There's no surprise in the numbers coming so close to the profit warnings. The story here is the company's insistence it can pay a dividend.

We continue to believe that AutoZone is making all the right moves to invest in its store base in the near to medium term.

Management cited a narrower assortment of handsets, ramp up of expertise on the activation process, and fewer-than-expected promotions as reasons for the softness.

Sales growth combined with slower store growth implies commercial takes a larger role.

I like that Best Buy has all these balls in the air, but they are not all going to work.

This is Wolfsburg and old-school Germany.