Earnings live: Intel stock drops, Capital One stock falls on Brex acquisition

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• The K-shaped economy powers trade-down in basics but trade-up within the more discretionary Beauty sub-sector

  80% confidence

• Grasberg mine closure impacted copper volumes by 10% for the year compared to forecasts going into 2025

  80% confidence

• Don't see any real hurdles at this point to be able to start up Grasberg mine as planned

  80% confidence

• Consumers, especially low- to middle-income households, continue to make more frequent trips to the store while purchasing fewer units per trip, a trend that was evident at the start of the year and accelerated through the fourth quarter

  80% confidence

• We are seeing sales growth in our categories in the US and Europe, albeit at a slower pace. The consumer is choosing to be a little bit more diligent in terms of using pantry inventory, maybe dosing the product a little bit more carefully, maybe making choices in terms of how frequently they use

  80% confidence

• Global inventories of copper on exchanges have risen in recent months during a period of sharp increases in copper prices. Most analysts are projecting that the market will be tightly balanced during 2026 with some projecting deficits and other small surpluses

  80% confidence

• We're not really seeing the economy improve in heavy manufacturing, but we're also not seeing any declines in our manufacturing as far as the year-over-year usage

  80% confidence

• The continued top-line strength for the core consumer segment is still a key differentiator for McCormick

  80% confidence

• None of this is untypical. None of this will sustain. So we firmly believe the category over time will return to three to 4% growth

  80% confidence

• Our fourth quarter and full year results reflect solid top line growth and strong and stable credit performance. Years of strategic preparation and our choices to consistently invest to sustain long-term growth and returns enable our results and put us in a strong position going forward

  80% confidence

• Wall Street analysts estimate an 8.2% increase in earnings per share for Q4 2025 for S&P 500 companies. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index

  80% confidence

• The industrial sector has continued to see mixed signals. While some areas showed resilience, others faced continued headwinds that impacted demand and supply chains

  80% confidence

• We have confidence in our plans to deliver stronger results in the second-half of the fiscal year. We remain committed to our integrated growth strategy and are excited by the opportunity ahead to reinvent P&G and create the CPG company of the future

  80% confidence

• The environment across our key markets is marked by volatility and continued pressure from inflation, geopolitical and trade uncertainty, and threat of rising unemployment, and overall consumer confidence remains low

  80% confidence

• While we had anticipated some moderation in client trading activity towards the back end of the year, we instead saw an acceleration in activity, which contributed to higher volume-related costs, inclusive of performance-based compensation

  80% confidence