Exec Edge hosted a fireside chat at the ICR Conference 2026 with Alex Wilkes, Chief Executive Officer at National Vision Holdings, Inc. (NASDAQ: EYE). The in-person interview was joined by Editor-at-Large Jarrett Banks, and they discussed how the company operates and leverages its retail brands like America’s Best, Eyeglass World, Vista Optical and Discount Contacts.com, how the company is using data-driven insights to enhance the customer experience in its over 1,200 stores across 38 states, among other to ...

DeFi Tokens Overview - The Snapshot 分享了数据驱动的见解，重点介绍了新的列表和最新的产品更新 [1] - 本周的 Snapshot 由 @f9s216 撰写，讨论了 DeFi 代币的新时代 [1]

Core Insights - The Future of Snacking 2025 report by Conagra Brands highlights key trends shaping the $148.6 billion U.S. snacking market, emphasizing evolving consumer behaviors and preferences [1][8]. Group 1: Emerging Trends - **Flavor Explosion**: Traditional flavors like sea salt and BBQ remain popular, but bold flavors such as sriracha and garlic parmesan are driving significant growth [3][11]. - **Snacking Without Borders**: Global snack sales reached $5.7 billion, with a 22% volume growth over the past three years, driven by younger consumers' interest in multicultural flavors [4][11]. - **Better-for-You Snacking**: There is a rising demand for protein-rich, portion-controlled, and nutrient-dense snacks, particularly among Gen Z and Millennials, with specific claims like "grass-fed" and "gut health" gaining traction [4][11]. Group 2: Market Dynamics - **Co-Branded Bites**: Co-branded snacks are generating nearly $2.1 billion in annual sales, leveraging partnerships with restaurants and entertainment brands to enhance market appeal [4][11]. - **Snacks on the Go**: Convenience is a key driver, with away-from-home snack occasions projected to grow by 39% by 2027, indicating a shift towards more accessible snack options [5][11].

Product Overview - Galxe Business+ 旨在助力加密项目激活、增长和扩展其生态系统 [1] - 提供数据驱动的洞察、实时社区分析和游戏化互动工具 [1] Key Features - 提供数据驱动的洞察 (Data-driven insights) [1] - 提供实时社区分析 (Real-time community analytics) [1] - 提供游戏化互动工具 (Gamified engagement tools) [1]

Role and Responsibilities - Editorial analysts play a crucial role in guiding editorial decisions with data-driven insights [1] - The role requires a strong technical focus on data modeling, statistical analysis, and implementation [1] Team and Location - The Audience team is based in London [1] - The company is seeking to expand its Audience team [1]

Role & Responsibility - Editorial analysts ensure data-driven insights guide editorial decisions [1] - The role involves data modeling, statistical analysis, and implementation [1] Team & Location - The Audience team is based in London [1] - The company is hiring for the Audience team [1]

Financial Data and Key Metrics Changes - The company reported Q1 2025 revenue of $2.1 billion, an increase of 2.2%, with 1.6% organic growth and the remainder from the acquisition of Quality Uptime Services [29] - Adjusted EPS was $0.87, up from $0.86 in the prior year, while adjusted net income increased to $55.3 million from $54.8 million [31] - Adjusted EBITDA rose 3% to $120.6 million, with an adjusted EBITDA margin remaining flat at 5.9% [32] Business Line Data and Key Metrics Changes - **Business & Industry (B&I)**: Revenue was $1 billion, slightly below last year, but operating profit and margin remained consistent due to cost controls [33] - **Aviation**: Revenue grew 8% to $270.1 million, with operating profit up 26% to $12.2 million, reflecting strong travel markets [34] - **Manufacturing & Distribution (M&D)**: Revenue decreased to $394.3 million due to a client exit, but new wins are expected to drive mid-single-digit organic growth later in 2025 [36] - **Education**: Revenue grew 2% to $225.3 million, with operating profit increasing 10% to $14 million [37] - **Technical Solutions**: Revenue surged 22% to $202.3 million, driven by strong microgrid project activity, with operating profit more than doubling to $16.6 million [39] Market Data and Key Metrics Changes - The commercial office leasing activity in the US increased by 24% in Q4 2024, indicating a positive trend for B&I [19] - Strong performance in the semiconductor and data center markets is supporting growth in M&D [22] - The aviation sector is expected to continue its growth trajectory, with strong domestic flight volumes and TSA screenings indicating mid-single-digit market growth [23] Company Strategy and Development Direction - The company is focused on implementing a new ERP system to drive cost efficiencies and improve analytics for commercial growth opportunities [11][12] - A new brand platform was launched to reflect the company's evolution into a tech-enabled solution provider [13][14] - Continued investment in client-facing technology, such as ABM Connect, aims to enhance operational efficiency and user experience [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery of commercial real estate markets and anticipates growth in B&I in the latter half of fiscal 2025 [10] - The company is closely monitoring immigration policy changes but remains confident in its talent acquisition strategies [17] - Full-year adjusted EPS guidance has been raised to a range of $3.65 to $3.80, reflecting a strong start to the year [45] Other Important Information - The company expanded its credit facility to $2.2 billion, reflecting strong growth and lender confidence [15][41] - Free cash flow for Q1 was negative $123 million due to increased working capital related to the ERP transition, but normalization is expected in the coming months [42][43] Q&A Session Summary Question: How does the recent improvement in commercial office leasing activity compare to previous quarters? - Management noted that there is no real seasonality in leasing activity, and the recent increase represents a positive trend in net absorption rates [52][54] Question: What is the company's exposure to federal projects? - Management indicated minimal risk from federal projects, as most work is in mission-critical areas that are not being cut [58][59] Question: How does the company plan to manage potential increases in labor costs? - Management stated that half of revenues come from union labor with set rates, and they typically pass labor increases to clients [66][67] Question: What is the expected impact of the new ERP system on cash flow? - Management anticipates a significant increase in cash flow in Q2 as invoicing delays are resolved [73][74] Question: Can you provide insights on the win rates for new business? - Management reported improved win rates due to increased business development efforts and the use of AI in responding to RFPs [84][85] Question: What is the outlook for the Technical Solutions segment? - Management expressed optimism for the microgrid business, supported by a strong backlog and sales pipeline [88][89] Question: How is the company addressing the impact of large client rebalancing in M&D? - Management indicated that the impact has been largely mitigated and expects incremental positive growth in the second half of the year [95][96] Question: What is the strategy for share repurchases? - Management clarified that share repurchases are aimed at offsetting dilution from share-based compensation and will evaluate further opportunities as they arise [108]