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

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 Capital 130

The Motley Fool

MAY 16, 2024

Cloud infrastructure and IT outsourcing organic revenue declined 7%, an improvement from double-digit declines we saw in the prior three quarters due to a significant resale transaction delivered in the quarter. Modern Workplace organic revenue declined year to year in the mid-teens impacted by resale revenue, which was down 30%.

Resale 130

Resale Consulting Consultants 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

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

FEBRUARY 26, 2024

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. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has positions in and recommends Workday.

Securities and Exchange Commission (SEC) 130

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

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 Returns 100

The Motley Fool

AUGUST 3, 2023

Has there been any move to kind of diversify your end markets to resale beyond China to help reduce the concentration there? Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. And then secondly, on the hyperscale ALM business.

Leveraging 100

Leveraging Assets Capital Resale 100

The Motley Fool

JUNE 12, 2024

Finally, Q2 industrial resale of $234 million declined 10% year on year. And for fiscal '24, we now expect industrial resale to be down double-digit percentage year on year, compared to our prior guidance for high single-digit decline. So, to sum it all up, here's what we are seeing. The Motley Fool recommends Broadcom.

Resale 246

Resale Banks Debt Portfolios 246

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 Capital Taxes Assets 187

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

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

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 Capital Debt 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

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

SEPTEMBER 11, 2024

Let's first talk about our resale business. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. According to Circana, DSW outpaced the overall footwear market by one percentage point in the second quarter. In total, our U.S.

Taxes 130

Taxes Leveraging Portfolios Resale 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

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) Taxes Resale Banks 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 Depreciation 130

The Motley Fool

FEBRUARY 27, 2024

million annual resale transactions in time. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. There will be an event an eventual return to a mid-cycle range of 5.3 million to 5.5 I am cautiously optimistic about 2024. The Motley Fool has a disclosure policy.

Resale 100

Resale Public Companies Companies Capital 100

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 Capital Legal 100

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

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 Financing Finance 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

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 Financing Finance 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 Financing Finance Capital 130

The Motley Fool

AUGUST 10, 2023

Obviously, some of the product resale affected mix this year. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Thanks for taking my question. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Leveraging 130

Leveraging Banks Portfolios Returns 130

The Motley Fool

AUGUST 1, 2023

There are several other factors contributing to the exceptionally strong growth we are expecting for the fourth quarter which include more luxury and upper premium capacity operating with the new region and Oceania ships, as well as a favorable comp from the rapid exit from Cuba in 2019 and the close in resale of those sailings.

Debt 100

Debt Leveraging Collateral Resale 100

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

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

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 Capital 130

The Motley Fool

AUGUST 31, 2023

Finally, Q3 industrial resales of $236 million declined 3% year on year, reflecting weak demand in China. And in Q4, though, we expect an improvement with industrial resales up low single-digit percentage year on year, reflecting largely seasonality. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.

Mergers and Acquisitions 246

Mergers and Acquisitions Resale Banks Legal 246

The Motley Fool

JULY 24, 2024

Now there's a lot of misconceptions around EVs on the separate areas of costs like resale value and insurance, of course, range and charging, and battery life. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has a disclosure policy.

Companies 244

Companies Capital Leveraging Resale 244

The Motley Fool

AUGUST 7, 2024

So, as for the resale, in Mexico, for example, we had a confusion in logistics. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. And we did have some impact as well at Honda. And that has been resolved as well. So, there is actually negative 20,000 units.

Depreciation 130

Depreciation Financing Finance Banks 130