Insights & Spotlights - Clermont Partners

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Amending Board Committee Charters to Prevent Director No Votes

Proxy Advisory

Directors play a significant role as fiduciaries in overseeing ESG risk, and investors are increasingly interested in understanding how companies define this responsibility through Board structures and committee charters. Many large institutional investors gave issuers notice this year that from...

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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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Sector Spotlight – Second Quarter Event Updates

COVID-19

Updated as of 9:00 AM CST on July 21, 2020 Guidance TBD Compensation and Employment TBD Closures and Cancellations TBD Re-Openings and Postponed Events Cedar Fair LP:Michigan’s Adventure Waterpark to Open July 16 to Passholders, July 17 to Public Preannouncements...

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Sector Spotlight – Second Quarter Technology Updates

COVID-19

Updated as of 8:30am CST on July 21, 2020 Guidance and Precautionary Measures TBD Preannouncements and Results Reporting Netflix: releases second-quarter 2020 financial results IBM: reports 2020 second-quarter results COVID-19 Updates TBD Additional Updates Microsoft: plans to help 25 million...

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Sector Spotlight – Second Quarter Auto Updates

COVID-19

Updated as of 7:30 AM CST on July 21, 2020 OEMs Earnings pre-release Ford: Announces Q2 2020 Sales Results Ford: Announces Europe Q2 2020 Sales Results Ford: Ford and ALD Automotive Launch New Fleet Management Business in Europe BMW: Announces...

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Sector Spotlight - Second Quarter Retail Updates

COVID-19

Updated as of 4:30PM CST on July 20th, 2020 Guidance and Precautionary Measures TBD Preannouncements and Results Reporting Bed Bath & Beyond: reports results for fiscal 2020 first quarter Aritzia: reports financial results for first quarter ended May 31, 2020...

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Sector Spotlight – Second Quarter For-Profit Education Updates

COVID-19

Updated as of 8:45 AM CST on 7/20/2020 Earnings pre-release TBD Guidance – qualitative, quantitative, time frame, etc. Grand Canyon Education: provided an update on returning to campus, which will delay revenue by 3 weeks in 2H2020 but it is...

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Bulking Up your IR Website

Investor relations has changed considerably in response to the global pandemic. Virtual has become the new reality – including virtual NDRs and conferences, live streamed investor days, and online annual meetings. Investor Relations (IR) websites should not only seamlessly serve...

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