Sustainability data and analytics company Worldly has acquired GoBlu, creators of chemical inventory management, traceability and compliance platform The BHive. The acquisition allows Worldly to incorporate GoBlu’s technology into its own platform, creating a foundation for a unified system that connects chemical compliance data with verified environmental performance metrics across consumer goods. Worldly said this will transform how the industry manages sustainability and supply chain risk. More from So ...

Q2 Fiscal 2026 Results - Net sales decreased by 8.9% to $431.8 million compared to $474.2 million in Q2 FY25 [18, 19] - Organic net sales decreased by 16.0%, with approximately 30% decline driven by tariff-related trade disruptions [19] - Adjusted diluted EPS declined 51.2% to $0.59 compared to $1.21 in Q2 FY25 [18, 19] - Adjusted EBITDA margin decreased by 340 basis points to 8.4% compared to 11.8% in Q2 FY25 [18, 19] - Gross margin decreased by 140 basis points to 44.2% compared to 45.6% in Q2 FY25 [18, 19] Tariff-Related Impacts and Mitigation - Approximately 53% of the consolidated net sales decline was tariff-related [30] - The company expects the unmitigated tariff impact to be less than $20 million in Fiscal Year 2026 [35] - The company is implementing a supplier diversification plan to reduce ongoing exposure to China tariffs, aiming for approximately 25% to 30% of consolidated Cost of Goods Sold (COGS) by the end of Fiscal Year 2026 [37] FY26 Outlook - The company expects net sales to be in the range of $1.739 billion to $1.780 billion, a decline of 8.8% to 6.7% [41] - Adjusted diluted EPS is expected to be in the range of $3.75 to $4.25, a decline of 47.7% to 40.7% [41] - The company anticipates interest expense in the range of $56 million to $57 million and a non-GAAP adjusted effective tax rate range of 15% to 16% [43]

U.S. stock futures fell on Thursday following Wednesday’s mixed close. Futures of major benchmark indices were lower.The AI frenzy is still in full swing. Advanced Micro Devices Inc. (NASDAQ:AMD) surged over 11%, while Micron Technology Inc. (NASDAQ:MU) gained around 6% on Wednesday. Meanwhile, the Fed minutes released on Wednesdays showed that President Donald Trump‘s trade tariffs continue to weigh on the outlook for growth and inflation, raising concerns over how long the Federal Reserve can stick with i ...

U.S. stock futures fell on Thursday following Wednesday’s mixed close. Futures of major benchmark indices were lower.The AI frenzy is still in full swing. Advanced Micro Devices Inc. (NASDAQ:AMD) surged over 11%, while Micron Technology Inc. (NASDAQ:MU) gained around 6% on Wednesday. Meanwhile, the Fed minutes released on Wednesdays showed that President Donald Trump‘s trade tariffs continue to weigh on the outlook for growth and inflation, raising concerns over how long the Federal Reserve can stick with i ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the Asia/EM (Emerging Markets) equity strategy, highlighting the current market conditions and future outlook for the region [2][4]. Core Insights - The recent rally in Asia/EM markets is primarily attributed to multiple expansions rather than earnings growth, raising concerns about sustainability [2][10]. - For the rally to continue into 2026, a significant reacceleration in global GDP growth and earnings estimates is necessary [4][14]. - Current downside risks for major Asia/EM indices range from 6% to 13%, while upside potential is limited to 1% to 8% [7][8]. - The 12-month forward P/E multiples have increased by 3.0 to 3.6 points since early April, returning to levels last seen in 2021, which are 1.0 to 1.8 standard deviations above the 10-year averages [11][12]. Earnings and Economic Outlook - Earnings estimate revisions have been flat to down since April, contrasting with the positive revisions seen in the US market [7][14]. - The economic team expresses concerns about growth risks, particularly in trade-dependent economies, with moderate deceleration expected in forward EPS for major markets [14][15]. - The report indicates resilience in domestic demand sectors like Financials and Consumer, while global cyclicals such as Energy and Materials are expected to face weakness [15]. Market Sentiment and Flows - There is a noted gap of approximately 10% between current index levels and base case targets, with markets nearing bull case targets [8][34]. - Sentiment indicators show complacency but not extreme euphoria, with inflows into EM equities increasing from 2 out of 10 weeks at the market trough in April to 8 out of 10 weeks recently [34][36]. Sector Performance - Emerging Markets (EM) equities are characterized as low-quality cyclicals, with historical performance showing sudden bursts of investor interest followed by disappointment [18]. - The report suggests a preference for Financials and domestic Consumer plays over traditional cyclicals like Energy and Materials, which are currently underweighted [25][30]. Conclusion - The report emphasizes the need for cautious optimism regarding the sustainability of the current market rally, highlighting the importance of economic growth and earnings recovery for future performance [2][4][18].

Cincinnati, Ohio-based The Procter & Gamble Company (PG) is a consumer goods company that produces and markets a wide array of branded products across several categories, including beauty, grooming, healthcare, fabric & home care, and baby, feminine & family care. Valued at a market cap of $357 billion, the company’s portfolio includes globally recognized brands, including Tide, Ariel, Pampers, Gillette, Olay, Crest, and Pantene. It is expected to announce its fiscal Q1 earnings for 2026 before the market ...

Core Points - Fossil Group, Inc. has extended the expiration date for its Exchange Offer, Consent Solicitation, and Rights Offering from October 7, 2025, to October 15, 2025 [1] - The company plans to proceed with the UK Proceeding as previously scheduled, including a Convening Hearing on October 15, 2025 [1] - The principal amount of Old Notes tendered in the Exchange Offer is $107,920,500, representing 71.95% of the total $150,000,000 outstanding [2][3] Exchange Offer Details - The Exchange Offer includes 7.00% Senior Notes due 2026, with $102,078,075 tendered by New Money Participants, accounting for 68.05% of the total [3] - Non-New Money Participants tendered $5,842,425, which is 3.90% of the total [3] - The company reserves the right to terminate, withdraw, amend, or further extend the Exchange Offer, Consent Solicitation, and Rights Offering independently at any time [1] Registration Statements - Fossil Group has filed registration statements on Form S-3 and Form S-4 with the SEC in connection with the Exchange Offer, Consent Solicitation, and Rights Offering [3] - Investors are encouraged to read the prospectus dated September 25, 2025, for complete information about the company and the offerings [3]

Core Insights - Haleon plc, a leading global consumer company specializing in everyday health, has partnered with Salesforce to enhance engagement with pharmacies and healthcare professionals globally [1] - The collaboration will utilize Salesforce Life Sciences Cloud for Customer Engagement, Data Cloud, and Agentforce to support Haleon's global sales force of 4,500 [1] Company Overview - Haleon plc focuses on consumer health products and aims to improve its operational efficiency through advanced technology [1] - Salesforce, recognized as the world's 1 AI CRM, will provide the necessary tools to facilitate better customer interactions for Haleon [1] Technology Utilization - The integration of Salesforce's AI-powered solutions is expected to drive more effective engagement strategies within Haleon's sales operations [1] - The specific tools being implemented include Salesforce Life Sciences Cloud, which is tailored for the life sciences sector, enhancing customer engagement capabilities [1]

“Work with us to ensure that we’re optimizing that entire process from end-to-end,” McCartney said. “There’s a ton of legacy creative agencies that we work with, the Ogilvy’s of the world and the like, and that was the expectation from them for years, but that’s exactly what we expect from the creator agencies now too.”U.S. brands are expected to spend $13.7 billion on influencer marketing by 2027, up from $10.5 billion this year, according to forecasts from eMarketer. That level of growth has inspired an i ...

How Focusing On Meeting Deadlines Can Cost More Than Missing ThemgettyIt might sound counterintuitive to say that deadlines cost more than missing them, but the reality is there is a hidden danger in treating deadlines as sacred. There is an opportunity cost of finishing on time without asking enough questions. When leaders push projects forward no matter what, they often silence curiosity, discourage people from raising concerns, and miss the chance to slow down in ways that could prevent disaster. There a ...