Costco, Dell, Lululemon, CrowdStrike, & more: Earnings recap

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Campbell Soup,Hewlett Packard Enterprise,Bath & Body Works

Investors had a lot of earnings to digest over the last several days, including reports from CrowdStrike (CRWD), Bath & Body Works (BBWI), Hewlett Packard...

Earnings season is in full swing, with major companies in banking, tech travel and more all releasing their quarterly results.We have expert analysis, so you can better understand the numbers and what they say about the health of the American economy.That's another trending ticker here on Yahoo Finance when you take a look at the move lower here, off just about 5% the company reporting a wider than expected loss in the first quarter, vehicle deliveries falling by 3% from a year ago.

And even you can see from these results here neo also under a bit of pressure given that uptick in competition. Let's break this down because it was interesting, the strength that they're seeing in the non North American parts of the world. Um, there were a tonne of nerves coming into this quarter around the the America's business, potentially decelerating more than we expected.We had the chief product officer leaving just two weeks ago to go to bands, which is part of VF Corp. And I think that really spooked people.And so with all of this in mind, I mean, looking across Lou Lemon's business here, the inventory mix was something that they were very positive and optimistic about.

They're seeing growth on top of that now with some of their new or higher price items, but they just didn't have enough. Jeanine, when you take a look at the international side, I guess my question to you is, Is it going to be enough here to support sales growth to support some of that margin improvement that we have seen?

And look, we've heard about a lot of viewers around competition, not just in golf but in men's in particular. Having just one name that you attach yourself to and look, there can be risk with attaching yourself to just one or two big names, too.They can have their moments where they are extremely strong and moments where you rather not be as associated with them as much.I think that will continue to work for them versus trying to just sign up one or two big names and really taking a concentrated angle all right Lulu Lemon shares up just about 9% here this morning.

But the EPS forecast trimmed only because of tornado damage, that is, according to the company, The question is, why are other companies not reporting similar damages there?We're getting a fresh read on the cautious consumer discount retailer Dollar Tree disclosed it's exploring a potential sale or spin off of family dollar as the company struggles to counter weaker demand amid inflation.Perceptions on prices.I'm joined by Sucharita Kalli, who is the Forester research retail analyst.

Well, certainly WalMart, Um, and that is a company that tends to do very well in any economy, but certainly in any in one where they the consumer confidence is particularly low. That's really interesting, you know, especially as we're hearing about some of the spin off intentions that Dollar Tree is talking about with Family Dollar, which underneath of it the same store sales, I mean a fraction of what we had seen in terms of the rise year over year for this most recent quarter.

Retail locations um cha the the success of retail locations changes geographic centres change as neighbourhood are developed. Um, it exists to support essentially food deserts in a lot of the southern California and, uh, South southwester part of the United States. Finally, um, you know, kind of bringing down those inflation numbers probably finally, to the level that the Fed would like, um, in in the coming months.One of the hottest stocks in the market today, our shares of H PE.

So HP is uniquely positioned to capture the A. I inflexion point that we see continue to drive the momentum hybrid cloud. And you can see in our disclosures, Brian, is that we start disclosing the services pull through, which is now getting bigger and bigger also because in many of these deals we actually not only ship the server but actually provide the full data centre infrastructure, and actually, we run those assists on behalf of customers.

And in fact, through three of the largest system we have deployed for generative A. I are today 100% direct liquid cooling.This cool down the systems with direct liquid cooling.Well, I think overall margins, uh, were now because of the mix of the business, right? I imagine how important is that company to the the A. I build out around the world because all we hear about Media Land is, uh, maybe there's an A I bubble.I think they are changing the world with an amazing innovation, obviously, that the company and Jensen himself have been driving for more than two decades.It has taken him personally two decades to get where we are today.

 

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