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Mohawk's Magical Disappearing Reserves
We scrubbed the numbers from $MHK's most recent quarter and its 12 cps beat loses its luster after considering the benefits from unusual declines in key reserve accounts.


peekbehindthenumbers.substack.com
Mohawk's Magical Disappearing Reserves
Mohawk Industries’ (MHK) 12 cps 2Q EPS beat is overshadowed by key reserve declines

Devin LaSarre's avatar
Another great piece. Love being guided through the nuances.
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