Latest news with #PAConsulting
Yahoo
09-06-2025
- Business
- Yahoo
Jacobs Solutions Inc. (J): A Bull Case Theory
We came across a bullish thesis on Jacobs Solutions Inc. (J) on Business Model Mastery's Substack. In this article, we will summarize the bulls' thesis on J. Jacobs Solutions Inc. (J)'s share was trading at $124.13 as of 2nd June. J's trailing and forward P/E were 40.97 and 17.76 respectively according to Yahoo Finance. A diverse team of professionals working together to deliver sophisticated engineering solutions. Jacobs Solutions has emerged as a focused, high-margin engineering and consulting powerhouse following its separation from defense-related businesses. The company now operates through two synergistic segments—Infrastructure & Advanced Facilities and PA Consulting—with 69% of its contracts structured as cost-reimbursable, offering strong earnings visibility and reduced risk. In fiscal year 2023, Jacobs posted a 5.1% increase in gross profit to $2.71 billion, maintaining solid 25% gross margins thanks to strong project execution and minimal lump-sum exposure. Approximately 10% of its revenue stems from U.S. federal government projects, a testament to the company's trusted institutional relationships and execution reliability, further underpinned by a low voluntary employee turnover rate of 9.6%. Jacobs also distinguishes itself through unique proprietary tools such as Simetrica-Jacobs, which quantifies ESG impacts, and Jacobs AI, an internal engine that streamlines knowledge and project execution. These assets not only create operational efficiencies but also provide an ESG-driven competitive edge that is difficult for rivals to replicate. Following its strategic realignment, Jacobs has leaned into secular megatrends like climate adaptation, energy transition, and biomanufacturing—high-growth verticals that align with long-term global infrastructure needs. This transformation is reinforced by its 65% ownership of PA Consulting, a high-margin, innovation-focused firm that enhances Jacobs' consulting reach and technical capabilities. Altogether, Jacobs presents a compelling investment profile: a stable, low-risk contract structure, exposure to resilient and expanding end-markets, differentiated technology assets, and a leaner, innovation-driven business model that is now squarely focused on sustainability and forward-looking infrastructure solutions. For a comprehensive analysis of another standout stock covered by the same author, we recommend reading our summary of their on Harley-Davidson, Inc. (HOG). Jacobs Solutions Inc. (J) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 38 hedge fund portfolios held J at the end of the first quarter which was 42 in the previous quarter. While we acknowledge the risk and potential of J as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
20-05-2025
- Automotive
- Yahoo
PA Consulting's Brand Impact Index: Rivian tops rankings as US consumers pay more for purpose, innovation, and connection
2025 results reveal what the most successful brands are getting right NEW YORK, May 20, 2025 /PRNewswire/ -- PA Consulting, the global innovation and transformation consultancy, released today its 2025 Brand Impact Index, ranking Rivian as the top-performing brand in the United States. The Index, based on a survey of 7,000 U.S. consumers and 360 business leaders, evaluates over 350 brands across customer centricity, dependable delivery, intelligent innovation, conscious creation, and community connection. Key report highlights: Consumers prioritize connection over cost. Despite a tightening economy, consumers reject the idea of choosing brands based on cost alone. Nearly 50% of U.S. consumers say they are willing to pay more for brands that understand and respond to their needs—making customer centricity the most influential driver of brand engagement. AI is transforming consumer-brand relationships. While only 35% of business leaders believe they see a return on AI investment, 60% of consumers are comfortable using AI in brand interactions, and 40% believe AI-driven experiences justify a premium—highlighting a growing disconnect between brand perception and consumer reality. Purpose drives loyalty. Consumers are searching for a new type of holistic value – one that builds a better world. 77% of consumers lose respect for brands that put profit before the planet and increasingly seek out brands that align with their values and contribute to a better future. Sustainability is a growth opportunity to build future-ready brands. Despite strong consumer demand, only 15% of business leaders plan to significantly increase investment in sustainability initiatives. This reveals a potentially costly disconnect between consumer expectations and corporate priorities, signaling that organizations are missing a deeper understanding of their customers. Jorge Aguilar, growth strategy expert at PA Consulting, said: "Leading brands recognize that consumers are becoming more intentional with their spending, and these brands are stepping up to offer more than just products. The brands that thrive in this new normal are the ones that go beyond the transaction, meeting customers where they are and delivering real value. Consumers remain loyal to the brands who listen – those that are making a positive impact and building trusted relationships that last." The top ten performing brands in the survey are: Brand Category 1. Rivian Luxury and premium vehicles 2. Samsung Tech ecosystems 3. Little Spoon Baby food 4. SoulCycle Fitness studios 5. Google Tech giants 6. Mercedes-Benz Luxury and premium vehicles 7. Urban Remedy Protein and nutrition 8. SmartSweets Confections 9. Sony Tech ecosystems 10. Oura Wearables Chris Fosdick, growth strategy expert at PA Consulting, said: "Consumers today demand more than just quality; they seek brands that align with their values and aspirations. Rivian has emerged as a standout in this regard, recognized by consumers for its approach to customer centricity and conscious creation, all while providing an exceptional user experience. The top performers in our Brand Impact Index reflect a broader trend – consumers connect most deeply with the brands that innovate to deliver personalized interactions while driving social impact." Methodology The PA Consulting Brand Impact Index ranks 350 market-leading consumer brands with innovative offerings, services, or business models across 17 categories. In late 2024, PA Consulting surveyed 7,000 US consumers, reflecting national diversity across age, gender, zip code, race/ethnicity, income, and household composition. The 2025 edition includes expanded executive insights after surveying 360 business leaders in the roles of director and above at brands across a range of 17 product and service categories to correlate brand strength with revenue, profit, and stock performance. Both perspectives highlight the most important ingredients for brand success in a changing world. About PA Consulting We believe in the power of ingenuity to build a positive human future. As strategies, technologies, and innovation collide, we create opportunity from complexity. Our diverse teams of experts combine innovative thinking and breakthrough technologies to progress further, faster. Our clients adapt and transform, and together we achieve enduring results. We are about 4,000 strategists, innovators, designers, consultants, digital experts, scientists, engineers, and technologists. And we have deep expertise in consumer and manufacturing, defence and security, energy and utilities, financial services, government and public services, health and life sciences, and transport. Our teams operate globally from offices across the UK, Ireland, US, Nordics, and Netherlands. Discover more at and connect with PA on LinkedIn and Twitter. View original content to download multimedia: SOURCE PA Consulting Group - US 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
South Wales Argus
14-05-2025
- South Wales Argus
NSPCC warns social media platforms are failing to protect girls
Social media platforms, messaging apps and gaming platforms are failing to protect girls at every stage, according to new research from the NSPCC. The children's charity commissioned PA Consulting to conduct a new report, Targeting of Girls Online, which identified a wide range of risks girls face across ten popular online platforms including grooming, harassment and abuse. As part of the research, fake profiles of a teenage girl were created on these sites. (Image: Getty Images) The report found that the detailed nature of the profiles made it too easy for adult strangers to pick out girls and send unsolicited messages to their accounts. Findings also highlighted how many of the features and functionalities employed by tech companies subliminally encourage young girls to increase their online networks, online consumption, and online activity - often at the expense of their own safety. In response the NSPCC is urging Ofcom to address the significant gaps in its Illegal Harms Codes which fail to take into account specific risks which would be mitigated by solutions found in the report. The Targeting of Girls Online report analysed features and design choices of these platforms which expose girls to harm online - including abuse, harassment and exploitation from strangers. Proposed solutions include: all services conducting their own 'abusability studies' to identify risky features and functionalities, as well as testing any new feature before rolling it out. These tests must include a gendered analysis of likely risk social media apps should integrate screenshot capabilities into a reporting function, along with automatically detecting identifiable information in bios. social media apps should implement a 'cooling off' period once a connection is made between users, resulting in increased restrictions on interactions. increased measures to prevent non trusted adults from being able to video call young users. Young people looking for support on any of the issues mentioned, can contact Childline on 0800 1111 or visit Childline is available to all young people until their 19th birthday. Adults who are concerned about a child can contact the NSPCC Helpline by calling 0808 800 5000, or email: help@ Rani Govender, Policy Manager for Child Safety Online, said: "Parents are absolutely right to be concerned about the risks their daughters' are being exposed to online, with this research making it crystal clear that tech companies are not doing nearly enough to create age-appropriate experiences for girls. 'We know both on and offline girls face disproportionate risks of harassment, sexual abuse, and exploitation. That's why it's so worrying that these platforms are fundamentally unsafe by design – employing features and dark patterns that are putting girls in potentially dangerous situations. 'There needs to be a complete overhaul of how these platforms are built. This requires tech companies and Ofcom to step up and address how poor design can lead to unsafe spaces for girls. 'At the same time Government must layout in their upcoming Violence against Women and Girls (VAWG) Strategy steps to help prevent child sexual offences and tackle the design failures of social media companies that put girls in harm's way.'
South Wales Guardian
14-05-2025
- South Wales Guardian
NSPCC warns social media platforms are failing to protect girls
Social media platforms, messaging apps and gaming platforms are failing to protect girls at every stage, according to new research from the NSPCC. The children's charity commissioned PA Consulting to conduct a new report, Targeting of Girls Online, which identified a wide range of risks girls face across ten popular online platforms including grooming, harassment and abuse. As part of the research, fake profiles of a teenage girl were created on these sites. (Image: Getty Images) The report found that the detailed nature of the profiles made it too easy for adult strangers to pick out girls and send unsolicited messages to their accounts. Findings also highlighted how many of the features and functionalities employed by tech companies subliminally encourage young girls to increase their online networks, online consumption, and online activity - often at the expense of their own safety. In response the NSPCC is urging Ofcom to address the significant gaps in its Illegal Harms Codes which fail to take into account specific risks which would be mitigated by solutions found in the report. The Targeting of Girls Online report analysed features and design choices of these platforms which expose girls to harm online - including abuse, harassment and exploitation from strangers. Proposed solutions include: all services conducting their own 'abusability studies' to identify risky features and functionalities, as well as testing any new feature before rolling it out. These tests must include a gendered analysis of likely risk social media apps should integrate screenshot capabilities into a reporting function, along with automatically detecting identifiable information in bios. social media apps should implement a 'cooling off' period once a connection is made between users, resulting in increased restrictions on interactions. increased measures to prevent non trusted adults from being able to video call young users. Young people looking for support on any of the issues mentioned, can contact Childline on 0800 1111 or visit Childline is available to all young people until their 19th birthday. Adults who are concerned about a child can contact the NSPCC Helpline by calling 0808 800 5000, or email: help@ Rani Govender, Policy Manager for Child Safety Online, said: "Parents are absolutely right to be concerned about the risks their daughters' are being exposed to online, with this research making it crystal clear that tech companies are not doing nearly enough to create age-appropriate experiences for girls. 'We know both on and offline girls face disproportionate risks of harassment, sexual abuse, and exploitation. That's why it's so worrying that these platforms are fundamentally unsafe by design – employing features and dark patterns that are putting girls in potentially dangerous situations. 'There needs to be a complete overhaul of how these platforms are built. This requires tech companies and Ofcom to step up and address how poor design can lead to unsafe spaces for girls. 'At the same time Government must layout in their upcoming Violence against Women and Girls (VAWG) Strategy steps to help prevent child sexual offences and tackle the design failures of social media companies that put girls in harm's way.'
The Herald Scotland
14-05-2025
- The Herald Scotland
NSPCC warns social media platforms are failing to protect girls
The children's charity commissioned PA Consulting to conduct a new report, Targeting of Girls Online, which identified a wide range of risks girls face across ten popular online platforms including grooming, harassment and abuse. As part of the research, fake profiles of a teenage girl were created on these sites. (Image: Getty Images) The report found that the detailed nature of the profiles made it too easy for adult strangers to pick out girls and send unsolicited messages to their accounts. Findings also highlighted how many of the features and functionalities employed by tech companies subliminally encourage young girls to increase their online networks, online consumption, and online activity - often at the expense of their own safety. In response the NSPCC is urging Ofcom to address the significant gaps in its Illegal Harms Codes which fail to take into account specific risks which would be mitigated by solutions found in the report. The Targeting of Girls Online report analysed features and design choices of these platforms which expose girls to harm online - including abuse, harassment and exploitation from strangers. Proposed solutions include: all services conducting their own 'abusability studies' to identify risky features and functionalities, as well as testing any new feature before rolling it out. These tests must include a gendered analysis of likely risk social media apps should integrate screenshot capabilities into a reporting function, along with automatically detecting identifiable information in bios. social media apps should implement a 'cooling off' period once a connection is made between users, resulting in increased restrictions on interactions. increased measures to prevent non trusted adults from being able to video call young users. Young people looking for support on any of the issues mentioned, can contact Childline on 0800 1111 or visit Childline is available to all young people until their 19th birthday. Adults who are concerned about a child can contact the NSPCC Helpline by calling 0808 800 5000, or email: help@ Rani Govender, Policy Manager for Child Safety Online, said: "Parents are absolutely right to be concerned about the risks their daughters' are being exposed to online, with this research making it crystal clear that tech companies are not doing nearly enough to create age-appropriate experiences for girls. 'We know both on and offline girls face disproportionate risks of harassment, sexual abuse, and exploitation. That's why it's so worrying that these platforms are fundamentally unsafe by design – employing features and dark patterns that are putting girls in potentially dangerous situations. 'There needs to be a complete overhaul of how these platforms are built. This requires tech companies and Ofcom to step up and address how poor design can lead to unsafe spaces for girls. 'At the same time Government must layout in their upcoming Violence against Women and Girls (VAWG) Strategy steps to help prevent child sexual offences and tackle the design failures of social media companies that put girls in harm's way.'
