HD2021 Table of Contents
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AUTOMOTIVE AFTERMARKET OUTLOOK and REFLECTIONS from OUR Nd 42 ANNUAL SYMPOSIUM October 29 – October 30, 2018
GAMCO Investors, Inc. November 21, 2018 One Corporate Center Rye, NY 10580-1435 Tel (914) 921-5150 www.gabelli.com AUTOMOTIVE AFTERMARKET OUTLOOK AND REFLECTIONS FROM OUR nd 42 ANNUAL SYMPOSIUM October 29 – October 30, 2018 PRESENTING COMPANIES 10/31/2018 10/31/2017 11/1/2016 Company Exchange Ticker Price (a) Price (a) Price (a) AutoZone, Inc NYSE AZO $ 733.47 $ 589.50 $ 734.45 Boyd Group Income Fund (b) TSX BYD.UN 120.31 96.10 81.17 BYD Company Ltd (c) SHE 002594 46.79 62.79 55.57 Cooper Tire & Rubber Co. NYSE CTB 30.89 32.80 35.10 Dana, Inc. " DAN 15.47 30.49 15.00 Donaldson Company, Inc " DCI 51.28 47.21 35.46 Gentex Corporation NASDAQ GNTX 21.05 19.04 15.96 Genuine Parts Co. NYSE GPC 97.92 88.23 86.43 Lear Corporation " LEA 132.90 175.59 121.30 Monro, Inc. NASDAQ MNRO 74.40 49.35 53.32 Motorcar Parts of America, Inc " MPAA 21.18 28.91 26.19 Navistar International Corp NYSE NAV 33.49 42.31 23.01 O'Reilly Automotive, Inc NASDAQ ORLY 320.75 210.95 264.24 Penske Automotive Group NYSE PAG 44.02 46.62 42.83 Rush Enterprises, Inc. NASDAQ RUSHB 35.95 47.59 24.77 Standard Motor Products, Inc NYSE SMP 53.90 43.67 46.88 Superior Industries International, Inc. " SUP 9.83 15.55 22.95 Tenneco, Inc. " TEN 34.43 58.11 56.06 US Auto Parts Network, Inc. NASDAQ PRTS 1.19 2.56 2.27 Veoneer, Inc. -
Equity Impacts of Dollar Store Vaccine Distribution
EQUITY IMPACTS OF DOLLAR STORE VACCINE DISTRIBUTION By Judith A. Chevalier, Jason L. Schwartz, Yihua Su, and Kevin R. Williams April 2021 COWLES FOUNDATION DISCUSSION PAPER NO. 2280 COWLES FOUNDATION FOR RESEARCH IN ECONOMICS YALE UNIVERSITY Box 208281 New Haven, Connecticut 06520-8281 http://cowles.yale.edu/ Equity Impacts of Dollar Store Vaccine Distribution * Judith A. Chevalier,Yale School of Management and NBER Jason L. Schwartz, Yale School of Public Health Yihua Su, Yale School of Public Health Kevin R. Williams, Yale School of Management and NBER April 2, 2021 Abstract We use geospatial data to examine the unprecedented national program currently underway in the United States to distribute and administer vaccines against COVID- 19. We quantify the impact of the proposed federal partnership with the company Dollar General to serve as vaccination sites and compare vaccine access with Dollar General to the current Federal Retail Pharmacy Partnership Program. Although dollar stores have been viewed with skepticism and controversy in the policy sector, we show that, relative to the locations of the current federal program, Dollar General stores are disproportionately likely to be located in Census tracts with high social vulnerability; using these stores as vaccination sites would greatly decrease the distance to vaccines for both low-income and minority households. We consider a hypothetical alternative partnership with Dollar Tree and show that adding these stores to the vaccination program would be similarly valuable, but impact different geographic areas than the Dollar General partnership. Adding Dollar General to the current pharmacy partners greatly surpasses the goal set by the Biden administration of having 90% of the popu- lation within 5 miles of a vaccine site. -
HD [email protected] Or by Writing to the Directors at the Following Address
THE HOME DEPOT PROXY STATEMENT AND NOTICE OF 2020 ANNUAL MEETING OF SHAREHOLDERS Thursday, May 21, 2020 at 9:00 a.m., Eastern Time COBB GALLERIA CENTRE, ATLANTA, GA Table of Contents INVESTOR FACTSHEET Strategy Our One Home Depot strategy aims to deliver shareholder value and grow our market share by providing best- in-class customer service through a seamless, interconnected shopping experience for our customers. We are continuously improving our online and in-store experience and providing enhanced training for our associates. In addition, to ensure we are the product authority in home improvement, we strive to provide unique and comprehensive product offerings, continued innovation, and exceptional convenience and value. To execute our strategy, we have committed approximately $11 billion over a multi-year period to investments in our stores, associates, interconnected and digital experience, pro customer experience, services business, supply chain, and product and innovation. Shareholder Return Principles Our first priority for our use of cash is investing in our business, as reflected by our One Home Depot strategy. Our use of the remainder of our cash is guided by our shareholder return principles: • Dividend Principle: Look to increase the dividend every year as we grow earnings • Return on Invested Capital Principle: Maintain a high return on invested capital, benchmarking all uses of excess liquidity against value created for shareholders through share repurchases • Share Repurchase Principle: After meeting the needs of the business, look to return excess cash to shareholders in the form of share repurchases Key Financial Performance Metrics Set forth below are key financial performance metrics for the indicated fiscal years. -
Forward-Looking Statements
Forward-Looking Statements This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Statements including words such as “believe”, “expect”, “anticipate”, “plan”, “desire”, “project”, “estimate”, “intend”, “will”, “should”, “could”, “would”, “may”, “strategy”, “potential”, “opportunity”, “outlook”, “scenario”, “guidance”, and similar expressions are forward- looking statements. Forward-looking statements involve, among other things, expectations, projections, and assumptions about future financial and operating results, objectives, business outlook, priorities, sales growth, shareholder value, capital expenditures, cash flows, the housing market, the home improvement industry, demand for products and services, share repurchases, Lowe’s strategic initiatives, including those relating to acquisitions and dispositions and the impact of such transactions on our strategic and operational plans and financial results. Such statements involve risks and uncertainties and we can give no assurance that they will prove to be correct. Actual results may differ materially from those expressed or implied in such statements. A wide variety of potential risks, uncertainties, and other factors could materially affect our ability to achieve the results either expressed or implied by these forward-looking statements including, but not limited to, changes in general economic conditions, such as the rate of unemployment, interest rate and currency fluctuations, fuel and other energy costs, slower growth in personal income, changes in consumer spending, changes in the rate of housing turnover, the availability of consumer credit and of mortgage financing, changes in commodity prices, trade policy changes or additional tariffs, outbreaks of public health crises, such as the COVID-19 pandemic, availability and cost of goods from suppliers, and other factors that can negatively affect our customers. -
UNITED STATES SECURITIES and EXCHANGE COMMISSION Washington, D.C
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2015 Commission File Number: 001-11421 DOLLAR GENERAL CORPORATION (Exact name of Registrant as specified in its charter) TENNESSEE 61-0502302 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) 100 MISSION RIDGE GOODLETTSVILLE, TN 37072 (Address of principal executive offices, zip code) Registrant’s telephone number, including area code: (615) 855-4000 Indicate by check mark whether the Registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the Registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes x No o Indicate by check mark whether the Registrant has submitted electronically and posted on its corporate Web site, if any, every Interactive Data File required to be submitted and posted pursuant to Rule 405 of Regulation S-T during the preceding 12 months (or for such shorter period that the Registrant was required to submit and post such files). Yes x No o Indicate by check mark whether the Registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, or a smaller reporting company. See the definitions of “large accelerated filer,” “accelerated filer,” and “smaller reporting company” in Rule 12b-2 of the Exchange Act. -
U.S. Corporate Scores 2018
01 DISCLOSURE INSIGHT ACTION U.S. CORPORATE SCORES 2018 02 CORPORATE DISCLOSURE TO INVESTORS IN NORTH AMERICA 124 9 28 510 63 192 CONTENTS 03 04 CDP scoring methodology 2018 06 The A-List: North America 08 Corporate scores 34 Appendix I: CDP Activity classification system (cdp-acs) 40 Appendix II: Investor Members and Signatories 46 Appendix III: CDP Supply Chain Members Important Notice The contents of this report may be used by anyone providing acknowledgment is given to CDP. This does not represent a license to repackage or resell any of the data reported to CDP or the contributing authors and presented in this report. If you intend to repackage or resell any of the contents of this report, you need to obtain express permission from CDP before doing so. CDP has prepared the data and analysis in this report based on responses to the CDP 2018 information request. No representation or warranty (express or implied) is given by CDP as to the accuracy or completeness of the information and opinions contained in this report. You should not act upon the information contained in this publication without obtaining specific professional advice. To the extent permitted by law, CDP does not accept or assume any liability, responsibility or duty of care for any consequences of you or anyone else acting, or refraining to act, in reliance on the information contained in this report or for any decision based on it. All information and views expressed herein by CDP are based on their judgment at the time of this report and are subject to change without notice due to economic, political, industry and firm-specific factors. -
Printmgr File
THE HOME DEPOT PROXY STATEMENT AND NOTICE OF 2018 ANNUAL MEETING OF SHAREHOLDERS THURSDAY,MAY 17, 2018 AT 9:00 A.M., EASTERN TIME COBB ENERGY PERFORMING ARTS CENTRE, ATLANTA GA DEAR FELLOW SHAREHOLDERS: Your Board and management team are committed to creating long-term value for our shareholders. This commitment is reflected in our core values, which provide the foundation for our business and reflect the culture that was built by our founders nearly 40 years ago. We would like to highlight for you some actions we took in fiscal 2017 to ensure we are optimizing our governance practices to support continued value creation over the long term. The Board engages with management to address both the short-term needs and long-term strategies necessary to meet our customers’ expectations in a rapidly evolving retail landscape. As we and others have noted, there has been more change in retail over the past three years than in the prior 10 to 20 years. Company strategy is discussed regularly at Board meetings, and directors annually participate in an in-depth strategy session with management. Through these strategy sessions we tap into the ideas, viewpoints and experiences of our diverse and highly-skilled board members. The results of our strategy discussions helped shape the long-term strategy of investing in the “One Home Depot” experience outlined at our Investor and Analyst Conference in December 2017. We have continued to focus on Board refreshment to align our Board’s strengths with the evolving retail landscape. We are excited to announce Stephanie Linnartz, Executive Vice President and Global Chief Marketing and Commercial Officer of Marriott International, as a new director nominee. -
Annual Report Also Accompanies This Letter
ANNUAL MEETING ABOUT DOLLAR GENERAL Dollar General Corporation’s annual meeting of shareholders is scheduled for 9 a.m. Central Time on Dollar General Corporation has been delivering NET SALES (IN BILLIONS) Wednesday, May 27, 2020, at: value to shoppers for more than 80 years. Dollar $27.8 Goodlettsville City Hall Auditorium $25.6 General helps shoppers Save time. Save money. $23.5 105 South Main Street, Goodlettsville, TN 37072 ® $22.0 Every day! by o ering products that are frequently $20.4 used and replenished, such as food, snacks, health Shareholders of record as of March 19, 2020 are and beauty aids, cleaning supplies, basic apparel, entitled to vote at the meeting. housewares and seasonal items at everyday low prices in convenient neighborhood locations. NYSE: DG 2015 2016 2017 2018 2019 Dollar General operated 16,278 stores in 44 states The common stock of Dollar General Corporation is as of January 31, 2020. In addition to high-quality traded on the New York Stock Exchange under the private brands, Dollar General sells products ENDING STORE COUNT trading symbol “DG.” The number of shareholders of from America’s most-trusted manufacturers such 16,278 record as of March 19, 2020 was 2,617. 15,370 Visit www.dollargeneral.com as Clorox, Energizer, Procter & Gamble, Hanes, 14,534 to learn more about Dollar General Coca-Cola, Mars, Unilever, Nestle, Kimberly-Clark, 13,320 STOCK PERFORMANCE GRAPH 12,483 and shop online. Kellogg’s, General Mills, and PepsiCo. The graph below compares Dollar General Corporation’s cumulative total shareholder return on common stock STORES with the cumulative total returns of the S&P 500 index STORES IN 44 STATES DISTRIBUTION CENTER and the S&P Retailing index. -
Home Depot Warranty Without Receipt
Home Depot Warranty Without Receipt distensileUnpensioned Tan Sloanusually usually thiggings fortuned his foibles some lay-outOllie or unprecedentedly warsling unhesitatingly. or receives Rationed convincingly Teodoor and crepitating disruptively, sufferably. how prostomial If uncharming is Rudiger? or Would I purchase from Home Depot and another Cosmo Appliance yes because it is American made! But it seems like they want to make every electrical tool under the sun so they keep sacrificing quality. Assurion and fat Depot scam on extended warranties appliances ge. LLSA and not one of them ever missed getting properly registered and posted. Network claim filing deadline. They sent it out to the entirely wrong town. My wife and I ended up arguing the possibility of wrong scanning of one item for which I did not have a receipt. Most of the time they will settle with you at this point. Home depot window installations are not always as simple an inexpensive as people expect. Nobody could tell me what triggered the Denial. So, or you can go online and type in your receipt info and add it to your account. How to Look Up Your Home Depot Receipt Online? Contact me without receipt, it needs proof of individual person questioned it at others say he stopped order returns without your depot home warranty without receipt? Watch as she highlights deals to shop now, write a second letter restating your claim and enclosing a copy of the first letter with attachments. Even after calling number, but there are other retailers that want the business more than HD apparently does. -
Notice of Annual Meeting of Shareholders
999 LakeDrive Issaquah, Washington98027 NOTICE OF ANNUAL MEETING OF SHAREHOLDERS TO OURSHAREHOLDERS: TheAnnualMeeting of theShareholders of Costco Wholesale Corporation (the “Company”) will be held by live webcast,onThursday,January 21, 2021, at 2:00 p.m. Pacific time, to: 1. Elect the seven directors nominated by the Board of Directors to hold office until the 2022 Annual Meeting of Shareholders anduntiltheir successors are elected and qualified; 2. Ratifythe selection of KPMG LLP ("KPMG")asthe Company’s independent auditors forfiscal 2021; 3. Approve, on an advisory basis, thecompensation of the Company’snamed executive officers for fiscal 2020 as disclosed in these materials; and 4. Transact such other business as mayproperly come before the meeting or any adjournments thereof. In light of COVID-19and for the safety of our shareholders, employees, and other members of the community, our 2021 Annual Shareholders' Meeting will be held in avirtual format only.Shareholderscan participatefrom any geographic location withInternet connectivity. We believe thisisanimportant steptoenhancing accessibility to our Annual Meeting for all of our shareholders and reducing the carbon footprint of our activities,and is particularly important this year in light of public health andsafety considerations posed by COVID-19. Shareholders may view alive webcast of theAnnualMeeting andsubmit questions digitally during the meeting at www.virtualshareholdermeeting.com/COST2021. Please refertothe "Participating in the Annual Meeting" section of the Proxy Statement formore details. Shareholders can vote their shares before the meeting online at www.proxyvote.com, by calling 1-800-690-6903, by mailing acompleted proxy card or by mobile device by scanning the QRcode on the proxy card or Notice of Internet Availability of Proxy Materials. -
Observations 3.2.2018
OBSERVATIONS 3.2.2018 Financial Markets Review Coming into February it was well documented how equity markets in the U.S. and around the world were shattering records daily. The low volatility and one-way nature of stocks led many financial pundits and high-profile money managers to claim this time is different. It was becoming increasingly difficult to point to a reason stocks should fall more than a few percent or for volatility to ever rear its ugly head again. On January 23rd, Ray Dalio, who is head of the world’s largest hedge fund, had this to say during a CNBC interview: “If you’re holding cash, you’re going to feel pretty stupid.” – Ray Dalio, Bridgewater Associates Three days later the market peaked and proceeded to fall nearly 12% over the following 10 trading days. This is not a knock against Mr. Dalio, as he’s clearly been extremely successful over the course of his career. It just goes to show what type of sentiment we were dealing with over a month ago at market highs. There is no single reason to explain the volatility surge and subsequent correction in equity markets around the world. One could point to the worries of increasing inflation, rising bond yields, the decimation of volatility products or the uncertainty that comes with a new Fed chair. None of these reasons should have caught anyone off guard. In fact, we’ve touched on just about every one of these topics at one point or another in our commentary. However, the best explanation could be as simple as a return to normalcy. -
Dollar General
NNN Dollar General the strongest dollar store chain High growth metro area REPRESENTATIVE PHOTO For more info on this opportunity please contact: very low unemployment RICK SANNER BOB SANNER [email protected] | (415) 274-2709 [email protected] | (415) 274-2717 rent increases CA BRE# 01792433 CA BRE# 00869657 JOHN ANDREINI CHRIS KOSTANECKI just opened [email protected] | (415) 274-2715 [email protected] | (415) 274-2701 118 Riley Ave, Ogden, KS 66517 CA BRE# 01440360 CA BRE# 01002010 In conjuction with KS Licensed Broker: Phil Bundy [email protected] | (316) 686-9292 Capital Pacific collaborates. Click here to meet the rest of our San Francisco team. NNN PROPERTY IN OGDEN, KANSAS Investment Highlights New 15-year primary term lease with four (4) five-year options with a 10% rental increase at the beginning of each option period. There is also a 3% rent increase at year 11. Ogden is a suburb of Manhattan, Kansas (home of Kansas State University), and is a part of the Manhattan MSA. The subject Representative Photos property is also quite close to one of the US Army’s largest bases, Ft. Riley. PRICE ............ $1,339,308 RENTABLE SF .........9,100 SF CAP RATE ............6.65% YEAR BUILT ..........2014 LEASE TYPE ..........NNN INVESTMENT GRADE CREDIT Dollar General’s credit is BBB- and the company’s credit rating has been raised four times since 2009. It has a better credit rating than both of its large competitors (See more information later in this offering) STRONG TENANT During fiscal 2014, Dollar