Michael Müller-Bungart’s Post

10 FTSE Industrial Support Services companies warned in Q2 2024. The rise in sector warnings bucked the trend as it continues to feel the impact of cost cutting and its own increasing costs. Amidst falling sales, extended contract cycles, and budget pressures, this sector faces unprecedented earnings stress. What steps should companies take to navigate these challenges? Find out more: https://lnkd.in/esFQrqw7 #EYParthenon #ProfitWarnings #SupportServices #Industrials

Navigate through 2024 with confidence! Check out Deloitte's Q2 Canadian Price Forecast for essential insights into market trends and pricing strategies. Dive into the details here: https://deloi.tt/46bQy39 #CanadianEconomy #DeloitteInsights

Unabated #geopolitical tensions and supply-chain and cost pressures in #EMEA corporate sectors have prompted cuts to Fitch Ratings’ EBITDA margin forecasts for 2024-2025. We now anticipate the aggregate #EBITDA margin for EMEA corporates to remain broadly stable between 2023 and 2025, just above 20%. Read more: https://ow.ly/riL450RiRO2 #CorporateFinance #SupplyChain

In case you missed it: Measuring Performance in a Tough Market with Relative Total Shareholder Return (TSR) Share prices tumbled in 2022, driven by global disruptions such as the war in Ukraine and sharp interest rate rises. With values falling for many companies, it’s necessary to look beyond a company’s stock price to determine how well managers performed versus comparable businesses. In a recent analysis, ISS Corporate Solutions (ICS) examined and compared relative total shareholder return (TSR) to get a clearer picture of how well companies were managed in a difficult period. The metric has reemerged in recent years as a preeminent management performance measure and a key component in many long-term incentive plans. The study found that 40 percent of companies maintained the same relative positioning compared with their peers. Relative TSR metrics remained resilient last year and have delivered on their promise of helping incentivize executives to outperform their peers in challenging and uncertain times. We found several instances where Total Share Return in absolute terms didn’t correlate with a company’s performance against its peer group. In such cases it may be necessary to take a more nuanced view of how compensation relates to management performance at a particular company. Read the full story by ISS Corporate Solutions’ Roy Saliba, Managing Director, and senior associates Jordan Duckham and Sahil Dawar: https://lnkd.in/eNRSzNaC For more information about our executive compensation solutions, visit: https://lnkd.in/d_rrXgdK #CorporateGovernance #ExecutivePay #StocksandShares

More than 75% of U.S. industries are more concentrated today than they were in the late 1990s as a consequence of substantial M&A. This has led to higher operating profit margins for most concentrated sectors. We might have hit a peak of this phenomenon in the current cycle with share of profits of top 7 firms reaching more than 25% in 2022.

Reported international revenues among S&P 500 companies were $303.17 billion in the first quarter of 2024, down from $341.75 billion a year earlier, according to an S&P Global Market Intelligence analysis. #sp500 #internationalrevenue #businessnews #financialnews

🔎 Struggling with Pricing Power in 2️⃣0️⃣2️⃣4️⃣ ? Discover Insights from Simon-Kucher Consulting Firm.🔍 As a Director of Commercial Excellence, I want to remind you of the insights from Simon-Kucher’s Global Pricing Study, published few months ago. This well-known consulting firm provides valuable data for navigating today’s economic landscape. 9️⃣1️⃣% of companies increased their revenues in 2023 despite inflation. However, only 6️⃣5️⃣% truly have pricing power, meaning they can raise prices beyond cost increases. Sectors like Technology, Media, and Telecommunications and financial services excelled, while healthcare and consumer goods faced more challenges. These findings highlight decisive strategies for maintaining and increasing our competitiveness. With the threat of deflation 📉 in 2024, a sustainable pricing strategy is essential to protect profit margins. ✨I encourage you to dive deeper into this study to see how your company compares with industry benchmarks. ****************************************** NB : Like, share, or comment to engage with our community and drive the conversation forward. #pricing2024 #commercialstrategy #commercialexcellence #simonkucher

Our Business Sentiment Index (BSI), which measures SME business confidence, has risen modestly for the third consecutive research period, with the Manufacturing sector maintaining its upward trajectory. Find out more in our latest manufacturing Business Barometer... https://lnkd.in/deqSsv-y #CloseBrothersAssetFinance #BusinessBarometer #BSI #BusinessSentimentIndex

In the most recent earnings season, how well did the sectors tracked in the S&P 500 perform relative to expectations? See which industries beat or missed quarterly earnings and revenue estimates, and which seem poised for long-term growth, in our latest infographic: https://okt.to/wfLjHN

A group of S&P 500 companies reported a downtick in their international businesses in the first quarter of 2024, according to an S&P Global Market Intelligence analysis of the latest available data. Reported international revenues among S&P 500 companies were $303.17 billion during the quarter, down about 11.3% from $341.75 billion a year earlier. Get more insights: https://okt.to/8mvg4n