Laura Campbell, Author at Corbin Advisors

This Week in Earnings: Consumer Discretionary – Q4’24

Demand trends are mixed across the sector, with relative pockets of strength among travel/leisure, restaurant/QSRs, and lifestyle apparel names (with some noting good momentum into Q1 and a resilient consumer). On the other end of the spectrum, the group has seen its share of Q4 disappointments and lower-than-expected guides, with those tied to automotive/recreational vehicles and housing continuing to face a challenging demand backdrop amid still-elevated interest rates.

January 31, 2025

The Sector Beat: Consumer Discretionary – Q4’24

The Consumer Discretionary sector continues to face challenges, with macro commentary remaining conservative across the board. However, a sense of cautious optimism is building among executives who anticipate improvement over the course of the year — a theme we are hearing across sectors.

January 31, 2025

This Week in Earnings: Industrials – Q4’24

Overall performances across the Industrial sector are mixed at this stage in the Q4 reporting season, reflecting the diverse industries across the group.

January 24, 2025

The Sector Beat: Industrials – Q4’24

Post-election clarity has bolstered customer sentiment across several end markets, with demand and order trends taking center stage during earnings calls. However, evolving policy directives continue to command attention, shaping both investor discussions and, no doubt, your schedules over the past week!

January 24, 2025

Corbin Advisors Announces New Executive Leadership Promotions in Support of Client Excellence and Advancing Its Growth Strategy

Corbin Advisors, a strategic consultancy accelerating value realization globally, today announced two key senior leadership promotions to further its industry leadership, specialization, and differentiation. Robert McConnaughey, current Senior Vice President and Head of IR Advisory and ESG, and Thang To, current Senior Vice President and Head of Corbin’s Investor Day, have been promoted to Executive Vice President, effective immediately.

January 22, 2025

Corbin Client Brief: ESG Trends Shaped by Latest Executive Orders

Yesterday from the indoor Presidential Inauguration parade event at Capital One Arena, President Trump issued several executive orders that may be poised to meaningfully alter American policy and positioning. These orders, many of which were issued with the intent to undo the previous administration’s policies, touch upon issues that are critical to business, such as climate change, immigration, diversity, and government efficiency.

January 21, 2025

This Week in Earnings: U.S. Banks – Q4’24

Big Banks kicked off Q4 earnings season on a positive note, largely delivering results that topped Street expectations on both the top- and bottom-lines, with net interest income (NII) guidance for 2025 also well-received by analysts. Overall results have been powered by strength in capital markets, investment banking, and trading activity.

January 17, 2025

The Sector Beat: U.S. Banks – Q4’24

Overall U.S. Big Bank commentary reflects optimism toward the year ahead and the potential to build on solid momentum seen post-election, though enthusiasm remains somewhat tempered by ongoing geopolitical risks and unknowns around how policy will unfold under a Trump 2.0 administration. As observed in our Q4’24 Inside The Buy-Side® Earnings Primer®, the heightened election uncertainty that prevailed in the Fall has been replaced by policy uncertainty.

January 17, 2025

Q4’24 Inside The Buy-Side® Industrial Sentiment Survey®

Survey Finds Muted Q4 Industrial Results Expected, but with a “Change in Momentum” Anticipated for 2025 Despite Policy Uncertainty; Growth Appetite Meaningfully Increases

January 16, 2025

The Big So What® Q4’24 Earnings Season Webinar

During our webinar The Big So What® – Q4’24 Earnings Season our Founder & CEO, Rebecca Corbin provided an expert lens on what we’re hearing and seeing this earnings season and how that aligns with or differs from Wall Street sentiment, as well as share actionable insights and global market trends aimed at helping companies successfully navigate the current landscape.

January 15, 2025

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