US companies quietly maintaining, boosting sustainability investments in 2025: report
Dive Brief:
Despite the political backlash, U.S. companies have either maintained or increased sustainability investments since the beginning of 2025, according to a survey of 400 global executives at U.S. corporations released Tuesday by sustainability ratings and compliance firm EcoVadis.
Nearly half of the respondents (48%) said their company's sustainability investments remain unchanged, and 31% said their company is investing more in sustainability this year, 'but promoting less.' Another 8% of respondents reported their company is still making sustainability investments but not talking publicly about it.
The EcoVadis 2025 U.S. Business Sustainability Landscape Outlook found that despite the Trump administration's recent shifts on climate and sustainability policy, companies still see supply chain sustainability as an operational value-add. However, they have been less likely to publicize those efforts, or are 'greenhushing.'
Dive Insight:
EcoVadis said the 'greenhushing' occurring alongside increased investments shows many companies 'see it as a behind-the-scenes lever for long-term growth.' More than 6-in-10 respondents (65%) reported viewing supply chain sustainability as a 'competitive advantage,' according to the survey.
The firm surveyed executives at U.S. companies with over $1 billion in revenue who are responsible for decision-making across their company's procurement, sustainability, supply chain, finance, risk and compliance and IT departments, according to the report and an accompanying press release.
Among executives at the director and VP level, 62% of respondents said they believe 'supply chain sustainability helps attract and retain customers.' That view was shared by 59% of C-suite executives who responded.
'Even as the debate over business sustainability heats up, executives are focused on the reality — sustainability is what keeps supply chains running and customers on board,' EcoVadis Co-CEO Pierre-François Thaler said in the Tuesday release.
Only a small minority of respondents surveyed said their companies have either decreased sustainability investments in 2025 (7%) or are making the minimum investments required for compliance (6%).
The belief in sustainability as 'directly' supporting business growth and development is shared by 52% of finance professionals who responded, and 29% of finance professionals believing it's 'financially neutral.'
'Corporate leaders agree that supply chain sustainability isn't just about values or regulations — it's also about staying competitive in a shifting global market,' the report said.
While the Securities and Exchange Commission has reversed course on its climate-risk disclosure rule and withdrawn a proposed ESG disclosures rule, 47% of C-suite executives believe that rolling back ESG oversight will lead to increased supply chain disruptions, EcoVadis found. Thirty-five percent of all respondents said ESG regulatory rollbacks 'could backfire,' and 28% view the rollbacks as risky.
A recent survey of 125 large U.S. and multinational companies by The Conference Board found that 80% of respondents had altered their ESG strategies since January in response to policy changes. However, just 8% of respondents to The Conference Board survey reported doubling down on ESG investments.
Recommended Reading
Companies are recalibrating ESG strategies in response to US policy shifts: report
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
27 minutes ago
- Yahoo
The London Company SMID Cap Sold Cannae Holdings (CNNE) Due to Thesis Mismatch
The London Company, an investment management company, released 'The London Company SMID Cap Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. Following a downturn in Q1, U.S. stocks experienced a double-digit gain in Q2, amid volatility stemming from tariff news. A risk-on rally followed due to a temporary pause in tariff escalations, widespread optimism around enterprise AI, and a healthy earnings outlook. Against this backdrop, the portfolio fell 0.6% (-0.8% net) during the second quarter vs. an 8.6% increase in the Russell 2500 Index. Sector allocation contributed to the fund's performance in the quarter, while stock selection detracted. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, The London Company SMID Cap Strategy highlighted stocks such as Cannae Holdings, Inc. (NYSE:CNNE). Cannae Holdings, Inc. (NYSE:CNNE) is a principal investment firm. The one-month return of Cannae Holdings, Inc. (NYSE:CNNE) was 3.93%, and its shares gained 8.51% of their value over the last 52 weeks. On July 28, 2025, Cannae Holdings, Inc. (NYSE:CNNE) stock closed at $21.67 per share, with a market capitalization of $1.36 billion. The London Company SMID Cap Strategy stated the following regarding Cannae Holdings, Inc. (NYSE:CNNE) in its second quarter 2025 investor letter: "Exited: Cannae Holdings, Inc. (NYSE:CNNE) - Underperformed in recent years and was only 1% of the portfolio. Our initial thesis centered on Bill Foley's ability to create value and the most valuable asset of CNNE was Dun & Bradstreet. That investment has not worked out and CNNE shares have lagged the broader market. We elected to sell the remaining position." A financial analyst at a trading desk, monitoring large scale investments in real-time. Cannae Holdings, Inc. (NYSE:CNNE) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 27 hedge fund portfolios held Cannae Holdings, Inc. (NYSE:CNNE) at the end of the first quarter which was 29 in the previous quarter. While we acknowledge the potential of Cannae Holdings, Inc. (NYSE:CNNE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Cannae Holdings, Inc. (NYSE:CNNE) and shared The London Company Small Cap Strategy's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
27 minutes ago
- Yahoo
Potential Multi-Year Growth for Saia (SAIA) If Freight Industry Rebounds
The London Company, an investment management company, released 'The London Company SMID Cap Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. Following a downturn in Q1, U.S. stocks experienced a double-digit gain in Q2, amid volatility stemming from tariff news. A risk-on rally followed due to a temporary pause in tariff escalations, widespread optimism around enterprise AI, and a healthy earnings outlook. Against this backdrop, the portfolio fell 0.6% (-0.8% net) during the second quarter vs. an 8.6% increase in the Russell 2500 Index. Sector allocation contributed to the fund's performance in the quarter, while stock selection detracted. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, The London Company SMID Cap Strategy highlighted stocks such as Saia, Inc. (NASDAQ:SAIA). Saia, Inc. (NASDAQ:SAIA) is a North America-based transportation company. The one-month return of Saia, Inc. (NASDAQ:SAIA) was 9.19%, and its shares lost 23.58% of their value over the last 52 weeks. On July 28, 2025, Saia, Inc. (NASDAQ:SAIA) stock closed at $323.23 per share, with a market capitalization of $8.61 billion. The London Company SMID Cap Strategy stated the following regarding Saia, Inc. (NASDAQ:SAIA) in its second quarter 2025 investor letter: "Saia, Inc. (NASDAQ:SAIA) – SAIA remained weak this quarter as the lingering 'freight recession' drags on for almost its third year. We remain convicted in our ownership of SAIA due to its solid balance sheet and strong network growth plan. We believe the company could be a multi-year compounder, assuming the freight industry returns to normal demand patterns. A long line of trucks transporting goods across the open road, symbolizing the long-distance transportation services of the company. Saia, Inc. (NASDAQ:SAIA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 35 hedge fund portfolios held Saia, Inc. (NASDAQ:SAIA) at the end of the first quarter, compared to 31 in the previous quarter. In the second quarter of 2025, Saia, Inc. (NASDAQ:SAIA) announced revenue of $817 million, marking a 0.7% decrease compared to the same quarter last year. While we acknowledge the potential of Saia, Inc. (NASDAQ:SAIA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Saia, Inc. (NASDAQ:SAIA) and shared Polen US SMID Company Growth Strategy's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
27 minutes ago
- Yahoo
Murphy USA (MUSA) Fell Due to Softer Market Share Gains
The London Company, an investment management company, released 'The London Company SMID Cap Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. Following a downturn in Q1, U.S. stocks experienced a double-digit gain in Q2, amid volatility stemming from tariff news. A risk-on rally followed due to a temporary pause in tariff escalations, widespread optimism around enterprise AI, and a healthy earnings outlook. Against this backdrop, the portfolio fell 0.6% (-0.8% net) during the second quarter vs. an 8.6% increase in the Russell 2500 Index. Sector allocation contributed to the fund's performance in the quarter, while stock selection detracted. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, The London Company SMID Cap Strategy highlighted stocks such as Murphy USA Inc. (NYSE:MUSA). Murphy USA Inc. (NYSE:MUSA) operates retail stores that market retail motor fuel products and convenience merchandise. The one-month return of Murphy USA Inc. (NYSE:MUSA) was -0.92%, and its shares lost 16.74% of their value over the last 52 weeks. On July 28, 2025, Murphy USA Inc. (NYSE:MUSA) stock closed at $420.53 per share, with a market capitalization of $8.31 billion. The London Company SMID Cap Strategy stated the following regarding Murphy USA Inc. (NYSE:MUSA) in its second quarter 2025 investor letter: "Murphy USA Inc. (NYSE:MUSA) – MUSA was a bottom performer after reporting softer market share gains in Q1 due to lower retail fuel prices. With that said, the long-term components of our thesis remain intact: structurally higher industry fuel margins, everyday low price driving profitable market share gains, and value-creating capital allocation." An exterior view of an illuminated gas station at night, surrounded by cars. Murphy USA Inc. (NYSE:MUSA) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 33 hedge fund portfolios held Murphy USA Inc. (NYSE:MUSA) at the end of the first quarter, which was 33 in the previous quarter. While we acknowledge the potential of Murphy USA Inc. (NYSE:MUSA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Murphy USA Inc. (NYSE:MUSA) and shared Qualivian Investment Partners' views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio