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Sysco Corporation will webcast its presentation at the 2025 Deutsche Bank Access Global Consumer Conference in Paris on June 3 at 4:15 a.m. CDT. The live event can be accessed via investors.sysco.com, with an archived replay available shortly after. Sysco, a leader in food distribution, generated over $78 billion in sales in fiscal year 2024, serving approximately 730,000 customer locations globally.
Barclays has downgraded Schneider Electric to "equal weight" from "overweight," citing concerns over increasing supply in the medium voltage market and uncertain demand. The firm reduced its adjusted EBITA estimates for 2026 and 2027 by 1-2% and lowered the price target to €235, while acknowledging resilient demand in the data center sector. Analysts express caution regarding Schneider's growth targets for 2025 amid challenging year-over-year comparisons and macroeconomic risks, predicting the company may finish the year at the lower end of its organic growth guidance.
Ingersoll Rand (NYSE: IR) reported Q1 earnings of $0.72 per share, missing estimates, with revenue of $1.72 billion, a 2.8% increase year-over-year. The company announced a quarterly dividend of $0.02 per share and initiated a $1 billion stock repurchase program, indicating confidence in its valuation. Analysts maintain a "Moderate Buy" rating with a consensus target price of $98.91.
Deutsche Bank has upgraded Johnson Controls International to a "Buy" rating from "Hold," raising the price target to $112 from $101. The company specializes in designing, manufacturing, and marketing equipment for building regulation and safety, with a significant focus on commercial and industrial applications. Its net sales are primarily derived from product sales (69.6%) and services (30.4%), with a strong geographic presence in North America (63.5%).
Barclays has lowered its price target for Smurfit Westrock from $68 to $64 while maintaining an Overweight rating, following a reevaluation of paper and packaging companies' estimates after Q1 results. In Q1 2025, Smurfit Westrock reported net sales exceeding $7.6 billion and an adjusted EBITDA margin of 16.4%. The company is on track to achieve $400 million in synergies by the end of 2025, with $80 million already recognized, alongside significant operational improvements and investments in new converting machines to enhance efficiency.
UBS has lowered its price target for Daimler Truck to €39 from €44, citing a challenging North American market with increased competition and customs surcharges affecting operations. The company anticipates operational stability in 2025, aiming for an adjusted return on sales between 8% and 10%.
Barclays has downgraded Schneider Electric to "equal-weight" from "overweight" due to supply risks in the medium voltage market over the next 18 months, despite encouraging demand for data center equipment. The firm has reduced its adjusted EBITA estimates for 2026-27 by 1-2% and lowered the price target to 235 euros. Analysts remain generally positive, with 18 out of 26 rating the stock as "strong buy" or "buy."
Deutsche Bank has lowered its price target for Solvay (SLVYY) from EUR 33 to EUR 30 while maintaining a Hold rating. In Q1 2025, Solvay reported underlying net sales of €1.1 billion, a 6% decline, but achieved a stable EBITDA margin of 22% and confirmed a cost savings target of €200 million by the end of 2025. The company is also focusing on maintaining free cash flow guidance of around €300 million for the year.
Deutsche Bank has lowered its price target for Davide Campari-Milano from EUR 6.10 to EUR 5.90 while maintaining a Hold rating. The company reported a negative 4.2% organic net sales growth and a 17.2% decline in adjusted EBITDA, though it saw strong performance in APAC and specific brands like Aperol and Espolon. Cost containment measures are expected to yield benefits in H2 2025, supporting long-term brand equity.
BNP Paribas Exane has raised its price target on Vulcan Materials Company to $247 from $241. Vulcan specializes in producing and marketing construction materials, with net sales primarily derived from aggregates (71.1%), concrete (15.1%), and asphalt (13.7%), predominantly in the United States.
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Sysco to webcast presentation at Deutsche Bank consumer conference in June
14:00 13.05.2025
barclays downgrades schneider electric amid supply and demand concerns
12:55 13.05.2025
ingersoll rand reports earnings miss and announces stock repurchase program
12:01 13.05.2025
deutsche bank upgrades johnson controls international to buy with new price target
11:56 13.05.2025
barclays lowers price target for smurfit westrock while maintaining overweight rating
11:37 13.05.2025
ubs lowers daimler truck price target amid north american challenges
11:11 13.05.2025
barclays downgrades schneider electric amid medium voltage supply concerns
08:02 13.05.2025
Deutsche Bank Lowers Solvay Price Target While Maintaining Hold Rating
21:35 12.05.2025
Deutsche Bank Lowers Price Target for Davide Campari-Milano Amid Market Challenges
21:34 12.05.2025
bnp paribas exane raises vulcan materials price target to 247 dollars
16:32 12.05.2025
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