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The WisdomTree U.S. MidCap Dividend Fund ETF (NYSEARCA: DON ), launched on 06/16/2006 by WisdomTree Inc. and co-managed by WisdomTree Asset Management, Inc. and Mellon Investments Corporation, provides dividend-focused exposure to the mid-cap segment of the U.S. equity market. It charges 0.38% as an expense ratioAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this a ...

Tired of effortful investing strategies with uncertain prospects? As a former deep value investor, I learned to appreciate the benefits of a dividend-focused value strategy several years ago. My strategy puts an emphasis on capital preservation and steadily growing income.I write primarily about stocks I hold in my diversified dividend stock portfolio, which emphasizes high-quality value stocks that offer meaningful growth and long-term safety.Feel free to reach out to me via direct messaging here, on Twitt ...

Edwards Lifesciences (EW) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0Greetings, and welcome to the Edwards Lifesciences Second Quarter twenty twenty five Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. Please note this conference is being recorded. I will now turn the conference over to your host, Mark Wilterding, Senior Vice President, Global Finance.Thank you. You may begin.Speaker1Thank you ...

Union Pacific (UNP) Q2 2025 Earnings Call July 24, 2025 08:45 AM ET Speaker0Greetings, and welcome to the Union Pacific Second Quarter twenty twenty five Earnings Call. At this time, all participants are in listen only mode. A brief question and answer session will follow the formal presentation. As a reminder, this conference is being recorded and the slides for today's presentation are available on Union Pacific's website. It It's now my pleasure to introduce your host, Mr.Jim Vena, Chief Executive Office ...

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Our next speaker is Miss Nza Alawi. Nza is the CEO at Women's Choice and the founder of Mesa's Foundation. A distinguished champion of gender equality.This accomplished author and social innovator develops transformative initiatives that strengthen leadership capabilities among women and young people globally. Her commitment to inclusive practices has cultivated meaningful change across communities, fostering purposeful dialogue and collective action that resonates with an international audience of more tha ...

Lamb Weston (LW) Q4 2025 Earnings Call July 23, 2025 10:00 AM ET Company ParticipantsDebbie Hancock - VP - Investor RelationsMike Smith - President & CEOBernadette Madarieta - CFOPeter Galbo - Director - Head of US Consumer Staples Equity ResearchScott Marks - Equity Research (Consumer)Marc Torrente - Vice President - Equity ResearchRobert Moskow - Managing Director Carla Casella - Managing DirectorMax Gumport - Director - Equity ResearchConference Call ParticipantsAlexia Howard - Research Analyst - US Food ...

Financial Data and Key Metrics Changes - For the fourth quarter, net sales increased by 4% year-over-year, while volume increased by 8%, driven by contract wins across channels and geographies [26][27] - Adjusted EBITDA for the quarter was $285 million, essentially flat compared to the prior year, with lower adjusted SG&A offsetting lower adjusted gross profit [32][34] - The company ended the year with approximately $1.24 billion in liquidity and a net debt of $4.1 billion, resulting in an adjusted EBITDA to net debt leverage ratio of 3.3 times [33][34] Business Line Data and Key Metrics Changes - North America net sales declined by 1% year-over-year, primarily due to lower net selling prices, with a price mix decline of 5% [27][28] - International segment sales grew by 15% year-over-year, with volume increasing by 16%, driven by recent customer contract wins [30][32] - Adjusted EBITDA in the North America segment declined by 7% to $258 million, while the International segment's adjusted EBITDA increased by $22 million to $63 million [32][33] Market Data and Key Metrics Changes - Global restaurant traffic trends were down low single digits in the US and UK, impacting overall sales [26][30] - In the US, French fry attachment rates remained approximately two points higher than pre-pandemic levels, with the French fry category growing by 1% in the quarter [27][30] - The international segment experienced a 3% decline in restaurant traffic in the UK, but still achieved significant volume growth [30] Company Strategy and Development Direction - The company is focused on a "Focus to Win" strategy, which includes zero-based budgeting and assessing non-core assets to drive targeted decision-making [11][22] - The strategic focus is on strengthening customer partnerships, achieving executional excellence, and setting the pace for innovation [15][16] - The company plans to invest in priority global markets and segments, targeting premium market segments where innovation is a differentiator [17][21] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the macroeconomic and geopolitical pressures affecting consumer behavior and restaurant traffic, but expressed confidence in the company's ability to capitalize on future demand [23][40] - The outlook for fiscal 2026 anticipates revenue in the range of $6.35 billion to $6.55 billion, reflecting a potential decline or modest growth due to carryover pricing actions [40][41] - Management emphasized the importance of controlling operational costs and improving efficiency to enhance competitiveness [45] Other Important Information - The company announced a cost savings program targeting $250 million in annualized savings by the end of fiscal 2028 [22][43] - Capital expenditures for fiscal 2025 were $651 million, down from initial targets, with expectations for approximately $500 million in fiscal 2026 [35][66] - The company plans to continue returning cash to shareholders, having returned $489 million in fiscal 2025 [36] Q&A Session Summary Question: What is the EBITDA margin target for the year? - Management indicated that the EBITDA margin would be below normalized levels in fiscal 2026 due to headwinds faced by key customers and ongoing pricing support [51][52] Question: Can you elaborate on working capital improvements? - Management highlighted improvements in inventory management and planning capabilities as key components of their strategy to enhance working capital [56][57] Question: What is the outlook for international capacity? - Management noted that while there have been announcements of new capacity, many projects are being delayed or canceled, indicating a rational approach within the industry [62][63] Question: How is the company assessing risks related to tariffs? - Management stated that the potential impact of tariffs on financial results is estimated at $25 million, with ongoing efforts to mitigate exposure [85] Question: What is the company's leverage target? - The company continues to target a leverage ratio of about 3.5 times and is open to M&A opportunities that align with its strategic focus [103][106]