就业市场整体疲软背景下，医疗保健和社会服务行业稳定招聘成为少数避风港。75%年轻求职者更倾向选择医院等稳定场所，而非曾象征高薪机遇的科技巨 头。 7 e l y H 美国劳工部最新就业报告显示劳动力市场疲软：2025年12月新增就业5万个，全年新增58.4万个，较2024年200万个大幅下滑，创下2000年代初以来非经济衰 退时期最低纪录。 这让依赖稳定工作的普通美国人陷入焦虑，就业停滞不再是抽象指标，而是制造业车间、农场田间、运输线路上的真实困境，政策选择的连锁反应持续发 酵。 经济学家马克·赞迪指出，关税政策是核心影响因素。2025年4月关税政策推出后，美国就业市场持续疲软，后续数据修正后或出现净就业下降。 普通劳动者面临切实生存压力：制造业已流失7万个岗位，采矿、伐木和仓储业就业机会缩减数万，从业者或面临失业，或失去晋升加薪可能。关税推高成 本，企业重新评估盈利空间，暂停扩产招聘计划，部分企业裁员维持运营，经营不确定性转化为劳动者职业焦虑。 关税之外，多重政策叠加加剧就业压力。限制性移民政策导致农业、食品加工等依赖移民劳动力的行业用工短缺，也剥夺部分移民稳定就业收入；政府效率 部补贴削减让中小企业失去政 ...

AVG Logistics has announced the acquisition of a land parcel admeasuring 2,295 square metres at Tahliwal in Una district of Himachal Pradesh for a warehouse and ancillary unit. The acquired land is located near he Nestlé factory at Tahliwal, and offers strong infrastructure support, connectivity, and easy access to manpower.Adani Green Energy Ltd (AGEL) has expanded its corporate structure with the incorporation of a new step-down subsidiary, Adani Ecogen Five Ltd (AE5L). The company was officially incorpor ...

Quarterly financial information – Neuilly-sur-Seine, Monday, January 5, 2026 – 5.45 pm Rental income (+7%) and appraised portfolio (+4%): 2025 was firmly on track for growth! Rental income (IFRS) as at December 31, 2025 (unaudited figures) € million20252024Trends1st quarter (Jan. – March)52.948.1+10%2nd quarter (April – June)52.950.0+6%3rd quarter (Jul. – Sept.)52.951.1<td style="width:111.27px;;text-align: center ; vertical-align: middle; bord ...

Core Insights - Americold Realty Trust Inc. (NYSE:COLD) experienced a significant share price increase of 18.4% week-on-week, driven by seasonal demand for temperature-controlled services ahead of the Christmas season [1] - The company's stock price reached a high of $12.83 during intra-week trading, closing at $12.73, influenced by broader market optimism following a 25 basis point cut in the Federal Reserve's benchmark rate [2] Financial Performance - For the third quarter, Americold reported a widened attributable net loss of $11.37 million, a 207% increase from a loss of $3.7 million in the same period last year [5] - Total revenues decreased by 1.5% to $663.7 million from $674.17 million year-on-year, primarily due to lower volumes in the warehouse segment and a decline in transportation revenue [6] Future Outlook - The company reaffirmed its full-year 2025 outlook, targeting a revenue growth of 1 to 2% for the warehouse segment, while same-store revenues are projected to decline by up to 4% or remain flat year-on-year [3] - Non-same-store net operating income (NOI) is estimated to be between $7 million and $13 million, with transportation and management NOI expected to be in the range of $40 million to $44 million [4]

Company Overview - Lineage operates 488 warehouses with 3.1 billion cubic feet of space and approximately 86 million square feet across 19 countries[10] - The company's annual operating expense is $2.4 billion, including $1.4 billion in labor and $0.2 billion in energy[10] - Lineage's 2024 Adjusted EBITDA was $1.3 billion[10] Market Dynamics - The estimated US new PRW (Public Refrigerated Warehouse) supply from 2021-2025 is projected to increase by 14.5%[15] - Estimated demand is at 5%, resulting in an excess capacity of 9.5%[15] - Lineage's total physical occupancy is at 78%[15] LinOS and Technology - Lineage expects LinOS to deliver $180 million of NOI (Net Operating Income) upside by 2030[64] - The company plans to implement LinOS at over 250 warehouses by 2029[55] - Initial High Reach Operations (HRO) pilots have driven a +30% average unit per hour improvement[98] Labor and Productivity - Team member turnover has decreased from 56% in 2022 to 25% YTD in 2025[34] - LinOS implementation has shown a 5% average improvement in total labor/throughput pallet[98] Investment and Returns - The total cumulative project investment in LinOS is projected to be approximately $450 million[113] - The base case estimate for annualized savings in 3-5 years is $110 million, with a 24% ROIC (Return on Invested Capital)[113]

Core Viewpoint - Activist investor Jonathan Litt is urging First Industrial Realty Trust to take measures such as selling assets, returning capital to shareholders, and refreshing its board to potentially increase the stock price by 3% [1] Group 1: Investor Actions - Jonathan Litt is advocating for the sale of assets by First Industrial Realty Trust [1] - The proposal includes returning capital to shareholders as a strategy to enhance shareholder value [1] - A refresh of the board is suggested as a necessary step to improve governance and performance [1] Group 2: Potential Impact - Implementing these strategies could lead to a projected increase in stock price by 3% [1]

Core Insights - ARGAN has launched a new website aimed at enhancing user experience and providing clearer access to information about the company and its offerings [2][3] - The company has unveiled its corporate purpose, emphasizing its commitment to creating value for stakeholders through sustainable logistics spaces [4][5] Company Overview - ARGAN is a leading French real estate company specializing in the development and rental of premium warehouses, listed on Euronext [7][10] - As of June 30, 2025, ARGAN's portfolio includes 3.7 million square meters of warehouses, appraised at €4.0 billion, generating over €210 million in annual rental income [8] Website Features - The new website provides greater transparency and clarity for various stakeholders, including clients, journalists, investors, and local communities [3][6] - It includes enriched content about ARGAN's portfolio, development opportunities, financial data, and ESG strategy [3][6] Corporate Purpose and ESG Commitment - ARGAN's corporate purpose focuses on developing high-performance, sustainable logistics spaces that benefit users and local communities [4][5] - The company is committed to innovative and responsible warehouse solutions under the AutOnom® label, which supports client growth and integrates into local communities [5] Financial Health and Ratings - ARGAN maintains a strong financial model, reflected in its investment-grade rating of BBB- with a stable outlook from Standard & Poor's [9] - The company has received recognition for its ESG efforts from various third-party agencies, including a GRESB rating of 83/100 [9]

Core Insights - Lineage, Inc. has expanded its import and export services to enhance customer confidence and efficiency in moving products in and out of the U.S. [1] - The expansion comes in response to changing trade conditions, including the recent rollback of tariffs on over 200 food products [1] - Lineage's extensive network and cold chain expertise position the company to support global companies adapting to these shifts [1]

Core Insights - Lineage, Inc. is currently viewed as one of the worst-performing stocks to invest in, with RBC Capital reducing the price target from $51 to $45 while maintaining an "Outperform" rating due to ongoing market softness impacting near-term performance [1][2] Financial Performance - The company reported a total revenue increase of 3.1% to $1,377 million in Q3 2025, with significant growth in the Total Global Warehousing segment, which rose to $1.01 billion from $972 million year-over-year [3] - Adjusted EBITDA grew by 2.4% to $341 million, while AFFO increased by 6.3% to $221 million, indicating resilience despite challenging market conditions [4] Future Outlook - The rollout of the LinOS system is expected to accelerate into 2026, with management prepared to provide more information, suggesting potential for future growth [2]

Core Insights - Demand for logistics space in key U.S. gateways is expected to rebound and reach a three-year high by 2026, driven by e-commerce companies increasing their share of leasing activity [1][5] Group 1: Market Recovery - Coastal markets such as the Inland Empire and New Jersey are projected to recover, with improved space availability and reset warehouse rents from peak levels [2] - Conditions in these markets will facilitate increased demand as customers move inventory closer to consumption to lower transportation costs and enhance service levels [2] Group 2: Regulatory Impact - Heightened regulation in the trucking industry is reducing capacity and increasing rates, prompting tenants to position inventory closer to end users to minimize delivery distances and transport costs [3] - The report indicates that shrinking trucking capacity will lead to double-digit freight increases in 2026, making transportation a larger portion of total supply chain expenses and enhancing the value of well-located logistics real estate [3] Group 3: Warehouse Utilization - Warehouse utilization in the U.S. is anticipated to reach 85.5% next year, with growth driven by nondiscretionary goods, e-commerce, and manufacturing sectors [4] - Many companies are nearing maximum capacity in their existing spaces, necessitating a new wave of leasing activity to support growth plans [4] Group 4: E-commerce Trends - E-commerce companies are expected to represent nearly 25% of new leasing in 2026, as global e-commerce penetration is projected to approach 20% of total sales by year-end [5] - Domestic e-commerce firms are likely to focus on improving onshore inventory positioning and regional fulfillment capabilities due to the end of duty-free status on de minimis shipments entering the U.S. [6] Group 5: International Expansion - Asian e-commerce firms are shifting their expansion efforts towards European and Latin American markets, as the European Union is also moving to end de minimis import exemptions [7] Group 6: Power Availability - The availability of robust power sources for advanced automation and manufacturing processes is becoming a critical factor for companies when selecting facility locations [8] - Fully automated warehouses are projected to consume three to five times more power than previous models, with power availability already posing constraints in certain areas [8]