January’s Producer Price Index from the Bureau of Labor Statistics came in hotter than expected. For businesses navigating tariff swings and fragile global supply chains, rising service margins signal that cost pressure is rippling through logistics and distribution channels. As for the read across for consumers, even when commodity prices cool, supply chain volatility can keep prices elevated at the register.By completing this form, you agree to receive marketing communications from PYMNTS and to the shari ...

Financial Data and Key Metrics Changes - Acme United reported record sales and earnings in 2025, with net sales of $196.5 million, net income of $10.2 million, and earnings per share of $2.49, reflecting a 1% increase in sales compared to 2024 [3][10] - The gross margin for the fourth quarter was 38.2%, slightly down from 38.7% in 2024, while the annual gross margin was 39.4%, up from 39.3% in 2024 [11] - Net income for the fourth quarter increased by 10% to $1.9 million, and for the year, it rose by 2% compared to 2024 [13] Business Line Data and Key Metrics Changes - Sales of first aid and medical products were strong, while school and office products saw a decline due to tariff uncertainties [10][11] - The Westcott team expanded market share in cutting tools, particularly in the craft market, and introduced differentiated products using patented non-stick technology [5] - The acquisition of My Medic contributed approximately $19 million in revenues, enhancing the first aid segment [8][22] Market Data and Key Metrics Changes - Net sales in Europe increased by 22% in local currency for the fourth quarter and 4% for the year, driven by the acquisition of cutting and sharpening tools [11] - In Canada, net sales increased by 14% in local currency for the quarter and 16% for the year, with strong performance in first aid products [11] Company Strategy and Development Direction - The company is focusing on expanding its first aid and medical segments, with plans to integrate My Medic into its offerings and explore selective retail partnerships [21][24] - Investments in domestic production and international sourcing are expected to position the company well for growth in 2026 [9] - Future acquisitions may target both first aid and medical segments, as well as suppliers of components for existing products [25] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from high inflation, interest rates, and supply chain disruptions but expressed optimism about the company's positioning and growth potential [2][9] - The company anticipates a return to normal merchandising and promotion in the retail market as it moves into 2026 [9] Other Important Information - Acme United's bank debt decreased from $21.5 million in 2024 to $18.5 million in 2025, reflecting lower debt levels and interest rates [13] - The company generated $13 million in free cash flow before the purchase of a new facility in Tennessee for $6 million [14] Q&A Session Summary Question: Integration of My Medic and its revenue multiple - Management indicated that My Medic will be integrated into the first aid offering, with expected revenues of $19 million and an EBITDA of $1 million to $1.5 million, with a purchase price of $18.6 million including an earn-out and holdback [19][22] Question: Retail distribution for My Medic products - Management stated that the distribution will be selective and may include existing retailers, with plans still being developed [24] Question: Future acquisitions focus - Management noted that future acquisitions could be in first aid, medical, or components suppliers, with a focus on expanding capabilities in pre-hospital emergencies [25]

Matson (NYSE:MATX) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsJoel Wine - Executive VP and CFOJustin Schoenberg - Director of Investor Relations and Corporate DevelopmentMatt Cox - Chairman and CEOConference Call ParticipantsJake Lacks - VP and Equity AnalystReed Seay - Equity Research AnalystOperatorThank you for standing by, and welcome to the Matson's Fourth Quarter 2025 Financial Results Conference Call. At this time, all participants are in listen-only mode. After the speak ...

Prior to Scoular, Mr. Maass served as President of the Commercial Foods and Private Brands segments for Conagra Brands. During his tenure, he also played a key role in the creation of Ardent Mills, ConAgra's milling joint venture with Cargill and CHS Inc., and served as Chairman of its Board of Directors. He currently serves on the Board of Directors of the Federal Reserve Bank of Kansas City, Lamb Weston Holdings, Inc. and holds numerous civic and advisory board roles across business, education, and commun ...

Financial Data and Key Metrics Changes - The company reported first quarter revenues of EUR 402 million, representing an 11% increase on a reported basis and an 18% increase in constant currency, exceeding the full year guidance of 13%-15% [12][15] - Adjusted net profit for the first quarter was EUR 49 million, up 47% year-over-year, with adjusted EPS of $0.27, a 50% increase from $0.18 a year ago [18][19] - Gross profit margin for the first quarter was 55.7%, down 460 basis points year-over-year, while adjusted gross profit margin was 57.4%, down 290 basis points [17] Business Line Data and Key Metrics Changes - The B2B segment grew by 24% in constant currency, while DTC (Direct-to-Consumer) grew by 12% [12][18] - The closed-toe share of revenue reached close to 60% during the first quarter, with strong sales in clogs, including the Boston silhouette [14] Market Data and Key Metrics Changes - The Americas segment grew by 14% in constant currency, EMEA by 17%, and APAC by 37% in constant currency [16] - The company is under-penetrated in markets like France, Spain, the UK, and the GCC, indicating strong growth potential in these regions [10] Company Strategy and Development Direction - The company aims for 13%-15% top-line growth in constant currency over the next three years, with a focus on maximizing profitability per pair while protecting brand equity [8][9] - The company plans to double its APAC revenue by 2028, steering growth at double the pace of other segments [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the brand's growth potential, citing a total addressable market that includes every human being, with significant room for growth in established markets [9][28] - The company anticipates significant headwinds from foreign exchange and tariffs in the second quarter, projecting a 700 basis point headwind to revenue growth [21][22] Other Important Information - The company plans to repurchase shares for a total consideration of $200 million during fiscal 2026, subject to market conditions [52] - The company ended the quarter with cash and cash equivalents of EUR 229 million and a net leverage of 1.7 times [19][20] Q&A Session Summary Question: Drivers of durable demand momentum for the brand globally - Management highlighted a long runway for growth, with market penetration below 5% in established markets and strong order books for 2026 [28] Question: Allocation of inventory across channels and geographies - Management stated that inventory is allocated to the most profitable channels and regions to optimize brand strength and margin [33] Question: Seasonal progression of margins across quarters - Management indicated that Q1 and Q2 would experience significant FX headwinds, with expected margin pressure from tariffs [41] Question: SG&A and operational leverage - Management acknowledged the impact of tariffs and FX on margins but emphasized the need to balance margin expansion with reinvestment in the business [45] Question: Product trends for the upcoming season - Management noted strong momentum in elevated styles and open-toe silhouettes, particularly in the APAC region [48]

Financial Data and Key Metrics Changes - The company reported first quarter revenues of EUR 402 million, representing an 11% increase on a reported basis and an 18% increase in constant currency, exceeding the annual guidance of 13%-15% [8][11] - Adjusted net profit for the first quarter was EUR 49 million, up 47% year-over-year, with adjusted EPS increasing to $0.27, a 50% rise from $0.18 a year ago [14][15] - Gross profit margin for the first quarter was 55.7%, down 460 basis points year-over-year, while adjusted gross profit margin was 57.4%, down 290 basis points [12][13] Business Line Data and Key Metrics Changes - The B2B segment grew by 24% in constant currency, while DTC (Direct-to-Consumer) grew by 12% [8][12] - The closed-toe share of revenue reached close to 60% during the first quarter, indicating strong sales in clogs and other silhouettes [10] Market Data and Key Metrics Changes - The Americas segment saw a revenue increase of 14% in constant currency, while EMEA grew by 17%, and APAC experienced a significant growth of 37% in constant currency [11] - The company noted substantial growth potential in under-penetrated markets such as France, Spain, the UK, and APAC countries like China and India [7][9] Company Strategy and Development Direction - The company aims for a three-year growth target of 13%-15% in constant currency, with a focus on maximizing profitability per pair while protecting brand equity [5][6] - The strategy includes expanding retail presence, with plans to open 40 new stores in the fiscal year to capture in-person shopping demand [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the brand's growth potential, citing a total addressable market that includes every human being, with significant room for growth in established markets [5][6] - The company anticipates significant headwinds from foreign exchange and tariffs in the second quarter, projecting a revenue growth of 10%-12% for the full year [18][19] Other Important Information - The company plans to repurchase shares worth $200 million during fiscal 2026, subject to market conditions [20][52] - Capital expenditures for the quarter were approximately EUR 38 million, focusing on production capacity and retail investments [16] Q&A Session Summary Question: Drivers of durable demand momentum globally - Management highlighted a long runway for growth, with market penetration below 5% in established markets and strong order books for 2026 [24][25] Question: Inventory allocation strategy - The company allocates inventory to the most profitable channels and regions, ensuring a balanced brand presence [30] Question: First quarter growth and future guidance - Management remains conservative with guidance, noting that Q1 is the smallest quarter and the second half is harder to predict [36][38] Question: SG&A and margin improvement - Management acknowledged the impact of tariffs and FX on margins but emphasized operational improvements and the need to reinvest for sustainable growth [43] Question: Product trends for spring/summer - Management noted strong demand for elevated styles in both closed-toe and open-toe categories, with a focus on higher price segments [45][46] Question: Balance sheet and cash uses - Management indicated a willingness to repurchase shares and noted that insiders have been in a blackout period for most of the year [51][52] Question: Own retail performance metrics - The retail segment is growing rapidly, with same-store sales growth in high single digits and a significant increase in retail's share of DTC revenue [57][58]

Financial Data and Key Metrics Changes - The operating profit for the third quarter was JPY 591.5 billion, achieving record high unit sales, operating profit, and operating margin [2][4] - Operating cash flow after R&D adjustment was JPY 1,855.8 billion, consistent with the same period last year [3] - The forecast for operating profit for the fiscal year ending March 2026 remains at JPY 550 billion, with profit for the year also unchanged at JPY 300 billion [3][5] Business Segment Data and Key Metrics Changes - Motorcycle operations achieved cumulative sales of 16.44 million units, driven by strong sales in India, Pakistan, and Brazil [7] - Automobile operations reported sales of 2.561 million units, reflecting a decline primarily due to semiconductor shortages [7] - The power products business sold 2.507 million units, with mixed results across regions [7] Market Data and Key Metrics Changes - The competitive environment for automobiles in Asia is expected to intensify, necessitating increased incentives [3] - The impact from tariffs was initially forecasted at JPY 450 billion but has been revised down to JPY 310 billion [3][5] - The exchange rate against the U.S. dollar is assumed at 140 JPY for the full-year period, with potential upside from yen depreciation [5][12] Company Strategy and Development Direction - The company aims to build flexible business characteristics to adapt to changing environments and enhance product features and cost competitiveness [15][16] - A fundamental review of strategies is underway to rebuild competitive strength in light of stagnated EV market growth and intensified competition from emerging OEMs [14][15] - The company is focusing on launching next-generation hybrid systems and enhancing the earning capability of hybrid models [15] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges such as stagnated EV market growth, less stringent environmental regulations, and heightened supply chain risks [14] - The company is maintaining its forecast despite uncertainties in the business environment, indicating cautious optimism for the fourth quarter [3][28] - Management emphasized the need for disciplined expenditure control and a review of capital expenditure plans aligned with market conditions [15][28] Other Important Information - The board of directors approved the cancellation of 747 million treasury stocks [6] - The company has adopted a DOE indicator to ensure stable returns and dividends aligned with growth, even in volatile environments [16] Q&A Session All Questions and Answers Question: Full year outlook and automobile profitability - Management indicated that while expenses are expected to increase in the fourth quarter, the overall outlook remains unchanged, with a focus on managing BEV-related costs and incentives [21][25][28] Question: EV market trends and strategy - Management acknowledged the need to revisit EV strategies due to negative demand environments and competition from local manufacturers in China [31][33] Question: Tariff impact and sales situation - Management explained that tariff impacts have decreased from initial forecasts, with recovery plans in place to mitigate costs [43][45][46] Question: Rare earth metals supply concerns - Management confirmed reliance on China for rare earth metals and emphasized the need for timely export applications and inventory management [50][52] Question: Collaboration with other companies - Management stated that while discussions with Nissan continue, they are open to exploring collaborations with other companies to reduce development costs [56][62]

Core Insights - Jabil has seen significant activity from institutional investors, with 93.39% of its stock currently owned by them, indicating strong confidence in the company [1] - Analysts have mixed ratings on Jabil, with a consensus rating of "Buy" and an average target price of $263.71, reflecting positive sentiment in the market [2] - Jabil's stock performance shows a market capitalization of $27.28 billion and a PE ratio of 40.17, indicating a strong valuation in the technology sector [3] Financial Performance - Jabil reported earnings of $2.85 per share for the last quarter, surpassing analysts' expectations of $2.70, with revenue of $8.31 billion, up 18.7% year-over-year [4] - The company has set its FY 2026 guidance at $11.550 EPS and Q2 2026 guidance at $2.270-$2.670 EPS, indicating growth expectations [4] Dividend Information - Jabil announced a quarterly dividend of $0.08, with an annualized yield of 0.1% and a payout ratio of 4.98%, reflecting a commitment to returning value to shareholders [5] Insider Transactions - Recent insider sales include Director Anousheh Ansari selling 500 shares for $126,000 and Chairman Mark T. Mondelo selling 17,200 shares for $4.3 million, indicating some profit-taking by executives [6][8] Company Overview - Jabil Inc is a global manufacturing solutions provider specializing in electronic manufacturing services across various industries, including healthcare, automotive, and consumer electronics [9]

Core Insights - GXO Logistics, Inc. has announced a contract renewal and expansion with BAE Systems, marking the beginning of their third decade of partnership [1][2][9] - The six-year agreement will support BAE Systems in the development of Type 26 frigates, enhancing the UK's defense capabilities [2][5] Company Developments - The partnership extension reflects BAE Systems' confidence in GXO's logistics solutions, particularly following GXO's acquisition of Wincanton, which has bolstered its defense capabilities [3][6] - GXO will provide warehousing solutions and materials handling at BAE Systems' shipyards in Scotstoun and Govan, as well as manage inbound and outbound volumes across various warehousing facilities in Scotland [3][4] Operational Enhancements - The agreement includes support for inbound and outbound transport operations through GXO's 4PL Control Tower, which will enhance visibility and coordination of inventory movements [4] - The collaboration aims to improve the efficiency of BAE Systems' supply chain and shipbuilding operations, providing the necessary flexibility and resilience for the Type 26 frigate program [5] Industry Position - GXO Logistics is recognized as the world's largest pure-play contract logistics provider, with over 150,000 team members and more than 1,000 facilities globally [7] - The company has established itself as a leading provider in the aerospace and defense sectors, with operations spanning over 30 global sites [5][7]

Core Points - The annual meeting of Aramark was held virtually, allowing shareholders to participate and submit questions online [4] - Shareholders elected a full slate of 11 directors, ratified Deloitte & Touche as the independent auditor for fiscal 2026, and approved executive compensation in a non-binding advisory vote [5][7] - The board expressed confidence in CEO John Zillmer, stating there is no near-term succession plan and a robust pipeline of senior executives is being developed [6][12] Meeting Details - The notice of meeting and proxy statement were mailed on December 22, 2025, to shareholders of record as of December 12, 2025 [1] - As of the record date, Aramark had 262,808,032 shares of common stock outstanding, with each share entitled to one vote [2] - The polls for voting opened at 10:04 a.m. and closed at 10:05 a.m., with preliminary results confirming the election of directors and ratification of the auditor [9] Board and Leadership - The board of directors includes Susan Cameron, Greg Creed, Brian DelGhiaccio, Richard Dreiling, Bridgette Heller, Kenneth Keverian, Karen King, Patricia Lopez, Kevin Wills, John Zillmer, and Stephen Sadove [3][8] - The company continues to engage with NGOs regarding animal welfare practices and evaluates its guidelines regularly [6][14] Supply Chain and Operations - Management reported that supply chain impacts from tariffs have been managed with very little disruption, characterizing the effects as negligible on operations and financial results [6][13] - The company operates in various sectors, including education, healthcare, business, and government, providing integrated solutions to enhance guest experiences and operational efficiencies [16]