Zep Inc. sells highly-effective consumable chemicals that help professionals maintain, clean and protect assets and facilities. It markets over 4,000 formulas under trusted brands to over 200,000 customers. Zep aims to reduce complexity and drive organic growth through strategic initiatives like product line rationalization and supply chain optimization. It expects these actions to generate $9 million in cost savings in 2014 and profitably grow its business toward $1 billion in revenue within 5 years.
Zep Inc. presented its investor presentation for February 2014. The presentation highlighted Zep's value proposition as a seller of consumable packaged chemicals, its market opportunity across transportation, industrial/MRO, and janitorial/sanitation markets. It summarized Zep's history since spinning off in 2007, including platform acquisitions and current focus on complexity reduction. The presentation outlined Zep's financial objectives of $1 billion in revenue, annual EBITDA margin improvement, and annual EPS growth. It provided an overview of Zep's revenue drivers for fiscal 2014 and discussed its strategies for growing sales and profits profitably through margin expansion and returning high ROIC.
Zep Inc. August 2014 Investor PresentationZep Inc.
Zep Inc. held an investor presentation in August 2014 to provide an overview of the company and its outlook. The presentation discussed Zep's portfolio of brands serving transportation, industrial/MRO, and jan/san markets. It highlighted trends favoring these end markets as well as Zep's history of acquisitions and initiatives to streamline operations and reduce complexity. Zep has generated strong revenue and earnings growth but expects near-term challenges from a fire that impacted its aerosol production capacity. Overall sales are projected to be flat to down in the next 2-3 quarters before capacity is restored.
Zep Inc. held an investor presentation in August 2014 to provide an overview of the company and its financial performance. The presentation contained the following key points:
- Zep sells highly effective chemicals and products for maintenance, cleaning, and protection across various markets. It focuses on transportation, industrial/MRO, and janitorial/sanitation industries.
- The company has experienced strong revenue growth through acquisitions completed since 2009. It has also improved EBITDA margins and return on invested capital.
- Zep generates consistent cash flow that it uses to fund operations and debt payments. However, a recent fire at its aerosol plant may impact sales and costs in the near future until production is
Zep Inc. provides a company overview and discusses its markets, brands, and strategic initiatives. Key points include:
- Zep sells highly effective chemicals to maintain, clean, and protect assets in transportation, industrial, and janitorial markets.
- It has a trusted family of brands and markets over 4,000 formulas to over 200,000 customers.
- The company aims to consolidate facilities, reduce workforce, and realize cost savings from complexity reduction efforts to improve profitability.
Zep inc. second quarter fiscal 2014 earnings conference call finalZep Inc.
Zep Inc. reported its second quarter fiscal 2014 earnings. Revenue was $157.8 million despite severe winter weather. Adjusted EBITDA was $11.2 million and adjusted earnings per share were $0.09. A $3.8 million legal matter in California was settled. Restructuring initiatives were on track to exceed $9 million in savings for fiscal 2014. Management expressed confidence in future results as distractions ended and sales rebounded.
Jefferies 2013 Global Industrials Conference PresentationZep Inc.
Zep Inc. discussed its complexity reduction initiatives to drive cost savings and cash flow. It plans to consolidate facilities, reduce its non-sales workforce by 80-100 positions, and examine logistics opportunities. It expects $8-12 million in annual savings with $4-7 million in restructuring charges. Revenue in fiscal year 2013 is expected to be $685-690 million. The complexity reduction measures aim to improve profitability and position the company for long-term growth.
Zep Inc. is a leading consumable packaged chemicals company that produces and markets a wide variety of transportation and maintenance chemicals. Zep serves key end markets such as transportation, industrial/MRO, and others where its focus and scale provide an advantage. Zep has a trusted family of brands and markets over 4,000 formulas to over 200,000 customers. Zep's strategy is to focus on key end markets, expand market access, and drive economies of scale. Zep aims to reach $1 billion in revenue within 5 years through a combination of organic growth and acquisitions.
Zep Inc. is a leading provider of consumable packaged chemicals. It produces over 4,000 formulas under trusted brands to serve key end markets like transportation, industrial/MRO, and food processing. Zep recently acquired Ecolab's vehicle care division to expand into the $1 billion vehicle wash market. Zep aims to grow sales to $1 billion within 5 years through organic growth and acquisitions while improving EBITDA margins and EPS annually. It has a consistent track record of strong cash flow generation.
Zep Inc. presented its investor presentation for February 2014. The presentation highlighted Zep's value proposition as a seller of consumable packaged chemicals, its market opportunity across transportation, industrial/MRO, and janitorial/sanitation markets. It summarized Zep's history since spinning off in 2007, including platform acquisitions and current focus on complexity reduction. The presentation outlined Zep's financial objectives of $1 billion in revenue, annual EBITDA margin improvement, and annual EPS growth. It provided an overview of Zep's revenue drivers for fiscal 2014 and discussed its strategies for growing sales and profits profitably through margin expansion and returning high ROIC.
Zep Inc. August 2014 Investor PresentationZep Inc.
Zep Inc. held an investor presentation in August 2014 to provide an overview of the company and its outlook. The presentation discussed Zep's portfolio of brands serving transportation, industrial/MRO, and jan/san markets. It highlighted trends favoring these end markets as well as Zep's history of acquisitions and initiatives to streamline operations and reduce complexity. Zep has generated strong revenue and earnings growth but expects near-term challenges from a fire that impacted its aerosol production capacity. Overall sales are projected to be flat to down in the next 2-3 quarters before capacity is restored.
Zep Inc. held an investor presentation in August 2014 to provide an overview of the company and its financial performance. The presentation contained the following key points:
- Zep sells highly effective chemicals and products for maintenance, cleaning, and protection across various markets. It focuses on transportation, industrial/MRO, and janitorial/sanitation industries.
- The company has experienced strong revenue growth through acquisitions completed since 2009. It has also improved EBITDA margins and return on invested capital.
- Zep generates consistent cash flow that it uses to fund operations and debt payments. However, a recent fire at its aerosol plant may impact sales and costs in the near future until production is
Zep Inc. provides a company overview and discusses its markets, brands, and strategic initiatives. Key points include:
- Zep sells highly effective chemicals to maintain, clean, and protect assets in transportation, industrial, and janitorial markets.
- It has a trusted family of brands and markets over 4,000 formulas to over 200,000 customers.
- The company aims to consolidate facilities, reduce workforce, and realize cost savings from complexity reduction efforts to improve profitability.
Zep inc. second quarter fiscal 2014 earnings conference call finalZep Inc.
Zep Inc. reported its second quarter fiscal 2014 earnings. Revenue was $157.8 million despite severe winter weather. Adjusted EBITDA was $11.2 million and adjusted earnings per share were $0.09. A $3.8 million legal matter in California was settled. Restructuring initiatives were on track to exceed $9 million in savings for fiscal 2014. Management expressed confidence in future results as distractions ended and sales rebounded.
Jefferies 2013 Global Industrials Conference PresentationZep Inc.
Zep Inc. discussed its complexity reduction initiatives to drive cost savings and cash flow. It plans to consolidate facilities, reduce its non-sales workforce by 80-100 positions, and examine logistics opportunities. It expects $8-12 million in annual savings with $4-7 million in restructuring charges. Revenue in fiscal year 2013 is expected to be $685-690 million. The complexity reduction measures aim to improve profitability and position the company for long-term growth.
Zep Inc. is a leading consumable packaged chemicals company that produces and markets a wide variety of transportation and maintenance chemicals. Zep serves key end markets such as transportation, industrial/MRO, and others where its focus and scale provide an advantage. Zep has a trusted family of brands and markets over 4,000 formulas to over 200,000 customers. Zep's strategy is to focus on key end markets, expand market access, and drive economies of scale. Zep aims to reach $1 billion in revenue within 5 years through a combination of organic growth and acquisitions.
Zep Inc. is a leading provider of consumable packaged chemicals. It produces over 4,000 formulas under trusted brands to serve key end markets like transportation, industrial/MRO, and food processing. Zep recently acquired Ecolab's vehicle care division to expand into the $1 billion vehicle wash market. Zep aims to grow sales to $1 billion within 5 years through organic growth and acquisitions while improving EBITDA margins and EPS annually. It has a consistent track record of strong cash flow generation.
- Third quarter results were mixed with progress made on strategic initiatives but overall financial results were unacceptable.
- Revenue increased due to acquisitions but was offset by declines in other areas, while gross profit margins grew.
- Expectations are for flat to declining revenue in the near term as complexity reduction plans are accelerated, but these plans aim to improve free cash flow and margins.
Zep Inc. reported strong financial results for the fourth quarter and fiscal year 2013. In the fourth quarter, revenue grew 6% to $182.2 million, gross margins improved 130 basis points, adjusted EBITDA grew 8% to $17 million, and free cash flow grew by almost $27 million. For fiscal year 2013, revenue grew 5.5%, gross margins improved 110 basis points, adjusted EBITDA grew 6% to $57 million, and free cash flow increased $34 million to $38 million. Looking ahead, Zep expects continued cost reductions and efficiency initiatives to drive further margin expansion and debt reduction in fiscal year 2014.
Sysco reported fourth quarter and full year 2016 earnings results. For the fourth quarter, sales increased 10% to $13.6 billion while gross profit rose 12.7%. Operating expenses grew 9.6% and operating income increased 23.4%. For the full year, sales grew 3.5% to $50.4 billion, gross profit increased 5.7%, and operating income rose 12.1% while net earnings grew 10.4%. Sysco's results were driven by accelerating local case growth, enhanced processes to support customer success, and solid expense management.
Barnes Group Inc. Investor Overview - March 2016Terri Chapman
The document provides an investor overview for Barnes Group from March 2016. It discusses Barnes Group's business segments, end markets served, financial performance trends, and growth strategies. Some key points:
- Barnes Group has two business segments: Industrial and Aerospace, serving a variety of end markets globally.
- The company has transformed its portfolio through acquisitions since 2010, increasing its aerospace business from 32% to 65% of sales.
- Financial metrics like adjusted operating margins and EPS have increased steadily in recent years and are expected to continue growing.
- Growth strategies focus on intellectual property, portfolio enhancements, sustainable end markets, global expansion, and talent development.
Sysco reported results for its second quarter of fiscal year 2017. Net earnings increased 1% and adjusted operating income rose 27.7% due to contributions from the Brakes acquisition. Gross profit growth of 19.2% outpaced operating expense growth of 17.1% due to disciplined case growth, supply chain cost leverage, and expense management. The company raised its three-year adjusted operating income target to $600-650 million due to solid execution of its strategic plan and performance in the first half of the fiscal year.
Sysco reported first quarter 2017 earnings results. Key highlights included sales growth of 1.0% excluding Brakes and 11.2% including Brakes. Gross profit grew 5.0% excluding Brakes and 20.3% including Brakes. Operating income grew 15.3% excluding Brakes and 23.8% including Brakes. The acquisition of Brakes Group was accretive to earnings per share and Sysco expects Brakes to be high-single-digit accretive for fiscal year 2017. Sysco also discussed continued focus on key initiatives to drive growth and manage expenses.
Sysco at 2016 Barclays Global Consumer Staples Conference Sysco_Investors
Sysco provided an overview of its business and recent performance. Key points include:
- For fiscal year 2016, Sysco reported adjusted sales growth of 3.5% and adjusted earnings per share growth of 14.1%.
- Momentum continued into the fourth quarter with local case growth and gross margin expansion.
- The acquisition of Brakes enhances Sysco's product portfolio and geographic reach in Europe.
- For fiscal year 2017, Sysco aims to further grow gross profit through customer-focused solutions and insights while keeping supply chain costs flat.
- Executive compensation changes will result in a one-time $15 million expense shift from the second quarter to the first quarter of fiscal 2017.
In Q2 2016, US Foods reported 6.8% growth in independent restaurant volume and 10% growth in adjusted EBITDA. Net sales were down slightly due to chain exits and deflation. The company completed refinancing actions following its IPO that lowered interest expenses and extended debt maturities. Management provided an outlook for 2016 of 6-7% independent restaurant case growth and 8-9% adjusted EBITDA growth. Mid-term targets include annual case growth of 2-4% and adjusted EBITDA growth of 7-10%.
Sysco held its annual CAGNY conference on February 21, 2017. The presentation included a market and strategy update from the CEO, a business update from the President and COO, and a financial overview from the CFO. Sysco reaffirmed its three-year strategic plan to grow operating income by $600-650 million through initiatives like accelerating local case growth and reducing administrative costs. Sysco has already achieved $350 million in operating income growth and is on track to meet its targets.
Morgan Stanley Conference Deck November 2016irusfoods
US Foods presented their strategy at the Morgan Stanley Consumer and Retail Conference. Their strategy focuses on four areas: winning food leadership through innovative products and private brands; differentiating through an easy customer experience with e-commerce and analytics; competing through flawless fundamentals like perfect orders and food safety; and building on a foundational culture. They outlined initiatives to drive growth such as product launches, acquisitions, increasing center-of-plate and produce penetration, and reducing operating expenses. The overall strategy aims to increase sales and margins through extending their differentiation in the marketplace.
US Foods reported strong financial results for Q3 2016, with 4% total case volume growth and earnings growth outpacing revenue growth. Adjusted EBITDA increased 8.4% to $244 million compared to Q3 2015, driven by initiatives to offset deflationary pressures and lower restructuring charges. The company also raised full-year 2016 guidance for adjusted EBITDA growth to a range of 9-10% and continued to strengthen its portfolio through acquisitions.
Cardinal Health Q2 FY 2016 Earnings PresentationCardinal_Health
- Cardinal Health reported financial results for Q2 FY2016 with total revenue of $31.4 billion, a 23% increase over Q2 FY2015. Operating earnings were $563 million, a 3% increase.
- The Pharmaceutical segment saw a 25% revenue increase to $28.3 billion and a 16% increase in segment profit to $627 million due to growth from existing and new customers as well as acquisitions.
- The Medical segment reported a 9% revenue increase to $3.2 billion, while segment profit declined 8% to $106 million, which includes a $21 million impact from Cordis-related inventory fair value step-up.
The document provides guidance for Rockwell Collins for fiscal year 2014, including an increase in total sales guidance to a range of $4.95 billion to $5.05 billion. Segment operating margins are expected to be in the range of 20% to 21%, and earnings per share are projected between $4.35 and $4.55. Cash from operating activities is forecast at $600 million to $700 million.
Tyson Foods presented at the Consumer Analyst Group of New York conference on February 21, 2017. The presentation outlined Tyson's strategy to build a modern growth portfolio through innovation, differentiated capabilities, and a focus on fresh, flexible, and functional foods. Recent launches in areas like ground chicken and refrigerated breakfast foods were highlighted as examples of successful innovation delivering revenue growth. Going forward, Tyson aims to sustain leadership through a balanced portfolio approach and driving growth across retail, foodservice, and e-commerce channels.
Cardinal Health Q3 FY 2016 Earnings PresentationCardinal_Health
- Cardinal Health reported revenue of $30.7 billion for Q3 FY2016, a 21% increase over the previous year. Operating earnings increased 11% to $656 million.
- Revenue growth was driven by contributions from acquisitions as well as growth with new and existing customers in both the Pharmaceutical and Medical segments.
- The company updated full-year FY2016 guidance, expecting revenue growth in the mid- to high-teens percentage range over FY2015 and non-GAAP diluted EPS between $5.17 to $5.27.
The document summarizes Valeant Pharmaceuticals International's investor day agenda on June 21, 2012. The agenda included opening remarks by Mike Pearson, financial discussions by Howard Schiller, business overviews by Rajiv De Silva, and presentations on emerging markets and specialty pharmaceuticals. Guests in attendance included board members and senior leadership. The document also provided important information about forward-looking statements and non-GAAP financial measures.
Sysco provided a forward-looking statement regarding risks and uncertainties in its business, including risks related to the economy, inflation, deflation, currency fluctuations, international expansion, acquisitions, capital expenditures, and estimates for future periods. The statement notes that actual results may differ materially from forecasts due to general risks associated with the business, economic conditions, and factors beyond management's control.
- The company declared a $0.75 dividend per share for the first quarter of 2017, consistent with the previous six quarters.
- MoGas pipeline is holding a non-binding open season while Pinedale Liquids Gathering System tenant completed restructuring.
- The company raised $70 million through a preferred stock offering and paid down $44 million of debt to enhance liquidity for potential acquisitions.
- CorEnergy Infrastructure Trust held an investor conference call to discuss its fiscal year 2016 results
- Key developments included declaring a $0.75 dividend for Q4 2016, bringing the annual dividend to $3.00 per share, and providing continued dividend guidance of $3.00 per share
- The presentation reviewed CorEnergy's asset portfolio and tenants, capital structure, recent financing activities, and outlook for 2017 including a focus on acquisitions of $50-250 million and continued stable dividend payments.
Valeant outlined its approach to growth through acquisitions and cost synergies in a presentation. It highlighted accelerating organic growth at acquired companies like Bausch + Lomb from 4% to over 10% through volume growth. Valeant also emphasized its output-driven R&D approach that has delivered more launches than competitors, and said it would deliver on Allergan's requirements at lower cost through a lean R&D model. The presentation concluded by noting Valeant's strong track record of capital deployment has generated superior returns on acquisitions.
The presentation provides an overview of Zep Inc., including its value proposition, target markets, favorable industry trends, growth strategy and financial performance. Key points include:
- Zep sells highly effective chemicals for maintenance, cleaning and protection across transportation, industrial and janitorial markets.
- Recent acquisitions have expanded its product portfolio and markets served. Further complexity reduction is planned.
- Favorable demographic and industry trends support ongoing growth in its target markets.
- The company has achieved strong revenue growth and expanding margins through acquisitions and restructuring.
Zep Inc. reported record first quarter revenue driven by gains in their three major North American end markets. Results were broadly in line with expectations, though gross profit margin declined slightly year-over-year. Investments were made in organic growth initiatives during the quarter. The company is recovering well from the May 2014 manufacturing facility fire and expects to achieve full production capability by the end of the second fiscal quarter. Zep provided fiscal year 2015 guidance targeting low single digit revenue growth and gross profit margins between 46-48%.
- Third quarter results were mixed with progress made on strategic initiatives but overall financial results were unacceptable.
- Revenue increased due to acquisitions but was offset by declines in other areas, while gross profit margins grew.
- Expectations are for flat to declining revenue in the near term as complexity reduction plans are accelerated, but these plans aim to improve free cash flow and margins.
Zep Inc. reported strong financial results for the fourth quarter and fiscal year 2013. In the fourth quarter, revenue grew 6% to $182.2 million, gross margins improved 130 basis points, adjusted EBITDA grew 8% to $17 million, and free cash flow grew by almost $27 million. For fiscal year 2013, revenue grew 5.5%, gross margins improved 110 basis points, adjusted EBITDA grew 6% to $57 million, and free cash flow increased $34 million to $38 million. Looking ahead, Zep expects continued cost reductions and efficiency initiatives to drive further margin expansion and debt reduction in fiscal year 2014.
Sysco reported fourth quarter and full year 2016 earnings results. For the fourth quarter, sales increased 10% to $13.6 billion while gross profit rose 12.7%. Operating expenses grew 9.6% and operating income increased 23.4%. For the full year, sales grew 3.5% to $50.4 billion, gross profit increased 5.7%, and operating income rose 12.1% while net earnings grew 10.4%. Sysco's results were driven by accelerating local case growth, enhanced processes to support customer success, and solid expense management.
Barnes Group Inc. Investor Overview - March 2016Terri Chapman
The document provides an investor overview for Barnes Group from March 2016. It discusses Barnes Group's business segments, end markets served, financial performance trends, and growth strategies. Some key points:
- Barnes Group has two business segments: Industrial and Aerospace, serving a variety of end markets globally.
- The company has transformed its portfolio through acquisitions since 2010, increasing its aerospace business from 32% to 65% of sales.
- Financial metrics like adjusted operating margins and EPS have increased steadily in recent years and are expected to continue growing.
- Growth strategies focus on intellectual property, portfolio enhancements, sustainable end markets, global expansion, and talent development.
Sysco reported results for its second quarter of fiscal year 2017. Net earnings increased 1% and adjusted operating income rose 27.7% due to contributions from the Brakes acquisition. Gross profit growth of 19.2% outpaced operating expense growth of 17.1% due to disciplined case growth, supply chain cost leverage, and expense management. The company raised its three-year adjusted operating income target to $600-650 million due to solid execution of its strategic plan and performance in the first half of the fiscal year.
Sysco reported first quarter 2017 earnings results. Key highlights included sales growth of 1.0% excluding Brakes and 11.2% including Brakes. Gross profit grew 5.0% excluding Brakes and 20.3% including Brakes. Operating income grew 15.3% excluding Brakes and 23.8% including Brakes. The acquisition of Brakes Group was accretive to earnings per share and Sysco expects Brakes to be high-single-digit accretive for fiscal year 2017. Sysco also discussed continued focus on key initiatives to drive growth and manage expenses.
Sysco at 2016 Barclays Global Consumer Staples Conference Sysco_Investors
Sysco provided an overview of its business and recent performance. Key points include:
- For fiscal year 2016, Sysco reported adjusted sales growth of 3.5% and adjusted earnings per share growth of 14.1%.
- Momentum continued into the fourth quarter with local case growth and gross margin expansion.
- The acquisition of Brakes enhances Sysco's product portfolio and geographic reach in Europe.
- For fiscal year 2017, Sysco aims to further grow gross profit through customer-focused solutions and insights while keeping supply chain costs flat.
- Executive compensation changes will result in a one-time $15 million expense shift from the second quarter to the first quarter of fiscal 2017.
In Q2 2016, US Foods reported 6.8% growth in independent restaurant volume and 10% growth in adjusted EBITDA. Net sales were down slightly due to chain exits and deflation. The company completed refinancing actions following its IPO that lowered interest expenses and extended debt maturities. Management provided an outlook for 2016 of 6-7% independent restaurant case growth and 8-9% adjusted EBITDA growth. Mid-term targets include annual case growth of 2-4% and adjusted EBITDA growth of 7-10%.
Sysco held its annual CAGNY conference on February 21, 2017. The presentation included a market and strategy update from the CEO, a business update from the President and COO, and a financial overview from the CFO. Sysco reaffirmed its three-year strategic plan to grow operating income by $600-650 million through initiatives like accelerating local case growth and reducing administrative costs. Sysco has already achieved $350 million in operating income growth and is on track to meet its targets.
Morgan Stanley Conference Deck November 2016irusfoods
US Foods presented their strategy at the Morgan Stanley Consumer and Retail Conference. Their strategy focuses on four areas: winning food leadership through innovative products and private brands; differentiating through an easy customer experience with e-commerce and analytics; competing through flawless fundamentals like perfect orders and food safety; and building on a foundational culture. They outlined initiatives to drive growth such as product launches, acquisitions, increasing center-of-plate and produce penetration, and reducing operating expenses. The overall strategy aims to increase sales and margins through extending their differentiation in the marketplace.
US Foods reported strong financial results for Q3 2016, with 4% total case volume growth and earnings growth outpacing revenue growth. Adjusted EBITDA increased 8.4% to $244 million compared to Q3 2015, driven by initiatives to offset deflationary pressures and lower restructuring charges. The company also raised full-year 2016 guidance for adjusted EBITDA growth to a range of 9-10% and continued to strengthen its portfolio through acquisitions.
Cardinal Health Q2 FY 2016 Earnings PresentationCardinal_Health
- Cardinal Health reported financial results for Q2 FY2016 with total revenue of $31.4 billion, a 23% increase over Q2 FY2015. Operating earnings were $563 million, a 3% increase.
- The Pharmaceutical segment saw a 25% revenue increase to $28.3 billion and a 16% increase in segment profit to $627 million due to growth from existing and new customers as well as acquisitions.
- The Medical segment reported a 9% revenue increase to $3.2 billion, while segment profit declined 8% to $106 million, which includes a $21 million impact from Cordis-related inventory fair value step-up.
The document provides guidance for Rockwell Collins for fiscal year 2014, including an increase in total sales guidance to a range of $4.95 billion to $5.05 billion. Segment operating margins are expected to be in the range of 20% to 21%, and earnings per share are projected between $4.35 and $4.55. Cash from operating activities is forecast at $600 million to $700 million.
Tyson Foods presented at the Consumer Analyst Group of New York conference on February 21, 2017. The presentation outlined Tyson's strategy to build a modern growth portfolio through innovation, differentiated capabilities, and a focus on fresh, flexible, and functional foods. Recent launches in areas like ground chicken and refrigerated breakfast foods were highlighted as examples of successful innovation delivering revenue growth. Going forward, Tyson aims to sustain leadership through a balanced portfolio approach and driving growth across retail, foodservice, and e-commerce channels.
Cardinal Health Q3 FY 2016 Earnings PresentationCardinal_Health
- Cardinal Health reported revenue of $30.7 billion for Q3 FY2016, a 21% increase over the previous year. Operating earnings increased 11% to $656 million.
- Revenue growth was driven by contributions from acquisitions as well as growth with new and existing customers in both the Pharmaceutical and Medical segments.
- The company updated full-year FY2016 guidance, expecting revenue growth in the mid- to high-teens percentage range over FY2015 and non-GAAP diluted EPS between $5.17 to $5.27.
The document summarizes Valeant Pharmaceuticals International's investor day agenda on June 21, 2012. The agenda included opening remarks by Mike Pearson, financial discussions by Howard Schiller, business overviews by Rajiv De Silva, and presentations on emerging markets and specialty pharmaceuticals. Guests in attendance included board members and senior leadership. The document also provided important information about forward-looking statements and non-GAAP financial measures.
Sysco provided a forward-looking statement regarding risks and uncertainties in its business, including risks related to the economy, inflation, deflation, currency fluctuations, international expansion, acquisitions, capital expenditures, and estimates for future periods. The statement notes that actual results may differ materially from forecasts due to general risks associated with the business, economic conditions, and factors beyond management's control.
- The company declared a $0.75 dividend per share for the first quarter of 2017, consistent with the previous six quarters.
- MoGas pipeline is holding a non-binding open season while Pinedale Liquids Gathering System tenant completed restructuring.
- The company raised $70 million through a preferred stock offering and paid down $44 million of debt to enhance liquidity for potential acquisitions.
- CorEnergy Infrastructure Trust held an investor conference call to discuss its fiscal year 2016 results
- Key developments included declaring a $0.75 dividend for Q4 2016, bringing the annual dividend to $3.00 per share, and providing continued dividend guidance of $3.00 per share
- The presentation reviewed CorEnergy's asset portfolio and tenants, capital structure, recent financing activities, and outlook for 2017 including a focus on acquisitions of $50-250 million and continued stable dividend payments.
Valeant outlined its approach to growth through acquisitions and cost synergies in a presentation. It highlighted accelerating organic growth at acquired companies like Bausch + Lomb from 4% to over 10% through volume growth. Valeant also emphasized its output-driven R&D approach that has delivered more launches than competitors, and said it would deliver on Allergan's requirements at lower cost through a lean R&D model. The presentation concluded by noting Valeant's strong track record of capital deployment has generated superior returns on acquisitions.
The presentation provides an overview of Zep Inc., including its value proposition, target markets, favorable industry trends, growth strategy and financial performance. Key points include:
- Zep sells highly effective chemicals for maintenance, cleaning and protection across transportation, industrial and janitorial markets.
- Recent acquisitions have expanded its product portfolio and markets served. Further complexity reduction is planned.
- Favorable demographic and industry trends support ongoing growth in its target markets.
- The company has achieved strong revenue growth and expanding margins through acquisitions and restructuring.
Zep Inc. reported record first quarter revenue driven by gains in their three major North American end markets. Results were broadly in line with expectations, though gross profit margin declined slightly year-over-year. Investments were made in organic growth initiatives during the quarter. The company is recovering well from the May 2014 manufacturing facility fire and expects to achieve full production capability by the end of the second fiscal quarter. Zep provided fiscal year 2015 guidance targeting low single digit revenue growth and gross profit margins between 46-48%.
Zep Inc. reported third quarter fiscal 2014 earnings. Revenue increased 0.6% overall and 2.1% on an average daily sales basis. Adjusted EBITDA grew 13.6% and the adjusted EBITDA margin expanded 110 basis points. Transportation and industrial/MRO markets represented 63% of North American revenue. In May, a fire destroyed Zep's aerosol manufacturing facility, but no associates were injured. Zep is implementing a business continuity plan and expects lost aerosol sales to exceed core growth for the next 2-3 quarters, with sales expected to be flat to down somewhat. The CFO reviewed financial results and preliminary expectations for fiscal 2015, which will focus on minimizing customer disruption from
Impact of e commerce toward indonesian silk industry the changing value chai...ijmvsc
The advent of the internet and information technology has revolutionarized the way small medium
enterprise do business, particularly those that in the silk industry. This preliminary research will look at
the definitions of e-commerce by various authors including Turban et al (2002) and Nezu (2001). A
definition of commerce will be suggested that takes into account all the areas in e-commerce including
business-to-business e-commerce and intrabusiness e-commerce which are usually not mentioned in many
definitions of e-commerce.The new types of products i.e. digital products as well as the new business
models which include content, affiliate and customization will be mentioned. The impact of technology on
the value chain in particular disintermediation and cybermediation with relevancies from the Indonesian
Silk Industry will be discussed.The theory of Diffusion of Innovation will be stated used to understand the
evolution of the internet and the adoption of web technologies by SME.Finally, the future of e-commerce
which includes the lessons learnt from start-up failures and the way that click-and-mortar industries can
be successful will be discussed.
Zep Inc. held its fourth quarter fiscal 2014 earnings conference call on November 12, 2014. In the call, Chairman and CEO John K. Morgan and CFO Mark R. Bachmann discussed the company's financial results and outlook. They noted record fourth quarter revenue of $186.8 million, up 2.5% year-over-year on an organic basis. Gross margins were impacted by higher freight costs and raw material sales. The company is making investments to accelerate organic growth in its North American business and recovering from a May 2014 fire at its aerosol manufacturing plant.
Selection of supplier in b2b e commerce using work flow petri netijmvsc
This document summarizes a research paper that models supplier selection in business-to-business e-commerce using Petri nets. It presents a workflow model of e-procurement with entities like procurement, manufacturer orders, and market demand. A Petri net workflow model is used to represent the supplier selection process. Performance is analyzed for a two-supplier generic model and an n-supplier model by calculating throughput and delivery time based on randomly generated times. Test cases show supplier involvement and compare throughput/delivery times to select the best suppliers.
The document summarizes the Value Measuring Methodology (VMM), a framework for defining, capturing, and measuring both quantitative and qualitative value associated with IT investments. VMM is composed of four sequential steps: 1) develop a decision framework with value, cost, and risk structures; 2) define alternatives and estimate their value, cost, and risk; 3) analyze and compare alternatives; and 4) document and communicate results. Each step involves multiple tasks and outputs information to inform subsequent steps. The goal is to provide a comprehensive analysis of costs, benefits, and risks to support decision making.
An Approach to Identify Failure Factors of Enterprise Application Implementat...ijmvsc
This document summarizes a research paper that aims to identify critical failure factors for implementing enterprise applications, specifically ERP systems, in Indian micro enterprises. The paper conducts a literature review on past ERP implementation failures in various contexts. While many studies have looked at critical success factors, few have comprehensively examined critical failure factors, especially for Indian micro enterprises. The researchers compiled literature and analyzed ERP failure factors to empirically assess the most important challenges from the perspective of Indian small and medium businesses. The goal is to understand these failure factors so they can be addressed to increase the likelihood of successful ERP implementations.
This document summarizes a research study that examined the relationship between demographic variables and brand associations for fast food restaurant chains in Jordan. The study used data mining techniques, including X-Means clustering and the ReliefF algorithm, to analyze survey responses from 812 customers. The results of X-Means clustering showed some relationships between certain demographic variables (e.g. gender, income) and positive or negative brand associations. The ReliefF algorithm then ranked the demographic variables by their predictive power, finding that income had the strongest influence on brand associations, while age had the weakest influence. The study provides insights into how different customer segments relate to fast food brands based on their demographic characteristics.
The influence of individual factors on the entrepreneurial intentionijmvsc
Today, no one is safe from forces and pressures, which are exerted on it, because of a significant number
of the requirements in particular as regards competitiveness, the need for change, or the crises and the
deregulations. In front of the economic and social turbulences which we know, the creation of new
company appears as a cause of general interest. This research papers focuses on the problematic of the
entrepreneurship, and more particularly on the stake which this domain represents in our society, by
treating the determinants of the entrepreneurial intention. To face this news gives, students must
reconsider their behaviors and their practices to renew themselves, to open out and reinforce their
position in the market. Some of these practices form what one calls the entrepreneurial orientation. For
this reason, we will devote this paper for better encircling and apprehending the concept of individual
factors, and we tried to know how the individual factors (motivations, need for accomplishment, need for
autonomy, passion to develop its own idea, individual characteristics, work experience, teaching) can
influence the intention of the entrepreneur to create his own project. We focused on review literature
through a survey of a sample of students from the Higher Institute of Business Administration of Sfax
(Tunisia).
A new fuzzy dematel todim hybrid method for evaluation criteria of knowledge ...ijmvsc
Knowledge management (KM) adoption in the supply chain network needs a good investment as well as
few changes in the culture of the entire SC. Knowledge management is the process of creating,
distributing and transferring information. The goal of this study is to Rank KM criteria in supply chain
network in Iran which is important for firms these days. Criterion used in this paper were extracted from
the literature review and were confirmed by supply chain experts. The proposed approach for ranking and
finding out about these criterion is hybrid fuzzy DEMATEL-TODIM, with using fuzzy number as data for
our studies we could avoid uncertainty. The data was gathered from PhD. And Ms. Students in industrial
engineering of Kharrazmi university of Tehran and PhD. And Ms. Students of the management department
of Semnan university. A new hybrid approach was used for achieving the results of this study. This new
hybrid approach ranks data criteria respect to each other, then by using TODIM for ranking respect to
the best situation (gains), the rates of criterion were determined which is a very important advantage.
“Impacts of Electricity Access to Rural SMEs”ijmvsc
This study was intended towards evaluating the impact of electricity availability on the operation and
performance of SMEs in the rural areas of Bangladesh. The results are based on a study from a survey
carried out in two electrified villages in Paikgacha, Khulna. The study detected favorable changes on the
production costs, profit margin, development and modernization of business, women empowerment,
quality of life, and human development due to the electrification. The findings of the paper will help the
stakeholders in number of areas including developing grid electricity services, supporting rural
electrification programs, developing the updated framework for micro enterprise development and also
overall reduction of poverty in the rural and disadvantaged areas of Bangladesh
Today, no one is safe from forces and pressures, which are exerted on it, because of a significant number of
the requirements in particular as regards competitiveness,the need for change, or the crises and the
deregulations. In front of the economic and social turbulences which we know, the creation of new
company appears as a cause of general interest. This research papers focuses on the problem of the
entrepreneurship, and more particularly on the stake which this domain represents in our society, by
treating the entrepreneurial teams as an opportunity for success the entrepreneurial project. To face this,
entrepreneur must reconsider their behaviors and their practices to renew themselves, to open out and
reinforce their position in the market. Some of these practices form what one calls the entrepreneurial
orientation. For this reason, we will devote this paper for better encircling and apprehending the concept of
entrepreneurial team. We focused on review literature through a survey of a sample of entrepreneurs from
Tunisia.
COMPRESSED NEW PRODUCT DEVELOPMENT CYCLE & ITS IMPACT ON OUTSOURCING DECISION...ijmvsc
The compulsion to continuous development of new product has resulted in compressed product life cycle.A
consequence of this compressed product life cycle is the time crunch or the “schedule pressure” that the
new product development (NPD) team in a company confronts. The time-to-market or schedule pressure
can be one of the main reason of increasing outsourcing activities related to NPD as outsourcing brings
together multiple best-in-class suppliers work simultaneously on individual components of a system and
gives the company required flexibility in regards to NPD .The main hypothesis of this paper is to find out
whether schedule pressure on NPD encourages outsourcing. The study aims to explore the impact of
schedule pressure in NPD in the auto component industry. The other aim isto assess the relationship
between schedule pressure in NPD and the outsourcing decision.
Study on the economic impact of employment small businesses loans under the f...ijmvsc
Job creation is undeniable importance of creating economic stability issue. Greater attention to the issue
of population can increase employment and general welfare of society in the development and reduction of
poverty and unemployment. Since one of the objectives of the Charity to empower patients, particularly in
economic stability and jobs and alleviate poverty and unemployment, employment and self-sufficiency in
agricultural and livestock projects of service. Given the importance of employment Charity projects,
particularly in agriculture, livestock and has served on the top of their agendas. The study was conducted
in the same relation to loans with the aim of stabilizing the economy and employment Impact on small
businesses covered by the family of the Imam Khomeini Relief Committee Gilangharb city. The study of the
nature, quantity and type of research as applied to the data collection method - correlation. The
population consisted of 380 households Self-Sufficiency Project Joint Relief Committee of clients that have
reached the stage of self-reliance and financial independence. The sample size was determined using
Cochran's formula, 75 households were selected using stratified random sampling method. The results
showed that four variables' experience in the design, facilities and equipment required, and the extent of
participation by family members reinvestment " These variables had the greatest effect on the success of
agricultural self-sufficiency plans, clients are Gilangharb Relief city..
The document discusses an expense management system called Meridian that handles the full expense process from submission to approval to payment. It analyzes value-added tax (VAT) compliance, refunds foreign VAT quarterly, and provides a monthly report identifying local VAT amounts. The system improves behaviors, applies policies consistently and independently, speeds up the expense process for quicker payments, and allows access to VAT consultancy services.
The document discusses the masthead, cover design, and written content of a pop magazine created by the author. The masthead follows conventions by placing the artist's name prominently and the magazine title. The cover features the subject holding her hair, representing overcoming bullying. Costumes and makeup were chosen to look like everyday outfits for teenage girls. While the font, columns, and size of written content conform to standards, the use of three colors in the magazine title is unconventional.
Why are the Japanese not getting a handle on indiaRajagopalan V
The Japanese consumer electronics companies like Toshiba, Sharp, and Sony are struggling in the Indian market and are closing down operations or selling business units. The Indian market is large and growing but the Japanese lack a strong digital and physical presence through stores and websites. They do not provide complete product specifications, pricing, or points of contact for support. Additionally, the Japanese cultural emphasis on consensus decision-making has hindered their ability to adapt quickly to the Indian market. To succeed, the author argues they must empower local management, provide competitive pricing, embrace global standards, and establish high-quality manufacturing in India. Leaving the market now would abandon existing customers and squander the long-term potential of India's growing consumer class
Yoga - Basic tips for an avid practitionerRajagopalan V
Based on my first year of yoga , I wanted to share some of the tips that our yoga teacher constantly talks about. Yoga is beneficial and keeps you flexible, fit and alive.
Zep Inc. First Quarter Fiscal 2014 Earnings Conference CallZep Inc.
Zep Inc. reported financial results for the first quarter of fiscal year 2014 that met expectations with limited surprises. Revenue grew 4.3% to $164.9 million driven by contributions from the acquisition of Zep Vehicle Care, which offset declines from restructuring efforts. Gross margins improved 70 basis points to 48.1% due to favorable product mix. Adjusted EBITDA increased 17% to approximately $14.1 million and adjusted earnings per share were $0.17, excluding one-time costs. Management expects near-term sales declines of 0-3% due to restructuring initiatives but remains focused on realizing $9 million in annual cost savings and generating significant cash flow in the second half of the fiscal year to
This document provides an overview of Winnebago Industries' presentation at the Baird ESG Investor Conference on February 24, 2021. It begins with forward-looking statements and disclaimers, then discusses the company's strategic priorities, transformation, financial results, capital allocation, leverage ratio, and outlook for strong interest in the outdoors. The presentation highlights Winnebago's leadership in premium outdoor lifestyle brands and diversification across RV, marine, and specialty vehicles. It summarizes the company's focus on innovation, quality, service, and building lifetime customer intimacy.
Shutterfly Earnings for 1Q 2014 released after market close today. Released in tandem with their conference call - which starts in about 20 minutes: http://www.media-server.com/m/p/o42tycb9
Looks like they beat by $0.05 and gave updated guidance more or less in-line with consensus. Note that Goldman upgraded the stock 2 weeks ago...
The document summarizes Masonite's 2014 first quarter earnings presentation. It discusses the company's financial results for Q1 2014 including net sales of $422.5 million, adjusted EBITDA of $19.7 million, and door volume of 7.8 million units. Harsh winter conditions negatively impacted door volume, net sales and adjusted EBITDA compared to Q1 2013. Average unit prices increased in North America and Europe/ROW. Liquidity remains strong with $286.6 million in total available liquidity as of March 30, 2014.
Sysco is presenting at a consumer conference to discuss its strategic plan and financial objectives over the next three years. The plan focuses on growing gross profit through local case growth and margin improvement, reducing supply chain and administrative costs, and leveraging technology and people. Sysco has achieved $410 million in operating income improvements so far, is on track to meet EPS targets, and has a ROIC of 13.1%, demonstrating strong initial results toward its three-year goals.
The document summarizes Brian Kelley's presentation at the 2014 CAGNY Conference on February 19, 2014. It discusses Keurig Green Mountain's forward-looking statements, non-GAAP financial measures, who the company is, their innovation capabilities, and provides an overview of the company's financial performance.
20150915 investor day presentation v_f_webcast versionSysco_Investors
Sysco Corporation held an investor day presentation on September 15, 2015 to provide an overview of its strategic plan for 2016-2018. The presentation included forward-looking statements about Sysco's financial targets and growth initiatives over this period. It noted risks and uncertainties that could impact whether these targets are achieved, such as economic conditions, inflation, competition, and challenges executing strategic initiatives. The presentation also acknowledged that Trian Partners recently acquired a 7% stake in Sysco and placed two representatives on its board of directors.
This presentation discusses Molson Coors' strategic framework and priorities. It summarizes that Molson Coors aims to drive sustainable growth and long-term shareholder returns through brand-led profit growth, cash generation, and disciplined capital allocation with a focus on profit after capital charge. Key priorities for 2017 include integrating the MillerCoors acquisition, achieving cost savings, paying down debt, and delivering top- and bottom-line performance.
- Bob Hau, CFO of TE Connectivity, presented at the UBS Global Technology Conference in November 2014
- TE Connectivity provides connectivity and sensor solutions across industries like transportation, industrial, consumer, and networks
- The company has a diversified portfolio and global scale to accelerate growth, with an aim for long-term organic revenue growth of 5-7% through expansion in existing markets and acquisitions
- TE Connectivity has achieved over 15% operating margins below $14B in revenue and expects to continue delivering double-digit earnings growth and strong free cash flow conversion
Masonite reported financial results for the second quarter of 2014, with increases in key metrics compared to the same period last year. Net sales were up 8.2% to $490.2 million driven by a 5.5% increase in average unit price and 5.3% higher door volume in North America. Adjusted EBITDA rose 31.6% to $44.1 million and margins expanded 160 basis points to 9.0%, the highest margin in 5 years. However, production issues following an explosion at Masonite Africa's mill are expected to negatively impact Adjusted EBITDA there by $6-7 million in the third quarter. Liquidity remains strong with $324.7 million in available
The document provides Sysco Corporation's earnings results for the fourth quarter and full fiscal year of 2017, including forward-looking statements and associated risks. It discusses strong sales, adjusted operating income, and adjusted earnings per share growth for both the quarter and full year. Sysco aims to be its customers' most valued partner through initiatives focused on the customer experience, talent, productivity, and financial objectives.
Masonite reported strong second quarter 2015 earnings, with adjusted EBITDA increasing 34% year-over-year. Average unit prices increased in all three of Masonite's reportable segments. Masonite also acquired two UK-based door companies, Performance Doorset Solutions and National Hickman, and disposed of its French door business to optimize its portfolio. The presentation provided an overview of Masonite's financial results and strategy to focus on strategic markets and product lines to drive continued growth.
Sysco Corporation provided a three-year financial plan for fiscal years 2018 through 2020. Key targets include:
- Total case growth of 3.0-3.5% annually
- Sales growth of 4.0-4.5% annually
- Gross profit growth of 4.0% annually
- Operating income growth of 9.0% annually
- EPS growth of 4.0-4.5% annually, improving to 12-16% growth post-tax reform
Sysco expects to achieve these targets through a focus on four strategic priorities: local customers, customer experience, supply chain optimization, and talent development. The company also expects to achieve an adjusted operating leverage gap of approximately 1
In 3 sentences:
Aimia reported strong financial results for Q4 2014 and FY 2014, meeting or exceeding guidance across key metrics like gross billings and adjusted EBITDA. The Aeroplan program transformation delivered exceptional growth results but also impacted margins as expected due to factors like welcome bonus miles and marketing programs. While some challenges were expected from economic factors in certain regions, Aimia provided guidance for continued growth in 2015 supported by its global coalition programs and proprietary loyalty solutions.
Masonite presented its 2015 Fourth Quarter Earnings. Key highlights included:
- Housing starts in the US grew 10.8% in 2015 while single family starts rose 10.4%, however single family declines in Canada offset some gains.
- Masonite's financial results improved due to strategy execution, with gross profit growth of 32% and adjusted EBITDA growth of 49% in 2015.
- Initiatives focused on expanding product offerings and consideration, including most new products introduced in nine years and transitioning to Masonite branded doors at Lowe's.
SemGroup and Rose Rock 3Q 2015 Earnings PresentationSemGroup
- The company reported third quarter 2015 results and reduced its full year Adjusted EBITDA guidance due to lower expected volumes and foreign currency impacts.
- It increased dividends for the third quarter of 2015 compared to the prior year but maintained full year dividend growth guidance.
- Financial flexibility was maintained with revolving credit available to fund capital projects and potential dropdown transactions from SemGas.
- The company will focus on strategic opportunities while targeting volume maintenance or growth in key asset areas during a low oil price environment.
This presentation discusses Winnebago Industries' forward-looking statements and risk factors, non-GAAP financial measures, and products. It provides an overview of Winnebago Industries' leadership, strategic priorities, investment thesis, financial performance, and new product introductions across its motorhome, towable, and specialty vehicle segments.
Apx group fourth quarter and full year 2013 earnings call presentationvivintIR
APX Group Holdings reported financial and operating highlights for Q4 and full year 2013. Key highlights included:
- For Q4, revenue increased 24% year-over-year to $292 million and adjusted EBITDA grew 19% to $80 million.
- For the full year, total subscribers grew 21% to over 795,000, revenue increased 10% to $501 million, and adjusted EBITDA rose 25% to $132 million.
- Vivint, APX's primary operating business, saw revenue increase 9% for the full year to $483 million and adjusted EBITDA grow 25% to $292 million. Operating cash flow at Vivint was $283 million, representing a
This document discusses forward-looking statements and non-GAAP measures. It notes that forward-looking statements involve risks and uncertainties that could cause actual results to differ from expectations. Non-GAAP measures are presented in addition to GAAP measures and have limitations when used as comparisons. The company assumes no obligation to update forward-looking statements except as required by law.
1) The document discusses SemGroup and Rose Rock Midstream's first quarter 2015 results. SemGroup reported adjusted EBITDA of $70.0 million compared to $83.2 million in the previous quarter, driven by lower marketing margins returning to normalized levels.
2) Rose Rock Midstream reported adjusted EBITDA of $42.1 million compared to $45.1 million in the previous quarter, also driven by lower marketing margins returning to normalized levels.
3) Both companies provided capital expenditure guidance for 2015 focused primarily on organic growth projects, with SemGroup's total at $775 million and Rose Rock Midstream's at $190 million.
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Methanex is the world's largest producer and supplier of methanol. We create value through our leadership in the global production, marketing and delivery of methanol to customers. View our latest Investor Presentation for more details.
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdfSOFTTECHHUB
The world of blockchain and decentralized technologies is about to witness a groundbreaking event. ZKsync, the pioneering Ethereum Layer 2 network, has announced the highly anticipated airdrop of its native token, ZK. This move marks a significant milestone in the protocol's journey, empowering the community to take the reins and shape the future of this revolutionary ecosystem.
UnityNet World Environment Day Abraham Project 2024 Press ReleaseLHelferty
June 12, 2024 UnityNet International (#UNI) World Environment Day Abraham Project 2024 Press Release from Markham / Mississauga, Ontario in the, Greater Tkaronto Bioregion, Canada in the North American Great Lakes Watersheds of North America (Turtle Island).
Cleades Robinson, a respected leader in Philadelphia's police force, is known for his diplomatic and tactful approach, fostering a strong community rapport.