Ferguson plc
Q1 2022 Earnings Call Transcript

Published:

  • Disclaimer*:
    This transcript is designed to be used alongside the freely available audio recording on this page. Timestamps within the transcript are designed to help you navigate the audio should the corresponding text be unclear. The machine-assisted output provided is partly edited and is designed as a guide.
  • Operator:
    00
  • Brian Lantz:
    00
  • Kevin Murphy:
    01
  • Bill Brundage:
    04
  • Kevin Murphy:
    09
  • Operator:
    10
  • Will Jones:
    Thank you. Good morning. A couple from me, please. The first was just whether we could -- or you could help us unpack the gross margin uplift in the quarter of one seventy basis points by -- is it possible to dissect by factor. I am particularly interested within that as to how much was inventory holding gains as opposed to other factors like servicing the customers well and mix? 11
  • Bill Brundage:
    11
  • Kevin Murphy:
    13
  • Will Jones:
    15
  • Operator:
    15
  • Elodie Rall:
    15
  • Kevin Murphy:
    15
  • Elodie Rall:
    17
  • Operator:
    17
  • Keith Hughes:
    17
  • Kevin Murphy:
    18
  • Keith Hughes:
    19
  • Kevin Murphy:
    19
  • Keith Hughes:
    19
  • Kevin Murphy:
    19
  • Keith Hughes:
    20
  • Operator:
    20
  • Gregor Kuglitsch:
    21
  • Bill Brundage:
    22
  • Kevin Murphy:
    23
  • Gregor Kuglitsch:
    25
  • Kevin Murphy:
    25
  • Gregor Kuglitsch:
    25
  • Operator:
    25
  • Kathryn Thompson:
    26
  • Kevin Murphy:
    26
  • Bill Brundage:
    27
  • Kathryn Thompson:
    29
  • Bill Brundage:
    30
  • Kevin Murphy:
    30
  • Kathryn Thompson:
    31
  • Kevin Murphy:
    31
  • Kathryn Thompson:
    32
  • Operator:
    32
  • Ami Galla:
    32
  • Kevin Murphy:
    32
  • Ami Galla:
    33
  • Kevin Murphy:
    34
  • Ami Galla:
    35
  • Operator:
    35
  • Arnaud Lehmann:
    35
  • Bill Brundage:
    36
  • Kevin Murphy:
    37
  • Bill Brundage:
    38
  • Arnaud Lehmann:
    38
  • Operator:
    38
  • Dominic Edridge:
    39
  • Kevin Murphy:
    39
  • Bill Brundage:
    40
  • Dominic Edridge:
    42
  • Operator:
    42
  • Kevin Murphy:
    42
  • Operator:
    43

Other Ferguson plc earnings call transcripts: