the fourth week of the reporting period. We attribute this to concerns over the Coronavirus and estimate the positive impact on total and comparable sales to be approximately three percent."

Men ny guidance/outlook begynder ogsaa at tikke ind fra flere forventede og uforventede kanter:

Microsoft Update on Q3 FY20 Guidance
https://www.sec.gov/Archives/edgar/data/789019/000119312520050232/d896577dex991.htm
On January 29, as part of our second quarter of fiscal year 2020 earnings call, we issued quarterly revenue guidance for our More Personal Computing segment between $10.75 and $11.15 billion, which included a wider than usual range to reflect uncertainty related to the public health situation in China. Although we see strong Windows demand in line with our expectations, the supply chain is returning to normal operations at a slower pace than anticipated at the time of our Q2 earnings call. As a result, for the third quarter of fiscal year 2020, we do not expect to meet our More Personal Computing segment guidance as Windows OEM and Surface are more negatively impacted than previously anticipated. All other components of our Q3 guidance remain unchanged.

For virksomheder med stor gaeld er det alt andet end en optimal situation, at hjulene gaar midlertidigt i staa.



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82653 Costco Q2
13/3 20:07 tommycarstensen 0