Q4 2023 Earnings Conference Call Recaps

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:

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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.

The Triple Play Report — 3/1/24

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:

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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.