Core Insights - ArcBest reported a net loss of $8.1 million in Q4 2025, a significant decline from a net income of $29.0 million in Q4 2024, primarily due to a $9.1 million noncash impairment charge [2][3] - For the full year 2025, revenue decreased to $4.0 billion from $4.2 billion in 2024, with net income dropping to $60.1 million from $173.4 million in the previous year [3][4] Financial Performance - Q4 2025 revenue was $972.7 million, down from $1.0 billion in Q4 2024, with a diluted loss per share of $0.36 compared to earnings of $1.24 per share in the prior year [2][24] - Full year 2025 net income was $60.1 million, or $2.62 per diluted share, compared to $173.4 million, or $7.28 per diluted share, in 2024 [3][24] - On a non-GAAP basis, Q4 2025 net income was $8.2 million, or $0.36 per diluted share, down from $31.2 million, or $1.33 per diluted share, in Q4 2024 [2][3] Operational Highlights - The company experienced tonnage growth in Q4 2025, driven by an increase in daily shipments from newly onboarded core LTL customers, although existing customer shipments showed softness [5][6] - Customer contract renewals and deferred pricing agreements averaged a 5.0% increase in Q4 2025, but billed revenue per hundredweight declined approximately 3% year-over-year [6][7] - Operating expenses rose due to additional labor, annual wage adjustments, and higher equipment depreciation [6][7] Segment Performance - In the Asset-Based segment, revenue for the full year 2025 was $2.7 billion, down from $2.8 billion in 2024, with a per-day decrease of 0.2% [12][32] - The Asset-Light segment saw a revenue decline primarily due to lower revenue per shipment in a soft-rate environment, although shipments per day increased slightly [8][11] - Despite revenue declines in the Asset-Light segment, disciplined cost management led to breakeven non-GAAP operating results [8][9] Capital Management - ArcBest returned over $86 million to shareholders in 2025 through share repurchases and dividends, while maintaining a focus on organic capital investments [14] - Total net capital expenditures in 2025 were $198 million, with significant investments in revenue equipment and real estate [13]

ESTERO, Fla., Jan. 29, 2026 (GLOBE NEWSWIRE) -- Mushrooms, Inc. (OTC: MSRM), a U.S.-based public company, today announced that it has entered into a Share Exchange Agreement to acquire SecurCapital Corp, a Delaware corporation and provider of supply chain logistics and finance solutions headquartered in Los Angeles, California. The all-stock transaction reflects negotiated exchange terms between the parties. Upon completion of the transaction, SecurCapital Corp will become a wholly owned subsidiary of Mushr ...

Core Insights - The retail sector is facing significant challenges this holiday season due to rising inflation, higher living costs, and the impact of tariffs, leading to cautious consumer spending and contracting profit margins [2][3][21] - E-commerce giants are experiencing record volumes but are struggling with shrinking profits per order, as operational costs rise and consumer conversion rates weaken [5][9][10] - Logistics and supply chain firms are benefiting from increased parcel volumes, with companies like UPS and FedEx reporting higher operational efficiency despite tighter margins [11][12][15] - Fintechs and payment networks are under pressure as consumers face tighter budgets and higher debt, with chargebacks posing a significant risk to profitability [16][18][20] Retail Sector Challenges - Retail sales are forecasted to rise only 3.6%, marking the weakest holiday growth since 2020, with every margin point becoming critical [3][10] - The fallout from tariffs has increased costs for manufacturers and sellers, leading to a contraction in profit margins [2][3] - Consumer debt is climbing, further impacting spending behavior during the holiday season [3][16] E-Commerce Dynamics - E-commerce companies like Amazon, Temu, and Shein are pushing products at scale but face rising overhead costs, including returns and logistics [5][9] - The U.S. Census Bureau reported a 5.3% growth in domestic e-commerce sales in Q2 2025, which is below the double-digit growth rates seen during the pandemic [6] - Decision-making friction among consumers is leading to higher abandonment rates and returns, impacting retail margins [6][8] Logistics and Supply Chain Opportunities - Logistics firms are capitalizing on the increased demand for parcel delivery, with UPS and FedEx reporting higher volumes [11][12] - Automation and smarter logistics strategies are key to maintaining efficiency and profitability in the face of rising costs [13][14] - The reverse-logistics market is projected to reach $1.2 trillion by 2033, as companies turn returns into recurring service contracts [14] Fintech and Payment Network Insights - BNPL (Buy Now Pay Later) transactions are expected to drive $20.2 billion in online spending, reflecting a shift in consumer financing behavior [16] - The Klarna IPO indicates strong investor interest in installment financing, but sustainability of growth amidst rising delinquencies is a concern [17][20] - Chargebacks are becoming a significant cost for merchants, with fees potentially reaching up to $100 per case, impacting overall profitability [18][20] Strategic Focus for Investors - Investors should monitor gross margins, return rates, and fulfillment efficiency as key indicators of company performance heading into Q1 2026 [10][21] - Companies that effectively manage data, logistics, and credit will be better positioned to protect profits in a challenging environment [21]

Core Points - Brambles Limited (OTCMKTS:BXBLY) is recognized as one of the best performing stocks on the ASX in 2025 [1] - The company has initiated a share buy-back program, ceasing 277,706 shares effective September 26, 2025, as part of this initiative [1][2] - Prior to this, Brambles ceased trading 125,364 shares on September 24, 2025, and 295,002 shares on September 19, 2025 [2] - The company plans to repurchase up to $400 million worth of shares in FY26, following similar actions taken over the past year [2] - The board of Brambles has the discretion to adjust, suspend, or stop the buy-back plan based on market conditions and financial priorities [2] Company Overview - Brambles Limited is a global supply chain logistics company, primarily known for its CHEP-branded pallet and container pooling services [3] - These services support retailers, manufacturers, and distributors on a worldwide scale [3]