Core Viewpoint - Rosen Law Firm has filed a class action lawsuit on behalf of purchasers of Dow Inc. securities for the period between January 30, 2025, and July 23, 2025, alleging that the company made false and misleading statements regarding its financial condition and ability to manage macroeconomic challenges [1][5]. Group 1: Lawsuit Details - The class action lawsuit claims that Dow Inc. overstated its ability to handle macroeconomic and tariff-related challenges, which negatively impacted its business and financial condition [5]. - The lawsuit alleges that Dow's public statements were materially false and misleading, particularly regarding competitive pressures, global sales demand, and product oversupply [5]. - Investors who purchased Dow Inc. securities during the specified class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Next Steps for Investors - Investors wishing to join the class action can do so by visiting the provided link or contacting the law firm directly [3][6]. - A lead plaintiff must be appointed by October 28, 2025, to represent the interests of other class members in the litigation [1][3]. - Until a class is certified, investors are not represented by counsel unless they choose to retain one [7].

Core Viewpoint - A class action lawsuit has been filed against Dow Inc. for misleading statements regarding its financial condition and ability to manage macroeconomic challenges during the Class Period from January 30, 2025, to July 23, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Dow Inc. overstated its ability to handle macroeconomic and tariff-related challenges, which misled investors about its financial flexibility and dividend sustainability [5]. - It is alleged that Dow Inc. failed to disclose the true extent of negative impacts on its business, including competitive pressures, declining global sales, and product oversupply [5]. - Investors are encouraged to join the class action to seek compensation without upfront costs through a contingency fee arrangement [2][3]. Group 2: Legal Representation - The Rosen Law Firm, known for its success in securities class actions, is representing the investors and has a strong track record in recovering significant amounts for clients [4]. - Investors are advised to select qualified legal counsel, as the Rosen Law Firm has been recognized for its leadership in securities class action settlements [4]. Group 3: Next Steps for Investors - Interested investors can join the class action by visiting the provided link or contacting the law firm directly for more information [3][6]. - A lead plaintiff must be appointed by October 28, 2025, to represent the class in the lawsuit [1][3].

Group 1 - The Federal Reserve reduced interest rates for the first time since the COVID-19 pandemic in September 2024, with additional cuts expected through the remainder of the year [1] - Investors and macro observers should prepare for timely analysis of earnings and macro-related events, particularly in the retail and real estate sectors [1]

Company Overview - Dow Inc. is based in Midland, Michigan, and provides materials science solutions across various segments including Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure, and Performance Materials & Coatings, with a diverse product line that includes polymers, polyurethanes, construction chemicals, coatings, adhesives, and elastomers [1] Market Position - Dow has a market capitalization of approximately $17 billion, categorizing it as a large-cap company, and its global manufacturing footprint enhances its competitive positioning and market reach [2] Stock Performance - Dow's stock has faced significant challenges, trading about 56.6% below its September 2024 high of $55.67, with a nearly 17.9% decline over the past three months, while the Materials Select Sector SPDR Fund (XLB) gained 2.5% during the same period [3][4] - Over the past 52 weeks, Dow's stock has retreated by 52.9%, and year-to-date, it has plunged by 39.9%, contrasting with a minor pullback in XLB, which gained 7.6% in 2025 [4] Financial Results - On July 24, Dow reported its second-quarter fiscal 2025 results, which fell short of expectations, leading to a 17.5% intra-day dip in shares. The top line decreased by 7.4% year-over-year to $10.10 billion, below Wall Street's estimate of $10.25 billion [5] - The company recorded net losses of $801 million, compared to a profit of $458 million in the same quarter of the previous year, with an adjusted loss per share of $0.42, significantly worse than the anticipated loss of $0.12 per share [6] Dividend Changes - Dow announced a 50% cut in its quarterly dividend, reducing distributions from $0.70 to $0.35 per share, which decreased the dividend yield from 9.22% to approximately 5% [7]

Core Viewpoint - The upcoming Fortune Global 500 Summit in Guangzhou will focus on how companies can navigate the current turbulent global landscape, emphasizing strategies for leveraging new technologies, innovative collaboration models, and enhancing resilience to maintain a competitive edge [2][5]. Group 1: Event Overview - The Fortune Global 500 Summit will take place on September 25-26, 2025, in Guangzhou, marking the third consecutive year the city hosts this event [2][5]. - The theme for this year's summit is "Standing at the Dawn of a New Cycle: Explore, Embrace, Elevate," highlighting the need for businesses to adapt and thrive amidst global uncertainties [5]. Group 2: Global Context - The current geopolitical and economic landscape is undergoing significant restructuring, with rising systemic risks and increasing uncertainties affecting major economies [2]. - Traditional superpowers are experiencing fluctuations in their global influence, while emerging markets are beginning to assert their capabilities [2]. Group 3: Insights from Leaders - Business leaders and experts from Fortune Global 500 companies will share their experiences and insights on identifying trends, embracing change, and reinventing themselves in a complex business environment [5].

Core Viewpoint - Wells Fargo has lowered the target price for Dow Chemical from $32 to $30 while maintaining an "Outperform" rating [1] Related Events - Deutsche Bank has also reduced the target price for Dow Chemical to $22 [1]

Group 1 - Dow's stock experienced a decline of over 2% following a bearish adjustment from an analyst, contrasting with a 0.2% rise in the S&P 500 [1] - Jefferies' Laurence Alexander lowered Dow's price target from $28 to $23 per share while maintaining a hold recommendation [2] - The downgrade was influenced by ongoing supply chain issues and the potential delay in increased demand due to interest rate cuts [3] Group 2 - Alexander suggested that Dow's management would need to continue reducing capital expenditures due to ongoing pressures, which, along with anticipated restructuring measures in 2026, could negatively impact the company's fundamentals [4] - Dow has faced significant challenges, including a recent 50% cut to its quarterly dividend, which led to increased selling pressure from investors [5] - The chemical industry is currently in a down cycle, struggling with oversupply issues and negative sentiment exacerbated by current tariff policies [5][6]

Group 1 - The European petrochemical industry has experienced an unprecedented wave of olefin capacity reductions over the past 18 months, with seven steam cracker plants permanently closed or planned to be shut down by the end of 2027, significantly altering the regional supply landscape [1] - The closed or planned cracker plants have a combined ethylene capacity of approximately 4.5 million tons per year, along with propylene capacity of 2.3 million tons and butadiene capacity of 430,000 tons [1] - The number of existing ethylene plants in Europe is expected to fall below 50, with projections indicating a decrease to 48 plants by 2026 and further to 46 by 2029, compared to 60 plants in 2015 with a total design capacity exceeding 26 million tons per year [1] Group 2 - Major companies like Shell and SABIC are planning to reassess and optimize their European asset portfolios, which include four cracker plants in the Netherlands, Germany, and the UK with a total ethylene capacity of 2.6 million tons per year [2] - BP is seeking buyers for its integrated refining and petrochemical assets in Gelsenkirchen, Germany, while Dow has announced the permanent closure of its 510,000 tons per year mixed feed cracker in Germany by Q4 2027 [2] - The closures are a response to ongoing industry challenges, with Shell's CEO indicating a focus on evaluating underperforming global chemical assets and considering selective shutdowns in Europe [2] Group 3 - SABIC's CEO emphasized the need to optimize the asset portfolio and does not rule out exiting certain markets due to the pressing need to reduce costs [3] - Dow's CEO revealed that the board has approved the closure of three chemical plants in Europe to adjust regional capacity and mitigate commercial sales risks [3] - The current operating rate of European cracker plants is around 75%, and the reduction of 4.5 million tons per year in ethylene capacity is expected to help increase the operating rate to approximately 85% by 2030, promoting market balance [3]

Group 1 - The European petrochemical industry has experienced an unprecedented wave of olefin capacity reductions over the past 18 months, with seven steam cracker plants permanently closed or planned to be shut down by the end of 2027, significantly altering the regional supply landscape [1] - The closed or planned cracker plants have a combined ethylene capacity of approximately 4.5 million tons per year, along with propylene capacity of 2.3 million tons and butadiene capacity of 430,000 tons [1] - The number of existing ethylene plants in Europe is expected to fall below 50, with projections indicating a decrease to 48 plants by 2026 and further to 46 by 2029, compared to 60 plants in 2015 with a total design capacity exceeding 26 million tons per year [1] Group 2 - Major companies like Shell and SABIC are reassessing and optimizing their European asset portfolios, which include four cracker plants in the Netherlands, Germany, and the UK with a total ethylene capacity of 2.6 million tons per year [2] - BP is seeking buyers for its integrated refining and petrochemical assets in Gelsenkirchen, Germany, while Dow has announced the permanent closure of its 510,000 tons per year mixed feed cracker in Germany by Q4 2027 [2] - The closures are a response to ongoing industry challenges, with Shell's CEO acknowledging the need to evaluate its loss-making global chemical assets and potentially further selectively shut down facilities in Europe [2] Group 3 - SABIC's CEO emphasized the need to optimize the asset portfolio and does not rule out exiting certain markets due to the pressing need to reduce costs [3] - Dow's CEO revealed that the board has approved the closure of three chemical plants in Europe to adjust regional capacity and mitigate commercial sales risks [3] - The current operating rate of European cracker plants is around 75%, and by reducing ethylene capacity by 4.5 million tons per year, it is expected that the operating rate will rebound to approximately 85% by 2030, promoting market balance [3]

Core Viewpoint - A class action lawsuit has been filed against Dow Inc. for alleged misleading statements regarding its financial condition and ability to manage macroeconomic challenges during the Class Period from January 30, 2025, to July 23, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Dow Inc. overstated its ability to handle macroeconomic and tariff-related challenges, which negatively impacted its business and financial condition [5]. - Specific allegations include the understatement of competitive pressures, softening global sales, and an oversupply of products in Dow's markets [5]. - Investors are encouraged to join the class action to seek compensation without upfront costs through a contingency fee arrangement [2][3]. Group 2: Legal Representation - The Rosen Law Firm, known for its success in securities class actions, is representing the investors in this case [4]. - The firm has a strong track record, having recovered hundreds of millions for investors and being ranked highly in securities class action settlements [4]. - Investors are advised to select qualified legal counsel and can join the class action by contacting the firm [4][6].