
Luxury's Split Between Winners and Losers Is Only Getting Wider
The industry got off to a promising start with robust earnings from British trenchcoat maker Burberry Group Plc that sent its stock up as much as 9% and better-than-expected sales at Cartier owner Richemont. But upcoming reports from LVMH Moët Hennessy Louis Vuitton SE, Kering SA and Salvatore Ferragamo SpA look less promising.

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Pitney Bowes Inc (PBI) Q2 2025 Earnings Call Highlights: Strategic Moves and Financial ...
Share Repurchase Authorization: Increased to $400 million. Dividend Increase: $0.01 increase for the third consecutive quarter. Free Cash Flow Guidance: Reiterated for the full year. Revenue Guidance: Reduced by $50 million. EBIT Margin Guidance: Tightened by reducing the high end of the range. EPS Guidance: Increased by $0.10. Adjusted Leverage Ratio: Now below 3x. Warning! GuruFocus has detected 4 Warning Sign with PBI. Release Date: July 30, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Pitney Bowes Inc (NYSE:PBI) reported significant earnings and cash flow growth on a year-over-year basis. The company nearly exhausted its $150 million share repurchase authorization and increased its dividend for the third consecutive quarter. The Board increased the share repurchase authorization to $400 million, reflecting confidence in the company's financial position. The company has a strong free cash flow and liquidity position, with an adjusted leverage ratio now below 3x. The SaaS business within SendTech showed strong performance, with a 17% year-over-year growth for the quarter. Negative Points Pitney Bowes Inc (NYSE:PBI) reduced its revenue guidance range by $50 million due to customer losses in the Presort business. The company tightened its EBIT margin range by bringing down the high end of the range. The reduction in revenue guidance was attributed to previous management decisions not to offer price concessions to at-risk Presort customers. The Presort business has not yet reversed customer losses, impacting revenue and EBIT guidance. The overall shipping revenue was down 2.5% year-over-year for the quarter due to declines in the non-core part of the business. Q & A Highlights Q: With the new share repurchase authorization, do you intend to continue buybacks in 2025, or will you wait to see how the business performs? A: Kurt Wolf, CEO: We can't comment on future market activities, but our historical share purchases reflect where we see value in the company. Our incentive structure, with options at strike prices of $12, $14, and $16, indicates our valuation perspective. With our leverage ratio below 3.0, we have increased access to restricted payments, providing flexibility for future buybacks. Q: Does the appointment of a new CFO change the timing of the strategic review? A: Kurt Wolf, CEO: The new CFO, Paul Evans, accelerates rather than delays the review. We are conducting a thorough internal review, identifying numerous opportunities for shareholder value creation. The internal review will likely continue through 2025, with a more comprehensive review starting in 2026. Q: How is the shipping subsegment within SendTech performing, and what is the outlook for the rest of the year? A: Kurt Wolf, CEO: The overall shipping revenue was down 2.5% year-over-year due to declines in non-core business. However, core shipping grew by 6%. The SaaS business within shipping grew by 17% year-over-year, and we expect it to continue outpacing core shipping revenue. Q: Are there any structural weaknesses in the Presort business following recent customer losses? A: Kurt Wolf, CEO: The reduction in revenue guidance is largely due to competitive losses in Presort, which were avoidable. We believe Presort and SendTech are strong businesses with high profitability and competitive capabilities. We are working to regain lost customers and capture new ones, leveraging our position as a low-cost provider. Q: How do you view the potential for refinancing bonds, given the current high-yield market conditions? A: Paul Evans, CFO: We are considering refinancing options, balancing our debt's average life and coupon rates. We have the liquidity to pay off the 2027 notes, but we will evaluate the best timing and approach based on market conditions and our strategic needs. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Stock market today: Dow, S&P 500, Nasdaq futures rise ahead of key inflation data, with Apple and Amazon to report
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Graphene Market Investment Report 2025: Investment Insights on Leading Firms, Global Markets, and Tech Progress from Production to Use
With substantial funding rounds in 2024-2025 from companies like Elemental Advanced Materials and Black Swan Graphene, the graphene sector is poised for significant investment returns. The Graphene Investment Opportunity Report 2025 offers a detailed analysis for investors, detailing global production forecasts, market demand, and pricing. This comprehensive report provides strategic insights, technology assessments, and company intelligence for investors looking to capitalize on this multi-billion dollar market. With applications in energy, electronics, composites, and more, graphene represents a high-growth opportunity driven by accelerating adoption across numerous high-value sectors. Dublin, July 31, 2025 (GLOBE NEWSWIRE) -- The "Graphene Investment Opportunity Report 2025" report has been added to offering. Graphene represents one of the most promising material science investment opportunities of the 21st century, combining revolutionary properties with rapidly expanding commercial applications. This "wonder material," consisting of a single layer of carbon atoms arranged in a hexagonal lattice, offers extraordinary electrical conductivity, mechanical strength, and thermal properties that are driving significant investor interest across multiple sectors. The graphene market has matured significantly from purely research-focused activities to commercial-scale production and deployment. Leading companies have achieved significant production capacities, while new entrants are scaling rapidly to meet growing demand. This transition from laboratory to industrial scale represents a critical inflection point, with energy storage and electronics industry applications driving the majority of revenue growth. Key applications experiencing rapid commercialization include next-generation battery technologies where graphene enhances energy density and charging speeds, advanced composites for lightweight automotive and aerospace components, and high-performance coatings providing superior thermal management and anti-corrosion properties. The convergence of technological maturity and market readiness has created optimal conditions for substantial investment returns. The graphene sector has witnessed significant funding activity throughout 2024 and early 2025, demonstrating strong investor confidence in commercial viability. Elemental Advanced Materials secured a substantial $20 million funding round led by climate technology investment firm Taranis, enabling the company to scale its patented single-step manufacturing process that converts hydrocarbon waste into high-performance graphene and clean hydrogen. Black Swan Graphene completed a C$6 million equity financing in February 2025, positioning the company to fund capacity expansion and global commercialization plans. LayerLogic, a Swedish deeptech start-up spun out of Chalmers University of Technology, raised €470,000 in pre-seed funding led by Scientifica Venture Capital in June 2025. First Graphene completed an AU$2.4 million private placement in February 2025 to accelerate its global commercial pipeline, following successful patent approvals for its Kainos technology in Australia and South Korea. In June 2024,Black Semiconductor secured €254m in funding to ramp up graphene chip production. in October 2024, INBRAIN Neuroelectronics, a Spanish brain-computer interface therapeutics (BCI-Tx) startup developing graphene-based neural technologies, raised $50 million in Series B funding. CamGraPhIC, a University of Cambridge spin-out company developing graphene photonics transceivers, a technology that could improve energy efficiency, reduce latency, and increase bandwidth for artificial intelligence (AI) and cellular data transmission raised €25 million in new funding in March 2025. The combination of substantial funding rounds, commercial contract awards, production scaling, and strong financial performance across multiple graphene companies validates the sector's transition from experimental technology to commercial reality. With government support continuing through programs like Australia's battery technology grants and private investment exceeding $50 million in disclosed 2024-2025 funding rounds, the graphene market presents compelling opportunities for investors seeking exposure to transformational materials technology. The sector's maturation is evidenced by the diversity of applications achieving commercial traction, from infrastructure heating systems and ballistic protection to food safety biosensors and energy storage solutions. For institutional investors and venture capital firms, graphene companies with proven production capabilities, established customer relationships, and protected intellectual property represent high-growth opportunities in a market experiencing accelerating adoption across multiple high-value sectors. The Graphene Investment Opportunity Report 2025 delivers essential intelligence for investors, venture capitalists, and strategic decision-makers seeking exposure to one of the most transformative materials of the 21st century. This comprehensive 500-page report provides detailed market analysis, investment opportunities, and company profiles across the rapidly expanding graphene ecosystem, covering 14 distinct application sectors and profiling over 375 companies worldwide. Graphene represents a multi-billion dollar investment opportunity spanning energy storage, electronics, composites, healthcare, and advanced manufacturing. The report analyzes global graphene production forecasts through 2035, pricing dynamics, funding trends, and commercial applications driving market adoption. With detailed technology readiness level (TRL) assessments and market roadmaps, investors gain critical insights into timing, risk assessment, and growth potential across graphene market segments. Report contents include: Global production forecasts by graphene type (2018-2035) - Conservative and aggressive growth scenarios for pristine graphene, graphene oxide, nanoplatelets, and specialized variants End-user market demand analysis - Comprehensive breakdown of consumption across 14 application sectors with volume projections through 2036 Investment landscape overview - Government funding initiatives, venture capital trends, and publicly traded companies in the graphene space Pricing intelligence - Current market prices for all graphene types with cost structure analysis and production economics Commercial partnerships database - Strategic alliances, licensing agreements, and joint ventures shaping industry development Technology & Application Analysis 11 distinct graphene variants profiled - From graphene oxide and nanoplatelets to quantum dots and 3D foams, including technical specifications and use cases 14 comprehensive market sectors analyzed - Energy storage, composites, electronics, optoelectronics, filtration, 3D printing, construction, biomedical, coatings, adhesives, thermal management, EMI shielding, textiles, and rubber applications Technology readiness assessments - TRL rankings for each application with commercialization timelines and development roadmaps Competitive landscape mapping - Technical advantages, market positioning, and competitive dynamics for each sector Market Sector Coverage Energy Storage & Generation - Lithium-ion batteries, lithium-sulfur systems, sodium-air batteries, supercapacitors, fuel cells, solar cells, and hydrogen storage applications with market size projections and key players Advanced Materials - Composites and plastics applications across automotive, aerospace, sports equipment, marine, and thermoplastic sectors with performance benchmarking Electronics & Optoelectronics - Transistors, flexible electronics, memory devices, conductive inks, photodetectors, transparent conductive films, biosensors, gas sensors, and optical communications Industrial Applications - Membranes and filtration, 3D printing materials, construction enhancement, coatings, adhesives, thermal management, and EMI shielding solutions Emerging Sectors - Life sciences and biomedical applications, textiles and wearables, rubber and synthetic materials with growth forecasts and adoption barriers Company Intelligence 375+ company profiles - Detailed analysis of graphene producers, application developers, and end-users worldwide Production capacity data - Current and planned manufacturing capabilities by company and region Funding history - Venture capital rounds, government grants, and strategic investments for publicly and privately held companies Strategic partnerships - Commercial agreements, research collaborations, and supply chain relationships Financial performance - Revenue, market capitalization, and growth metrics for publicly traded entities Strategic Decision Support Market opportunity quantification - Total addressable market sizing for each application sector with growth drivers and constraints Technology roadmaps - Development timelines, commercialization milestones, and market entry strategies Risk assessment frameworks - Technical, commercial, and regulatory challenges facing graphene adoption Investment thesis validation - Data-driven insights supporting investment decisions across the value chain The report features comprehensive profiles of leading graphene companies worldwide including: 2D Carbon Graphene Material Co., Ltd. 2D fab AB 2D Fluidics Pty Ltd 2-DTech Limited 2D Materials Pte. Ltd. (2DM) 2D Layer 2D Semiconductors Adeka Corporation Advanced Graphene Products z o.o. Advanced Material Development (AMD) AEH Innovative Hydrogel Limited (AEH) Aerogel Core Ltd Agar Scientific AirMembrane Corporation Akkolab AlterBiota AMO GmbH Amalyst Anaphite Limited Appear Inc. Applied Nanolayers BV Applied Nanotech Inc. ApplyNanosolutions S.L. AR Brown Co. Ltd Archer Materials Ltd. Argo Graphene Solutions Arvia Technology Asbury Carbons Atomic Mechanics Ltd. Atrago Australian Advanced Materials Avadain Inc. AVANSA Technology & Services Avanzare Innovacion Tecnologica S.L. AVIC BIAM New Materials Technology Engineering Co. Ltd. Aztrong Inc. Baotailong New Materials Co. Ltd. BASF AG Bass Metals Limited Bee Energy Bee Graphene Bedimensional S.p.A Beijing Carbon Century Technology Co. Ltd. BestGraphene BioGraph Solutions Biographene Inc. Bio Graphene Solutions Inc. BioGraph Sense Inc. Biolin Scientific AB BioMed X GmbH Blackleaf SAS Black Semiconductor GmbH Black Swan Graphene Boomatech Bright Day Graphene AB Brain Scientific Breton spa BTR New Energy Materials Inc. C's Techno Inc. C2CNT LLC/Capital Power Cabot Corporation California Lithium Battery Cambridge Graphene Ltd. CamGraphIC Ltd. Cambridge Raman Imaging Limited Carborundum Universal Ltd (CUMI) Carbon-2D Graphene Inc. Carbon Gates Technologies LLC Carbon Nano-Material Technology Co. Ltd. Carbon Research and Development Company (CRDC) Carbon Upcycling Technologies CarbonUP Carbon Rivers Inc. Carbon Waters Cealtech AS CellsX Cerebral Energy Ceylon Graphene Technologies Pvt Ltd Charm Graphene Co. Ltd. China Carbon Graphite Group Inc. China Telecommunications Corporation Chongqing Moxi Science and Technology Co. Ltd. CVD Equipment Corporation Colloids Ltd. Comet Resources Ltd. COnovate Concrene Limited CRRC Corporatio Danish Graphene Danubia NanoTech s.r.o. Das-Nano Deyang Carbonene Technology Directa Plus plc DJ Nanotech Inc. Dongxu Optoelectronic Technology Co. Ltd Dotz Nano Ltd., Dreamfly Innovations Dycotec Materials Ltd. DZP Technologies, Earthdas Earthasia International Holdings Ltd Elemental Advanced Materials Elcora Advanced Materials Corp. Emberion Oy ENano Tec Co. Ltd. EnyGy Evercloak Inc. Evove Fangda Carbon New Material Co. Ltd. FGV Cambridge Nanosystems First Graphene Ltd. FlexeGRAPH Flextrapower Fujian Huafeng Industry Co. Ltd. Fujitsu Laboratories Fuyang Sineva Material Technology Co. Ltd. G6 Materials Corp. General Graphene Gerdau Graphene Glaren Global Graphene Group GoLeafe Go-Eco and many more The profiles represent the complete global graphene ecosystem from materials production through end-user applications across all major geographic markets and technology development stages. Key Topics Covered: 1 INTRODUCTION 1.1 Advanced Carbon Materials1.2 Graphene and Other 2D materials 1.3 Types of Graphene1.4 The Graphene Market in 2025 1.5 Global Graphene Production (Tons)1.6 Cost of Production 2 GRAPHENE FUNDING AND INVESTMENT 2.1 Government Funding 2.2 VC and Company Investment 2.3 Publicly Listed Graphene Companies 2.4 Commercial Partnerships and Licence Agreements 3 GRAPHENE PRODUCTS 3.1 Overview 3.2 Commercial Products 3.3 Commercial Production Capacities 4 GRAPHENE PRICING 4.1 Pristine Graphene Flakes /CVD Graphene 4.2 Few-Layer Graphene4.3 Graphene Nanoplatelets 4.4 Graphene Oxide (GO) and reduced Graphene Oxide (rGO) 4.5 Multi-Layer Graphene (MLG) 4.6 Graphene Ink 5 MARKETS AND APPLICATIONS 5.1 Energy Storage & Energy Generation 5.1.1 Lithium-Ion Batteries5.1.2 Lithium-Sulfur Batteries5.1.3 Sodium-Air Batteries5.1.4 Supercapacitors5.1.5 Fuel Cells5.1.6 Solar Cells5.1.7 Hydrogen Storage5.2 Composites & Plastics5.3 Optoelectronics & Sensors5.4 Electronics5.5 Membranes & Filtration5.6 3D Printing/Additive Manufacturing5.7 Construction Materials5.8 Life Science & Bio-Medicine5.9 Coatings5.10 Adhesives, Sealants and Lubricants5.11 Thermal Management5.12 Electromagnetic Interference (EMI) Shielding5.13 Textiles and Wearables5.14 Rubber and Synthetics 6 GRAPHENE COMPANY PROFILES (377 company profiles) For more information about this report visit About is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends. CONTACT: CONTACT: Laura Wood,Senior Press Manager press@ For E.S.T Office Hours Call 1-917-300-0470 For U.S./ CAN Toll Free Call 1-800-526-8630 For GMT Office Hours Call +353-1-416-8900Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data