Core Viewpoint - PotlatchDeltic Corporation is a well-established REIT with a strong presence in timberland and real estate, recognized for sustainable practices and social responsibility [1] Price Target Adjustments - The consensus price target for PotlatchDeltic has decreased from $51.75 last year to $45 last month, indicating a shift in analyst sentiment [2] - RBC Capital has set a more optimistic price target of $60, reflecting confidence in the stock's future potential [2][4] Financial Performance - In Q3 2025, PotlatchDeltic reported a net income of $25.9 million, or $0.33 per diluted share, with revenues of $314.2 million, surpassing the Zacks Consensus Estimate of $0.15 per share [3][5] - The strong earnings report suggests robust financial health and growth for the company [5] Market Outlook - Despite the decline in consensus price targets, the positive earnings report and RBC Capital's price target indicate a favorable outlook for PotlatchDeltic [4] - Investors should monitor upcoming earnings reports and analyst updates, as factors like timber prices, real estate market conditions, and regulatory developments may impact stock performance [4]

Core Insights - VF Corporation emphasizes its commitment to environmental and social responsibility, as highlighted in its 2025 Environmental and Social Responsibility Report [1][2] - The company is on track to meet its FY26 target for sustainable cotton sourcing, with 94% of cotton used in FY24 meeting these criteria, up from 89% in FY23 [2][3] Sustainable Sourcing - In FY25, VF plans to source 6,400 MT of regeneratively grown cotton, marking an 82% increase from FY24 [3] - Cotton constituted 16% of total materials sourced by VF in FY25, while polyester was the most utilized material at 19% [4] - VF achieved a significant milestone with 64% of polyester sourced from recycled materials in FY24, an increase from 48% in FY23 [4] Supply Chain Transparency - VF traced 75% of its leather supply chain from Tier 2 through Tier 5 in FY25, with 90% of footwear leather finishing tanneries audited by the Leather Working Group [5] - The company is focused on mitigating climate impacts across its operations and supply chain, having revalidated its targets with the Science-Based Targets initiative (SBTi) in FY25 [5]