Identiv (NasdaqCM:INVE) Q3 2025 Earnings Call November 10, 2025 05:00 PM ET Speaker1Good afternoon. Welcome to Identiv's presentation of its third quarter 2025 earnings call. My name is John, and I will be your operator this afternoon. Joining us for today's presentation are the company's CEO, Kirsten Newquist, and CFO, Ed Kirnbauer. Following management's remarks, we will open the call for questions. Before we begin, please note that during this call, management may be making references to non-GAAP financi ...

As e-commerce continues to reshape retail, consumers are demanding more than just fast delivery – they want greater flexibility. The Consumer Verdict report from Avery Dennison (NYSE: AVY) reveals that 71% of all non-food shoppers, rising to 77% of electronics shoppers, want the ability to redirect or reschedule their parcels while packages are in transit.This appetite for control extends across product categories, with the majority of consumers wanting redirection capabilities for large items such as furni ...

Company Overview - Avery Dennison Corporation (AVY) is valued at a market cap of $12.7 billion and is based in Mentor, Ohio, specializing in materials science and digital identification solutions, including pressure-sensitive materials, packaging, labeling, RFID tags, apparel branding, and medical adhesives [1] Earnings Expectations - The company is scheduled to announce its fiscal Q3 earnings for 2025 on October 22, with analysts expecting a profit of $2.34 per share, a slight increase from $2.33 per share in the same quarter last year [2] - For fiscal 2025, analysts project AVY to report a profit of $9.50 per share, up from $9.43 per share in fiscal 2024, with an expected EPS growth of 9.5% year-over-year to $10.40 in fiscal 2026 [3] Recent Performance - AVY's shares have declined 24.9% over the past 52 weeks, underperforming the S&P 500 Index's 17.6% rise and the Consumer Discretionary Select Sector SPDR Fund's 21% increase during the same period [4] - Following a mixed Q2 earnings release, shares of AVY rose 1.5%, but the company's revenue fell slightly year-over-year to $2.2 billion, missing consensus estimates due to trade policy changes and weaker demand in apparel and retail [5] Analyst Ratings - Wall Street analysts maintain a "Moderate Buy" rating for AVY, with five out of 13 analysts recommending "Strong Buy," one suggesting "Moderate Buy," and seven advising "Hold." The mean price target for AVY is $198.33, indicating a potential upside of 21.9% from current levels [6]

Company Performance - In-force premium increased by 29% year over year, indicating strong growth despite the company not being profitable yet [1] - Customer count rose by 24% year over year to nearly 2.7 million, with premium per customer up by 4%, showcasing effective cross-selling strategies [2] - Adjusted EBITDA loss and net loss improved in the second quarter, with management expecting adjusted EBITDA profitability by 2026 and positive net income by 2027 [1] Technological Advantage - The company utilizes an AI and machine learning-based platform, allowing for a faster and cheaper insurance model compared to traditional companies [3] - The interconnected digital infrastructure enhances agility and responsiveness, giving the company a competitive edge over legacy insurance firms [3][6] Market Position - The company is gaining market share from industry giants and is expected to capture a larger portion of its addressable market in the coming years [7] - The stock has increased by over 200% in the past year, reflecting strong investor interest and potential for future growth [4] Future Outlook - Projections indicate that the company will be highly profitable in five years while continuing to attract new customers at a healthy rate [7] - The company's innovative approach positions it favorably against competitors, including cryptocurrencies like XRP, which may struggle to maintain their growth trajectory [7]