U.S. equities were mostly edging higher at midday with the market watching for developments in U.S.-China trade negotiations. https://t.co/UDs8a15jst ...

US and Chinese officials including Commerce Secretary Howard Lutnik, Treasury Secretary Scott Besson, and US Trade Rep. Jameson Greer are in London Monday for trade negotiations as both nations work to reach a deal while hefty reciprocal tariffs are paused. National Economic Council Director Kevin Hasset telling CBS he's quote very comfortable with the prospect of the US and China reaching a deal. Wendy Schiller, Brown University professor of political science joins us now for more. Wendy, great to speak wi ...

US and Chinese officials including Commerce Secretary Howard Lutnik, Treasury Secretary Scott Besson, and US Trade Rep. Jameson Greer are in London Monday for trade negotiations as both nations work to reach a deal while hefty reciprocal tariffs are paused. National Economic Council Director Kevin Hasset telling CBS he's quote very comfortable with the prospect of the US and China reaching a deal. Wendy Schiller, Brown University professor of political science joins us now for more. Wendy, great to speak wi ...

The US economy added 139,000 jobs in May, more than expected. Unemployment also remaining steady in the month at 4.2%. Joining me now in studio to break down the report, we've got Andrew McCascal, good friend of the show, LinkedIn career expert. Andrew, good to have you back here. What do you make of this week's this month's numbers? Listen, I think what we're seeing is that businesses are hiring. They're still hiring. Unemployment is sitting pretty steadily at about 4.2%. 2%. Um, interestingly though, heal ...

PHINIA (PHIN) 2025 Conference June 04, 2025 01:00 PM ET Speaker0 Next up, we're very pleased to have with us, Finia, you know, tier one supplier for automotive, commercial vehicle, aftermarket, parts, market capital a little Speaker1 bit under 2,000,000,000, but Speaker0 I know Brady wants to to get that higher. Should be higher. Thanks for thanks for joining us. We do we do have Brady Erickson, CEO Chris Gropp, CFO. So I mean, I guess, just to kick things off, three weeks left in the quarter, probably have ...

Summary of Philip Morris International (PM) 2025 Conference Call Company Overview - **Company**: Philip Morris International (PM) - **Date**: June 03, 2025 - **Key Speaker**: Emmanuel Babeau, CFO Core Industry Insights - **Industry**: Tobacco and Smoke-Free Products - **Market Trends**: Strong growth in smoke-free product categories, particularly IQOS and ZYN, with expectations for continued expansion in various global markets. Key Points and Arguments Financial Performance - PM is on track for strong growth in revenue, operating income, and adjusted EPS before foreign exchange (Forex) impacts, primarily driven by the smoke-free portfolio [5][18] - In Q1 2025, PM reported nearly 10% adjusted market sales growth in Japan and over 7% in Europe, despite challenges such as flavor bans [6] - The company anticipates a significant impact from the flavor ban in Europe, estimating a loss of approximately 1 billion sticks in 2025 [6] Product Performance - **IQOS**: Continued strong growth, with a focus on expanding market share in various regions, including the Gulf countries, Indonesia, and Mexico [6][10] - **ZYN**: Exceptional performance in Q1 2025, with growth exceeding 50% in the US. The company expects to resolve out-of-stock issues by Q3 2025, leading to further consumer uptake [7][8][49] - **Vive**: The vaping product is being developed more tactically, with a focus on profitability and market presence in key EU markets [12][13] Multi-Category Strategy - PM is adopting a multi-category approach, integrating IQOS, ZYN, and Vive to enhance brand loyalty and consumer experience. This strategy is showing positive results in markets like Poland, Greece, and Romania [14][26] - The company emphasizes that these products do not cannibalize each other but rather strengthen the overall brand portfolio [14] Market Outlook - PM targets organic revenue growth of 6% to 8% and adjusted EPS growth of 10.5% to 12.5% for 2025, with a strong focus on smoke-free products [18][19] - The company aims for two-thirds of its revenue to come from smoke-free products by 2030, supported by ongoing market expansion and product innovation [20][22] Regulatory Environment - PM acknowledges the challenges posed by varying regulations across markets, with some countries still imposing bans on smoke-free products. However, there is optimism regarding tobacco harm reduction policies in the US and several European countries [66][68] - The new head of the FDA's Center for Tobacco Products (CTP) is expected to support tobacco harm reduction initiatives, which could positively impact PM's market strategies [70] Competitive Landscape - The US market for nicotine pouches is becoming increasingly competitive, with many brands aggressively discounting prices. PM maintains a premium positioning for ZYN, which is currently priced higher than many competitors [51][52] - Despite competition, PM remains the only brand with Premarket Tobacco Product Applications (PMTAs) approved for its full range of ZYN products, reinforcing its market leadership [54][55] Consumer Insights - The company notes a shift in consumer perception of nicotine, particularly with ZYN being viewed as a lifestyle product rather than just a nicotine source. This change is expected to facilitate broader acceptance of nicotine pouches in new markets [32][33][57] Additional Important Insights - PM's smoke-free products are associated with superior financial metrics, including higher revenue per unit and gross margin rates compared to combustible products [15][16] - The company is focused on long-term profit growth, with a commitment to progressive dividend policies and potential share buybacks once debt targets are met [63][64] This summary encapsulates the key insights and strategic directions discussed during the conference call, highlighting PM's robust growth trajectory and commitment to innovation in the tobacco industry.

27 May 2025 | 9:52PM EDT Global-E Online Ltd. (GLBE) Key Takeaways from mgmt event | GLBE | | --- | | 12m Price Target: $39.00 | | Price: $31.81 | | Upside: 22.6% | We hosted an investor event with GLBE mgmt, including CEO Amir Schlachet, CFO Ofer Koren, and Head of IR, Alan Katz. Overall we thought the message was upbeat, as 1) the company made it clear they believe the renewal with Shopify does not represent a decoupling, and will result in better economics on the 3P solution, eventually leading to an acc ...

Core Points - United Airlines has reached a tentative labor deal for its 28,000 flight attendants, described as "industry-leading" by their union [1] - The agreement includes 40% of total economic improvements in the first year, retroactive pay, a signing bonus, and quality of life enhancements such as better scheduling and on-call time [1] - Flight attendants have not received a raise since 2020, and the union had previously authorized a strike if negotiations failed [2] Summary by Sections Labor Agreement - The tentative labor deal represents significant economic improvements for flight attendants [1] - Key components of the deal include a 40% increase in total economic improvements in the first year, retroactive pay, and a signing bonus [1] Union Actions - The union did not disclose further details about the agreement [2] - Flight attendants had not received a raise since 2020, prompting the union to seek federal mediation in negotiations [2] - A vote was held last year authorizing the union to strike if a satisfactory deal was not reached [2]

Company Participation - Westrock Coffee Company will participate in TD Cowen's 9th Annual Future of the Consumer Conference on June 3 - 4, 2025 [1][2] - The conference will feature presentations, fireside chats, and panel discussions focusing on various aspects of the consumer industry [2] Leadership and Innovation - Westrock Coffee's Co-Founder and CEO, Scott Ford, will join a live panel discussion on growth and innovation in the coffee category alongside Verve Coffee Roasters CEO, Colby Barr [3] - The panel is scheduled for June 3rd from 9:30 to 10:10 AM ET, highlighting leadership in scaling mission-driven coffee businesses and approaches to sustainability and technology [3] Company Overview - Westrock Coffee is a leading integrated provider of coffee, tea, flavors, extracts, and ingredients solutions in the U.S., offering services such as coffee sourcing, supply chain management, and product development [4] - The company operates in 10 countries and sources coffee and tea from 35 origin countries, serving various industries including retail, foodservice, and hospitality [4]

中国可以印度却不行？无奈对华让步的特朗普，把气撒在了印度身上！ 美国高举关税大棒，全世界都不敢轻举妄动，在特朗普的威逼利诱下，很多国家选择向美国靠拢，或保持妥协姿态。然而，只有中国选择另外一条路，那就 是不卑不亢，坚决反制，最终成功争取到美国降低关税的承诺。 不久前，中美代表在瑞士日内瓦上演了"拉锯战"似的贸易谈判，经过两天的会晤，双方终于决定，在未来的3个月内降低关税，幅度高达115%。 消息一出，瞬间引爆国际热议。有人说，这是美国政府自吹自擂下被迫让步后，中国取得的一次谈判胜利。而中国的举动，似乎给了印度一些"启发"，印度 总理莫迪又开始了他的神奇操作。 据彭博社消息，近日，印度政府在WTO发起申诉，希望对部分美国商品加征关税，以回应美国对印度加征的25%钢铝税，印度认为，这给他们造成了76亿 美元的损失，摆明了是要找补。 只不过，这和印度之前的态度可是截然不同。上个月特朗普对华加税的同时，也威胁要对印度所有商品加征26%的"对等关税"。美国副总统万斯出访印度 时，莫迪的姿态可是放的非常低，暗示可以两国通过快速谈判达成协议，比如说将印度对美国的贸易关税差，从13%降到4%，以换取美国对印度的关税豁 印度现 ...