News

When thoughtfully utilized, long-term targets influence key decisions and help shape the trajectory for growth and stability at a company.

To provide insights and data on current trends, our Research Center of Excellence analyzed 45 short reports that have been issued between 2022 and 2023 to date, across market caps and sectors, to identify if and how the targeted companies responded.

With Q2 2023 earnings season in the books, we “Close the Quarter” with some notable themes:

In this week’s Sector Beat, we analyzed annual revenue and EPS guidance provided by Consumer Discretionary companies with market caps greater than $500M that have reported to date.

Industrials are seeing a greater number of companies raising guidance across both revenue and EPS, with slightly fewer maintaining than the all-company benchmark.

At a fundamental level, banks fared better than many feared coming out of the banking crisis last quarter. Many of the big lenders are benefiting from increased loan books and higher profits attributed to higher interest rates.

Building on Your ESG Function to Optimize and Accelerate the Sustainability Opportunity

Activating a Compelling Sustainability Narrative in the Dynamic ESG Landscape: Part 3 of 4

Architecting an Impactful ESG Strategy that Prioritizes Leading Investor Focus Areas

Demystifying the Capital Markets’ Shifting ESG Priorities