在电商行业竞争白热化的当下，仓储外包已成为众多商家的"标配"选择。数据显示，超80%的电商企业将仓储物流环节外包给第三方服务商。这一现象背 后，隐藏着三个关键真相，直击电商运营的核心痛点。 电商行业具有强季节性特征，自建仓储在淡季易造成资源闲置，而外包模式可通过"按需付费"灵活调整。某母婴电商在618前临时扩租5000平方米仓库，活 动结束后快速退租，节省仓储成本超50万元。更关键的是，外包服务商可提供"仓储 配送 售后"一体化服务，将丢件、错发等风险转移给专业团队。某生鲜 电商通过外包恒温仓，将货损率从8%降至1.2%，年损失减少200万元。 从成本优化到效率革命，再到风险管控，仓储外包正成为电商企业突破增长瓶颈的关键杠杆。在"轻资产、高效率、低风险"的运营逻辑下，这一模式将持续 重塑电商供应链的竞争格局。 自建仓储是典型的"重资产"投入：从土地租赁、设备采购到人力招聘，前期成本动辄数百万元。以某服装电商为例，自建1000平方米仓库需投入200万元设 备，而选择外包后，按实际使用面积付费，年成本直降40%。更关键的是，外包模式将固定成本转化为可变成本——淡季可缩减仓储面积，旺季灵活扩容， 避免资源闲置浪费。 ...

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Kelly’s permanent hiring solutions business recognized for breadth of solutions, strong technology stackTROY, Mich., July 02, 2025 (GLOBE NEWSWIRE) -- KellyOCG® + Sevenstep, the permanent hiring solutions business of leading specialty talent solutions provider Kelly (Nasdaq: KELYA, KELYB), has been named a Leader and Star Performer on Everest Group’s 2025 Recruitment Process Outsourcing (RPO) Services PEAK Matrix® Assessment – Global. The recognition comes just months after the formal integration of KellyOC ...

We initiate coverage on Automatic Data Processing, Inc. (NASDAQ: ADP ) with a Strong Buy rating and a $296.5 PT. Automatic Data Processing, Inc. provides mission-critical, cloud HCM and HR outsourcing solutions for organizations of all sizes acrossMoretus Research delivers state-of-the-art, buy-side quality equity research for serious investors seeking clarity, conviction, and alpha. Focused on U.S. public markets, Moretus applies a structured, repeatable framework to identify companies with durable busines ...

Core Insights - Aon plc (AON) is a multinational corporation providing risk, retirement, and health solutions globally, with a market capitalization of $80 billion and operating in over 120 countries [2][5] - The company has seen a year-to-date increase of 3.1%, underperforming the industry average of 7.7% [1] - Aon's forward P/E ratio is 20.9X, which is lower than the industry average of 22.9X, indicating relative valuation appeal [2][10] Financial Performance - The Zacks Consensus Estimate for Aon's 2025 earnings is $16.74 per share, reflecting a 7.3% year-over-year increase, while revenues are projected at $17.2 billion, indicating a 9.3% year-over-year rise [3] - Aon's total revenues for the first quarter of 2025 increased by 16% year-over-year to $4.7 billion, with organic revenue growth of 5% [5] - The Risk Capital segment's revenues grew by 7% year-over-year, while the Human Capital segment reported a significant 40% year-over-year revenue growth [5] Growth Strategies - Aon is driving growth through strategic acquisitions and partnerships, completing seven acquisitions in the first quarter of 2025 [4] - The company has a 3x3 plan that supports its long-term growth strategy [4] Shareholder Value - In the first quarter of 2025, Aon repurchased $250 million in common shares and increased its quarterly cash dividend by 10%, marking 15 consecutive years of dividend hikes [6][10] Expense Management - Aon's operating expenses have increased significantly, with total expenses rising by 8.9% in 2023, 23.7% in 2024, and 25% in the first quarter of 2025 [8] - The adjusted operating margin for the first quarter of 2025 was 38.4%, which represents a deterioration of 130 basis points year-over-year [8] Debt Profile - Aon carries a significant long-term debt of $16.3 billion, resulting in a long-term debt-to-capitalization ratio of 69.5%, which is higher than the industry average of 50% [9]

Key Takeaways CIGI will acquire a controlling stake in Astris Finance, with the deal closing expected in Q3 2025. Astris Finance provides advisory services in M&A, project finance, and capital raising for global developers. The move boosts CIGI's IB capabilities and benefits from rising global demand for infrastructure.Colliers International Group, Inc. (CIGI) recently entered into a definitive agreement to acquire a controlling interest in a global investment banking (IB) company, Astris Infrastructure, ...

Korn Ferry (KFY) Conference Summary Company Overview - Korn Ferry is recognized as the largest executive search firm globally, evolving into a talent consulting organization [1] Key Insights Business Strategy - The company aims to break down silos between different business lines (executive search, consulting, digital) to present a unified Korn Ferry brand to clients [8][9] - The focus is on becoming a comprehensive talent partner for clients, addressing all aspects of their talent and business issues [9] Revenue and Client Management - The Marquee and Diamond program includes 350 top clients, contributing approximately 40% of consolidated revenue, up from 30% six years ago [10][11] - The program generates over $1 billion in fees from a total of $2.7 billion to $2.8 billion in fee revenue [11] - Leadership is taking personal responsibility for key accounts to enhance client relationships and drive growth [12][13] Financial Performance - Korn Ferry maintains an EBITDA margin range of 16% to 18%, currently at 17% [21] - In a mild recession, margins may drop to low double digits; in a severe recession, they could fall to mid-single digits but are expected to recover [21][60] Cost Management - The company has reduced real estate costs by 35% and moderated spending on business development [23] - Korn Ferry is actively weeding out low performers to optimize workforce efficiency [25] Capital Allocation - The company prioritizes reinvesting in the business, including hiring and technology investments, while also returning cash to shareholders through dividends and buybacks [28][29] - Current dividends are approximately $1.92 per share, yielding about 2.5% [30] M&A Strategy - Korn Ferry has focused on acquiring companies that align with its core competencies, particularly in finance, accounting, and IT [32][33] - The interim business is positioned to leverage executive search capabilities for cross-selling opportunities [37] Digital and AI Initiatives - The company is developing a single sign-on repository to streamline client access to various services and data [40][56] - AI initiatives are aimed at improving efficiency in consulting services and back-office operations [63][64] Market Outlook - The retirement of baby boomers is expected to create a slight uptick in executive search demand over the next three to five years [41] - The company anticipates a gradual recovery in the market as clients adapt to current economic conditions [74] Long-term Aspirations - Korn Ferry aims to be the leading name in human capital and talent strategy, akin to how McKinsey and BCG are viewed in business strategy [76] Additional Important Points - The company is focused on enhancing its digital capabilities and leveraging its intellectual property for consulting engagements [46][54] - Korn Ferry is committed to maintaining a strong balance sheet and generating free cash flow [28]

TROY, Mich., May 22, 2025 (GLOBE NEWSWIRE) -- Kelly (Nasdaq: KELYA, KELYB), a leading global specialty talent solutions provider, today announced the Company will participate in two investor conferences in June. Kelly will present at the Baird 2025 Global Consumer, Technology & Services Conference in New York City on Tuesday, June 3, 2025, at 8:30 a.m. ET. Peter Quigley, president and chief executive officer, Troy Anderson, executive vice president and chief financial officer, and Scott Thomas, head of inve ...

Group 1: Financial Performance - ADP's stock has increased by 10.8% year-to-date, outperforming the industry and the S&P 500 composite, which grew by 6.7% and 0.8% respectively [1] - In the third quarter of fiscal 2025, ADP reported earnings per share of $3.06, exceeding consensus estimates by 3.4% and showing a 6.3% increase year-over-year [1] - Total revenues reached $5.6 billion, surpassing consensus estimates by 1.1% and growing 5.7% year-over-year [1] Group 2: Business Strategy - ADP employs a three-tier business strategy to enhance its human capital management (HCM) and HR outsourcing (HRO) services, focusing on cloud-based solutions [2] - The company is expanding its international HCM and HRO businesses with local software solutions and multi-country cloud-based offerings [2] - ADP's transformation initiative aims to accelerate DataCloud penetration and improve operations, which is expected to enhance margins [3] Group 3: Dividend Policy - ADP has shown a strong commitment to returning value to shareholders, with dividend payouts increasing from $1.7 billion in 2022 to $2.2 billion in 2024 [4] - The anticipated steady income growth supports the optimistic outlook on ADP's ability to maintain consistent dividends [4] Group 4: Financial Ratios - As of the end of the third quarter of fiscal 2025, ADP's current ratio was 1.02, which is below the industry average of 2.38 but still indicates the ability to meet short-term obligations [5] Group 5: Competitive Landscape - ADP faces significant competition across its product lines, particularly in Employer services and PEO services, which affects its retention rate [7] - The labor-intensive nature of the outsourcing industry and reliance on foreign talent necessitate increased hiring, leading to rising talent costs and potential impacts on industry growth [8]

NEW YORK, May 15, 2025 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, has been named a Leader in the 2025 Gartner Magic Quadrant for Finance and Accounting (F&A) Business Process Outsourcing (BPO). The Gartner research report evaluated 16 F&A service providers according to a uniform set of criteria, placing companies into four Quadrants: Leaders, Visionaries, Niche Players and Challengers. Gartner defines Leaders as companies that “execute well against their current vision and are wel ...