The Motley Fool

FEBRUARY 1, 2024

By this, I mean further reducing low-margin resale revenue and driving a higher level of services, including those directly associated with AI and automation. Our results continue to be impacted by the year-to-year decline of resale revenues, which was 90 basis points of the 4.5% Our financial focus is on improving the business mix.

Resale 130

Resale Banks Capital Assets 130

The Motley Fool

JULY 25, 2024

These tenants allow us to target the biggest piece of the potential homebuyer pool by effectively competing its resale inventory, not just in today's environment that favors builders but also when the resale market returns to historical averages. Stephen Kim -- Analyst Yes, I appreciate that's really helpful.

Resale 130

Resale Securities and Exchange Commission (SEC) Leveraging Banks 130

The Motley Fool

AUGUST 6, 2024

And the most unsure part of the market has been the resale market just due to the availability of inventory. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript.

Debt 130

Debt Leveraging Resale Liabilities 130

The Motley Fool

APRIL 18, 2024

First, on the resale market, I'm curious some of your thoughts there. And when I think about the spec entry-level model, I think you guys have really benefited from the tight resale market over the last few years. Inventories, we have certainly seen more inventory in the market today on the resale side than we have in the past.

Resale 130

Resale Securities and Exchange Commission (SEC) Taxes Capital 130

The Motley Fool

AUGUST 8, 2024

While resale revenues performed as expected, down 28% year over year, services revenue declined 8% helped by higher-than-anticipated in-quarter volumes. The lower mix of resale revenue also contributed to the year-to-year margin improvement. Moving to GIS. Profit margin expanded over two points to 7.3%. The book-to-bill ratio was 0.67

Resale 130

Resale Consulting Consultants Accounting 130

The Motley Fool

DECEMBER 15, 2023

But I think one of the great unknowns and uncertainty is what impact that does have on the resale market as far as, you know, potentially freeing up some inventory and getting some people to move. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Resale 130

Resale Debt Assets Financial Services 130

The Motley Fool

NOVEMBER 1, 2023

year-to-year decline, 160 basis points came from a reduced level of low-margin resale revenues, which was in line with our expectations. The second factor is the decline in resale revenues which drove 41% of our second quarter decrease in Cloud and ITO. Adjusted EBIT margin came in at 7.3%, also above our guidance range.

Resale 187

Resale Taxes Capital Assets 187

The Motley Fool

OCTOBER 29, 2024

And in markets where there's pressure on insurance, we see a consistent and relatively stable insurance premiums, which are our competitive advantage against the resale market. Somewhat a necessity given the supply chain, somewhat out of -- that's where the demand was given the tight resale market. John Lovallo -- Analyst Understood.

Resale 130

Resale Securities and Exchange Commission (SEC) Taxes Leveraging 130

The Motley Fool

MARCH 7, 2024

And finally, Q1 industrial resales of $215 million declined 6% year on year. In fiscal '24, we continue to expand industrial resales to be down high single digits year upon year. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Resale 188

Resale Debt Banks Shareholders 188

The Motley Fool

FEBRUARY 4, 2025

year to year organically and services revenue was down approximately 7% and resale fell approximately 16%. 3Q resale was down approximately 2%, improving from steeper declines in recent quarters, and we continue to be selective on our resale opportunities based on deal economics. The book-to-bill ratio of 1.51

Resale 130

Resale Consulting Consultants Capital 130

The Motley Fool

APRIL 11, 2024

With this program, we are creating the foundation that we'll leverage as we begin to activate the right side of our flywheel and enable customer lifetime value through services, notably beginning with trade-in and resales. And then secondly, can you maybe give us a little bit more color on your trading and resale initiative?

Resale 130

Resale Leveraging Capital Investing 130

The Motley Fool

NOVEMBER 5, 2024

And obviously, new build has been a really bright spot in the market over the last couple of years versus what we're seeing in resale. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. But it is a very, very positive business for us because it's predictable.

Leveraging 130

Leveraging Resale Finance Financing 130

The Motley Fool

SEPTEMBER 15, 2023

Stuart, you know, first question, when you kind of talk about the net price decline, the net kind of 10%, 11% range, you know, historically, the typical spread between a new home and a resale, I believe, has been around 15%. You know, the resale market is inventory very, very constrained. I'm not sure.

Resale 130

Resale Assets Debt Capital 130

The Motley Fool

NOVEMBER 16, 2023

Our performance has kept the Children's Place brands in the leadership position on social media, representing close to 50% of total social impressions among our children apparel resale competitive set. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Securities and Exchange Commission (SEC) 188

Securities and Exchange Commission (SEC) Taxes Debt Resale 188

The Motley Fool

MAY 15, 2024

Resources that can be used to enhance output or resale so that can be leveraged to support other areas of the business. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. How we can improve process to do more with less is key to this technology.

Assets 130

Assets Capital Resale Accounting 130

The Motley Fool

NOVEMBER 7, 2024

I'm thrilled to share that we've appeared in over 7,700 articles across major media outlets such as the Wall Street Journal, CNBC, and CNN, along with top industry publications like Housing Wire, In The News and RIS Media. resale -- 3.8 These appearances have generated over 14.7 So if we end the year somewhere between 3.8

Resale 130

Resale Accounting Investors Education 130

The Motley Fool

JUNE 15, 2023

Tight inventory levels in the resale and new home market propelled demand for available new homes, and we offered a combination of attractive pricing and compelling mortgage rate programs to capture that demand. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Resale 130

Resale Assets Debt Capital 130

The Motley Fool

JANUARY 23, 2024

Obviously, resale inventory was incredibly tight. So, I guess my question is now that cycle times seem to be improving across the industry, resale inventory is ticking a little bit higher, are you thinking about that dynamic any differently? Over the last 12 months, we've been 24-plus months utilizing that incentive.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Resale Leveraging Taxes 130

The Motley Fool

JULY 30, 2024

At a high level, the housing market remains healthy with demand supported by strong fundamentals, including household formations and migration trends, years of underproduction and a lock-in effect limiting the supply of resale homes. Additionally, we're witnessing a resilient labor market with historically low unemployment.

Leveraging 130

Leveraging Taxes Debt Resale 130

The Motley Fool

DECEMBER 7, 2023

Industrial resales were 962 million. In fiscal '24, we expect industrial resales to be down low single digits year on year. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Resale 130

Resale Banks Assets Shareholders 130

The Motley Fool

NOVEMBER 5, 2024

The fundamentals of the housing market are strong, supported by continued household formations, years of underproduction and limited supply of resale homes. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Finally, the U.S.

Debt 130

Debt Capital Banks Resale 130

The Motley Fool

SEPTEMBER 11, 2024

Let's first talk about our resale business. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. In total, our U.S.

Taxes 130

Taxes Leveraging Consulting Consultants 130

The Motley Fool

JANUARY 19, 2024

And then finally, in your accounts payable in your accrued liabilities line, your year-over-year increase that is a benefit was about 380 million. Now, you guys don't disaggregate accounts payable from accrued liabilities. We do see some areas of weakness, again, in things like existing home resale, some of that's done by pros as well.

Leveraging 130

Leveraging Resale Taxes Capital 130

The Motley Fool

AUGUST 1, 2023

And lastly, the resale home market remains tight as existing buyers are hesitant to leave their low rate mortgages, which limits available inventory and helps to increase new home demand. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Resale Taxes Banks 130

The Motley Fool

AUGUST 1, 2024

But in that oil and gas purchase for resale, remember that still includes the Cheniere contract, which, of course, has nothing to do with Waha differentials. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. And it just pays for the transport and fuel costs.

Capital 130

Capital Taxes Debt Assets 130

The Motley Fool

OCTOBER 30, 2024

Professional homebuilders and real estate developers are excluded from being forced to comply with the marketing restrictions Clear Cooperation places on individual homeowners in the resale market, which puts individual homeowners at a disadvantage. Now, it's much more rare to see a negative article about Compass.

Legal 130

Legal Prospects Leveraging Resale 130

The Motley Fool

FEBRUARY 26, 2024

In our upcoming R1 release, many of the generative AI use cases we showcase it rising will be put into the hands of early adopters, including job descriptions and knowledge articles. And you've got a slew of new products, you've got an expanded partnership strategy, you've got resale -- reseller partnership strategy as well.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Professional Services Education Banks 130

The Motley Fool

APRIL 26, 2024

During the spring selling season with a healthy supply of move-in ready inventory, we were able to capitalize on strong market conditions generated by the increasing need for housing for millennials and Gen Zs as well as the move-down Baby Boomers who continue to find our limited inventory, limited availability of resale housing supply.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

The Motley Fool

SEPTEMBER 12, 2024

Last week, we launched our resale platform piloting with our own associates before launching a customer facing experience in the near future. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool recommends Lovesac.

Leveraging 130

Leveraging Finance Financing Capital 130

The Motley Fool

AUGUST 10, 2023

Obviously, some of the product resale affected mix this year. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. Thanks for taking my question.

Leveraging 130

Leveraging Banks Portfolios Resale 130

The Motley Fool

FEBRUARY 27, 2024

million annual resale transactions in time. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. million to 5.5

Resale 100

Resale Public Companies Capital Companies 100

The Motley Fool

FEBRUARY 2, 2024

And today, it's about taking market share from single families -- single-family market because it's so upside down on a cost to rent perspective and lack of inventory in the resale market. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

FEBRUARY 1, 2024

As we previously discussed, two of the largest population cohorts, the millennials and recently Gen Zs are having life events lean to increased levels of need-based housing that currently cannot be met by the constrained resale of home supply in the market. The Motley Fool recommends Meritage Homes. The Motley Fool has a disclosure policy.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

The Motley Fool

AUGUST 16, 2023

The second bucket is that we have scaled back certain lower margin revenue streams, including some of the resale businesses within cloud, including the live streaming entertainment that I referred to earlier, at Tencent Music and Huya. So, that's one bucket. The Motley Fool has positions in and recommends Tencent.

Accounting 130

Accounting Leveraging Consulting Consultants 130

The Motley Fool

JULY 20, 2023

On one hand, the buydowns are probably putting you guys in such a strong competitive advantage versus the resale market. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has no position in any of the stocks mentioned.

Banks 130

Banks Securities and Exchange Commission (SEC) Leveraging Taxes 130

The Motley Fool

FEBRUARY 27, 2024

When you have this much mortgage interest rate volatility and you're guaranteeing people loans for 30 years, you're going to have a long-term problem with resale inventory. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. That should ease a little bit every year.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Resale Legal 100

The Motley Fool

AUGUST 3, 2023

We sell our produce gas and basin, and we manage the transport obligation by purchasing third-party gas in basin for resale on the Gulf Coast. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has positions in and recommends Apa.

Capital 100

Capital Shareholders Banks Resale 100