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Dan Wewer of Raymond James asks about if the cost concessions from the company's vendors accelerating. $AZO said it's probably a combination of cost concessions and also sourcing. The company puts lots of effort around improving capabilities around sourcing. $AZO is pleased with the health of the margin.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.
It is official, with $T buying $TWX, it looks like distributors want to own the content production too. Expect some good competition between Netflix ($NFLX), AT&T, Comcast ($CMCSA) and others. However, will this be good for the consumers will not be decided soon.
$NFLX a monster move, going up. Expect making some money on Monday.