RXO (RXO) 2025 Conference June 11, 2025 04:00 PM ET Speaker0 Okay, we're going to go ahead and get started here. This is last but not least on the transport track at least this afternoon, have the gentleman from RXO. So thanks so much for joining us. To my right, we have Drew Wilkerson as the Chairman and CEO. Also Jared Weisfeld, Chief Strategy Officer here. Kevin Sterling is in the audience. So thanks. Thank you guys for joining us and welcome to the conference. Speaker1 Thanks for having us. Great to be ...

Food prices rising in May from the month prior, according to the latest inflation print from the Bureau of Labor Statistics, known in your hood as the BLS. Groceries or the food at home index showed prices increased 3/10en of a percent last month. We saw that monthly figure fall 4/10en of a percent in April.Here with more, we've got Stu Leonard Jr. ., CEO and president of Stu Leonard. Stu, always a pleasure to grab some time with you.you know, just first and foremost, take us into the areas, the parts of fo ...

Joining us now to extend the conversation, I'm pleased to say, is David Kelly of Jp morgan Asset Management. David, I just want your initial reaction to the data we got about 10 minutes ago. Was that a surprise to you, sir.I'm not too much of a surprise. As we were going into this into this print, we were looking at a lot of the different industries. And there's a soggy miss in the economy, which is really preventing prices from going up.I mean, one of the things that I was struck by was that both airline f ...

Forum Energy (FET) Conference June 11, 2025 10:00 AM ET Speaker0 Morning, everyone, and welcome to Sidoti Small Cap Virtual Conference. I'm Steve Ferrizani, an analyst at Sidoti. So pleased to be joined this morning by CEO Neil Lux of Forum Energy Technologies. The ticker is FET. We launched coverage just a month ago. If you haven't seen the report, please reach out to your sales institutional sales rep. Otherwise, it's on our website. You can find it on Bloomberg or fax that we did initiate with a $24 pric ...

以下文章来源于CFC商品策略研究 ，作者CFC商品策略研究 CFC商品策略研究 . 好的研报应该提供打破经验，观念，陈规或惯例的视角，提供自我逻辑审查的意识自觉。阅读体验应该是一次历险，也许是一次漂流，它并不把你带 到任何一个安全的港湾去，但更像是提供一种类似在悬崖边临渊回眸，另做选择的逻辑启发，或自我反讽的邀请。 文 | 田亚雄 来源 | CFC商品策略研究 编辑 | 杨兰 审核 | 浦电路交易员 我用一种最保留的说法说，期货市场正进入一个行易知难的状态，做预设和行动都极端容易，但在当下变局下，过去的应对经验很可能成为某种"负 债"。在此状态中专家型单品种研究者在自己的领域里事无巨细，但之于行情的预判泯然众人。罗列过往的PPT或正简化着思想，历史经验知识提供 阐释和规范，但不能创造先例，反而经验型茧房把思维束缚在某种共识或偏见当中。6月的几大交易主题： 1、煤价托底的成色。 正值国内煤炭季节性需求窗口，截至6月5日，二十五省电厂日耗485万吨/天，周环比+7.5%，库存可用天数 24.4天，周环比-1.6天。市场提前于现货押注上行（截至6月6日，秦皇岛港动力末煤平仓价(山西产)为609元/吨，环比-0.3% ...

10 June 2025 | 2:22PM BRT Brazil Utilities Incorporating the new opex methodology and weaker power demand into our models We update our estimates for Brazilian utilities Copel, Equatorial, Energisa, and Cemig to take into account the long-awaited new power distribution opex methodology, which was approved by the regulator on May 20th. Among the changes introduced, we highlight i) the revised time-frame for reference opex, now to be updated annually; ii) the simplification of the benchmark model including hi ...

9 June 2025 | 9:44PM EDT Oil Tracker: Price Recovery Amid Easing Demand Concerns and Mixed Tightness Signals Brent prices rose by $3 to $67/bbl over the past 10 days on: 1) fading demand fears, 2) downside risks to North American supply, and 3) geopolitical tensions between Russia-Ukraine and Israel-Iran. Prices rose despite mixed signals about physical tightness—including rising inventories—and about OPEC+ supply. The US May jobs report and ISM surveys suggest the economy is slowing slightly. However, mark ...

In a recent article, Dane Bowler described the persistent incongruity of shopping center operating performance and market share pricing of retail REITs. In almost every company’s recent earnings conference call, management bemoaned that their shares were trading at undeservedly steep discounts to intrinsic values. Since we are long a number of the issues, we sympathize with that sentiment, but the flip side perspective indicates the presence of opportunity. In this article, we present a few metrics that mig ...

Summary of Schneider National (SNDR) 2025 Conference Call Company Overview - **Company**: Schneider National (SNDR) - **Date**: June 10, 2025 - **Speakers**: Mark Rourke (President and CEO), Daryl Campbell (EVP and CFO), Christine McGarvey (VP of Investor Relations) Current Market Conditions - **Market Sentiment**: There was significant uncertainty at the macro level, but the worst-case scenarios have not materialized, indicating a resilient consumer demand [6][7][8] - **Volume Trends**: A downturn in West Coast volumes was noted, but strength was observed in other regions, particularly in Mexico and the Midwest [9][10] - **Customer Expectations**: Mixed signals from customers regarding future demand, with some expecting a surge while others anticipate steady activity [10] Business Segments Performance - **Intermodal**: Less reliance on imports compared to truckload, with steady domestic demand. Productivity enhancements are being pursued [12][13] - **Capacity and Pricing**: The market is approaching equilibrium with modest price increases observed despite ongoing challenges [18][20] - **Used Truck Market**: Prices for used trucks, especially sleepers, have been healthy, indicating stress in the market for small carriers [22][24] Pricing Dynamics - **Contract Rates**: Contractual improvements are being maintained, with a focus on not signing unfavorable agreements [29][30] - **Spot vs. Contract Rates**: A significant disparity exists between spot and contract rates, with contract rates showing flat to positive trends [31][32] Cost Management and Productivity - **Cost Control**: The company has focused on cost management and productivity improvements, resulting in year-over-year margin improvements [38][40] - **Acquisition Synergies**: The recent Cowen acquisition is expected to yield synergistic opportunities, particularly in cost management [42][64] Regulatory Environment - **English Language Provision**: New enforcement guidelines for the English language requirement could disrupt the market, particularly for smaller carriers [46][50] - **B1 Mexican Program**: Increased enforcement may tighten capacity around the border, impacting operations [50][52] Intermodal Growth - **Market Position**: Schneider National is optimistic about intermodal growth, particularly in the Mexico market, with strong service performance noted [54][56] - **Pricing Trends**: Intermodal pricing remains flat to slightly up, with expectations for continued stability [63] Capital Allocation Strategy - **Growth Focus**: The company prioritizes organic growth but remains open to strategic acquisitions, particularly in dedicated and intermodal segments [64][66] - **Leverage Profile**: The company is comfortable with a leverage ratio of up to 2.5 times for the right acquisitions [70][72] Guidance and Outlook - **Earnings Guidance**: EPS guidance is set between $0.75 and $1.00, reflecting a more optimistic outlook than previously anticipated [80][82] - **Market Sentiment**: The negative forward sentiment has moderated, leading to a more favorable industry outlook [92] Key Takeaways - **Resilience in Demand**: The company is experiencing steady demand despite macroeconomic uncertainties - **Focus on Cost Management**: Continuous efforts in cost control and productivity enhancements are yielding positive results - **Strategic Growth Opportunities**: Schneider National is well-positioned for growth in intermodal and dedicated segments, with a balanced approach to capital allocation and acquisitions.

The J. M. Smucker Company (SJM) Q4 2025 Earnings Call June 10, 2025 09:00 AM ET Speaker0 Good morning and welcome to The J. M. Smucker Company's Fiscal twenty twenty five Fourth Quarter Earnings Question and Answer Session. This conference call is being recorded. And all participants are in a listen only mode. Please limit yourselves to two questions and re queue if you have additional questions. I'll now turn the conference call over to Crystal Beiding, Vice President, Investor Relations and Financial Plan ...