Thread- $AVGO (Broadcom Limited)

$AVGO {{ '2015-06-29T23:17:05+0000' | timeago}} • SEC

$AVGO 2Q15 10-Q: On May 5, 2015, AVGO acquired Emulex through a tender offer and subsequent merger of Emulex into one of its wholly-owned subsidiaries for approx. $583MM. Inventory fell to $490MM at May 3, 2015 vs. $519MM at Nov. 2, 2014. Employee compensation & benefits accruals decreased to $181MM at May 3, 2015 vs. $219MM at Nov. 2, 2014.

$COST {{ '2017-05-25T22:01:46+0000' | timeago}} • Webcast

$COST started 2017 with 14 business centers and has lined up four this year totaling 18, including the company’s first one in Canada. The company will continue to open more business centers over the coming years even though it will be lower in terms of capacity when compared to warehouses.

$GME {{ '2017-05-25T21:59:50+0000' | timeago}} • Webcast

$GME is seeing strong momentum with the Nintendo Switch launch as the world's largest video game retailer now has #1 market share in 13 countries. The company said its PowerUp Rewards loyalty program is at an all time high with 53MM members around the world.

$ULTA {{ '2017-05-25T21:57:13+0000' | timeago}} • Webcast

For 2Q17, $ULTA expects operating margin to be flat, gross profit to be up a little bit and SG&A to be down a little bit. For 3Q17, the company estimates to have pressure on the gross profit, because of the higher rent of the stores. $ULTA expects more leverage in 4Q17.

$GME {{ '2017-05-25T21:50:53+0000' | timeago}} • Webcast

$GME closed a net of 27 video game stores during 1Q17 and now has 3,902 stores in the US and 1,998 internationally. The company acquired 22 tech brand stores during the quarter and opened 11 and closed 47. It also opened 9 collectable stores and now has 95 stores worldwide.

$DECK {{ '2017-05-25T21:41:35+0000' | timeago}} • Webcast

On the cadence of store closures, $DECK said it's still valuating that. For FY17 and FY18, the store closures are going to happen towards the end of the year. Therefore, there is not going to be a big impact on revenues for FY18.

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