Walmart Inc. (NYSE:WMT) Annual Evercore ISI Consumer and Retail Conference Call June 12, 2024 10:15 AM ET Company Participants John David Rainey - Executive Vice President & Chief Financial Officer Conference Call Participants Greg Melich - Evercore ISI Greg Melich Good morning. It's Greg Melich. I cover the retail broadlines and hardlines here at Evercore ISI. It's my great pleasure to have with us John David Rainey, Executive Vice President and CFO of Walmart, along with Steph and Kary, who I think a lot ...

Biogen Inc. (NASDAQ:BIIB) Goldman Sachs 45th Annual Global Healthcare Conference June 12, 2024 10:40 AM ET Company Participants Alisha Alaimo - Head and President of North-America Chuck Triano - Head of IR Conference Call Participants Salveen Richter - Goldman Sachs Salveen Richter Great. Good morning, everyone. Thank you so much for joining us. Really pleased to have the Biogen team here with us. We have Alisha Alaimo who's the President, Head of North America; and Chuck Triano, Head of IR. With that, let ...

Intel Corporation (NASDAQ:INTC) Mizuho Technology Conference June 12, 2024 9:55 AM ET Company Participants Saf Yeboah-Amankwah - SVP and Chief Strategy Officer Conference Call Participants Vijay Rakesh - Mizuho Securities Steve Smigie - Norias Research Group Vijay Rakesh Thanks, Michael. Thank you everybody for joining us today. The first inaugural Mizuho Tech Conference. Good morning. I'm Vijay Rakesh, Senior Analyst for Covering US Technology for Semi-Conductors, Semi-Cap Equipment, and Auto technology. ...

Lucid Group, Inc. (NASDAQ:LCID) Evercore ISI 3rd Annual Global Clean Energy and Transition Technologies Summit Call June 12, 2024 9:00 AM ET Company Participants Peter Rawlinson - Chief Executive Officer & Chief Technology Officer Conference Call Participants Mike Canada - KORE Power Unidentified Analyst Okay. Well, good morning, everyone, and thank you for joining for the second day of the Evercore ISI's 3rd Annual Clean Energy Conference. Really happy to host Peter Rawlinson, CEO and CTO of the electric v ...

SoFi Technologies, Inc. (NASDAQ:SOFI) Mizuho Technology Conference Call June 12, 2024 9:55 AM ET Company Participants Chris Lapointe - Chief Financial Officer Conference Call Participants Dan Dolev - Mizuho Securities Dan Dolev Good morning. I am Dan Dolev. I am the Research Analyst here covering Payments and IT services, not alone, Sean covers IT services with me. And I am very pleased to have Chris Lapointe, the CFO of SoFi with me, my friend. And Chris joined SoFi from Uber. Well, I didn't know that, whe ...

American Express Company (NYSE:AXP) U.S. Financials, Payments & CRE Conference June 12, 2024 8:45 AM ET Company Participants Christophe Le Caillec - CFO Conference Call Participants Jeffrey Adelson - Morgan Stanley Jeffrey Adelson Good morning, everybody. My name is Jeff Adelson, Morgan Stanley consumer finance research analyst. Before we get started, I'm just going to quickly read some disclosures, get them out of the way. For important disclosures, please see the Morgan Stanley Research Disclosure website ...

更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 BNPPARIBAS The bank for a changing world MARKETS 360 GLOBAL ECONOMICS WEEKAHEAD BNP PARIBAS GLOBAL MARKETS APP: CHART OF THE WEEK 品 Underlying inflation measures - Us vs eurozone KEY MESSAGES Gap to 2% target (from mean) We expect the US FOMC meeting to keep rates on hold on Wednesday and to shiff from three to two rate cuts in its dot plot for this year. The BoJ' also appears unlikely to change rates at its purchases. On the data front, we expect US core CPI to rise by 0.3% m/m ...

Ford Motor Company (NYSE:F) Deutsche Bank Global Auto Industry Conference June 11, 2024 10:30 AM ET Company Participants John Lawler - CFO Conference Call Participants Emmanuel Rosner - Deutsche Bank Emmanuel Rosner All right. Good morning, everybody. Thank you so much for joining us for this keynote session with Ford as part of Deutsche Bank's Global Automotive Conference. My name is Emmanuel Rosner. I'm the lead U.S. autos analyst here at Deutsche Bank. I am extremely pleased to be joined today by John La ...

PayPal Holdings, Inc. (NASDAQ:PYPL) RBC Financial Technology Conference Call June 11, 2024 12:00 PM ET Company Participants Jamie Miller - Executive Vice President and Chief Financial Officer Conference Call Participants Daniel Perlin - RBC Capital Markets Operator Welcome, Daniel Perlin, Analyst, RBC Capital Markets; and Jamie Miller, Chief Financial Officer, PayPal Holdings. Daniel Perlin All right. Well, good afternoon, everyone. Can you all hear me in the back? I feel like it's a little bit muted. There ...

Company and Industry Overview * **Company**: Colgate-Palmolive Company (NYSE:CL) * **Industry**: Consumer Goods, Personal Care, Oral Care, Pet Nutrition Key Points and Arguments 1. **Positive Operating Environment**: Colgate has seen a constructive operating environment globally, with pricing gains and volume growth in the first quarter of 2024. This includes pricing from developed markets, inflation in emerging markets, and Hill's brand. [3] 2. **Strategic Focus**: Colgate's strategy of investing in businesses for balanced top-line growth and consistent EPS growth is working well. This includes brand investments, advertising, and innovation. [4] 3. **Latin America Performance**: Latin America, along with Africa and Eurasia, has been a strong performer for Colgate, with volume growth and gross profit growth. The company has high market shares in key categories like toothpaste in Mexico and Brazil. [9] 4. **elmex and meridol Success**: Elmex and meridol, therapeutic brands in Europe, have seen significant market share gains. The company has been investing in these brands through innovation and advertising. [12] 5. **Global Whitening Strategy**: Colgate's global whitening strategy focuses on science and innovation, with high efficacy products and increased advertising. This has driven category growth and market share gains. [18] 6. **Gross Margin Improvement**: Colgate plans to continue improving gross margins through revenue growth management, innovation, and supply chain efficiencies. [25] 7. **Hill's Pet Nutrition**: Hill's is expected to be the fastest-growing category within Colgate's Pet Nutrition segment, with mid-single-digit growth. The company is investing in science, innovation, and advertising to drive growth. [29] 8. **Personal Care and Home Care**: Colgate's Personal Care and Home Care businesses have seen solid organic sales growth. The company is investing in advertising and innovation to drive growth and improve margins. [35] 9. **Acquisitions**: Colgate has acquired brands like Filorga, Elta, and PCA SKIN, focusing on science-driven brands with professional recommendations. These brands are performing well and are expected to contribute to future growth. [40] Additional Important Content * **Currency Volatility**: Colgate is closely monitoring currency volatility in Latin America, particularly in Mexico. [10] * **Supply Chain Complexity**: Colgate is working through supply chain complexity and expects further efficiencies. [26] * **Private Label Impact**: The impact of private label from the Red Collar acquisition on Hill's is expected to abate over time. [27] * **Social Media Strategy**: Colgate is leveraging social media to promote its science-driven brands and professional recommendations. [44]