Conf call redux: AP Møller-Maersk – time to stick your finger in the air
Avoiding the ‘not-so-pleasant place’
After looking at domestic rival Home Depot, today’s the turn of DIY specialist Lowe’s, another major America importer by sea on the transpacific eastbound.
In a call with analysts that yesterday followed the release of fiscal Q1 25 numbers – that were broadly in line with expectations for earnings and revenues, while Lowe’s confirmed guidance (just as Home Depot did) – management reassured investors that business is progressing according to plan.
Inventory, supply chain and tariffs were all on the agenda – ...
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