Tag Archives: WalMart Earnings

BFTP: How Sustainable Is Earnings Growth?

BFTP: Blast From The Past We posted the following last May when earnings and the market were all lathered up and on a sugar high induced by the corporate tax cut and weaker dollar in 2017.  Our lack of confidence … Continue reading

Posted in Dollar, Earnings, Uncategorized | Tagged , , , | 1 Comment

How Sustainable Is Earnings Growth?

Not very. We will leave the calculation for the entire stock market to the stock analysts. Here’s why: Just glancing over WalMart’s latest earnings release from the week, we see two one-off macro factors that helped WalMart’s earnings in Q1, … Continue reading

Posted in Dollar, Earnings, Uncategorized | Tagged , , | 62 Comments

Macro Notes from the WalMart Conference Call

A pretty good insight into the lower end consumer.  See here for the full transcript. Key Metrics EPS from continuing operations of $1.09, up 12.4 percent over the $0.97 per share from continuing operations last year. EPS guidance range of … Continue reading

Posted in Earnings | Tagged , | Leave a comment