Leadership Transitions
Given the buy-side significance placed on leadership quality, C-suite transitions are a watershed event and potential rerating catalyst — up or down — for public companies.
September 13, 2024
Leadership Transitions
As institutional investors balance managing core holdings with evaluating new opportunities, leadership plays a pivotal role in influencing investment decisions. As you have heard us say many times before, according to our buy-side research spanning 16+ years and more than 24,000 interviews globally, Management Quality is the leading investment factor.
September 13, 2024
Gate-Social: Capital Allocation Series: M&A Report 0916mmxxiv
In our most recent leading-edge research, Inaugural Capital Allocation Series – M&A: Investor Communication Roadmap for Success, Corbin Advisors mined the Corbin Analytics database, a compilation of insights spanning 16+ years and more than 24,000 Voice of Investor® interviews across 1,000+ companies and recently surveyed 75 global investment community professionals about their M&A communication preferences.
September 10, 2024
Pardot: Capital Allocation Series: M&A Report 0916mmxxiv
In our most recent leading-edge research, Inaugural Capital Allocation Series – M&A: Investor Communication Roadmap for Success, Corbin Advisors mined the Corbin Analytics database, a compilation of insights spanning 16+ years and more than 24,000 Voice of Investor® interviews across 1,000+ companies and recently surveyed 75 global investment community professionals about their M&A communication preferences.
September 10, 2024
September 10, 2024
Closing the Quarter – Q2’24
As we wrap up our coverage of Q2’24 earnings season, it’s clear that commentary remains heavily influenced by macro factors like the election, the Fed’s actions, geopolitical risks, and shifting consumer behavior.
August 16, 2024
Closing the Quarter – Q2’24
Despite increased concerns over the consumer, the political landscape, and the economy, surveyed financial professionals largely expected Q2’24 results to be in line with both last quarter and relative to consensus, and annual guides to be maintained.
August 16, 2024
This Week in Earnings: Materials – Q2’24
Rather than counting on resurgent volumes, executives are squarely focused on controlling what they can control, highlighting expense management and productivity initiatives — and, in some cases, headcount reduction — that are starting to bear fruit and drive margin expansion.
August 9, 2024
The Sector Beat: Materials – Q2’24
The Materials sector, a barometer for the broader economy, continues to reflect the complexities and challenges of the current economic landscape. While last quarter indicated a move towards slow but steady stabilization with hopes of a back-half recovery, commentary in Q2 earnings suggests many of the persistent challenges observed over the past few quarters have remained just that — persistent.
August 9, 2024
This Week in Earnings: Consumer Discretionary – Q2’24
Executive mentions of consumer softness and a cautious discretionary spending environment remain prevalent this earnings season, a continuation of the trend exhibited last quarter.
August 2, 2024
