Upcoming Earnings Calendar (Feb 28th - Mar 4th)
Hey guys! Here's the upcoming earnings calendar! Two of my holdings, $SE and $SOFI report next week, so I'll be paying significant attention to both. Other than that, I'm also interested in seeing what retailers like $TGT $BBY and $COST have to say about supply chain issues and inflation.

Good luck to everyone!

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.





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Paul Cerro's avatar
$27.4m follower assets
Bear case for $COST?
$COST continues to have an amazing business model but what's the bear case, if there even is one? Can the same be said for other wholesale retailers like $BJ or perhaps $WMT?
CPI and Companies Agree, Inflation is Running Hot
Last week, before the release of the November CPI, Fincredible released its latest MacroTalk covering the topic of inflation. In it, they go over what CEOs and CFOs have recently been seeing regarding their costs and prices.

From the post, it was clear that inflation is still running hot, and that it will likely stay that way in the upcoming quarter. For example, here are three quotes extracted from the Macrotalk that illustrate the point:

For now, the CPI and companies agree: inflation is running hot. Next quarter we'll get a new round of earnings calls that will hopefully give us more visibility into the inflation for the full year 2022.

If you'd like to read the whole post, here's the link:

Upcoming Earnings Calendar! (Nov 15th-19th)
Earnings season is slowly coming to a close, but there are still several highly interesting events coming up. Here's next week's earnings calendar and what I'll for looking forward to.

  • $SE: insights on their global e-commerce expansion.
  • $NVDA: comments on their product availability and supply.
  • $WMT: Update on their Walmart+ membership and comments on inflation/labor shortage/supply chain issues.
  • $DLO although this stock is too richly valued for me, I like their business and I'm following it in case there's a good buying opportunity post-earnings.

Comment below which earnings report you are looking forward to the most!

Friendly reminder: you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

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Labor Shortage A Major Concern For Some Companies
Over the past few weeks, we've seen several companies talk about their struggles with the US labor shortage. Labor-intensive companies like restaurants and hotels are experiencing significant headwinds. Higher labor costs, missed sales due to reduced operating hours, and productivity declines due to the learnings curves of new hires are some of the issues affecting these companies.

The latest Fincredible MacroTalk highlights the most relevant quotes from company earnings calls on this topic. Here's the one's I found most relevant:

In current conditions, the minimum wage is not getting prospective employees in the door. Companies are being forced to raise their wages significantly to compete in this labor market. And the situation is likely to be persistent:

The labor shortage has severe implications for companies. Higher labor costs due to higher wages and increased spending on training and hiring processes, as well as reduced operating hours and missed sales:

Labor is an essential part of the supply chain, and as long as these issues persist, the supply chain woes won't be fixed.

If you'd like to review the whole post, here's the link: Fincredible MacroTalk: Labor Shortages . Quotes from $AMZN $CMG $CPT $BJ $BJRI $SIX $KMB $PCH $WM $QSR $BYD $TXRH $KMPR $YUM $HUBG $MMSI $JBT $HSY
I'd be curious to know how much of the labor shortage is due to people opening their own businesses and getting out of the corporate structure entirely during the height of the pandemic? 🤔
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