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.
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.
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)!
Big Banks kicked off Q1 earnings season with most delivering solid results on the top- and bottom-line, continuing their recent trend.
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.
Amid Widespread VUCA, Survey Finds Investors Grappling with Tariff Impact and Timing, Suggesting Continued Choppiness and Potential Perception vs. Company Reality Misalignment Ahead
During our webinar The Big So What® – Q1’25 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.
Access webinar replay and materials: The Big So What® – Q1’25 Earnings Season, presented by Corbin Advisors Founder and CEO Rebecca Corbin
Survey Finds Largest Pullback in Investor Sentiment in a Decade
amid Radical Uncertainty
As we do every quarter, we analyzed the earnings communication trends of off-cycle companies reporting over the past month to identify important themes and precedence. These companies span market cap sizes and sectors.
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