Quad (NYSE: QUAD) is a marketing experience, or MX, company that helps brands make direct consumer connections, from household to in-store to online. The company does this through its MX Solutions Suite, a comprehensive range of marketing and print services that seamlessly integrate creative, production and media solutions across online and offline channels. Supported by state-of-the-art technology and data-driven intelligence, Quad simplifies the complexities of marketing by removing friction wherever it o ...

Core Insights - QuadMed has partnered with Utz Brands to manage the Utz Health & Wellness Center, enhancing personalized health care services for over 4,300 eligible members [1][2][3] - The transition to QuadMed aims to improve health outcomes and deliver measurable value to employers by integrating primary care and occupational health [3][4] - QuadMed's model focuses on whole-person care, which is customized for each patient, reflecting a commitment to employee well-being and productivity [4][5] Company Overview - QuadMed is a health care experience company that provides direct access to whole-person care for employees and families, with over 30 years of experience in improving health and reducing costs [5] - Quad, the parent company of QuadMed, is a marketing experience company that offers a comprehensive range of marketing and print services, serving approximately 2,100 clients across various industries [6][7] - Utz Brands, Inc. manufactures a diverse portfolio of savory snacks and has a strong family heritage, distributing products nationally through multiple channels [9]

Core Viewpoint - Quad/Graphics, Inc. has expanded its financial resources by adding Flagstar Bank to its lending group, increasing its Term Loan A by $20 million to $371 million and revolving credit availability by $15 million to $340 million [1][2]. Group 1: Financial Developments - The addition of Flagstar Bank enhances Quad's financial flexibility and supports its capital allocation strategy [2]. - The total outstanding principal amount of Quad's Term Loan A is now $371 million, while its revolving credit availability has increased to $340 million [1]. Group 2: Company Overview - Quad is a marketing experience company that provides integrated marketing and print services, leveraging technology and data-driven intelligence to simplify marketing complexities [3]. - The company employs approximately 11,000 people across 11 countries and serves around 2,100 clients, including major blue-chip companies in various sectors such as retail, financial services, and health [4].

Core Insights - Quad/Graphics, Inc. has appointed Kristin "KJ" Jones and Evan Hughes as Senior Vice Presidents at Rise, a Quad agency, to lead integrated teams focused on transforming client go-to-market strategies [1][3][4] Group 1: Leadership and Strategy - Jones and Hughes will leverage their extensive agency experience and Quad's proprietary data stack to enhance client engagement through intelligent segmentation and measurement [2][4] - Jones, with over 20 years of experience, will lead client acquisition and service, collaborating with senior executives to align marketing strategies for client growth [4][5] - Hughes will focus on transformation and operational excellence, bringing a strategic perspective to agency development and leading initiatives that drive client business growth [5][6] Group 2: Agency Capabilities - Rise is a full-service, omnichannel media agency that integrates audience, media, and measurement strategies, utilizing advanced analytics to achieve measurable business outcomes [6][7] - The agency serves clients across various industries, including consumer packaged goods, retail, health, entertainment, and technology, adapting to market dynamics [6][8] Group 3: Company Overview - Quad employs approximately 11,000 people across 11 countries and serves around 2,100 clients, including leading companies in multiple sectors [8][9] - Quad is recognized as one of the largest agency companies in the U.S. and is a significant player in commercial printing in North America [9]

Core Insights - Quad/Graphics, Inc. reaffirmed its full-year 2025 financial guidance while continuing to invest in strategic growth areas such as data and audience intelligence, AI-enabled tools, and in-store retail media networks [1][3][11] Recent Highlights - The second quarter results met expectations, with ongoing investments aimed at differentiating the company as a marketing experience provider [3][4] - Quad launched Audience Builder 2.0, an AI-powered tool enhancing audience targeting capabilities [4][7] - A new partnership was established with Vallarta Supermarkets, expanding the In-Store Connect retail media network [5][7] Financial Performance - Net Sales for Q2 2025 were $572 million, a 10% decline from $634 million in Q2 2024, with a 4% decline when excluding the impact of the European operations divestiture [7][8] - The company reported a net loss of $0.1 million in Q2 2025, an improvement from a net loss of $3 million in Q2 2024 [8][15] - Adjusted EBITDA for Q2 2025 was $43 million, down from $52 million in Q2 2024 [8][15] Year-to-Date Financial Results - For the six months ended June 30, 2025, net sales were $1.2 billion, a 7% decrease compared to the same period in 2024 [15] - Net earnings for the first half of 2025 were $6 million, compared to a net loss of $31 million in the same period in 2024 [15][29] - Free Cash Flow improved to negative $66 million in the first half of 2025, compared to negative $82 million in the same period in 2024 [15][40] Guidance for 2025 - The company maintains its guidance for 2025, projecting a 2% to 6% decline in adjusted annual net sales, adjusted EBITDA between $180 million to $220 million, and free cash flow of $40 million to $60 million [11][15]

Company Overview - Quad/Graphics, Inc. is a marketing experience company that addresses complex marketing challenges for clients through its MX Solutions Suite, which integrates creative, production, and media solutions across various channels [2][3] - The company employs approximately 11,000 people across 11 countries and serves around 2,100 clients, including leading blue-chip companies in multiple industries such as retail, consumer packaged goods, financial services, and health [3] Recent Developments - The Board of Directors of Quad declared a quarterly dividend of $0.075 per share, payable on September 5, 2025, to shareholders of record as of August 18, 2025 [1] Industry Position - Quad is ranked among the largest agency companies in the U.S. by Ad Age, supported by its full-service media agency, Rise, and creative agency, Betty [3] - The company is also recognized as one of the largest commercial printers in North America according to Printing Impressions [3]

Core Viewpoint - Quad/Graphics, Inc. will release its second quarter and year-to-date 2025 financial results on July 29, 2025, followed by a conference call on July 30, 2025, to discuss the results [1][2]. Company Overview - Quad is a marketing experience company that addresses complex marketing challenges for clients through its MX Solutions Suite, which integrates creative, production, and media solutions across various channels [4]. - The company employs approximately 11,000 people across 11 countries and serves around 2,100 clients, including leading blue-chip companies in sectors such as retail, consumer packaged goods, financial services, and health [5]. Conference Call Details - The conference call will be hosted by Joel Quadracci (Chairman, President, and CEO) and Tony Staniak (CFO) [2]. - Participants can pre-register for the webcast or dial in on the day of the call, with an audio replay available shortly after the call ends [3]. Additional Information - Quad is recognized as one of the largest agency companies in the U.S. and one of the largest commercial printers in North America [5]. - The company emphasizes its commitment to responsible operations, intentional innovation, and a values-driven culture [6].

Core Insights - Quad/Graphics, Inc. has been ranked 21st in Ad Age's list of the largest agency companies, marking its sixth consecutive year on the list [1][4]. Company Overview - Quad is a marketing experience company that provides solutions to complex marketing challenges, integrating creative, production, and media services across various channels [5]. - The company employs approximately 11,000 people across 11 countries and serves around 2,100 clients, including major blue-chip companies in sectors such as retail, consumer packaged goods, financial services, and health [6]. Industry Context - The marketing industry is characterized by increasing complexity, with clients facing pressure to drive growth while balancing collaboration with senior talent and comprehensive service offerings [2]. - Ad Age, a leading media brand in marketing, produces an annual report analyzing industry data to rank top advertising and marketing agencies, which includes notable companies like WPP and Publicis alongside Quad [3]. Strategic Approach - Quad emphasizes a culture of collaboration and innovation, utilizing its creative agency, Betty, and media agency, Rise, to enhance marketing effectiveness and foster direct connections between brands and consumers [4][6]. - The company aims to simplify marketing processes by removing friction and tailoring solutions to meet client objectives, thereby driving cost efficiencies and improving speed-to-market [5].

Company Overview - Quad/Graphics, Inc. is a marketing experience company that addresses complex marketing challenges for clients through its MX Solutions Suite, which integrates creative, production, and media solutions across various channels [3][4] - The company employs approximately 11,000 people across 11 countries and serves around 2,100 clients, including leading blue-chip companies in sectors such as retail, consumer packaged goods, financial services, and health [4] Upcoming Investor Conferences - Quad will participate in the 19th Annual Barrington Research Virtual Spring Investment Conference on May 29, 2025, with 1×1 virtual meetings [1] - The company will also attend the Wolfe Research Small and Mid-Cap Conference on June 4, 2025, for virtual meetings and in-person meetings on June 5, 2025, at Wolfe Research's New York Headquarters [1] - Additionally, Quad will take part in the UBS SMID-Cap Multisector Virtual Conference on June 24, 2025, with 1×1 virtual meetings [1]

Core Insights - The study by Quad and The Harris Poll reveals a significant consumer shift towards valuing physical, in-real-life (IRL) brand experiences, indicating a need for brands to blend online and offline touchpoints to enhance engagement [1][4][10] Consumer Preferences - 81% of Gen Z express a desire for easier disconnection from digital devices, highlighting a trend towards IRL experiences [2][7] - 78% of Americans prefer a completely in-person social life over a digital-only one, with 84% of Gen Z and Millennials valuing brands that integrate technology with physical experiences [7][8] - 76% of surveyed Americans believe that physical retail experiences foster deeper connections with brands [8] Marketing Strategies - The survey suggests that brands should adopt omnichannel marketing strategies to create impactful sensory interactions, meeting consumers both in-store and online [2][3] - Positive tactile experiences can enhance brand value, with in-store exposure being critical for driving purchases [5][10] - Print marketing remains effective, with 65% of Americans looking forward to receiving catalogs, and 71% feeling that print conveys authenticity [8][9] Retail Trends - The concept of "Retail Tourism" is emerging, with 63% of respondents planning trips specifically to visit retail stores or brands [12] - Consumers are increasingly seeking unique, Instagrammable store designs, with 62% of Gen Z and Millennials stating that such designs influence their shopping decisions [18] Brand Engagement - 78% of Gen Z and Millennials report that physical mail prompts them to visit physical stores, indicating the importance of integrating various marketing channels [9] - The research emphasizes the importance of tactile experiences in marketing, coining the term "Return on Touch" to describe the potential benefits for brands [10]