Apr 18, 2024
Bespoke’s Conference Call Recaps provide helpful summaries of corporate conference calls throughout earnings season. We go through the conference calls of some of the most important companies in the market and summarize key topics covered by management. These recaps include information regarding each company’s financial results, growth by segment, as well as some aspects of the business that management expects to impact future results. We also identify trends emerging for the broader economy in these recaps.
Bespoke’s Conference Call Recaps are available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call recaps. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Below is a list of the Conference Call Recaps published during the Q1 2024 and Q4 2023 earnings reporting periods.
Q1 2024 Recaps:
Las Vegas Sands: Q1 2024
United Airlines: Q1 2024
ASML: Q1 2024
Big Banks (JPM, C, GS, BAC, MS): Q1 2024
Delta Air Lines: Q1 2024
Lamb Weston: Q3 2024
Conagra Brands: Q3 2024
RH: Q4 2023
FedEx: Q3 2024
Nike: Q3 2024
Lululemon: Q4 2023
General Mills: Q3 2024
Q4 2023 Recaps:
Williams Sonoma: Q4 2023
Nordstrom: Q4 2023
AeroVironment: Q3 2024
Aaron’s: Q4 2023
NVIDIA: Q4 2024
Walmart: Q4 2024
Home Depot: Q4 2023
Deere: Q4 2023
Generac: Q4 2023
Airbnb: Q4 2023
AutoNation: Q4 2023
Restaurant Brands International: Q4 2023
Shopify: Q4 2023
Cloudflare: Q4 2023
Hershey: Q4 2023
Disney: Q1 2024
Arm: Q3 2024
Uber: Q4 2023
Chipotle: Q4 2023
Spotify: Q4 2023
Simon Property: Q4 2023
Palantir: Q4 2023
Caterpillar: Q4 2023
McDonald’s: Q4 2023
Apple: Q1 2024
Amazon: Q4 2023
Meta Platforms: Q4 2023
Honeywell: Q4 2023
Old Dominion Freight: Q4 2023
Starbucks: Q1 2024
Microsoft: Q2 2024
United Parcel Service: Q4 2023
Alphabet: Q4 2023
Whirlpool: Q4 2023
Super Micro Computer: Q2 2024
Norfolk Southern: Q4 2023
American Express: Q4 2023
IBM: Q4 2023
Tesla: Q4 2023
ASML: Q2 2024
Texas Instruments: Q4 2023
Netflix: Q4 2023
RTX: Q4 2023
3M: Q4 2023
General Electric: Q4 2023
Schlumberger: Q4 2023
PPG Industries: Q4 2023
Taiwan Semiconductor: Q4 2023
H.B. Fuller: Q4 2023
Fastenal: Q4 2023
Big Banks (JPM, C, BAC, GS): Q4 2023
Delta Air Lines: Q4 2024
Constellation Brands: Q3 2024
Conagra Brands: Q2 2024
Lamb Weston: Q2 2024
Walgreens: Q1 2024
FedEx: Q2 2024
Costco: Q1 2024
Brown-Forman: Q2 2024
SentinelOne: Q3 2024
Recaps published during Q1 2024 are available with a Bespoke Institutional subscription.
Apr 15, 2024
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 14 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Cintas (CTAS), a workplace health and safety company, is an example of a company that reported an earnings triple play recently.
CTAS has been trending up for quite some time now and has traded above its 50 and 200-DMA consistently since last October.
Looking at the snapshot below from our Earnings Explorer, in its last 20 earnings reports, or five years of earnings, CTAS has beaten both EPS and revenue estimates 100% of the time. Its triple play on March 27th is just the company’s fourth over this stretch, however, which resulted in a one-day gain of 8.25%. Tallying five straight years of earnings beats is no easy task, especially when those five years include a global pandemic. Ultimately, CTAS was able to succeed through the pandemic as revenue for First Aid and Safety Services surged despite declines in Uniform Rental and Facility Services as many businesses suffered.
Fast forward to today, CTAS’s health and safety products remain in high demand in a post-pandemic world. Uniform Rental and Facility Services remains the core of CTAS’s business with steady growth while First Aid and Safety Services grew double-digits versus the prior year due to strong demand and higher margin products, like AED rentals, in that category. This quarter also highlighted the SmartTruck technology to aid efforts in optimizing its delivery and service routes to minimize costs and improve speed. Six Sigma was also mentioned as a benefit for improving manufacturing processes by eliminating defects and guaranteeing quality. You can read more about CTAS and the 13 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.
Mar 14, 2024
Bespoke’s Conference Call Recaps provide helpful summaries of corporate conference calls throughout earnings season. We go through the conference calls of some of the most important companies in the market and summarize key topics covered by management. These recaps include information regarding each company’s financial results, growth by segment, as well as some aspects of the business that management expects to impact future results. We also identify trends emerging for the broader economy in these recaps.
Bespoke’s Conference Call Recaps are available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read our newest Conference Call recaps. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Below is a list of the Conference Call Recaps published during the Q4 2023 and Q3 2023 earnings reporting periods.
Q4 2023 Recaps:
Williams Sonoma: Q4 2023
Nordstrom: Q4 2023
AeroVironment: Q3 2024
Aaron’s: Q4 2023
NVIDIA: Q4 2024
Walmart: Q4 2024
Home Depot: Q4 2023
Deere: Q4 2023
Generac: Q4 2023
Airbnb: Q4 2023
AutoNation: Q4 2023
Restaurant Brands International: Q4 2023
Shopify: Q4 2023
Cloudflare: Q4 2023
Hershey: Q4 2023
Disney: Q1 2024
Arm: Q3 2024
Uber: Q4 2023
Chipotle: Q4 2023
Spotify: Q4 2023
Simon Property: Q4 2023
Palantir: Q4 2023
Caterpillar: Q4 2023
McDonald’s: Q4 2023
Apple: Q1 2024
Amazon: Q4 2023
Meta Platforms: Q4 2023
Honeywell: Q4 2023
Old Dominion Freight: Q4 2023
Starbucks: Q1 2024
Microsoft: Q2 2024
United Parcel Service: Q4 2023
Alphabet: Q4 2023
Whirlpool: Q4 2023
Super Micro Computer: Q2 2024
Norfolk Southern: Q4 2023
American Express: Q4 2023
IBM: Q4 2023
Tesla: Q4 2023
ASML: Q2 2024
Texas Instruments: Q4 2023
Netflix: Q4 2023
RTX: Q4 2023
3M: Q4 2023
General Electric: Q4 2023
Schlumberger: Q4 2023
PPG Industries: Q4 2023
Taiwan Semiconductor: Q4 2023
H.B. Fuller: Q4 2023
Fastenal: Q4 2023
Big Banks (JPM, C, BAC, GS): Q4 2023
Delta Air Lines: Q4 2024
Constellation Brands: Q3 2024
Conagra Brands: Q2 2024
Lamb Weston: Q2 2024
Walgreens: Q1 2024
FedEx: Q2 2024
Costco: Q1 2024
Brown-Forman: Q2 2024
SentinelOne: Q3 2024
Q3 2023 Recaps:
Deere: Q4 2023
Dick’s Sporting Goods: Q3 2024
Walmart: Q3 2024
Target: Q3 2024
Home Depot: Q3 2024
Tyson Foods: Q4 2023
Kelly Services: Q3 2023
Stride: Q1 2024
Eaton: Q3 2023
Caterpillar: Q3 2023
McDonald’s: Q3 2023
Ford: Q3 2023
Amazon: Q3 2023
Meta: Q3 2023
General Dynamics: Q3 2023
Microsoft: Q1 2024
Alphabet: Q3 2023
Spotify: Q3 2023
3M: Q3 2023
Autoliv: Q3 2023
Tesla: Q3 2023
Netflix: Q3 2023
JB Hunt: Q3 2023
Lockheed Martin: Q3 2023
Big Banks (JPM, C, BAC, GS): Q3 2023
Delta Air Lines: Q3 2023
PepsiCo: Q3 2023
Conagra Brands: Q1 2024
Lamb Weston: Q1 2024
Nike: Q1 2024
Costco: Q4 2023
MillerKnoll: Q1 2024
FedEx: Q1 2024
AutoZone: Q4 2023
Lennar: Q3 2023
Dave & Buster’s: Q2 2023
AeroVironment: Q1 2024
Recaps published during Q1 2023 are available with a Bespoke Institutional subscription.
Mar 1, 2024
An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance. You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term. We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook. A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.
Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts. Bespoke’s Triple Play Report is available at the Bespoke Institutional level only. You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 28 new stocks. To sign up, choose either the monthly or annual checkout link below:
Bespoke Institutional – Monthly Payment Plan
Bespoke Institutional – Annual Payment Plan
Hims and Hers Health (HIMS) is an example of a company that reported an earnings triple play recently.
HIMS has solid earnings history, as shown in the snapshot below from our Earnings Explorer. The telehealth company had its IPO in January of 2021 and has never missed a top-line estimate in 12 earnings reports. In Q4, HIMS’s revenue grew an impressive 65% YoY as it increased its subscriber count 48%. Having recently launched customized weight loss offerings, which are of course very popular, HIMS is benefitting from “customized solutions designed around addressing the underlying causes of weight gain.” Subscribers in that category are essentially all opting for a personalized treatment. “Hers” dermatology has been another key driver of the company’s success. You can read more about HIMS and the 25 other triple plays in our newest report by starting a Bespoke Institutional trial today.
Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.