Core Insights - Allbirds launched its Spring/Summer 2026 campaign titled "Say Yes," featuring a focus on everyday movement and comfort through its new Varsity Collection and Dasher NZ shoe [1][9] Product Launch - The campaign introduces two new collections: the Varsity Collection and the Dasher NZ, both emphasizing Allbirds' commitment to comfort, natural materials, and versatile design [3][5] - The Varsity Collection incorporates retro-inspired designs made from sustainable materials like hemp canvas and recycled suede, featuring Allbirds' SweetFoam® midsole, which is carbon-negative [4] - The Dasher NZ Collection is the third iteration of Allbirds' best-selling active shoe, designed for everyday movement with features like a Tree Knit upper and natural rubber outsoles [5] Pricing Information - Pricing for the Varsity Collection includes: Women's Varsity ($120), Varsity Strap ($115), Varsity Cruiser ($115), and Varsity Airy ($115) [8] - Pricing for the Dasher NZ Collection includes: Women's Dasher NZ ($140) and Dasher NZ Relay ($135) [8] Campaign Theme - The "Say Yes" campaign highlights the importance of intentional movement in daily life, showcasing micro-moments that embody comfort and confidence [2] - The campaign is inspired by the 1960s jogging movement and emphasizes movement as an everyday practice rather than an elite activity [7]

Core Insights - Chunghwa Telecom reported its highest fourth quarter revenue in nearly a decade at NT$65.65 billion, achieving full year results that met or exceeded all upper end guidance [4][6] - Full year revenue reached an all-time high of NT$236.11 billion, a 2.7% increase year over year, with full year EPS at NT$4.99, marking an eight-year high [4][11] - The company emphasized its focus on digital innovation and operational excellence as key drivers of its performance [4] Fourth Quarter 2025 Financial Highlights - Total revenue increased by 0.5% to NT$65.65 billion [6][7] - Consumer Business Group revenue rose by 5.9% to NT$39.54 billion, driven by mobile and broadband services [6][8] - Enterprise Business Group revenue decreased by 7.9% to NT$22.02 billion, impacted by prior project recognitions [6][9] - International Business Group revenue increased by 2.5% to NT$2.56 billion, supported by demand for IDC services [6][10] - Operating income decreased by 2.2% to NT$11.38 billion, with a margin of 17.34% [6][13] - Net income attributable to stockholders increased by 3.2% to NT$9.29 billion, with EPS at NT$1.20 [6][13] Full Year 2025 Financial Highlights - Total revenue for 2025 increased by 2.7% to NT$236.11 billion [11] - Consumer Business Group revenue increased by 2.4% to NT$143.37 billion [6][11] - Enterprise Business Group revenue increased by 2.5% to NT$77.24 billion [6][11] - International Business Group revenue decreased by 4.1% to NT$9.52 billion [6][11] - Operating income for 2025 increased by 3.6% to NT$48.55 billion, with a margin of 20.56% [6][14] - Net income attributable to stockholders increased by 4.0% to NT$38.69 billion, with EPS at NT$4.99 [6][14] Cash Flow and EBITDA - Cash flow from operating activities decreased by 2.2% year over year to NT$77.50 billion [15] - EBITDA for the fourth quarter was NT$21.55 billion, a decrease of 0.2% year over year [15][16] - EBITDA for 2025 increased by 2.6% to NT$88.77 billion, with a margin of 37.60% [16] Business Highlights - As of December 31, 2025, mobile subscribers increased by 0.9% to 13.24 million, with mobile service revenue up by 4.7% to NT$17.68 billion [18] - Fixed broadband subscribers slightly increased by 0.5% to 4.45 million, with broadband revenue growing 3.8% to NT$11.88 billion [19] 2026 Guidance - The company expects total revenue to increase by NT$5.88 to NT$7.57 billion, or 2.5% to 3.2%, for 2026 [21][23] - Operating costs and expenses are expected to rise by NT$6.54 to NT$7.01 billion, or 3.5% to 3.7% [21][23] - Net income attributable to stockholders is projected to be between NT$37.39 and NT$38.94 billion, reflecting a potential decrease of NT$1.30 to an increase of NT$0.25 billion year over year [24]

Core Thesis - Avery Dennison Corporation (AVY) is positioned as a strong investment opportunity due to its robust financial performance, innovative product offerings, and consistent dividend growth [1][4][8]. Financial Performance - As of Q3 2025, Avery Dennison reported sales of $2.22 billion, reflecting a year-over-year increase of 1.5% [4]. - The company achieved an adjusted EPS of $2.37 and a 17.5% adjusted EBITDA margin, driven by productivity improvements [4]. - The financial score of 96/99 indicates exceptional financial strength [4]. - Free cash flow for the quarter was nearly $270 million, supporting both dividends and reinvestment [6]. Dividend Growth - The annual dividend is currently $3.76, yielding 2.15%, with a 15-year streak of increases and a five-year growth rate of 53% [4][6]. - The company's disciplined capital allocation and consistent pricing power underpin its ability to maintain and grow dividends [4]. Product and Market Position - Avery Dennison operates in materials science and digital identification solutions, playing a crucial role in global supply chains [3]. - The company’s products are integral to various sectors, including food, logistics, apparel, and e-commerce [3]. - Intelligent labels are a key growth area, expected to grow over 15% in 2025 due to increased adoption in e-commerce and anti-counterfeiting [5]. Strategic Initiatives - The company is investing in circular packaging and sustainability-driven materials to align with evolving environmental standards [5]. - Restructuring initiatives are aimed at freeing up capital for further investment in next-generation technologies [5]. Market Outlook - Q4 guidance suggests continued operational stability with an expected EPS of $2.35–$2.45 [6]. - The combination of dependable income and structural growth positions Avery Dennison for long-term expansion [6].

Uh ladies and gentlemen, boys and girls, uh what I want to do today is to invite you to start thinking about cities not just as places where you live uh but rather as entities that you interact with that you interface with on a daily basis. Um so if I consider the average breathing rate of any human is 15 breaths per minute. Um you're approximately breathing about 20,000 times more than 20,000 times in a single day.And every time you breathe in, for the case of L'Oreal, the toxic air, you're actually interf ...

I grew up on the countryside in a little small village in Finland. I was surrounded by forests and lakes. Summers were for swimming, picking berries.Winters were for sledging and for building snow castles. So, I wasn't just surrounded by nature, but it was a vital part of my childhood. It was a privileged childhood.I was also a child of the new millennia, the optimism of joining the EU, the early days of digitalization, and it felt like the world was finally healing after decades of conflict. And we felt mo ...

Good afternoon everyone. So um I'm very thankful to be here today. Um just uh I want to start my uh speech to uh share about sustainability first because a lot of people talk about systemic but what really means systemic and there are a lot of confusion especially nowadays that we're talking about Y SDG so a lot of different terms and acronym that we're using but maybe not necessarily very clear what sustainability in and I very like the first speech from my colleagueuh proof talking approach mindset becaus ...

[music] [applause] [applause] Hi, my name is Vina. As a professor for responsible innovation, I ask my students every semester why they are here studying business. Some say they simply had no clue what else to do.Sounds familiar. Others say they want to make an awful lot of money later. And then there are those who claim they want to make a change for society or the environment and that they're not sure whether they are right here at a business school or whether they should go to the social science departme ...

Core Insights - MetalQuest Mining Inc. (MQM) has released its ESG/Sustainability Report for 2025, focusing on its Lac Otelnuk Iron Ore Project in Quebec [1][3] ESG Commitment - MQM's project activities have been limited to desktop studies and technical analyses, resulting in minimal emissions primarily from administrative work, which are not material to the company's environmental footprint [2] - The company emphasizes the importance of early stakeholder engagement in project development, dedicating resources to build relationships with local communities and First Nations [4][5] - The report aligns with frameworks from TCFD and SASB to ensure industry-standard transparency and accountability [8] Project Development - MQM has signed an Exploration and Pre-Development Agreement with the Naskapi Nation of Kawawachikamach, indicating a commitment to responsible project development [5] - The company has invested approximately $120 million in the Lac Otelnuk project to date and is working with AtkinsRéalis to update the 2015 Feasibility Study to align with current market and regulatory standards [11] Strategic Acquisitions - On December 3, 2025, MQM announced the acquisition of the ROF-1 Project in Ontario's Ring of Fire, which consists of 1,034 claims covering approximately 20,800 hectares [12] - The company is pursuing a multi-project strategy in the Ring of Fire, with plans for systematic exploration and environmental studies at the recently acquired Superior Iron Project [16] Shareholder Engagement - MQM holds approximately 1.8 million free trading shares and 2.5 million warrants of Canadian Copper Inc. (CCI), with CCI's shares trading at $0.61 as of January 19, 2026 [17] - The company has two NSR royalties in the Murray Brook deposit and is completing a Preliminary Economic Assessment (PEA) on the project, with results expected in the first half of 2026 [19]

Core Insights - Cotton Incorporated is focusing on increasing cotton demand and market share against synthetic materials, leveraging the experience of new CMO Bev Sylvester to enhance its marketing strategy [1][6][4] Group 1: Marketing Strategy - The appointment of Bev Sylvester as CMO is seen as a critical move to unify marketing efforts and drive demand for cotton across the supply chain [4][7] - Cotton Incorporated is merging its global supply chain marketing and consumer marketing teams into a single division, creating a comprehensive marketing approach that addresses both manufacturers and consumers [8][10] - The organization emphasizes the importance of understanding consumer needs and delivering innovative products that resonate with them, positioning cotton as a sustainable fiber choice [10][11] Group 2: Competitive Landscape - Cotton Incorporated aims to differentiate itself from synthetic materials like polyester through material science, sustainability research, and fiber performance insights [2][11] - The organization is actively working to protect cotton's market share in core categories such as denim while expanding into areas typically dominated by synthetics, like activewear [2][4] Group 3: Industry Challenges - Cotton farmers are facing significant challenges, including rising input costs and lower market prices, making demand generation a priority for Cotton Incorporated [13] - The organization is committed to being good stewards of cotton growers' investments and stimulating downstream demand through effective marketing initiatives [13][14] Group 4: Sustainability Focus - Cotton Incorporated is enhancing its sustainability narrative, focusing on compliance, traceability, and circularity in cotton production to meet evolving industry needs [11][12] - The organization is adapting its outreach strategies to modern consumers, particularly targeting 18- to 34-year-old women who value natural materials [12]

Core Insights - Trane Technologies and Garrett Motion have announced a strategic collaboration to develop oil-free centrifugal compressor technology for commercial HVAC applications [1][2][3] Group 1: Collaboration Details - The partnership combines Trane's expertise in Commercial HVAC systems with Garrett's advanced oil-free high-speed centrifugal compressor technology, which has shown significant energy efficiency improvements [2][4] - The companies will jointly develop compressor solutions for various Trane systems, including rooftop units and modular chillers, with field testing and production set to begin in 2026 [3][4] Group 2: Innovation and Sustainability - This collaboration aims to enhance energy efficiency and support decarbonization goals, reflecting both companies' commitment to sustainable HVAC solutions [4][5] - The partnership will also explore future applications for high-speed centrifugal technologies in smaller HVAC systems and emerging cooling needs [4]