Earnings Season Recap #14
1 minutes reading time
Published 15 Feb 2023
Updated 8 Feb 2024
Read our distilled key quotes from last week's most noteworthy earnings calls Hermès, Shopify, Airbnb, and Palantir.
This week's dispatch covers topics such as the remarkable strength of luxury, Shopify’s market share and first price increases in 12 years, Airbnb’s record year and capital allocation framework, and how Palantir reached its first GAAP profitable full year in the company's history.
Hermès
The French luxury design house and the ultimate status symbol that year after year has been recognized by elites, nobles, and royalties.