Financial Data and Key Metrics Changes - The company reported a profit performance in Q1 that was better than expected, with operating profit and EPS showing positive results due to lighter inflation phasing and trade expense timing benefits [43][44][46] - The overall volume reported was down by 1%, despite holding or gaining share in eight out of ten categories, primarily due to declines in flour and desserts [17][20] Business Line Data and Key Metrics Changes - The company saw improvements in volume for its top ten categories, with notable growth in refrigerated dough, fruit snacks, and salty snacks, while the cereal business showed second consecutive quarter of pound share growth [20][50] - New product volumes increased by 25%, with successful launches such as Cheerios Protein and Mott bars contributing to this growth [6][62] Market Data and Key Metrics Changes - The North America Retail segment's volume remained flat, with a slight decline in overall volume reported, attributed to specific categories like flour and desserts [11][17] - The pet food segment held its pound share, with positive growth in the Blue Buffalo Life Protection Formula and cat feeding business, although the Wilderness brand faced challenges [26][27] Company Strategy and Development Direction - The company is focused on returning to profitable organic growth as a primary strategy, emphasizing significant investments in innovation, new product launches, and brand campaigns [3][5] - The company plans to complete price adjustments across two-thirds of its portfolio to enhance competitiveness and drive value for consumers [36][37] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strategy and noted that early signs of improvement are encouraging, with expectations for better performance in the second half of the fiscal year [6][7] - The impact of GLP-1 medications on consumer behavior was acknowledged, with management noting opportunities to cater to changing consumer needs for higher protein products [10][70] Other Important Information - The company is transitioning to a focus on digital technology and AI for better demand forecasting, which is expected to enhance marketing effectiveness and operational efficiency [52][53] - The company is actively working on reformulating products to meet consumer demands for cleaner ingredient lists, with a commitment to eliminate artificial dyes by next summer [58][59] Q&A Session Summary Question: Insights on the volume environment and structural challenges - Management believes the volume environment is largely within their control, with recent pricing adjustments expected to improve volume share [10][11] Question: Path back to volume growth and category performance - Management expects volume growth to return by Q4, with current performance slightly below expectations due to specific category challenges [17][18] Question: Trends in the pet food segment - The pet food segment showed mixed results, with some brands performing well while others, like Wilderness, require improvement [25][26] Question: Impact of pricing adjustments on household penetration - The company saw household penetration grow for the first time since fiscal 2022, driven by effective pricing strategies and product innovation [49][50] Question: Innovation and product reformulation efforts - The company is increasing its focus on innovation, with new products now accounting for approximately 5% of sales, up from 3.5% [62][63] Question: Competitive landscape and away-from-home eating trends - Management noted that while competition in the away-from-home channel is increasing, the company is well-positioned to capture growth in non-commercial channels [80][81]

Core Insights - CNH Industrial is a leading global equipment, technology, and services company focused on innovation, sustainability, and productivity [1][2] - The company operates under various brands, including Case IH, New Holland, CASE, and New Holland Construction Equipment, providing a comprehensive range of agricultural and construction products [1] - CNH has a workforce of over 35,000 employees, emphasizing a diverse and inclusive workplace aimed at empowering customers [2] Company Overview - CNH Industrial is dedicated to breaking new ground through strategic direction, R&D capabilities, and investments [1] - The company offers 360° agriculture applications, from machinery to digital technologies that enhance agricultural efficiency [1] - Regionally focused brands include STEYR for agricultural tractors, Raven for digital agriculture, Hemisphere for satellite-based positioning, Flexi-Coil for tillage systems, Miller for application equipment, and Eurocomach for mini and midi excavators [1] Historical Context - With a history spanning over two centuries, CNH has been a pioneer in its sectors, continuously innovating to drive customer efficiency and success [2]

- All right. So a lot of people in the audience I'm sure are very familiar with Google's moonshot factory. For those who aren't, just give us the 30-second mission.- So the mission is to invent and launch moonshot technologies that can make the world a radically better place. But we'd absolutely work at the intersection of purpose and profit. The goal for sure is to create profitable, enduring businesses.- Okay, we don't usually have slides at our summits, but I think when you're talking about Moonshot tech ...

Investor Day 2025 September 17 | New York City 1 2025 Investor Day INTRODUCTION Welcome & Opening Remarks Noah Weiss Vice President, Investor Relations & Corporate Communications 2025 Investor Day 2 2 Forward-looking statements This presentation contains or may contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Ingredion intends these forward-looking statements to be covered by th ...

Jack Ma's return to Alibaba signals a renewed focus on innovation and AI. What does this mean for the tech giant and it's rivals, and the broader industry in China. Join Bloomberg reporters for a Live Q&A on September 18 at 9:30am HKT https://t.co/vtzVx9QAjd https://t.co/Yj9yScwQ5S ...

Let's start with the service now piece. You know, in this environment, Bill, where there's such a micro focus on the talent in AI and where companies are spending resources. Why does this position, ServiceNow, better to have this footprint in Florida.Well, there's no artificial intelligence without human intelligence said, and there's no leader that can develop a project in a dream better than Stephen Ross. And you mentioned the Hudson Yards, but he also did the Time Warner Center. And we've been friends fo ...

Core Insights - Kimberly-Clark Corporation (KMB) is enhancing its market position through innovation, a consumer-centric approach, and strategic investments in product development [1][10] - The company aims to drive growth via innovation, premiumization, brand-building, and digital marketing [1][10] Innovation and Product Development - Innovation is central to Kimberly-Clark's strategy, with new product launches across all price tiers, including the successful Skin Essentials line [2][10] - The company is effectively broadening its market reach by catering to both premium and value-conscious segments [2][10] Management Strategy - Management's focus on delivering unique, higher-value products is expected to drive premiumization and enhance brand strength [3] - The Powering Care strategy is a key element of the company's transformation, focusing on accelerated growth, operational efficiency, and organizational alignment [4][10] Financial Performance and Estimates - Kimberly-Clark's shares have decreased by 4.3% year-to-date, compared to a 5.3% drop in the industry [6] - The forward price-to-earnings ratio for KMB is 17.79X, lower than the industry average of 19.63X [7] - The Zacks Consensus Estimate for KMB's 2025 earnings per share (EPS) indicates a year-over-year decline of 8.6%, while the estimate for 2026 shows growth of 8.9% [11]

When I was 24, I boughted a prank from Japan with the intention of spending one year in the United State to learn more about American education. I had been a preschool teacher in Japan, but I was disappointed with the culture of teaching. I was inspired by American diversity, its cultures, its ideas, its possibilities.But I wasn't prepared for the challenges that followed. New language, new systems, a sense of not belonging. But through those early years, I kept coming back to one thing, the children.Teachi ...

Imagine [Applause] school as a mysterious place steeped in intrigue. Imagine science and exploration through the lens of an exciting Sherlock Holmes mystery, a puzzle you have to use all of your faculties to solve. The detective draws portraits of his suspects, performs forensic experiments to determine the culprit, and connects seemingly separate, coincidental events to reveal the elusive truth.Now, picture this. Your teacher is introducing the complex field of botany to your fidgety fifth grade class that ...

[Music] What if I told you there was a magical formula that you could use to make your schools your offices, your communities a better place. Well, I've got something even better than magic because it's real. In fact, it sounds a lot like science.It's called alchemy, or more precisely, human alchemy. And I believe it's the key to bringing growth, innovation, and greater community connection here in Brighton and beyond. But before I go into what human alchemy is, I want to tell you how human alchemy came to ...