IR Consulting Archives - Page 2 of 10

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Is the Growing Differential Between Guidance and Consensus Estimates Setting Us up for a Market Correction in Q3?

IR Consulting

Have you noticed it takes longer than it used to at the drive-thru for your morning java? It’s not because everyone is suddenly drinking more coffee. In a lot of cases, it’s because baristas are in short supply, just like...

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Targeting the Smaller Fish in the Sea: How to Make It Worth Your While

Strategic Investor Relations

In our latest research, Clermont Partners confirmed a sneaking suspicion: a significant portion of the largest institutional investors considered to be actively-managed are, in reality, effectively indexed to the S&P 500. That means that your efforts to target these investors...

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Sick of the “New Normal?”

IR Consulting

Wrap Your Financial Narrative Around a Post-COVID Theme for 2021 The finish line for the year-end earnings cycle is rapidly approaching. There’s just enough time for a quick breath before starting first quarter earnings prep. If you’re tired of operating...

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Why Your Company Should Consider a Virtual Investor Day

Investor Day

For companies undergoing major transformation, be it strategic or otherwise, Investor Day events are the go-to method for unveiling strategic updates to investors, as well as a wider audience of stakeholders (including key customers, vendors, and employees). Countless in-person meetings...

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You Will Survive. But Guidance Expectations Are Back to Stay.

IR Consulting

If you found yourself feeling the need to bust out some Gloria Gaynor lyrics following the Q3 2020 earnings season, you were not alone. Many companies have been ‘surviving’ the pandemic much better than expected—or at least much better than...

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Grey Is The New Black

ESG Communication

Take Advantage of the SEC’s ‘Wiggle Room’ to Build High-Impact Human Capital Disclosure In August, after years of pressure from large investors, the SEC revised the Reg S-K disclosure requirements to “modernize” the descriptions of business, legal proceedings, and risk...

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Making BlackRock’s “Nice List” Just Got A Lot More Challenging

General

BlackRock Investment Stewardship (BIS) released its 2021 Stewardship Expectations a bit earlier than anticipated, which may prove to be a useful gift for companies that need a jump on making the changes investors are expecting to see in the new...

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ESG Investor Communications: Tying KPI’s to Your ESG Program

ESG Communication

With increased environmental and social disclosures in an environment that lacks standardization, investors must decipher between a robust ESG program and one that markets an image of environmental and social responsibility. Greenwashing is the corporate practice of spending more time...

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Sector Spotlight – Second Quarter A&D and Industrial Updates

COVID-19

Updated as of 9:00 AM CST on July 22, 2020 Industrial Earnings pre-release Alcoa-Releases Preliminary Second Quarter 2020 Results Greenbrier-Reports Q320 Results Embraer: Delivers Four Commercial and 13 Executive Jets in 2Q20 Guidance – qualitative, quantitative, time frame, etc. GATX-Releases...

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Sector Spotlight – Second Quarter Recreational Products Updates

COVID-19

Updated as of 8:00 AM CST on July 22, 2020 Earnings preannouncements BRP Inc.: BRP TO INCREASE MANUFACTURING CAPACITY IN MEXICO TO MEET SIDE-BY-SIDE VEHICLES DEMAND (7/2/2020) OneWater Marine: OneWater Marine Inc. Provides Business Update (6/3/2020) LCI Industries – LCI...

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Sector Spotlight – Second Quarter Food Service & CPG Updates

COVID-19

Updated as of 2:25 PM CST on July 21, 2020 Earnings pre-release TBD Guidance – qualitative, quantitative, time frame, etc. Sodexo – Q3 Fiscal 2020 Revenue Impacted by COVID-19 Pepsi– Reports Q2 2020 Financial Results Coca-Cola – Reports Q2 2020...

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Sector Spotlight – Second Quarter Insurance Updates

COVID-19

Updated as of 9:30 AM CST on July 21, 2020. Prelim Results Travelers: Announces Preliminary Results for Second Quarter 2020 Chubb: Announces Second Quarter 2020 Global Net Catastrophe Loss Estimates, Including COVID-19 Global Pandemic Losses Progressive: Reports June 2020 Results...

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