Closing the Quarter – Q1’23
With Q1 2023 earnings season in the books, we “Close the Quarter” with some notable themes
With Q1 2023 earnings season in the books, we “Close the Quarter” with some notable themes
On average, a greater number of Consumer Discretionary companies are maintaining guidance across both revenue and EPS, with slightly fewer raising than our all-company benchmark.
Dylan Yaworski Promoted to Vice President, Strategy & Enterprise Development; Preston Gelman Appointed Vice President and Head of Perception Study Practice
Corporates are playing to the under promise and over deliver agenda this year, a good strategy amid continued uncertainty
Fundamentally, U.S. Banks largely produced solid results, posting record profits and revenues. By charging higher rates on loans without substantially increasing the rates paid to depositors, banks were able to support their headline figures.
Investors Continue to Exhibit Mixed Sentiment and Characterize Management Tone as More Positive; Demand and Margins Take Center Stage Amid Broad-Based Expectations for Industrial Weakness in 2H23
Following last quarter’s survey which found continued broad-based expectations for decelerating performance and global economic weakness but less draconian views first identified in Q3’22, this quarter’s survey identifies a notable disconnect between investor sentiment and executive tone, with investors more bearish and bracing for impact.
Survey Finds Notable Disconnect between Investor Sentiment and Management Tone with Investors More Bearish and Bracing for Impact
We have officially entered proxy season, and The Big So What™ today covers preliminary insights from shareholder proposals.
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