CFO說

Rogers CFO, Tony Staffieri

Rogers Communications is considering selling assets to free up capital for other investments. Rogers plans to increase investments in its wireless network as part of a plan to capture a surge in data use. The company has been a longtime investor in Cogeco. “There were some strategic benefits that we had hoped for with Cogeco and those seem to be further and further away,” Staffieri said. “As we think about an environment where interest rates start to go up and compare it to the yield that we’re getting on the asset today, we think there’s probably better use for that capital.”

羅杰斯通訊公司正考慮出售資產(chǎn)，利用騰出的資金進(jìn)行其他投資。為了獲取使用量激增的數(shù)據(jù)，羅杰斯計劃增加對無線網(wǎng)絡(luò)的投資。此外，該公司一直是加拿大電信Cogeco公司的長期投資者。對此，CFO Tony Staffieri解釋說，“我們曾希望Cogeco能為公司帶來戰(zhàn)略上的利益，但目前看這些利益似乎越來越不可能實現(xiàn)。在利率開始上升的背景下，再來審視我們今天的資產(chǎn)收益率時，我們認(rèn)為這筆資金應(yīng)該有其他更好的用途。”

Ulta Beauty CFO, Scott Settersten

Ulta Beauty is trying to maintain a foothold in online merchandising even as it seeks to expand its core bricks-and-mortar business. Settersten focuses on the company’s investment in what he calls “normal growth drivers” — building new stores, developing the company’s loyalty programs, and offering seasonal discounts. But “there are also a lot of other things that are churning in the background,” he says. Those include new investments in artificial intelligence,web applications, and digitalization. “There are a lot of [technologies] you can invest in, but you need to be as sure as you can be of what really might benefit your customers in the long-term.”

盡管Ulta美國美妝連鎖零售商Ulta Beauty在尋求擴大其核心的實體業(yè)務(wù)，但仍試圖在網(wǎng)上營銷中站穩(wěn)腳跟。 CFO Scott Settersten表示，會更多關(guān)注公司的“正常增長驅(qū)動”的投資——建立新店面、發(fā)展公司的忠誠度計劃，以及提供季節(jié)性折扣。但他同時說，“公司也在醞釀其他動作，包括對人工智能、網(wǎng)絡(luò)應(yīng)用和數(shù)字化的投資。可以投資的技術(shù)很多，但你要確定的是，只有那些在長期內(nèi)對客戶真正有好處的才值得投資。”

YRC Worldwide CFO, Stephanie Fisher

Crucial to the company in 2018 are the investments it’s making in “revenue equipment” — tractors and trailers — and software that optimizes the routes drivers take to pick up and deliver freight. They offer greater bang for the buck than debt paydowns, despite heavy interest payments on the loans. “Someone at our investor conference asked us, ‘If someone gave you $500 million, what would you do with it?’ We immediately said we’d invest in revenue equipment,” says Fisher.

耶路全球物流公司YRC Worldwide CFO, Stephanie Fisher談到，2018年對公司至關(guān)重要的投資是用于拖拉機和拖車等設(shè)備的采購，以及能夠優(yōu)化司機收取和運送貨物路線的軟件開發(fā)方面。 Stephanie Fisher表示，盡管要支付高額的貸款利息，但這些投資帶來更大的收益遠(yuǎn)高于債務(wù)的償還。“在投資者會議上，有人問我們‘如果有人給你們5億美元，你們會怎么做？’我們馬上說，我們會投資于能帶來收益的設(shè)備。”