Valmont Industries (VMI) Q2 2025 Earnings Call July 22, 2025 09:00 AM ET Company ParticipantsRenee Campbell - SVP - IR & TreasurerAvner Applbaum - CEO & PresidentThomas Liguori - EVP & CFOJean Veliz - Senior Research Associate - Infrastructure Services & ProductsJonathan Braatz - PartnerBrian Drab - Co-Group Head - IndustrialsConference Call ParticipantsAdam Farley - Associate AnalystChris Moore - Senior Research AnalystOperatorGreetings. Welcome to Valmont Industries Incorporated Second Quarter twenty twen ...

Collaboration leverages ad serving technology, unified workflows, integrated billing and reporting to unlock mid-to-long-tail activation within Retail Media Networks NEW YORK, July 17, 2025 /PRNewswire/ -- Criteo (NASDAQ: CRTO), the global platform connecting the commerce ecosystem, and Mirakl Ads, the retail media solution from the global leader in eCommerce solutions, today announced a global integration to unlock untapped opportunity of retailers' mid-to-long-tail advertisers, driving unprecedented effic ...

Los Angeles, CA, July 16, 2025 (GLOBE NEWSWIRE) -- Limitless X Holdings, Inc. (OTCQB: LIMX), a leading Wellness and Lifestyle Performance company, today announced that it has secured a $250,000 bridge financing facility through a related-party transaction with its Chairman and CEO, Jas Mathur, via EM1 Capital LLC, demonstrating his strong belief in the Company's long-term vision, execution team, and strategic roadmap. Structured as a 12-month promissory note with a compelling yield, the financing reflects s ...

Core Points - BigCommerce Holdings, Inc. will report its financial results for the second quarter ended June 30, 2025, before market open on July 31, 2025 [1] - A conference call and webcast to discuss the financial results and business highlights is scheduled for 7:00 a.m. CT (8:00 a.m. ET) on July 31, 2025 [2] - The conference call can be accessed via specific phone numbers for the United States, Canada, and internationally, and a live webcast will be available on BigCommerce's investor relations website [2] - A telephone replay of the conference call will be available until August 7, 2025, and a webcast replay will be accessible for 12 months [3] - BigCommerce is a leading open SaaS and composable ecommerce platform that serves a wide range of brands and retailers globally [4] - The platform is utilized by tens of thousands of B2C and B2B companies across 150 countries, highlighting its extensive reach and industry presence [4]

Accomplished leader brings extensive business acumen, industry perspective and artificial intelligence experience along with a strong track record of driving innovation and growthAUSTIN, Texas, July 01, 2025 (GLOBE NEWSWIRE) -- BigCommerce (Nasdaq: BIGC), a leading open SaaS ecommerce platform for B2C and B2B businesses, announced today that former Adobe Fellow and Vice President of Technology Anil Kamath has joined the BigCommerce Board of Directors. “Joining the Board of BigCommerce is an exciting opportu ...

Core Insights - The shift from traditional SEO to AI-powered search necessitates that brands optimize their product data to enhance visibility and relevance in search results [1][2][3] - Generative AI is expected to significantly influence ecommerce, with predictions indicating it could impact up to 19% of global Cyber Five sales, equating to approximately $61 billion in spending [3] Company Developments - BigCommerce and Feedonomics have integrated the AI-powered search engine Perplexity to provide customers with enhanced product visibility in AI search results [1][2] - Feedonomics supplies Perplexity with pre-optimized, structured product data, improving the accuracy and contextual relevance of search results for merchants [2][3] Industry Trends - The emergence of agentic shopping, where AI agents assist consumers in their purchasing decisions, highlights the importance of high-quality product catalogs and optimized data transfers [4][5] - The demand for agentic experiences in shopping is growing, with consumers increasingly relying on AI for accurate product information and recommendations [5] Strategic Implications - Brands must ensure their product data is structured and accessible to AI search channels to drive relevance, customer loyalty, and growth in a competitive digital landscape [3][4] - The collaboration between BigCommerce, Feedonomics, and Perplexity aims to set a new standard for ecommerce search by delivering AI-ready data that enhances search experiences and conversion rates [5]

Core Viewpoint - GXO Logistics, Inc. has appointed Patrick Kelleher as the new CEO, effective August 19, 2025, to lead the company through its next growth phase [1][5]. Company Overview - GXO Logistics is the world's largest pure-play contract logistics provider, with over 150,000 team members across more than 1,000 facilities totaling over 200 million square feet [6]. - The company focuses on solving complex logistics challenges for leading blue-chip companies through technologically advanced supply chain and ecommerce solutions [6]. Leadership Background - Patrick Kelleher brings 33 years of global supply chain experience, having held senior roles at DHL Supply Chain, where he oversaw significant growth and operational improvements [2]. - Kelleher's previous positions include CEO of North America at DHL Supply Chain and global chief development officer at Williams Lea Tag [2][4]. - His expertise spans various sectors, including consumer goods, healthcare, technology, ecommerce, and manufacturing [3][4]. Strategic Vision - Kelleher is recognized for his metrics-driven leadership style, focusing on execution and innovation, and has been involved in deploying advanced robotics in logistics [4]. - He has a proven track record of overseeing mergers and acquisitions, having managed four transactions in the past year [4]. Transition of Leadership - Kelleher will succeed Malcolm Wilson, who is retiring after successfully leading GXO's global growth strategy [5].

Summary of Liquidity Services Conference Call Company Overview - Liquidity Services has been a pioneer in the circular economy marketplace for nearly 25 years, providing an e-commerce platform to help organizations monetize inventory and equipment in their supply chain [1][2] - The company serves a diverse seller community, including government agencies, e-commerce retailers, and industrial manufacturing firms, enabling them to capture more value from their existing equipment [1][2] Core Business Model - The platform connects a deep pool of buyers interested in used equipment and return merchandise, allowing sellers to utilize a one-stop solution globally [2][3] - Liquidity Services operates on a consignment pricing model, with about 80% of GMV (Gross Merchandise Value) generated from this model, aligning the company's success with that of its sellers [13][35] Market Position and Growth Opportunities - The company is a market leader across various industry verticals, with a current GMV run rate of approximately $1.6 billion, and specific verticals like heavy equipment expected to reach $1 billion GMV [10][30] - There is significant growth potential in the government sector, with only about 15% market penetration, and new clients like New York City and the state of New York coming online [20][21] - The retail supply chain group represents about 20% of GMV, addressing the challenge of managing returns in online retail, which can account for about 30% of sales [23][25] Technological Innovations - The company is leveraging research and development in its tech platform across multiple industries to enhance the buyer and seller experience [6][41] - The introduction of "Asset AI" aims to improve the assessment and valuation of assets, enhancing the overall marketplace experience [15][41] Financial Performance - Liquidity Services has maintained a solid profitable growth culture, funding its operations through free cash flow and carrying no debt [34][40] - The company aims for organic growth of 10-20% in top-line revenue, focusing on direct profit and EBITDA growth [17][35] Environmental and Economic Impact - The company emphasizes sustainability, helping sellers and buyers extend the useful life of assets and reduce waste [3][12] - The circular economy model is positioned to benefit both the environment and the financial performance of organizations [3][7] Strategic Initiatives - Liquidity Services is expanding its international presence, particularly through the Machinio platform, which lists $20 billion of used equipment globally [43] - The acquisition of Auction Software is expected to enhance the company's software solutions and provide a platform for resellers in the circular economy [33][41] Conclusion - Liquidity Services is well-positioned to capitalize on the growing demand for used equipment and returns management, with a strong focus on technology, sustainability, and market leadership [1][10][34]

Group 1 - BigCommerce has been recognized as a leader in the ecommerce platform category by TrustRadius, receiving a 2025 Top Rated Award with a TRScore of 7.8 out of 10 based on over 450 customer reviews [1][2] - The recognition reflects the positive sentiment of customers and highlights the value they derive from BigCommerce's platform and customer success services, indicating that it helps optimize revenue and business growth [2] - TrustRadius awards are based solely on customer feedback and have established themselves as the industry standard for unbiased recognition of technology products since 2016 [2] Group 2 - Customers have praised BigCommerce for its integrated SEO capabilities, which significantly enhance web traffic and visibility on search engines [3] - BigCommerce is noted for having a stronger B2B integration compared to competitors like Shopify, making it a preferred choice for businesses [3] - The platform serves tens of thousands of B2C and B2B companies across 150 countries, providing sophisticated functionality and ease of use [4]

Core Insights - Temu experienced a significant decline in daily U.S. users, losing 58% in May following the end of the de minimis exemption on imported goods from China on May 2 [1] - The new tariffs have led to a sharp drop in both sales growth and customer growth for Temu, as reported by Bain & Company [1] - Temu's parent company, PDD Holdings, reported a 38% year-over-year decline in profits in the first quarter due to tariffs and other factors [5] Impact of Tariffs - The de minimis exemption allowed packages worth less than $800 to enter the U.S. without tariffs, which was beneficial for Chinese eCommerce retailers like Temu [2] - President Trump announced additional tariffs on imports from China on February 1, aiming to halt illegal drug importation [2] - In response to the new tariffs, Temu is overhauling its supply chain by implementing a "half-custody" policy, which is expected to lead to higher prices [3] Changes in Operations - More than one-third of Temu's products sold in the U.S. are now fulfilled with inventory maintained in the U.S. [4] - Temu has raised prices and increased efforts to sell in countries other than the U.S. to mitigate the impact of tariffs [4] - The company significantly reduced paid advertising in the U.S., resulting in an 80% downturn in paid search traffic, which may further destabilize its pricing models [5] Merchant Challenges - PDD Holdings Chairman Lei Chen stated that tariffs have created significant pressure for merchants, who often struggle to adapt quickly and effectively [6]