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$ESRX 2Q15 Q&A: Eric of Barclays: The Home conversion ratio up this quarter. Could you speak what impacted that dynamic? Jim, CFO: As we went into this year, we had had some tough retention issues & we had some clients that some losses that came into 2015. As we reviewed those losses, there’s a bit of disproportionate lean towards the home delivery
Visa ($V) set to release it earning after market close today. With new CEO resigning so close to the earnings, should we expect to see any surprises? Visa has been making strong moves with Visa Europe acquisition, partnership with PayPal and a 15% increase if quarterly dividends.
Kimberly Clark Corp ($KMB) has been in decline for most of the year, the stock has also not been getting any analyst love. Will today’s earnings break the trend? Revenue has been up and down in the last four quarters, let us see what this quarter brings.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.