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Diageo Issues Q3 Sales Data & Other Updates, Organic Sales Rise 5.9%
ZACKS· 2025-05-20 18:56
Diageo plc (DEO) reported net sales data for third-quarter fiscal 2025 and issued other updates. On a reported basis, net sales of $4.4 billion jumped 2.9% year over year, due to organic growth, partly offset by foreign exchange headwinds and disposals. The Zacks Consensus Estimate is currently pegged at $4.1 billion.Organic net sales climbed 5.9% year over year, with robust organic volumes increasing 2.8% and favorable price/mix of 3.1%. Significant phasing gains are likely to have contributed almost 4% to ...
中国房地产周度综述:第20周综述-交易回升,出口导向型城市表现更为乐观
Goldman Sachs· 2025-05-20 05:45
20 May 2025 | 7:01AM CST China Property Weekly Wrap Week 20 Wrap - Transactions rebounded with more upbeat performance from export-oriented cities Key highlights for the week: Our tariff impact assessment (Exhibit 1 to Exhibit 4, more details on methodology) showcases more upbeat performance from export-reliant cities: 1) transaction: under web-registration metrics, the most export-reliant cities outperformed in primary (+26% wow in aggregated volume vs. flattish for rest cities) but lagged peers in seconda ...
高盛:美国经济-提高关税的长期影响
Goldman Sachs· 2025-05-15 13:48
14 May 2025 | 1:04PM EDT US Economics Analyst The Long-Term Effects of Higher Tariffs (Abecasis) Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com Goldman Sachs & Co. LLC Alec Phillips +1(202)637-3746 | alec.phillips@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Ronnie Walker +1(917)343-4543 | ronnie.walker@gs.com Goldman Sachs & Co. LLC Manuel Abecasis +1(212)902-8357 | manuel.abecasis@gs.com Goldman Sachs & Co. LLC Elsie Peng +1(212)357-3137 | e ...
摩根士丹利:中国科技硬件_ 中国 BEST 大会要点
摩根· 2025-05-14 03:09
May 11, 2025 08:06 PM GMT Greater China Technology Hardware | Asia Pacific Takeaways from China BEST Conference Key Takeaways AAC: The tariff hasn't introduced any negative impact on the current operation. The company is confident of achieving its full-year growth target with thermal solutions and new optical breakthroughs as the key growth drivers. Gross margin is also likely to see continuous improvement. BYDE: The company saw a mix change in 1Q25, with the high margin component business experiencing a re ...
PennantPark Investment (PNNT) - 2025 Q2 - Earnings Call Transcript
2025-05-13 17:02
PennantPark Investment (PNNT) Q2 2025 Earnings Call May 13, 2025 12:00 PM ET Company Participants Arthur Penn - Chairman & CEORichard Allorto - Chief Financial OfficerMaxwell Fritscher - Equity Research AssociateMelissa Wedel - Vice President, U.S. Equities Research Conference Call Participants None - Analyst Operator Good afternoon, and welcome to the PennantPark Investment Corporation's Second Fiscal Quarter twenty twenty five Earnings Conference Call. Today's conference is being recorded. At this time, a ...
Topgolf Callaway Brands (MODG) - 2025 Q1 - Earnings Call Transcript
2025-05-12 22:02
Topgolf Callaway Brands (MODG) Q1 2025 Earnings Call May 12, 2025 05:00 PM ET Company Participants Katina Metzidakis - Vice President of Investor Relations & Corporate CommunicationsChip Brewer - President and CEOArtie Starrs - CEOBrian Lynch - Executive VP, Chief Legal Officer & CFOMichael Swartz - Director - Equity ResearchMegan Clark - Independent Non-Executive DirectorJohn-Paul Wollam - Equity Research AssociateJoe Altobello - Managing Director Conference Call Participants Matt Boss - Equity Research An ...
Ispire Technology (ISPR) - 2025 Q3 - Earnings Call Transcript
2025-05-12 13:02
Ispire Technology (ISPR) Q3 2025 Earnings Call May 12, 2025 08:00 AM ET Company Participants Phil Carlson - Managing DirectorMichael Wang - Co-CEOJim McCormick - CFOPablo Zuanic - Managing Partner Conference Call Participants Nick Anderson - Director & Research Analyst Operator and thank you for standing by. My name is Regina, and I will be your conference operator today. At this time, I would like to welcome everyone to the iSpire Technology Third Quarter twenty twenty five Earnings Call. All lines have be ...
Jefferies:关税探讨-谁在供应链转移方面领先同行
2025-05-12 03:14
USA | Lifestyle & Growth Platforms TARIFF TALK: Who Has Headstart Moving Supply Chain vs Peers? In our weekly TARIFF TALK, we highlight tariff impact and mitigation commentary for our coverage and co's relevant to our coverage. This week, we call out SN, YETI, GOLF, and RVLV. Themes included 1) Value Engineering Opportunities, 2) Get out of China, 3) Cost-sharing, 5) Strategic Inventory Build, 6) Select Pricing... See last week here. SharkNinja (SN): YETI Holdings (YETI): Acushnet (GOLF): Revolve (RVLV): Ra ...
The Dixie Group(DXYN) - 2025 Q1 - Earnings Call Transcript
2025-05-09 15:02
Dixie Group (DXYN) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Company Participants Daniel Frierson - Chairman & CEOAllen Danzey - VP & CFO Conference Call Participants None - Analyst Operator Good day, and welcome to the Dixie Group Incorporated's twenty twenty five First Quarter Earnings Conference Call. Today's call is being recorded. At this time for opening remarks and introductions, I would like to turn the call over to the Chairman and Chief Executive Officer, Dan Frierson. Please go ahead. Daniel ...
Ultralife(ULBI) - 2025 Q1 - Earnings Call Transcript
2025-05-09 15:00
Ultralife (ULBI) Q1 2025 Earnings Call May 09, 2025 10:00 AM ET Speaker0 Good day, and thank you for standing by. Welcome to the Ultralife Corporation First Quarter twenty twenty five Results. At this time, all participants are in listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear automated message by viewing your hand is raised. To withdraw your question, pleas ...