CLAYTON, Mo., June 30, 2025 /PRNewswire/ -- Olin Corporation (NYSE: OLN) and K2 Pure Solutions are pleased to announce an expansion of their strategic partnership to strengthen bleach distribution across California and the broader Western United States. This enhanced collaboration builds on a successful foundation and is aimed at improving supply reliability, regional coverage, and service responsiveness for a wide range of customers.In addition to improving regional bleach availability, this expanded partn ...

Core Viewpoint - Warner Bros. Discovery is splitting into two separate companies to better adapt to the changing media landscape, with one focusing on streaming and Hollywood blockbusters, and the other on cable TV and global networks [1][2][3] Group 1: Company Structure and Strategy - The new company, tentatively named Global Networks, will include cable channels like CNN, TBS, TNT, and the Discovery+ streaming service, along with sports content such as Bleacher Report [1][2] - The Streaming & Studios division will encompass HBO Max, Warner Bros. movie studios, and its television production arm [2] - This restructuring aims to empower each division to focus on its strengths and enhance strategic flexibility in a competitive market [3][15] Group 2: Market Context and Financial Performance - Traditional cable TV is experiencing a significant decline in viewership as consumers shift to streaming platforms like Netflix and Disney+ [4] - Warner Bros. Discovery's cable network revenue fell by 6% in the first three months of 2025 compared to the same period last year, although it still generated more revenue than other segments [8] - The company is facing pressure as its stock has dropped nearly 60% since its formation, and 59% of shareholders recently opposed a substantial pay package for the CEO [11][12] Group 3: Debt and Financial Management - Warner Bros. Discovery carries approximately $34 billion in debt, much of which was incurred during the merger, with a significant portion remaining with Global Networks [13] - To facilitate the split, the company secured a $17.5 billion short-term loan from JPMorgan Chase, which will be repaid through new debt issued by the two new companies [14]

Nasdaq: HWKN FISCAL 2025, QUARTER 4 Investor Presentation Published: May 14, 2025 FORWARD-LOOKING STATEMENTS The information contained in this presentation includes "forward-looking statements" which reflect management's expectations or beliefs as of the date of this presentation. Hawkins, Inc. cautions that actual future results could differ materially from the forward-looking statements in this presentation. Actual results may be affected by many important factors including risks and uncertainties identif ...

The Clorox Company (CLX) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Good day, ladies and gentlemen, and welcome to The Clorox Company Third Quarter Fiscal Year twenty twenty five Earnings Release Conference Call. At this time, all participants are in a listen only mode. At the conclusion of our prepared remarks, we will conduct a question and answer session. As a reminder, this call is being recorded. I would now like to introduce your host for today's conference call, Ms. Lisa Byrne, Vice Pres ...

The Clorox Company (CLX) Q3 2025 Earnings Call May 05, 2025 05:00 PM ET Company Participants Lisah Burhan - VP of IRLinda Rendle - CEO & ChairmanDara Mohsenian - Managing Director - US Beverage/Household Products SectorsFilippo Falorni - Director - Equity ResearchLuc Bellet - EVP & CFOAnna Lizzul - Vice President - Equity ResearchBonnie Herzog - Managing Director Robert Moskow - Managing DirectorKaumil Gajrawala - Managing DirectorKevin Grundy - Managing DirectorOlivia Tong - Managing Director Conference Ca ...

Core Insights - Kroger Co. emphasizes the effectiveness and affordability of its Kroger® Brand household cleaning products, which are designed to meet or exceed customer expectations while being budget-friendly [2][4]. Product Offerings - The Kroger® Brand offers a variety of cleaning products suitable for spring cleaning, including glass cleaner, disinfecting bleach, paper towels, toilet bowl cleaner, disinfecting wipes, and multi-purpose cleaning vinegar [8][9]. - Specific cleaning hacks using Kroger® Brand products are suggested for various areas of the home, enhancing their usability and effectiveness [8][9]. Customer Engagement - Kroger promotes its products through in-store shopping and online options, including Kroger Pickup and Delivery, ensuring customers have access to the same low prices regardless of shopping method [9]. - The Boost by Kroger Plus membership offers potential savings of up to $1,100 per year, which includes discounts on fuel and grocery delivery, appealing to cost-conscious consumers [10]. Company Overview - Kroger Co. operates with a mission to "Feed the Human Spirit," employing nearly 420,000 associates and serving over 11 million customers daily through various retail formats and e-commerce [11].

Graphic Packaging Company (GPK) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Mark Connelly - Senior Vice President of Investor Strategy & DevelopmentMichael Doss - President & CEOStephen Scherger - Executive VP & CFOMichael Roxland - MD - Equity ResearchGeorge Staphos - Managing Director Conference Call Participants Ghansham Panjabi - Senior Research AnalystArun Viswanathan - Senior Equity AnalystMatthew Roberts - Equity Research AnalystMark Weintraub - Senior Analyst and Head of Busi ...

Graphic Packaging Company (GPK) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 Day, everyone, and welcome to the Graphic Packaging First Quarter twenty twenty five Earnings Call. At this time, all participants have been placed on a listen only mode, and we will open the floor for your questions and comments after the presentation. It is now my pleasure to turn the floor over to your host, Mark Connolly, Senior Vice President, Investor Strategy and Development. Sir, the floor is yours. Speaker1 Good ...

Financial Data and Key Metrics Changes - The company reported adjusted EBITDA of $30 million for Q1 2025, at the high end of guidance, driven by strong operational performance and increased production and sales volumes, primarily due to the Augusta acquisition [6][24] - Net sales increased by 46% to $378 million compared to Q1 2024, largely attributed to the Augusta acquisition [6][24] - The company incurred a consolidated net loss of approximately $6 million from continuing operations, equating to $0.36 per diluted share [23] Business Line Data and Key Metrics Changes - The Augusta mill integration has been successful, with targeted volume and cost synergies expected by the end of 2026 [7] - Fixed cost structure was reduced by eliminating over 200 positions, representing around 10% of total roles, aiming for $30 to $40 million in savings for 2025 [7][18] Market Data and Key Metrics Changes - Industry shipments increased by 2% in Q1 2025 compared to Q1 2024, with demand projected to grow by 3% to 5% in 2025 [8][9] - Industry utilization rates improved to 88% in Q1 2025 from 84% in Q1 2024, but remain below the cross-cycle average of 90% to 95% [10] Company Strategy and Development Direction - The company aims to strengthen its position as a premier independent supplier of paperboard packaging products, investing in product development across three categories: compostable food service products, lightweight folding carton products, and alternative poly-free barrier technologies [13][14][15] - The company is exploring expansion into additional paperboard substrates, which make up approximately 50% of the paperboard market outside of SBS [16] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about medium to long-term industry prospects, expecting strong margins and cash flows through the cycle [34] - The company anticipates continued demand recovery, with internal utilization projected at around 85% and revenue expectations of approximately $1.5 to $1.6 billion for 2025 [29] Other Important Information - The company repurchased approximately $11 million of its shares in Q1 2025, totaling about $15 million since the new $100 million share buyback authorization [7][26] - The company is targeting a reduction in SG&A as a percentage of sales to 6% to 7% by year-end 2025 [25] Q&A Session Summary Question: What is the sense of what's happening with FPB imports recently? - Management noted that imports were up in 2024, with forecasts for a 5% decrease in imports and a 1% increase in exports for 2025 [38][39] Question: Can you clarify the geographic split of the $20 million to $25 million purchases from outside the US and Canada? - Approximately $80 million of imports are from Canada, with the remaining $20 million from other parts of the world, including potential exposure to China [40][41] Question: What are the criteria for evaluating M&A opportunities for expanding product offerings? - The company seeks strategic fit, quality assets, and a belief in the ability to win in the market when considering M&A [46][47] Question: What kind of costs are associated with the paper machine upgrades for lightweight folding carton products? - Upgrades will be on existing machines, with capital fitting within the previously stated capital range, focusing on mix shift rather than incremental revenue growth [48] Question: What is the expected impact of cost savings in Q2? - Management expects to see roughly double the amount of savings in Q2 compared to Q1, with incremental benefits ramping through the year [51]

Clearwater Paper (CLW) Q1 2025 Earnings Call April 29, 2025 05:00 PM ET Company Participants Sloan Bohlen - DirectorArsen Kitch - CEO, President & DirectorSherri Baker - Senior VP & CFOMatt McKellar - Vice President Operator Ladies and gentlemen, thank you for standing by. My name is Carmen, and I will be your conference operator today. At this time, I would like to welcome everyone to the Clearwater Paper First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any back ...