Insights & Spotlights - Clermont Partners

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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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E&S Metrics in Executive Compensation: What do Investors Really Care About?

The investor landscape around E&S metrics in executive compensation programs is quickly evolving as institutions are pressured to set stricter, and more public, policies covering this formerly niche area, rating agencies are increasingly reporting on the use of E&S compensation...

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Earnings Season Primer: 4 SEC Recommendations on Additional COVID-Related Disclosures

In case you missed it, the SEC held a virtual roundtable last week, in which its participants provided high-level recommendations for additional COVID-19 disclosures companies should be mindful of this earnings season. Here are our four takeaways. Communicate overall impact of the...

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Investor Perspective on the Evolving ESG Landscape

Our team recently participated in two ESG investor events, Baird’s Investor Perspective on the Evolving ESG Landscape webcast and Q4’s ESG Panel, both in June of 2020. The following are interesting takeaways from both: ESG’s influence on investment management is...

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The 5 COVID-Related Questions Every CEO Needs to Ask Now

COVID-19

As we enter the calendar Q2 earnings cycle, more states are reopening while others are reporting surges and hot spots. The future is anything but crystalline. But investors are increasingly expecting more information. And they are not as willing as...

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Retail Monitoring - Black Lives Matter

Below is an aggregated list of retail companies that have communicated to external stakeholders in support of racial equality and the Black Lives Matter movement following the death of George Floyd and many others. Very few companies are putting out...

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Sector Spotlight – Retail: Updates Amid COVID-19 Uncertainty

COVID-19

Below is an aggregated list of retail companies that have communicated to external stakeholders regarding COVID-19 impacts. The Clermont Partners team will continue to monitor industry movements; however, we do anticipate the volume of communications, specifically around guidance updates, will...

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