Archive for February, 2010

While Costco appears to be seeing improvement in their operating margins, we feel that severe weather that blanketed much of the nation over the last few weeks could limit any upside surprise.

Low interest rates and improving consumer sentiment appear to be drawing customers back to the HD stores.

Earnings season is beginning to wrap up and we are now down to our last two big weeks of earnings reports.

Strength within their Frito-Lay division along with currency benefits should lift Pepsi’s fourth quarter results.

Coca Cola is expected to report another solid quarter driven by improving consumer sentiment.