SAP (NYSE:SAP) 2025 Update / Briefing October 09, 2025 11:00 AM ET Company ParticipantsDaniel Gahlinger - Chief Digital OfficerBabatunde Ojo - Senior Solution Value AdvisoryBianca Bolouri - VP Global EcommercePrakash Nanjori - Global Head of Product Management for Business Data CloudAndreas Wendel - VP and Head of Experience ServicesMuhammad Alam - Member of the Executive Board and Head of Product and Engineering BoardBalaji Balasubramanian - President and CPOBaber Farooq - SVP of Product MarketingNicky Dea ...

HONG KONG, Oct. 09, 2025 (GLOBE NEWSWIRE) -- CCSC Technology International Holdings Limited (the “Company” or “CCSC”) (Nasdaq: CCTG), a Hong Kong-based company that engages in the sale, design and manufacturing of interconnect products, including connectors, cables and wire harnesses, today announced that its Serbian subsidiary, CCSC Technology Doo Beograd (“CCSC Technology Serbia”), has entered into a design and build memorandum of understanding (the “MOU”) with KONSTRUKTOR KONSALTING DOO BEOGRAD (“Konstru ...

Accenture Plc. (NYSE:ACN) is one of the cheap AI stocks to buy right now. On September 24, analysts at UBS reiterated a “Buy” rating on the stock but reduced their price target to $315 from $363. The price cut comes as the company’s 2026 outlook came in lighter than what analysts expected. UBS Cuts Accenture Plc. (ACN) Price Target amid 2026 Outlook Concerns Pixabay/Public Domain For the fourth quarter of fiscal 2025, the company delivered a 9% increase in earnings per share to $3.03, driven by 7% incre ...

ATLANTA--(BUSINESS WIRE)--Logility, an Aptean company, and a leading provider of AI-first supply chain management solutions, today announced the upcoming release of The AI Compass for Supply Chain Leaders: How Generative, Agentic, and Narrow AI are Reshaping Strategy, Planning, and Execution. Authored by Piet Buyck, SVP Solution Principal at Logility, the book offers supply chain professionals and executives a practical roadmap to move beyond static, numbers-based planning and adopt a dynamic,. ...

Old Dominion Freight Line to Webcast Third Quarter 2025 Conference Call Share THOMASVILLE, N.C.--(BUSINESS WIRE)--Old Dominion Freight Line, Inc. (Nasdaq: ODFL) announced today that it plans to release its third quarter 2025 financial results before opening of trading on Wednesday, October 29, 2025. The Company will also hold a conference call to discuss its financial results and outlook at 10:00 a.m. (Eastern Time) on Wednesday, October 29, 2025. An online, real-time webcast of Old Dominion's quarterly con ...

Core Insights - Grocery Outlet has appointed Scott Fremont as the new chief supply chain officer, effective this month [1] - Fremont has nearly 18 years of experience at Target, where he held various supply chain roles, most recently as VP of global transportation, trade, and logistics [3] - Jason Potter was named president and CEO earlier this year, indicating a leadership reshuffle within the company [4] Strategic Initiatives - Grocery Outlet plans to pilot new sourcing strategies as part of its strategic initiatives [5] - The company has consolidated five distribution centers in the Pacific Northwest into one to enhance supply chain efficiencies [5] - A new distribution center on the East Coast is expected to begin operations by the end of the year [5]

Core Insights - Dollar Tree is rebuilding its distribution center in Marietta, Oklahoma, following the destruction of the previous facility by a tornado in April 2024. The new center will span one million square feet and is expected to be operational by spring 2027 [2][4]. Group 1: Company Commitment and Community Support - The groundbreaking ceremony was attended by state and community leaders, highlighting the company's commitment to the Marietta region [2]. - Dollar Tree's CEO emphasized the importance of the new distribution center as a demonstration of the company's commitment to the community, aiming to create hundreds of new jobs and welcome back former associates [3][4]. - As part of the initiative, Dollar Tree announced $50,000 in community grants to local organizations, including the Regional Food Bank of Oklahoma and the Marietta Police Department [3]. Group 2: Operational Impact - The new distribution center will serve approximately 700 Dollar Tree stores across the West and Southwest regions of the U.S., reinforcing the company's supply chain [4]. - The facility is expected to bring back 400 jobs to the Marietta community, contributing to local economic growth [4].

Core Insights - The current tariff environment has significantly impacted corporate financial results and finance departments' planning and forecasting capabilities across various industries [1] Group 1: Impact on Profitability and Forecasting - A survey of 942 finance leaders revealed that 59% reported a moderate impact on profitability due to tariffs, while 64% indicated that tariffs affected their ability to prepare timely and reliable forecasts [2] - In the United States, 76% of respondents reported at least a moderate impact on forecasting, compared to 60% in Europe and 46% in Asia-Pacific [3] Group 2: Industry-Specific Effects - Financial services, consumer packaged goods, and retail sectors reported the highest levels of impact on profitability, with 70% of U.S.-based companies experiencing at least a moderate impact [4] - Manufacturing and distribution organizations are identified as the most affected industries regarding tariff-related forecasting issues [3] Group 3: Supply Chain Adjustments - Companies are addressing supply chain concerns by enhancing communication with suppliers (60%) and increasing third-party risk management oversight (52%) [4] - A significant portion of companies are sourcing materials locally (39%) and diversifying their supply chains across multiple regions (35%), while 51% have made no changes to their outsourcing or offshoring strategies [5] Group 4: Role of CFOs - CFOs are positioned to act as the "voice of reason" in discussions with shareholders and board members regarding the impact of tariffs on costs and profit margins [5] - Strong cross-functional collaboration is necessary for addressing questions related to tariffs, including cost of goods sold and pricing adjustments [6]

Group 1: Company Overview - Rivian is constructing a $5 billion plant aimed at scaling global production, with an initial focus on launching the R2 model in Illinois [1][2] - The new facility is designed to produce 400,000 units, with significant site work and infrastructure already established [2] Group 2: Market Demand and Sales - There is an anticipated dip in EV sales starting next quarter, affecting the entire industry, but Rivian remains optimistic about long-term demand for EVs, particularly for the R2 model priced at $45,000 [3][4] - Rivian believes that the R2 will appeal to consumers due to its comfort and off-road capabilities, capturing the essence of the R1 vehicle at a lower price point [4] Group 3: Supply Chain and Raw Materials - Rivian is dependent on raw materials from China, particularly heavy rare earth metals, and is actively working with the U.S. administration to secure trade relationships [5][6] - The company is also exploring technologies to produce motors without heavy rare earth metals, which could mitigate supply chain risks [8] Group 4: Supplier Health and Challenges - Rivian has faced challenges with its supply base, particularly with tier 2 and tier 3 suppliers, but has implemented a robust process to assess supplier health for the R2 production [10] - The company is focused on ensuring that its supply chain is ready to ramp up production effectively [10] Group 5: Government Relations and Funding - Rivian maintains a strong partnership with the Department of Energy, emphasizing the administration's goal to create jobs in the U.S. and support technological leadership [12] - The company has secured a significant joint venture and software supply agreement with Volkswagen, highlighting the strength of its technology [13]

Supply Chain Challenges - The company faced significant challenges in supply chain management during the pandemic, including difficulties in obtaining materials and maintaining a stable supply base [1][2] - The supply chain and operations organization was initially decentralized, consisting of four different manufacturing teams and nine distinct supply chain organizations [1] Strategic Approach - The company recognized the need to develop a cohesive approach to procurement and supply chain management to streamline operations [2]