CDW (CDW) FY Conference May 13, 2025 09:30 AM ET Speaker0 Thank you. I have the pleasure of hosting CW for the next session here. And we we have with us Chris Lee, who's the CEO and Al Morales who's the CFO. Thank you both for coming to the conference and thank you to the audience. Chris, Al, I'll start you off with a question that we plan to ask most companies we talk to over the next couple of days, which is you talk to a lot of customers, you get feedback continuously from the ground. How concerned shoul ...

HF Foods Group (HFFG) Q1 2025 Earnings Call May 12, 2025 04:05 PM ET Company Participants Felix Lin - CEO & PresidentCindy Yao - Chief Financial Officer None Hello, everyone. Welcome to HF Foods Group First Quarter twenty twenty five Earnings Conference Call. Joining me today on today's call are Felix Lin, the company's President and Chief Executive Officer and Cindy Yao, the company's chief financial officer. By now, Evern should have access to the earnings release for the period ending 03/31/2025 that wen ...

Financial Data and Key Metrics Changes - Net revenue increased by 0.9% year over year to $298.4 million from $295.7 million in the prior year quarter [11] - Adjusted EBITDA rose by 12.3% year over year to $9.8 million, up from $8.7 million in the prior year quarter [14] - Gross profit increased by 1.1% to $51 million compared to $50.4 million in the same period in 2024 [11] - Operating income improved to $1.2 million from an operating loss of $0.1 million in the prior year quarter [13] - Net loss increased to $1.5 million from a net loss of $0.6 million in the prior year quarter, primarily due to unfavorable changes in interest rate swaps [13] Business Line Data and Key Metrics Changes - The increase in net revenue was primarily driven by volume increases and improved pricing in the commodity, meat, poultry, and seafood categories [11] - Distribution, selling, and administrative expenses decreased by $0.7 million to $49.7 million due to cost optimization efforts [12] Market Data and Key Metrics Changes - The industry continues to face macro headwinds, particularly due to new tariff policies and supply chain disruptions [6] - The company is actively diversifying its supplier base and exploring alternative sourcing strategies to mitigate these challenges [6] Company Strategy and Development Direction - The company is focused on executing comprehensive transformation initiatives, with 2025 being a year of strategic investment [15] - Investments in digital infrastructure and operations are aimed at establishing a strong foundation for future growth [15] - The company aims to leverage its position as a leading nationwide Asian specialty distributor to capitalize on the growing demand for authentic Asian cuisine [15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's performance and long-term plans despite short-term uncertainties [6][15] - The successful implementation of a new ERP application is expected to enhance efficiency and decision-making across operations [7] - The company remains disciplined but optimistic about M&A opportunities in 2025 and beyond [9] Other Important Information - The company finalized a comprehensive plan to reduce cash distribution, selling, and administrative expenses by 3% to 5% by the end of 2025 while preserving core growth initiatives [12] - Strategic facility enhancements are underway, with renovations at the Charlotte distribution center expected to be completed by the end of Q2 2025 [8] Q&A Session Summary - No specific questions and answers were provided in the content.

Core Insights - Eviden, in collaboration with veenion, has been awarded a contract to modernize the "Kaufhaus des Bundes - Next Generation" procurement platform for over 480 federal authorities in Germany, aiming to fully digitize electronic procurement processes [1][4][8] - The new platform will support approximately 22,000 registered users, enhancing the efficiency and security of procurement for federal institutions [1][6] Company Overview - Eviden is a leader in digital transformation, focusing on data-driven solutions, with an annual revenue of approximately €5 billion and a presence in over 47 countries [10] - Atos, the parent company of Eviden, is a global leader in digital transformation with around 74,000 employees and an annual revenue of about €10 billion, specializing in cybersecurity, cloud, and high-performance computing [11] Project Details - The "Kaufhaus des Bundes" will replace the existing procurement system, providing a modern portal that enhances user experience and streamlines procurement processes [1][2] - The implementation of the new solution will occur in three phases: establishing the basic system, expanding functionalities, and supporting the pilot phase until full deployment by the end of 2025 [7][8] Technological Advancements - The new procurement solution is based on the "open ordering" software from veenion, facilitating workflow-driven process optimization and a transparent procurement experience [3][4] - Key features of the new platform include high security through configurable approval processes, user-friendly interfaces, and sustainability labels for products [14]

Core Viewpoint - AB InBev reported first-quarter 2025 results with earnings per share (EPS) exceeding estimates, while revenue declined and missed expectations, indicating mixed performance driven by strong consumer demand for megabrands and a diversified market presence [1][2]. Financial Performance - Underlying EPS was 81 cents, reflecting a 7.1% year-over-year increase, driven by 10.3% EBIT growth and optimized net finance costs, surpassing the Zacks Consensus Estimate of 77 cents [2]. - Revenues totaled $13.63 billion, falling short of the Zacks Consensus Estimate of $13.85 billion and declining 6.3% year over year, although organic revenue grew by 1.5% in half of its markets [3][4]. - Revenue per hectoliter improved by 3.7% year over year, supported by revenue-management initiatives, despite a total organic volume decline of 2.2% [4]. Brand Performance - Premium and super premium beer brands showed strong performance, with the above-core beer portfolio growing by 1.8% year over year, led by Corona's 11.2% revenue increase outside Mexico [5]. - Megabrands revenues increased by 4.4%, primarily driven by the strong performance of the Corona brand [5]. Digital Transformation - AB InBev has focused on digital investments, with B2B digital platforms contributing approximately 72% to revenues in Q1 2025, and the omnichannel ecosystem generating $275 million in revenues [6][8]. Cost and Margin Analysis - Cost of sales decreased by 9.2% to $6.04 billion, while SG&A expenses rose by 5.6% year over year to $4.2 billion [9]. - Normalized EBITDA was $4.9 billion, down 2.6% year over year, but improved 7.9% on an organic basis, with the EBITDA margin expanding to 35.6% [10]. Future Outlook - For 2025, AB InBev anticipates EBITDA growth of 4-8%, with net capital expenditure projected at $3.5-$4 billion [12].

Information Services Group (III) Q1 2025 Earnings Call May 09, 2025 09:00 AM ET Speaker0 Good morning, and welcome, everyone, to the Information Services Group First Quarter twenty twenty five Conference Call. This call is being recorded, and a replay will be available on ISG's website within twenty four hours. Now I would like to turn the conference over to Barry Holt for his opening remarks and introduction. Please go ahead. Speaker1 Thank you, operator. Hello, and good morning. My name is Barry Holt. I'm ...

智通财经5月9日电，深圳市地方金融管理局、中国证券监督管理委员会深圳监管局印发《深圳市关于发 挥资本市场作用 建设产业金融中心行动方案（2025-2026年）》，打造一流投资银行及投资机构，做好 金融"五篇大文章"。支持头部机构通过并购重组、组织创新等方式做优做强，鼓励中小机构差异化发 展、特色化经营。以"上市公司质量"为导向强化投行业务监管，推动证券公司健全内控体系，提高执业 质量。引导头部证券公司有序发展境外业务，支持企业用好"两个市场""两种资源"，提升国际影响力。 推动投资机构提升投研核心能力，优化资源配置。督促投资机构以满足居民财富管理需求为出发点探索 产品创新，深入开展数字化转型，推进普惠金融高质量发展。支持投资机构用好社保基金、养老金、年 金等投资管理资格，吸引中长期资金入市。积极推进深圳个人养老金业务，支持养老金、保险资金等中 长期资金加快发展权益投资。 深圳：支持头部机构通过并购重组、组织创新等方式做优做强 ...

原标题：解锁"舌尖产业"的创新密码 作为传统农业区，河南正从"中原粮仓"向"国人厨房"转变。在这一背景下，粮食生产大县驻马店市 遂平县立足农业资源优势，加强农产品精深加工，推进科技创新驱动的产业革命。遂平县做足做活"粮 头食尾""畜头肉尾""农头工尾"大文章，推进农产品加工业转型升级、延链增值，走出一条独具特色的 现代化农业高质量发展之路。日前，科技日报记者深入遂平县探访，解码这座豫南小城发展县域经济的 创新密码。 科技赋能：味觉经济"强起来" 记者走进遂平县先进制造业开发区，在思念食品（遂平县）有限公司（以下简称"遂平思念"）生产 车间看到，一颗颗珠圆玉润的汤圆在自动化生产线上经过制作、成型、包装等工序成为商品，而工人们 各司其职，热火朝天地忙生产、赶订单。 "'柿柿如意'黑芝麻汤圆上市不到两个月，销售额就破亿元。现在这个单品依然火爆，公司正开足 马力生产，全力保障订单交付。"遂平思念行政经理王莉说。 "我们的地库已实现全无人化操作，库内众多大屏幕实时展示着库内温度、货物信息、电量状态等 关键数据。通过屏幕显示，货物的名称、生产进度以及转运环节一目了然，使整个生产与转运过程的无 缝衔接。"王莉边走边向记者介 ...

ModivCare (MODV) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants L. Heath Sampson - President & CEO Conference Call Participants Pito Chickering - AnalystMichael Petusky - Managing Director & Senior Research Analyst Operator Good day, everyone, and welcome to Motive Care's First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conferen ...

Rackspace (RXT) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Sagar Hebbar - VP - IR & Corporate FinanceAmar Maletira - CEO & DirectorMark Marino - Chief Financial OfficerIrvin Liu - Vice PresidentRyan Campbell - VP - Equity ResearchRobert Palmisano - Senior Equity Research Associate Operator Good day, and welcome to the Rackspace First Quarter twenty twenty five Earnings Webcast. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be ...