retail i USA i 2022Q2
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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%
$AAP Advance Auto Parts
- Comparable store sales decreased 0.6%
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$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 $5.70 Per Diluted Share
- Company Raises Outlook for Fiscal Year 2022
Ulta Beauty reports earnings beat in strong Q2
https://www.youtube.com/watch?v=xbhvAYwLab0Ulta Beauty Inc Q2 2022 Earnings Call
https://www.youtube.com/watch?v=j-_otjJDY0s
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$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 $7.40 ~Dollar Tree trims profit forecast on price cuts at Family Dollar
https://www.reuters.com/business/retail-consumer/dollar-tree-cuts-profit-forecast-planned-price-cuts-family-dollar-2022-08-25/Dollar Tree Inc Q2 2022 Earnings Call
https://www.youtube.com/watch?v=3CWMb3kOaMo(PRO) Dollar Tree or Dollar General: Two experts weigh in on which is a better buy
https://www.youtube.com/watch?v=_d7i68C5NTo
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$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 $0.55 per share
Dollar General lifts sales forecast as inflation-hit Americans drive demand
https://www.reuters.com/markets/us/dollar-general-lifts-sales-forecast-inflation-hit-americans-drive-demand-2022-08-25/
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$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://www.youtube.com/watch?v=XM8LO2Zf3b4
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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.
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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.
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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.
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Fantastiske grafer som altid, Tommy.
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