温柔的谎言

Former Dollar General CEO Vasos is back and Wall Street cheers. Shares up sharply_我的网站

A |     Shares of Dollar General are up more than 7% before the opening bell Friday after the discount chain said Todd Vasos will be returning as CEO after a streak of disappointing quarterly profits.The company has missed Wall Street profit projections in four of the five past quarters and shares have fallen nearly 60% this year. The company has also wrestled with a number of labor issues. In July a National Labor Relations Board judge said that Dollar General violated federal labor law and “clearly intended to interfere” with worker rights in efforts to quell unionization at a Connecticut store.Violations from the Dolgen Corp., which operates Dollar General stores, included wrongfully firing an employee and making an implied threat to close the location in Barkhamsted, the NLRB decision read — adding that the company also sent corporate officials to the store and other locations across Connecticut in response to a 2021 union drive.Beyond unionization, Dollar General has faced multiple penalties for store safety over the years — including federal citations for electrical hazards and obstructed fire exits. As of May, the Labor Department’s Occupational Safety and Health Administration had proposed more than $21 million in penalties since 2017 after conducting 240 store inspections nationwide.Vasos stepped down as Dollar General’s top executive in 2022 after seven years. He takes over from Jeff Owen.Under Vasos' leadership, Dollar General expanded its store base by about 7,000 locations, added nearly 60,000 net new jobs, increased annual sales revenue by more than 80%, and more than doubled its market capitalization to approximately $58 billion. "At this time the board has determined that a change in leadership is necessary to restore stability and confidence in the company moving forward,” the company's chairman, Michael Calbert, said in a prepared statement.While saying the switch back to Vasos is not surprising, Citi analyst Paul Lejuez said many of the issues beguiling the company took root under his control. “While many of the issues surfaced shortly after Owen took over the CEO role, we believe many of these challenges had their origins while Vasos was CEO,” said in report published shortly after the leadership change was announced. “We do not believe there is a simple fix.” Dollar General, based in Goodlettsville, Tennessee, expects 2023 net sales growth in a range of 1.5% to 2.5%. Its prior outlook was for sales growth between 1.3% and 3.3%.。

B |     8月24日消息，黄仁勋8月23日搭乘专机低调降落台北松山机场，停留约2小时后即搭机离开。

C | 这是黄仁勋今年第三次访台，也是连续第二年在8月下旬财报前夕闪电访台，英伟达将于8月26日公布最新财报。     台积电是英伟达所有AI芯片的唯一代工厂，从Blackwell到下一代Vera Rubin平台，每一颗GPU都离不开台积电的先进制程与CoWoS先进封装产能。    在全球AI芯片供应持续紧张、HBM产能同样吃紧的背景下，市场普遍推测，黄仁勋此行主要是与台积电董事长魏哲家等高层闭门会商，针对次世代AI芯片产能调配、先进封装配额等关键议题进行最后确认。     此次行程极为保密，未对外公开任何商务安排。不过有媒体捕捉到黄仁勋与妻子Lori现身台北街头包子店，助理还外带了30颗肉粽。    外界认为，此次行程延续了去年的模式，财报前夕直接与台积电高层面对面确认产能。    去年8月22日，黄仁勋同样无预警快闪抵台半天，直奔台积电拜会魏哲家，亲自敲定Vera Rubin平台芯片的量产排程与产能。    

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