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Why Resale Is Forever

The Motley Fool

Resale company Winmark is a franchisor that owns concepts including Plato's Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&P 500 since its IPO, and delivered an annualized return of 18% over the past five years. So, investors may want to pay attention to it.

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DXC Technology (DXC) Q4 2024 Earnings Call Transcript

The Motley Fool

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%.

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DXC Technology (DXC) Q3 2024 Earnings Call Transcript

The Motley Fool

By this, I mean further reducing low-margin resale revenue and driving a higher level of services, including those directly associated with AI and automation. Our results continue to be impacted by the year-to-year decline of resale revenues, which was 90 basis points of the 4.5% We're a public company. year to year.

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A Motley Fool Primer on Small-Cap Investing

The Motley Fool

The thing I want to follow up about though, is that there's also a lot of fish staying out of the water because it's a real pain to be a public company and there's a lot of private equity firms keeping these smaller companies private. They're not doing a ton of flashy press releases, but there's still great companies.

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D.r. Horton (DHI) Q1 2024 Earnings Call Transcript

The Motley Fool

And historically, long ago, Horton was a fairly significant acquirer of public companies and other private companies, and still here and there. Obviously, resale inventory was incredibly tight. It's continued to play into the shortness of resale inventory across our markets and don't expect a significant change for us.

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Broadcom (AVGO) Q4 2023 Earnings Call Transcript

The Motley Fool

Industrial resales were 962 million. In fiscal '24, we expect industrial resales to be down low single digits year on year. And when we simply look at their balance sheets for the public companies, inventory is pretty elevated, particularly on the networking side.

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Compass (COMP) Q4 2023 Earnings Call Transcript

The Motley Fool

million annual resale transactions in time. Agent retention remains high as our principal agent quarterly retention was 97%, a number we have consistently reached since becoming a public company in April 2021. And in Q3, we saw the second highest agent retention quarter as a public company. million to 5.5

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