This Week in Earnings: Materials – Q1’25
This earnings season, executive views remain mixed with many continuing to navigate a challenging operating environment.
May 9, 2025
The Sector Beat: Materials – Q1’25
Our analysis reveals the fundamentals of the Materials sector remain challenged, albeit at uneven levels, with outlooks clouded and executives preparing for various scenarios contingent upon how trade negotiations unfold and the extent to which tariff impacts ripple through the economy as the year progresses.
May 9, 2025
This Week in Earnings: Consumer Discretionary – Q1’25
Executive commentary reflects an increasingly cautious stance, with even those posting solid Q1 results acknowledging potential headwinds from fluctuating trade policy dynamics and downbeat consumer sentiment, causing them to soften 2025 outlooks (or reaffirm guidance rather than raising).
May 2, 2025
The Sector Beat: Consumer Discretionary – Q1’25
A sense of optimism at the start of the year has given way to tariff turmoil and souring consumer sentiment, clouding outlooks. With costs for many expected to rise no matter how trade negotiations shake out, companies are contending with a challenging environment and heightened uncertainty.
May 2, 2025
Employee Spotlight: Mackenzie Egbert
Mackenzie has been a team member at Corbin Advisors since 2022
April 28, 2025
This Week in Earnings: Industrials – Q1’25
As one would expect with tariffs top of mind, mitigation plans have featured heavily during earnings calls, with executives highlighting steps to dampen the impact, both already underway and planned, such as supply chain optimization and pricing actions. In addition, several emphasized relatively favorable positioning due to localized manufacturing footprints or USMCA tariff exemptions.
April 25, 2025
Guidance, Tariffs, and The Sector Beat: Industrials – Q1’25
Now more than ever, realism, agility, and transparency are paramount. Executives who have a clear-eyed view of risk exposure, scenario planning, and the potential duration and depth of downstream effects will be best positioned to execute and win investor trust until the tsunami-sized wave settles.
April 25, 2025
Love, Corbin: Earth Day
Our local Corbinites rolled up their sleeves and took part in a dog walk trail cleanup with CT Humane Society, getting the opportunity to meet some of the adorable adoptable pets (bonus)!
April 22, 2025
This Week in Earnings: U.S. Banks – Q1’25
Big Banks kicked off Q1 earnings season with most delivering solid results on the top- and bottom-line, continuing their recent trend.
April 18, 2025
The Sector Beat: U.S. Banks – Q1’25
Overall U.S. bank commentary reflects a marked downshift from the largely upbeat tone executives expressed at the start of the year, with tariffs and heightened uncertainty clearly weighing on sentiment and business activity.
April 18, 2025