Dafinchi AI

SPB

Consumer

Supply chain team managed to maintain over 95% global fill rates despite shortages.
The company expects to fully eliminate tariff exposure by the end of Q3 through pricing and supplier concessions.
Future plans include diversifying supplier base and developing non-Chinese sourcing options to mitigate geopolitical risks.

LQDT

Consumer

Management explained that evolving international negotiations, especially in Asia, India, and the EU, are causing delays in asset trading, particularly in sectors like biopharma, semiconductors, and machine tools.
Despite international delays, North American used equipment markets remain on track, with most assets moving normally and some blips in Canada having normalized.
Used vehicle prices have softened, but the marketplace continues to see record asset listings and sales, with management optimistic about future growth once prices normalize.

BGS

Consumer

Completed divestitures of Don Pepino, Scalfani, and Le Sueur brands, removing approximately $51 million in annual net sales.
Focus on selling brands that are not aligned with future strategic focus, with plans for additional divestitures.
Divestitures are expected to help reduce leverage, improve margins, and sharpen the company's focus on core brands.

KHC

Consumer

Kraft Heinz is actively evaluating strategic options, including potential business separation, to unlock long-term shareholder value.
Management emphasizes operating with financial discipline and that any actions will align with long-term value creation.
No specific transactions announced yet, but evaluation is ongoing with a focus on strategic benefits and shareholder interests.

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