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.
This is going to come down to the experience, not just the system performance and the sustainability of the systems and the return on investor capital. So that is clearly a big miss here and interesting to see that given that again, this is a name that you do is kind of the opposite story of a dollar tree because sometimes you expect Campbells to do well when people are switching that they like a soup, for example, in tough economic times.Yeah, pantry staple here, a good Camden, New Jersey, company shout out to East Philadelphia.
Um, and it it I think for this sector, we've we Listen, we've talked a lot about the names in this sector as a reported earnings.And there are a lot of bulls on this name by the ring, I mean, it's like NVIDIA like love for crowd strike.Listen, the the company can kind of execute through that choppiness on the call.
That scented candle little luxury that added, you know, hair wash or any of the kind of body gels that you might be using a little luxury that people are tapping into. We love it, Jay, when we have you, it's always worth getting your kind of broader take on the threat landscape, Jay.The people who want to make money quick, so ran somewhere on the rise.Those are the two big buckets, and they are leveraging by getting on the network of the company.So zero trust architecture is being clearly looked at as the primary solution for it.
Same store sales increased the most in five quarters as consumers continue to look for value in groceries, and the retailer also said more members are purchasing more discretionary at a time where inflation remains sticky.We're joined Oliver Chen TD Cowan, senior research analyst, here.They'll be at our conference next week.This is Costco's core competency.And, as you know, the consumer is facing many cross currents.
But there's also a technology angle here, too, in terms of Costco's personalization, their mobile app, their partnerships with Instacart and uber and the marketplace model as well as digital advertising.Also, you can't get any prices lower than what you can get at Costco, given that the business model is set around 11% markups, and it's very strict.
So everybody's looking for low prices, and Costco squarely fits in here as well as this merchandise execution, which is really to to what Costco does.So Costco can be very agile and how they manage these items and also deliver a lot of expertise and precision in terms of a great item at a great price, such as this chain, such as a sweater such as a lot of the liquor.Costco shares Sea Quarter, but the stock under a bit of pressure here, off just about 2% in early trading.
And so, uh, kind of, uh, a larger question mark of within the continued expansion or kind of focusing in on a I optimising, uh, a I optimisation here across their business units and their segments where companies like Dell, like some of the others over the course of this earning season, have said that they need to spend more in order to continue to make more or capitalise more on a run rate that they are forecasting at this juncture.
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