Forbes 2025 50 Over 50: Meet The Women Who Define Innovation, Drive And Hope https://t.co/8keAvw8ThK #ForbesOver50 @ForbesWomen ...

I used to hate that there aren't non financial use cases in crypto — but now I love itmoney and markets haven't seen innovation in decades, but now that they are, we see cool things like prediction marketsor using fartcoin as collateral for buying TSLA stock https://t.co/REb2rrbAWP ...

Forbes 2025 50 Over 50: Meet The Women Who Define Innovation, Drive And Hope https://t.co/GxmGlKd2AZ #ForbesOver50 @ForbesWomen ...

Core Argument - Progress is not solely driven by genius ideas, but by the collective willingness to embrace the new [3] - Overcoming the "it won't work here" mindset is crucial for unlocking full potential [5] - The "horn effect" and "halo effect" can lead to biased perceptions of foreign ideas, hindering progress [8][9][10] Cultural Considerations - Resistance to foreign ideas often stems from focusing on cultural differences rather than similarities [8][11] - The fear of change and clinging to familiar practices can hinder the adoption of new approaches [18][21] - What is now seen as tradition was once an innovation, emphasizing the importance of embracing new ideas [22] Application to Education in Uzbekistan - Educators' skepticism towards foreign teaching methods is often based on perceived differences in student eagerness [12][13] - The issue is not a lack of passion in students, but rather the learning mentality and approach to education [14] - Encouraging student participation and reshaping the classroom mindset are crucial steps for implementing new methods [16][17] Call to Action - Instead of rejecting new ideas, the focus should be on adapting them to local contexts [16] - Innovation and tradition should be seen as allies, not rivals, in the pursuit of progress [23] - The industry should ask "how can we make it work" instead of saying "it won't work here" [24]

RT Ryan McGarry (@RyanMcGarryX)Big shoutout to the @X and @xai teams for pushing the boundaries of innovation! According to @eMarketer, X is on the rise and ranks #4 as a video-first social platform for time spent among US adults. https://t.co/2jgND3pGCa ...

Event Overview - Bloomberg Tech London 活动汇聚了 350+ 位科技领袖、创新者和企业家 [1] - 活动旨在交流思想，探索最新的创新和科技趋势 [1]

Financial Data and Key Metrics Changes - Net sales for the third quarter were $548 million, an increase of 6% compared to the prior year, with adjusted EBITDA at $120 million and adjusted EBITDA margins at 22% [23][28] - Adjusted gross profit grew 3% year-over-year to $192 million, with a gross profit margin of 35.1%, which decreased by 130 basis points due to input cost inflation and other factors [25][27] - Cash flow from operations was $40 million for the quarter and $92 million year-to-date, with net debt at $91 million and net leverage at two times [27][28] Business Line Data and Key Metrics Changes - Premier Protein's net sales grew 6%, with both volume and pricing up 3%, driven by distribution gains and promotions [23][24] - Premier Protein's consumption grew 19% in Q3, with volume gains contributing approximately 60% of this growth [14][23] - Dymatized net sales increased by 5%, supported by strong growth in international and domestic RTD shake sales [24] Market Data and Key Metrics Changes - The ready-to-drink (RTD) shake category grew 16% in Q3, with 70% of that growth coming from volume [8][9] - Premier Protein holds a 25% market share in the RTD segment, making it the number one brand in both the RTD and broader convenient nutrition categories [14][21] - Household penetration for RTD shakes reached 52%, indicating significant growth potential compared to more mature categories [13][21] Company Strategy and Development Direction - The company aims to leverage its leadership position in the RTD shake category, focusing on brand support, distribution expansion, and innovation [16][18] - Recent marketing campaigns and new packaging are designed to enhance brand visibility and appeal to younger consumers [16][17] - The company is committed to expanding its product offerings, including new lines such as indulgence shakes and almond milkshakes, to attract a broader consumer base [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth potential of the convenient nutrition category, citing strong retailer support and consumer trends [21][39] - The company anticipates continued strong consumption growth for Premier Protein, with expectations for high teens to low 20s growth in Q4 [30][39] - Management acknowledged challenges such as input cost inflation and increased competition but remains optimistic about the company's positioning and market share stability [32][39] Other Important Information - The company has initiated share repurchases, acquiring 1.3 million shares at an average price of $65.07 per share [27] - A settlement in principle was reached regarding legal matters related to the Joint Juice brand, which is expected to impact cash flow in fiscal 2026 [25][26] Q&A Session Summary Question: Long-term potential of the convenient nutrition category and Premier Protein's role - Management indicated it is too early to provide detailed guidance for fiscal 2026 but remains optimistic about long-term opportunities [36][39] Question: Why narrow guidance despite better-than-expected Q3 results - Management explained that minor fluctuations in consumption and competitive pressures led to the decision to narrow guidance rather than push towards the higher end [42][46] Question: Expectations for promotional cadence in light of increased competition - Management stated that promotional cadence has been consistent and will continue to align with historical patterns, particularly during peak promotional periods [70][73] Question: Insights on innovation and capital allocation priorities - Management highlighted strong performance from the indulgence line and ongoing efforts to expand the almond milkshake segment, while capital allocation priorities remain focused on debt reduction and share buybacks [116][118]

Financial Data and Key Metrics Changes - Record Fee Related Earnings (FRE) of $627 million, a 22% year-over-year increase [7] - Management fee growth of 21% year-over-year [7] - Record Asset Under Management (AUM) of $840 billion, a 22% year-over-year increase [54] - Strong inflows of $61 billion across the firm, with record organic inflows of $49 billion [48] Business Line Data and Key Metrics Changes - Asset Management: AUM increased by 22% year-over-year to $840 billion, with fee-generating AUM growing 22% to $638 billion [54] - Retirement Services: $21 billion of inflows in Q2, the second highest on record [57] - Credit business: Core opportunistic credit returned 9% over the latest twelve months, with a 23% quarter-over-quarter increase [10] Market Data and Key Metrics Changes - Strong demand for retirement services products driven by demographic trends [15] - Inflows from Athene reached $21 billion, the second highest result on record [51] - Significant origination activity in Europe, with a focus on infrastructure investments [43] Company Strategy and Development Direction - Focus on origination and maintaining high-quality spread in a competitive environment [18][19] - Expansion into the UK market through strategic partnerships and acquisitions [24][79] - Emphasis on innovation in product offerings to meet evolving market demands [34][35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's health and growth potential despite current market challenges [64][67] - Anticipation of continued strong performance in the Retirement Services segment due to favorable demographic trends [15][57] - Expectation of significant opportunities in private credit and infrastructure financing [45][46] Other Important Information - The company is on track to achieve higher margins over time as it scales its operations [57] - The acquisition of Bridge Investment Group is expected to close in early September, with modest FRE contributions anticipated for 2025 [59] Q&A Session Summary Question: Credit spread dynamics and impact on insurance business - Management noted that while credit spreads have tightened, they are originating new business at historical rates of return, maintaining profitability [63][64] Question: Potential FRE impacts from Athora PIC acquisition - Management expects the transaction to be accretive to Athora's valuation and FRE over time, creating a significant origination ecosystem in the UK market [74][76] Question: Scalability of ABC following ADS success - Management indicated strong early approvals for ABC and believes it can follow the success of ADS, leveraging their first-mover advantage [82][84] Question: Drivers of recent origination and deployment growth - Management highlighted the power of their integrated origination platform and the ability to provide diverse financing solutions as key drivers of growth [86][90] Question: Outlook for inflows in Retirement Services - Management emphasized the development of stable value products as a growth area for Athene's business [94][96]

Regulatory Focus - The U.S SEC, under Chairman Paul Atkins, is launching "Project Crypto" to advance on-chain integration and regulatory innovation within U.S capital markets [1] - The SEC acknowledges that existing regulations, designed for traditional manufacturing, are ill-suited for crypto assets [1] - The SEC will review and potentially repeal "outdated rules" that are no longer applicable to the crypto sector [1] - The goal is to support the development of tokenized assets and emerging financial models like super-apps [1] - The SEC aims to adopt an open and inclusive regulatory posture to avoid stifling innovation in the financial sector [1] Industry Outlook - There is inherent uncertainty surrounding the future form of finance [1]

Core Insights - The company reported adjusted earnings per share (EPS) of $2.42 in Q2 2025, reflecting a 5% sequential increase but remaining roughly flat year-over-year [4][28]. - Trade policy uncertainty negatively impacted results, particularly in the apparel and general retail categories, leading to a 6% decline in apparel sales during the quarter [2][20]. - Management expressed dissatisfaction with the current growth trajectory, especially within the Intelligent Labels (IL) platform, and anticipates continued low single-digit declines in apparel volumes for Q3 2025 [3][9]. Financial Performance - Adjusted EBITDA margin was 16.6% in Q2 2025, up 20 basis points compared to the prior year [5][29]. - Adjusted free cash flow reached nearly $190 million in Q2 2025 [5][30]. - The net debt to adjusted EBITDA ratio stood at 2.3 at the end of the quarter [5][29]. Sales and Revenue Trends - Organic sales decreased by 1% in Q2 2025 compared to the previous year, with positive volume mix offset by deflation-related price reductions [5][28]. - The Materials Group experienced a 1% organic sales decline, while high-value categories saw low single-digit growth [6][31]. - Sales in the Graphics and Reflective segment increased by high single digits year-over-year [7][32]. Segment Performance - The Solutions Group's sales were down 1% organically in Q2 2025, but outside of apparel and general retail, sales increased by low double digits [8][33]. - The Vescom segment reported a 10% sales increase due to successful program rollouts at CVS Health [8][33]. - Embellix sales declined in Q2 2025 due to lower sourcing demand and slower orders from U.S. performance brands [8][22]. Regional Performance - North America and Asia Pacific saw organic volume mix increases in the low to mid-single digits, while Europe experienced a decline in the low to mid-single digits [7][31]. - Latin America also reported low single-digit organic volume mix growth [7][31]. Guidance and Outlook - The company expects adjusted EPS for Q3 2025 to be in the range of $2.24 to $2.40, with the midpoint comparable to the prior year [9][34]. - Management anticipates a $50 million restructuring savings target for the year and expects to return to year-over-year adjusted EPS growth in Q4 2025 if macro conditions remain stable [13][36]. - The full-year outlook has been adjusted to reflect a $7 million benefit to operating income from currency translation, compared to a previous headwind projection [10][35]. Strategic Initiatives - The company confirmed its ability to mitigate tariff impacts through strategic sourcing adjustments and targeted pricing surcharges [13][18]. - New product launches in food and logistics have delivered returns on investment exceeding expectations [11][70]. - The company maintains a strong balance sheet with ample capacity for organic investment, M&A, dividends, and share buybacks [15][26]. Market Position and Competitive Landscape - The company remains a market leader in over 80% of its portfolio, with a focus on high-value categories that provide differentiated growth potential [25][72]. - Despite challenges in the apparel sector, the company sees significant growth opportunities in the Intelligent Labels market, which is projected to be an $8 billion opportunity [74]. - The competitive intensity in the industry remains balanced, with the company anticipating a slight increase in market share as it rolls out new technologies and solutions [72][73].