Imagine living in a place where one moment the land is dry and cracked with extreme heat and where the trees and plants struggle to survive. The next moment, weeks after, extreme torrential rain comes without warning. Flooding homes, washing away roads, and those same dry fields become swampland.I grew up in Guyana coastland, nestled between the great Atlantic Ocean and the vast Amazon rainforest, where I experienced these extreme climate events firsthand, which became more frequent, more intense over time. ...

Financial Data and Key Metrics Changes - Adjusted EBITDA for Q3 2025 grew by 6% year-over-year, reaching $208 million, which is at the upper end of guidance [3][12] - Year-to-date global volumes are up over 3% compared to the previous year, despite Q3 volumes being below expectations [3][4] - The company expects full-year adjusted EBITDA to be in the range of $720 to $735 million based on current FX rates [12] Business Segment Data and Key Metrics Changes - In Europe, Q3 revenue increased by 9% to $625 million, with a 2% growth in shipments driven by energy drinks and other fast-growing categories [4][6] - Adjusted EBITDA in Europe for Q3 increased by 4% to $82 million, but decreased by 4% on a constant currency basis due to input cost recovery challenges [5][6] - In the Americas, Q3 revenue rose by 8% to $803 million, with adjusted EBITDA also increasing by 8% to $126 million, supported by lower operational costs [6][7] Market Data and Key Metrics Changes - North America shipments increased by 1% in Q3, with year-to-date shipments up by 5% [7][8] - In Brazil, Q3 beverage can shipments decreased by 17% due to a weak industry backdrop, but year-to-date shipments are down only 1% [8][9] - The company anticipates a modest impact on Q4 performance in North America if supply chain conditions remain stable [8] Company Strategy and Development Direction - The company is progressing its sustainability agenda, targeting a 10% annual reduction in Scope 1 and 2 emissions and a 14% reduction in Scope 3 emissions by 2024 [4] - The company expects to see a transition year in 2026, with growth anticipated in 2027 due to contracted additional filling locations and ongoing market growth [8][24] - The company is focusing on flexibility in production to better target growth categories and minimize reliance on the beer segment [62] Management's Comments on Operating Environment and Future Outlook - Management noted that while demand elasticity is not currently significant, there are risks for 2026 due to potential increases in aluminum costs [16][17] - The outlook for 2026 is cautious, with expectations of low single-digit growth in North America and Brazil, while Europe is expected to grow at 3% to 4% [17][51] - Management expressed optimism about the beverage can's growth potential in Europe, citing underpenetration relative to other geographies [33] Other Important Information - The company ended the quarter with over $600 million in liquidity and a net leverage ratio of 5.2 times adjusted EBITDA [10] - The company announced a quarterly ordinary dividend of $0.10 per share [11] Q&A Session Summary Question: Can you discuss the effects of demand elasticity and aluminum pricing? - Management indicated that there is not a significant impact from demand elasticity at this point, but risks exist for 2026 due to potential aluminum cost increases [16] Question: What is the outlook for North America growth in 2026? - Management expects North America to grow at 1% to 2%, reflecting caution regarding inflation in can pricing [17] Question: How is the company addressing the transition to smaller formats in Europe? - The company is undertaking projects to convert lines for greater flexibility and agility in production to capture growth in faster-growing categories [62] Question: What are the expectations for beer consumption trends in Europe? - Management believes it is too early to call a secular shift in beer consumption but acknowledges a poor year and expects strategies to reverse this trend in 2026 [70] Question: How will aluminum conversion costs impact operations next year? - Management does not expect major savings but anticipates a moderation of headwinds from aluminum costs compared to the previous year [72]

Financial Data and Key Metrics Changes - Adjusted EBITDA for Q3 2025 grew by 6% year-over-year, reaching $208 million, which is at the upper end of guidance [3][12] - Year-to-date global volumes are up over 3% compared to the previous year, despite Q3 volumes being below expectations [3][4] - The net leverage ratio improved to 5.2x, a decline of 0.4x from Q2 2024, reflecting adjusted EBITDA growth [10] Business Segment Data and Key Metrics Changes - In Europe, Q3 revenue increased by 9% to $625 million, with adjusted EBITDA rising by 4% to $82 million [4][5] - In the Americas, Q3 revenue increased by 8% to $803 million, with adjusted EBITDA also increasing by 8% to $126 million [6][7] - Brazil's beverage can shipments decreased by 17% in Q3 due to a weak industry backdrop, but year-to-date shipments are down only 1% [8][9] Market Data and Key Metrics Changes - European shipments grew by 2% in Q3, driven by energy drinks and other fast-growing categories, despite weakness in the beer category [4][5] - North American shipments increased by 1% in Q3, with year-to-date shipments up by 5% [7][8] - The Brazilian market is expected to return to growth in 2026, with full-year shipments anticipated to be broadly in line with the prior year [9] Company Strategy and Development Direction - The company is focused on sustainability, aiming for a 10% annual reduction in Scope 1 and 2 emissions and a 14% reduction in Scope 3 emissions by 2024 [4] - The company anticipates a transition year in 2026 for North America, with expected industry growth of low single-digit percentages [8][24] - The company is investing in flexibility for production lines to better adapt to market dynamics and changing consumer preferences [63] Management's Comments on Operating Environment and Future Outlook - Management noted that while Q3 was weaker than expected, they remain optimistic about Q4 performance, particularly in North America [8][12] - The company expects to see earnings growth in 2026 over 2025, driven by operational cost savings and improved market conditions [51][52] - Management highlighted that the beer category in Europe had a poor year but does not expect this to be a long-term trend [70][72] Other Important Information - The company announced a quarterly ordinary dividend of $0.10 per share [11] - Full-year adjusted EBITDA guidance has been upgraded to a range of $720 million to $735 million [12] Q&A Session Summary Question: Can you discuss the effects of demand elasticity and aluminum pricing? - Management indicated that there is currently not a significant impact from demand elasticity, but there may be risks in 2026 as hedges roll off [16][17] Question: What is the outlook for North America in 2026? - Management expects North America to grow at a market level of 1%-2% in 2026, with some softness anticipated due to contract resets [17][24] Question: How is the company addressing growth in Europe? - Management stated that Europe remains a tight market, and they are planning projects to improve capacity and flexibility [27][28] Question: What are the expectations for aluminum costs and their impact? - Management noted that while there are no major savings expected, the step-up in costs from this year will moderate significantly [72] Question: How is the company managing supply chain issues? - Management expressed optimism about resolving supply chain issues and does not foresee risks to industry volumes from metal supply in 2026 [65][66]

Financial Data and Key Metrics Changes - Adjusted EBITDA grew by 6% year-over-year, reaching $208 million, which was at the upper end of guidance [4][14] - Year-to-date global volumes increased by over 3% compared to the previous year, despite being below expectations for the quarter [4][5] - The company expects full-year adjusted EBITDA to be in the range of $720 million to $735 million based on current FX rates [14] Business Segment Data and Key Metrics Changes - In Europe, Q3 revenue increased by 9% to $625 million, or 3% on a constant currency basis, primarily due to volume growth [5][6] - Adjusted EBITDA in Europe rose by 4% to $82 million, although it decreased by 4% on a constant currency basis due to input cost recovery headwinds [6] - In the Americas, revenue increased by 8% to $803 million, with adjusted EBITDA also rising by 8% to $126 million, supported by lower operational costs [7][8] Market Data and Key Metrics Changes - In Brazil, beverage can shipments decreased by 17% due to a weak industry backdrop, with beer can volumes falling by around 14% [10][11] - North America shipments increased by 1% for the quarter, with year-to-date shipments up by 5% [7][10] - The company anticipates a modest impact on Q4 performance due to supply chain issues but maintains guidance for mid-single-digit growth in North America shipments for the full year [9][10] Company Strategy and Development Direction - The beverage can segment continues to benefit from innovation and share gains, with a focus on sustainability and reducing emissions [5][14] - The company expects a transition year in 2026, with growth anticipated in 2027 due to contracted additional filling locations and ongoing market growth [10][14] - The company is upgrading its full-year adjusted EBITDA guidance, reflecting resilient performance across segments [14] Management's Comments on Operating Environment and Future Outlook - Management noted that while demand elasticity is not significantly impacting sales currently, there are risks for 2026 due to potential higher aluminum costs [20][21] - The outlook for the beer category in Europe is cautious, with expectations for stabilization in 2026 [85][86] - Management expressed optimism about the North American market, citing strong customer demand for non-alcoholic beverages [9][10] Other Important Information - The company ended the quarter with a robust liquidity position of over $600 million and a net leverage ratio of 5.2 [12][13] - The quarterly ordinary dividend announced was $0.10 per share [13] Q&A Session Summary Question: Effects of demand elasticity and alumina pricing - Management indicated that there is currently no significant impact from demand elasticity, but risks may arise in 2026 as hedges roll off [20][21] Question: Growth expectations in North America and Brazil - Management expects North America to grow at a market level of 1% to 2% in 2026, with Brazil anticipated to return to growth [10][21] Question: Capacity and footprint in Europe - Management confirmed that the European market remains tight, with no changes to the timing of needing new capacity [39][40] Question: Input cost recovery in Europe - Management noted that input cost recovery challenges are primarily related to European aluminum prices, which have been impacted by energy costs [57][58] Question: Aluminum pricing and promotional activity - Management acknowledged that rising aluminum prices could lead to inflation on the shelf, impacting volumes, but remains cautiously optimistic about growth [101][102] Question: Transition to new product categories - Management is implementing projects to increase flexibility in production lines to better capture growth in faster-growing categories [75][76]

Core Insights - Primo Brands has been recognized as one of America's Greenest Companies for 2026, achieving a score of 4.5 out of 5 stars, reflecting its commitment to sustainability and reducing environmental impact through innovation and operational efficiency [1][2]. Company Overview - Primo Brands is a leading branded beverage company in North America, focusing on healthy hydration and offering a diverse range of products across various formats and price points [3][4]. - The company operates a vertically integrated distribution network, reaching over 200,000 retail outlets and providing direct delivery services to consumers [3][4]. Sustainability Efforts - The recognition as one of America's Greenest Companies highlights the company's leadership in minimizing environmental impact, evaluated across more than 25 parameters including greenhouse gas emissions, water usage, and waste generation [2][3]. - Primo Brands emphasizes responsible sourcing, energy efficiency, circular packaging, and community partnerships as part of its sustainability strategy [2][3]. Community Engagement - The company is committed to supporting local and national programs, providing hydration solutions during natural disasters, and investing in community initiatives [4].

Core Insights - Sustainable Green Team, Ltd. (SGTM) has secured the "Restore" token name on the Solana blockchain, enhancing its waste-to-energy solutions [1] - The Restore utility token incentivizes eco-friendly actions, tracking user contributions and promoting transparency in sustainability efforts [2] - The adoption of blockchain technology in global industries, including green tech, is revolutionizing waste management and enabling sustainable impact [3] Group 1: Company Developments - SGTM formed an advisory team on October 6, 2025, and launched a Regional Licensing Partner Program on October 8, 2025 [1] - The Restore token will reward actions such as waste diversion and purchases, aligning with SGTM's partnership with Modern Thermal Design and USA ASIC for waste-derived energy [2] Group 2: Industry Trends - Tokenization is being adopted for transparency and efficiency across global industries, with green tech firms utilizing blockchain for tracking carbon credits and supply chains [3] - The Restore utility token positions SGTM shareholders to benefit from the growing trend of sustainable practices in waste management [3]

Company Overview Regulation Operational Information Commercial Revenues Financial Information Strategic Matters International Some of the statements contained in this presentation discuss future expectations or state other forward-looking information. Those statements are subject to risks identified in this press release and in ASUR's filings with the SEC. Actual developments could differ significantly from those contemplated in these forward-looking statements. The forward-looking information is based on v ...

Core Insights - Edible Garden AG Incorporated has joined the Controlled Environment Agriculture (CEA) Alliance to enhance its role in indoor agriculture and promote food safety, sustainability, and innovation [1][3][4] Company Overview - Edible Garden is a leader in controlled environment agriculture (CEA), focusing on locally grown, organic, and sustainable produce through its Zero-Waste Inspired® farming model [5] - The company operates advanced vertically integrated greenhouses and processing facilities in multiple locations, including Michigan, Iowa, and New Jersey, and partners with contract growers near major U.S. markets [5] Sustainability Initiatives - The company's membership in the CEA Alliance aligns with its support for Walmart's Project Gigaton, aimed at reducing greenhouse gas emissions across supply chains [2] - Edible Garden is recognized as a Giga Guru member of Walmart's sustainability initiative and demonstrates measurable progress towards sustainability goals [2][8] Technological Innovations - Edible Garden utilizes proprietary GreenThumb 2.0 software to optimize growing conditions and reduce food miles, along with patented Self-Watering displays to enhance plant shelf life [6] - The company holds patents in advanced aquaculture technologies, including a closed-loop shrimp farming system and automated water treatment setups [7] Industry Collaboration - The CEA Alliance serves as a platform for networking, advocacy, and education among greenhouse and indoor growers, suppliers, and retailers, focusing on food safety and sustainability [3] - Edible Garden's involvement in the Alliance allows it to engage with industry leaders and contribute to best practices in indoor farming [4]

Core Insights - Clean Earth, a division of Enviri Corporation, has opened a new service center in Syracuse, New York, enhancing its capabilities in environmental and regulated waste management services [2] - The new 18,400-square-foot facility features 42 dock spaces and aims to serve a growing customer base in retail, healthcare, and education sectors [2][3] - This strategic expansion is expected to improve lab packing services and routing efficiencies for both hazardous and non-hazardous waste transportation [3] Operational Enhancements - The new location will act as a logistics hub, connecting customers to Clean Earth's nearby recycling, treatment, and disposal facilities [3] - The company is committed to delivering innovative, efficient, and sustainability-focused solutions, leveraging advanced routing technology to optimize transportation [4] - Clean Earth has introduced a new transportation fleet to enhance network logistics and operations, aiming to reduce transit times and improve service delivery [4] Company Overview - Clean Earth operates a network of 93 locations across the United States, providing a wide range of waste management services [5] - The company focuses on navigating both simple and complex environmental waste challenges, offering one of the largest networks of treatment, recycling, and sustainability services [5]

Market Overview - The carpet and rugs market size is projected to grow from USD 52.46 billion in 2025 to USD 66.26 billion by 2030, reflecting a compound annual growth rate (CAGR) of 4.78% driven by rising residential spending, urbanization, and increasing online retail adoption [1][11] - North America is the largest market, while Asia-Pacific is emerging as a significant contributor to market expansion [1] Consumer Trends - There is a shift in consumer preferences towards sustainable and premium products, leading to diversification in materials, designs, and sales channels [2] - Eco-conscious consumers are favoring carpets made from recycled or bio-based fibers, and companies adopting environmentally friendly practices are strengthening their market presence [4] Design and Aesthetics - Increasing demand for home décor and interior design is evident as consumers view carpets and rugs as statement pieces, with bold colors and custom patterns gaining popularity [3] - Suppliers are innovating designs to enhance home aesthetics, catering to the desire for unique and stylish flooring solutions [3] E-Commerce Impact - The growth of e-commerce is reshaping the carpet and rugs market by providing customers with visualization tools, a wide range of designs, and flexible delivery options [5] - Online platforms are enabling manufacturers and retailers to reach a larger audience, particularly in regions with limited traditional showrooms [5] Regulatory Environment - Government policies, trade regulations, and export incentives are influencing market dynamics, with tariff adjustments and regional trade agreements facilitating market entry for manufacturers [6] Market Segmentation - The market is segmented by product type (tufted, woven, needle-punched, knotted, etc.), distribution channels (mass merchandisers, home centers, specialty stores), and end-use sectors (residential, commercial, industrial) [10] Key Players - Major players in the carpet and rugs market include Mohawk Industries Inc., Shaw Industries Group, Inc., and Oriental Weavers Carpet Co., each known for their diverse product offerings and strong distribution networks [10][12] Conclusion - The carpet and rugs market is on a steady growth path, driven by consumer interest in home décor, sustainability, and digital shopping convenience, with strong residential demand supported by premiumization in mature markets and urbanization in Asia-Pacific [11]