Named Regulatory Navigator, the free tool enables organisations to receive an instant, indicative summary of relevant legal requirements based on their specific business profile.
The launch comes amid a period of expanding global regulation in areas such as sustainability reporting and forced labour, creating uncertainty for companies over which obligations affect them and when.
With rules varying by headquarters country, revenue, employee numbers, markets served, and whether a company imports goods, Sedex said companies often struggle to keep up with changing thresholds and deadlines.
The Regulatory Navigator aims to address this by guiding users through a short series of questions about their headquarters location, revenue, workforce size, market presence, and import activity.
The tool **** ses responses and highlights which of eight key regulations are likely to impact the business. These include the EU Corporate Sustainability Due Diligence Directive (CSDDD), the EU Corporate Sustainability Reporting Directive (CSRD), the EU Forced Labour Regulation, Canada's S-211 Act to combat forced and child labour in supply chains, and Australia's Modern Slavery Act.

#Sustainability #labour #corporate #regulation

Georgia Tech football will have a new look when the Yellow Jackets take the field in the season opener Thursday night,
Georgia Tech Athletics and Atlanta-based Veritiv announced a multi-year partnership that makes the company the first-ever jersey patch sponsor in Georgia Tech football history.
[DOWNLOAD: Free WSB-TV News app for alerts as news breaks]
The partnership also names Veritiv the Official Sustainability Partner of Georgia Tech Athletics.
The Yellow Jackets will debut the Veritiv patch Thursday when they open the 2026 season against Colorado at Bobby Dodd Stadium at Hyundai Field. Kickoff is scheduled for 8 p.m.

#yellow #thursday #Football #season

The Securities and Exchange Commission has opened an investigation into scoreboard manufacturer Daktronics on Wednesday in relation to an alleged sponsorship deal the company had with Los Angeles Clippers star Kawhi Leonard.
Daktronics acting CFO Howard Atkins revealed the investigation on an earnings call on Wednesday, and said that they have received requests for information from the NBA. Specifics of the SEC's investigation are not yet known. It marks the first public acknowledgement that the NBA is including Daktronics in its investigation into Leonard and the Clippers.
"As you might expect, we have received requests for information from the NBA. Additionally, the Securities and Exchange Commission is seeking information from us concerning the company and Mr. Leonard," Atkins said. "We take these requests seriously and are cooperating. At this point, out of respect for the respective processes, we will not be providing further comment."
Leonard and the Los Angeles Clippers have been under scrutiny and an NBA investigation for nearly a year after an alleged no-show sponsorship deal with the now-defunct sustainability company Aspiration. That deal reportedly paid Leonard million for no visible work in an alleged bid to circumvent the NBA's salary cap.
A report last month from "Pablo Torre Finds Out" claimed that Daktronics also hired Leonard to a multimillion dollar sponsorship deal that didn't result in any work from Leonard. Daktronics built the $100 million video board at the Clippers' Intuit Dome.

#alleged #sponsorship

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the "Global Value Fund." The letter can be downloaded here. In Q2 2026, the MSCI World Index rose by +13.8% and the MSCI World Value Index by +9.2%, despite challenges like rising inflation and the Iran conflict. The US now comprises about 71% of the MSCI World Index, with notable gains in semiconductor and AI-related stocks, some exceeding 100%. The market showed speculative behavior, especially with high-beta and momentum stocks outperforming significantly. While enthusiasm for AI drove investor leverage, many stocks are trading at elevated multiples reminiscent of the dot-com era. Concerns about sustainability arise as earnings growth is heavily tied to AI data centers. Preference is shifting to high-quality businesses in sectors like enterprise software and healthcare, which are perceived as more stable. Defensive sectors have been underinvested, offering potential opportunities. The fund achieved a return of 9.97% in the quarter, surpassing the MSCI World Value Index, with healthcare as a key contributor. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Hotchkis & Wiley Global Value Fund noted that Alphabet Inc. (NASDAQ:GOOGL) detracted from performance due to its underweight position in the stock. Alphabet Inc. (NASDAQ:GOOGL), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On September 1, 2026, Alphabet Inc. (NASDAQ:GOOGL) closed at $335.02 per share. Over the past month, Alphabet Inc. (NASDAQ:GOOGL) declined 7.56%, but its shares are up 45.24% over the past year. Alphabet Inc. (NASDAQ:GOOGL) has a market capitalization of $4.09 trillion.
Hotchkis & Wiley Global Value Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q2 2026 investor letter:
"Alphabet Inc. (NASDAQ:GOOGL) is a holding company whose primary subsidiary is Google, whose Search business makes it one of the largest advertising companies in the world. Alphabet's other businesses are its enterprise cloud platform and venture-stage companies collectively reported as "Other Bets." We believe Alphabet's valuation remain good given its improving growth prospects. Although the stock rose during the quarter, it detracted from relative performance because we were underweight compared to the benchmark. Our investment thesis remains intact."

#index #hotchkis

With shares up by roughly 1,200% over the last five years, Micron Technology (NASDAQ: MU) is a standout performer in the generative artificial intelligence (AI) megatrend. But the company's rocketship rally has come under threat. And shares are down around 23% from their all-time high of $1,213 reached on June 25th as investors grow nervous about competition and the sustainability of its high margins.
Let's dig deeper into Micron's pros and cons to decide whether the dip is a long-term buying opportunity or a sign of more trouble to come.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Usually, large corporations find their raison d'etre early in their life cycles. But Micron has been a late bloomer. The company has spent most of the last few decades providing memory hardware for consumer markets, such as personal computers and smartphones, where it has endured brutal competition and low margins. Shares barely budged in the two decades between the dot-com bubble and the COVID-19 pandemic.
However, the arrival of generative AI gave the company a new lease on life as data center operators quickly realized that high bandwidth memory had become one of the primary bottlenecks in creating more powerful large language models (LLMs).

#company #years

Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index's 16.26% and the S&P 500's 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure spending boom, noting that the U.S. has about 4,000 existing data centers and nearly 3,000 more planned or under construction, while AI-related demand has created bottlenecks in processors and memory. The letter highlighted the scale of the cycle, with industry cash flows in key AI hardware areas rising sharply, while the Russell 1000 Value Index's top 10 contributors gained an average 182% year to date and accounted for 9.29 percentage points of the index's 16.23% return. Looking ahead, the fund expects investors to eventually reassess the sustainability of current AI infrastructure earnings and valuations. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like Motorola Solutions, Inc. (NYSE:MSI). Motorola Solutions, Inc. (NYSE:MSI) provides mission-critical communications, public safety, video security, and enterprise security solutions. The one-month return of Motorola Solutions, Inc. (NYSE:MSI) was 11.66% while its shares traded between $359.36 and $493.57 over the last 52 weeks. On August 27, 2026, Motorola Solutions, Inc. (NYSE:MSI) stock closed at approximately $487.28 per share, with a market capitalization of about $80.52 billion.
Aristotle Value Equity Fund stated the following regarding Motorola Solutions, Inc. (NYSE:MSI) in its Q2 2026 investor letter:
Motorola Solutions, Inc. (NYSE:MSI), the provider of mission-critical communications and security systems, was one of the largest detractors during the quarter. Shares declined as higher memory and supply chain costs weighed on near-term margin expectations. While these factors affected near-term results, they do not change our long-term thesis. At the core of the company is its land mobile radio business, which provides the communication backbone used by police, fire, and emergency responders—particularly during natural disasters or other high-stress situations when commercial networks may become congested or unavailable. These systems are deeply embedded in public safety agencies, where reliability, control, and resiliency are non-negotiable, and customer relationships are often supported by long-term service agreements, predictable equipment refresh cycles, and decades of trust. Importantly, Motorola is using this installed base to broaden its platform, integrating radios with video security, body-worn cameras, and command center so

Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index's 16.26% and the S&P 500's 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure spending boom, noting that the U.S. has about 4,000 existing data centers and nearly 3,000 more planned or under construction, while AI-related demand has created bottlenecks in processors and memory. The letter highlighted the scale of the cycle, with industry cash flows in key AI hardware areas rising sharply, while the Russell 1000 Value Index's top 10 contributors gained an average 182% year to date and accounted for 9.29 percentage points of the index's 16.23% return. Looking ahead, the fund expects investors to eventually reassess the sustainability of current AI infrastructure earnings and valuations. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like Danaher Corporation (NYSE:DHR). Danaher Corporation (NYSE:DHR) develops life sciences, diagnostics, and biotechnology products and technologies used across healthcare and research markets. The one-month return of Danaher Corporation (NYSE:DHR) was 10.62% while its shares traded between $160.93 and $242.80 over the last 52 weeks. On August 27, 2026, Danaher Corporation (NYSE:DHR) stock closed at approximately $215.36 per share, with a market capitalization of about $155.62 billion.
Aristotle Value Equity Fund stated the following regarding Danaher Corporation (NYSE:DHR) in its Q2 2026 investor letter:
We first invested in Danaher Corporation (NYSE:DHR), a company focused on biotechnology, life sciences and diagnostics, in the second quarter of 2016, attracted by its disciplined capital allocation, differentiated operating culture and consistent FREE cash flow generation. The business is distinguished by a portfolio of market-leading franchises and a high mix of recurring consumables revenue tied to a large installed base. Its differentiated operating culture, anchored by the Danaher Business System, has historically enabled the company to be a highly effective acquirer, consistently integrating new businesses, expanding margins and driving strong FREE cash flow generation. Over our decade-long holding period, Danaher successfully transformed itself from a diversified industrial company into a more focused healthcare business. This evolution included the spinoffs of Fortive, Envista, and Veralto, as well as the acquisition and integration of key ***** ets such as Pall, Cepheid and Cytiva. The company also increased the contribution from re

Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index's 16.26% and the S&P 500's 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure spending boom, noting that the U.S. has about 4,000 existing data centers and nearly 3,000 more planned or under construction, while AI-related demand has created bottlenecks in processors and memory. The letter highlighted the scale of the cycle, with industry cash flows in key AI hardware areas rising sharply, while the Russell 1000 Value Index's top 10 contributors gained an average 182% year to date and accounted for 9.29 percentage points of the index's 16.23% return. Looking ahead, the fund expects investors to eventually reassess the sustainability of current AI infrastructure earnings and valuations. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like Corteva, Inc. (NYSE:CTVA). Corteva, Inc. (NYSE:CTVA) provides advanced seeds, crop protection products, and agricultural technologies designed to improve farm productivity and resilience. The one-month return of Corteva, Inc. (NYSE:CTVA) was 4.69% while its shares traded between $60.54 and $90.97 over the last 52 weeks. On August 27, 2026, Corteva, Inc. (NYSE:CTVA) stock closed at approximately $82.88 per share, with a market capitalization of about $54.98 billion.
Aristotle Value Equity Fund stated the following regarding Corteva, Inc. (NYSE:CTVA) in its Q2 2026 investor letter:
Corteva, Inc. (NYSE:CTVA), the seed and crop protection company, was one of the largest detractors during the period. While fundamentals remained healthy, with first-quarter FREE cash flow supported by strength in both Seed and Crop Protection, the stock lagged a sharply rising market as investors focused on Corteva's more tempered outlook for the balance of the year. The management team cited potential second-half headwinds from tariffs, higher oil-related input costs, farmer fuel expenses, and competitive crop protection pricing in Latin America and Asia. We believe the market also weighed the near-term complexity of Corteva's planned fourth-quarter separation into New Corteva and Vylor, including potential dis-synergies from operating two public companies. Nevertheless, our investment thesis remains intact. Farmers continue to adopt Corteva's latest hybrids, varieties, and premium crop protection technologies, supporting Corteva's margin expansion. Meanwhile, the company's R&D-led innovation, disciplined cost management, and path toward net royalty income sho

Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index's 16.26% and the S&P 500's 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure spending boom, noting that the U.S. has about 4,000 existing data centers and nearly 3,000 more planned or under construction, while AI-related demand has created bottlenecks in processors and memory. The letter highlighted the scale of the cycle, with industry cash flows in key AI hardware areas rising sharply, while the Russell 1000 Value Index's top 10 contributors gained an average 182% year to date and accounted for 9.29 percentage points of the index's 16.23% return. Looking ahead, the fund expects investors to eventually reassess the sustainability of current AI infrastructure earnings and valuations. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like Alphabet Inc. (NASDAQ:GOOGL). Alphabet Inc. (NASDAQ:GOOGL) operates Google Search, YouTube, Google Cloud, and a broad portfolio of digital products and technology businesses. The one-month return of Alphabet Inc. (NASDAQ:GOOGL) was -4.35% while its shares traded between $206.20 and $408.61 over the last 52 weeks. On August 27, 2026, Alphabet Inc. (NASDAQ:GOOGL) stock closed at approximately $342.00 per share, with a market capitalization of about $4.17 trillion.
Aristotle Value Equity Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q2 2026 investor letter:
Alphabet Inc. (NASDAQ:GOOGL), the parent company of Google and YouTube, was a primary contributor during the period. We initiated our position in the first quarter of 2025, when investors were concerned that generative AI tools would fundamentally alter search behavior and erode Google's advertising franchise. Since then, Alphabet has continued to demonstrate the strength of its ecosystem and the resilience of its core businesses. Google Search has remained strong, with AI-powered features increasing user engagement while supporting advertising growth, and Google Cloud has continued to benefit from robust enterprise demand for AI infrastructure and services. Importantly, Alphabet appears increasingly capable of monetizing these new experiences in a manner consistent with its historical strengths, through advertising, distribution, and integration across a broad user base rather than relying solely on paid subscriptions. YouTube also remains well positioned to benefit from continued growth in advertising and subscription revenues, including YouTube TV, as consume

Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index's 16.26% and the S&P 500's 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure spending boom, noting that the U.S. has about 4,000 existing data centers and nearly 3,000 more planned or under construction, while AI-related demand has created bottlenecks in processors and memory. The letter highlighted the scale of the cycle, with industry cash flows in key AI hardware areas rising sharply, while the Russell 1000 Value Index's top 10 contributors gained an average 182% year to date and accounted for 9.29 percentage points of the index's 16.23% return. Looking ahead, the fund expects investors to eventually reassess the sustainability of current AI infrastructure earnings and valuations. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like QUALCOMM Incorporated (NASDAQ:QCOM). QUALCOMM Incorporated (NASDAQ:QCOM) develops wireless technologies and semiconductor solutions powering smartphones, automotive systems, and connected devices worldwide. The one-month return of QUALCOMM Incorporated (NASDAQ:QCOM) was 11.63% while its shares traded between $121.99 and $259.92 over the last 52 weeks. On August 27, 2026, QUALCOMM Incorporated (NASDAQ:QCOM) stock closed at approximately $163.72 per share, with a market capitalization of about $176.00 billion.
Aristotle Value Equity Fund stated the following regarding QUALCOMM Incorporated (NASDAQ:QCOM) in its Q2 2026 investor letter:
QUALCOMM Incorporated (NASDAQ:QCOM), a leading semiconductor and communications technology company, was the largest contributor for the quarter. Shares recovered as management indicated that the inventory adjustments and production constraints resulting from higher memory costs were progressing largely as expected and that handset revenues from Chinese customers were expected to reach a bottom. As we noted last quarter, we believed these headwinds to be cyclical rather than structural and did not alter our long-term investment thesis. The company also continued to make progress on its long-term strategy of evolving from a handset-centric company into a broader provider of connected computing technologies. Automotive revenue reached another record high, while Internet of Things (IoT) and newer businesses such as AI-enabled PCs, industrial applications, and data center computing continue to represent a growing portion of the company and remain central to its long-term diversification strategy. We believe Qualco

A leisure centre's future is causing concern among sports clubs, with netball and squash representatives warning that any loss of facilities could have a major impact.
Guernsey's Beau Sejour leisure centre is in a "persistent operating deficit" and a "solution has not been defined", a sustainability report said.
Naomi Szmierek, of the Guernsey Netball ****** ociation, said netball was already struggling with a lack of court ****** e and said the sport was not meeting demand across junior, community and island programmes.
Martin Watts, treasurer of Guernsey Squash and Racquetball ****** ociation, said Beau Sejour was "crucial" because it was now the only venue on the island where squash could be played.
The leisure centre is in a persistent deficit, says a report [BBC]

#centre

Nvidia's upcoming earnings report could test investor confidence in the AI sector.
Concerns about the sustainability of AI spending have weighed on Nvidia and other AI-related stocks lately.
The AI trade has hit a few stumbling blocks lately, with the sector facing a key test from Nvidia's earnings later this week.
The AI chipmaker, widely seen as a bellwether for the AI trade, is set to give investors an update on its financials after the closing bell Wednesday. With expectations running high ahead of the event, anything less than robust results could add to the pressure that's held the sector back in recent weeks, Wall Street **** ysts have warned.
Shares of Nvidia (NVDA), which were down 2% in early trading Monday, are up about 13% for the year but more than 10% off their May highs as worries about an AI bubble and the sustainability of spending on America's AI buildout have weighed on support for the stock, along with others closely tied to the AI boom.

#earnings

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Canadian Pacific Kansas City Limited (NYSE:CP). Canadian Pacific Kansas City Limited (NYSE:CP) owns and operates a transcontinental freight railway in Canada and internationally. On August 24, 2026, Canadian Pacific Kansas City Limited (NYSE:CP) closed at $94.68 per share. The one-month return of Canadian Pacific Kansas City Limited (NYSE:CP) was 3.25%, and its shares gained 24.17% over the past 52 weeks. Canadian Pacific Kansas City Limited (NYSE:CP) has a market capitalization of $83.25 billion.
SGA Global Growth Strategy stated the following regarding Canadian Pacific Kansas City Limited (NYSE:CP) in its Q2 2026 investor letter:
"We engaged with management of Canadian Pacific Kansas City Limited (NYSE:CP) in advance of the company's annual meeting to discuss its climate strategy and a proposal on climate-related disclosures. A key topic of discussion was the company's decision to defer establishing a Science Based Targets initiative (SBTi)-validated 1.5°C-aligned emissions reduction target. While the ISS Sustainability policy recommended voting against the climate proposal due to the absence of intermediate and long-term emissions targets, management explained that the delay stemmed from the lack of a finalized intensity-based methodology from SBTi appropriate for the freight rail industry, emphasizing that CPKC remains committed to its existing goal of reducing locomotive well-to-wheel emissions intensity by 36.9% by 2030 and continues to work with SBTi as industryspecific frameworks evolve. Management highlighted continued spending on locomotive fleet modernization, including investment in new Tier 4 locomotives, expansion of its hydrogen locomotive program, and trials of renewable fuels. After reviewing the company's disclosures, proxy materials, and feedback from management, we concluded that the company is making goo

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Yum! Brands, Inc. (NYSE:YUM). Yum! Brands, Inc. (NYSE:YUM) develops, operates, and franchises traditional and non-traditional quick service restaurants in the United States and internationally. On August 24, 2026, Yum! Brands, Inc. (NYSE:YUM) closed at $157.35 per share. The one-month return of Yum! Brands, Inc. (NYSE:YUM) was 4.4%, and its shares gained 6.7% over the past 52 weeks. Yum! Brands, Inc. (NYSE:YUM) has a market capitalization of $42.84 billion.
SGA Global Growth Strategy stated the following regarding Yum! Brands, Inc. (NYSE:YUM) in its Q2 2026 investor letter:
"We met with Jon Hixon, Yum! Brands, Inc.'s (NYSE:YUM) Chief Sustainability Officer, as well as members of legal and human resources teams to discuss several topics relevant to our investment thesis, including human capital management, geopolitical and reputational risks, corporate governance, and sustainability reporting. During the discussion, we were pleased to hear that Yum's next sustainability report would include, for the first time, disclosures aligned with the Taskforce on Nature-related Financial Disclosures (TNFD) framework, alongside its existing climate-related reporting. The addition of TNFD reporting reflects the company's ongoing efforts to ******* s and disclose nature-related dependencies, impacts, risks, and opportunities across its agricultural supply chain. A key focus of the engagement was Pizza Hut's ongoing strategic review and the ******* ociated human capital implications. Management outlined several retention initiatives designed to support workforce stability during the review process, including broad-based retention bonuses for employees and targeted retention awards for critical leadership and operational roles. While the company had experienced a modest increase in employee turnover, management indicated that attrition remai

Major supermarket chains, including Kroger, Stop & Shop, and The Raley's Companies, are in the middle of a downsizing mode that began in 2025 and will continue for some companies through 2027.
Kroger said it expected to close approximately 60 stores across its portfolio by the end of 2026, according to the company's first-quarter fiscal 2025 earnings call. Giant Ahold Delhaize's Stop & Shop chain confirmed in July that it will close store locations in Basking Ridge and Westfield, N.J., also in 2026
And now Raley's has said that it will close another Northern California store located in Petaluma, Calif., on Jan. 26, 2027, affecting 48 workers' jobs.
The closures are part of Raley's regional downsizing plan that calls for seven store closings in California and Nevada. Raley's said it will offer transfer opportunities to as many affected employees as possible, KSRO radio reported.
The Raley's Companies cited local market conditions and long-term financial sustainability for the downsizing.

#store #shop #major

Sustainability might make for good marketing, but it doesn't guarantee financial success.
Surveys and spending data alike indicate that many consumers do value sustainability —and, in some categories, are willing to pay a premium. However, that willingness is highly variable, depending on the product, price point, and the type of benefit offered.
"Many executives, especially in the consumer-packaged-goods (CPG) sector, find that sustainable products still struggle to capture meaningful market share," according to an April report from McKinsey.
Consumers may say they want sustainable products, but their actions show that comes with serious caveats. The gap between what consumers say about sustainability and what they actually buy is typically described as an "intent versus action" gap.
Anna Granskog, who leads the European Green Business Building work as part of McKinsey Sustainability, thinks that framing oversimplifies the problem.

#sustainable #anna

The pilot, now live, features DPP data for three denim fabrics sourced from Bhaskar Savitt Industries in India.
The pilot is currently operating with three products, namely Renewed Eco, Earthbound Eco, and Bluecanopy Eco, with each displaying interactive DPP widgets on their product pages.
According to World Collective, these widgets enable stakeholders to access detailed information on fabric composition, sustainability credentials, and supplier details, according to statements from the partners.
World Collective co-founder and CEO Jeanine Ballone said: "The bottleneck in supply chain transparency has never been data availability, it's standardisation and scalable distribution. Currently, suppliers are asked to share the same information separately by dozens of brands.
"Our pilot shows that when suppliers invest in structuring their data once, in a standardised format, that information becomes infinitely more valuable. It's not just efficient; it's a competitive advantage. Suppliers with comprehensive DPP data can demonstrate their practices and capabilities directly to the market."

#pilot #World

South Korea's Kospi index climbed back into bull market territory this week. It has risen more than 20% from its July low as memory chip stocks led a broad recovery.
The rally accelerated Thursday when Sandisk (SNDK) jumped 13.7% on a bullish long-term outlook. The momentum carried into Asian trading Friday.
Sandisk stock closed at $1,528.11 on Thursday after executives detailed a plan for consistent revenue growth through fiscal 2030. The company guided to mid-to-high-teens revenue growth and adjusted gross margins near 80%.
Chief Financial Officer Luis Visoso outlined the payout plan for investors.
"We are optimizing for growth, sustainability and returns. As we do that, we expect to return 100% of excess cash to our shareholders after investing in the business."

#asian

The consortium, including Jeff Bezos, has reached a definitive agreement to buy a minority stake in Liverpool from majority owners Fenway Sports Group for more than £1.5bn.
1892 Holdings, led by former QPR director Amit Bhatia and including Amazon owner Bezos and Eduardo Saverin, one of the founders of Facebook, will have a share of between 30 per cent and one-third in the Premier League club.
FSG will retain operational control and run day-to-day operations, with no change to the leadership to the club. John W Henry remains principal owner, Tom Werner chairman and Mike Gordon president while the club's strategy and broader principles remain the same.
Jeff Bezos has a wealth of roughly $270bn (AFP/Getty)
While Bezos is one of the world's richest men, with a wealth of roughly $270bn, there will not be a change to Liverpool's transfer budget or policy, with no new funds for manager Andoni Iraola as he looks to bolster his squad. The club are also bound by financial sustainability rules while transfer decisions remain up to the club's sporting side, led by director of football Richard Hughes.

#including #director #change #wealth

What happened: Sandisk (SNDK) stock popped 6% on Friday, extending gains from a 13% rise in the prior session.
What's behind the move: Wall Street was overwhelmingly bullish on the NAND flash memory maker's long-term growth targets for 2028 through 2030, announced at the company's investor day.
Sandisk sees annual revenue growth in the mid-to-high teens between 2028 and 2030. The company also sees non-GAAP gross margins at about 80%.
Analysts cheered the company's improved business model and the sustainability of its pricing, backed by various US hyperscalers.
RBC Capital ***** ysts said customer contracts are "multi-year in nature, are detailed by quarter/month, have fixed pricing with variable component, and are supported by financial guarantees."

#analysts #sndk #street

As of 11:39 AM ET, the S&P 500 (SNPINDEX:^GSPC) has fallen 0.21% to 7,782.65, and the Nasdaq Composite (NASDAQINDEX:^IXIC) is down 0.50% to 26,664.30 as investors balance recent record highs against soft retail data. The Dow Jones Industrial Average (DJINDICES:^DJI) has slipped 0.19% to 53,735.56.
Gold is up 1.26% to $4,351.26 and the 10-Year Treasury yield is trading up 0.05% to 4.69%. Energy, real estate, and basic materials lead the sector gainers, as technology and healthcare stocks fall.
Reddit jumped 14% this morning after news that the social media platform will join the S&P 500. Valneva surged 22% following yesterday's earnings and news that European regulators validated its Lyme disease vaccine application. Semiconductor shares like Micron Technology are gaining on AI optimism. T-Mobile US slipped on a brokerage downgrade that cited revenue risks.
Two consumer releases weighed on stocks this morning: July retail sales fell for the first time in nine months, and August consumer sentiment dipped to 51, from 55.2 in July. The University of Michigan's consumer sentiment index showed consumers are concerned about inflation and business conditions, and slowing sales suggest that continued elevated oil prices are weighing on people's wallets.
On the one hand, a decline in confidence, combined with this week's slower inflation data, makes a Federal Reserve rate cut less likely, and can boost risk appetite. However, stock markets wavered today because that decline also raised concerns about economic weakness and the sustainability of recent index highs.

#technology #stocks #morning

Aspire Biopharma Holdings Inc. (NASDAQ:ASBP) said Monday it completed its $30 million acquisition of Dura Driver Control Systems, expanding the biopharmaceutical company into the automotive and mobility-control market.
The deal, first announced in June, gives Aspire 100% ownership of Dura Driver Control Systems, or DCS, which is now a wholly owned subsidiary. Aspire paid about $30 million in cash.
DCS is a tier-one automotive supplier focused on electronic driver controls and systems supporting vehicle electrification, safety, lightweighting and sustainability. Aspire said the acquisition is expected to add revenue, earnings and cash flow while diversifying its business.
The company also entered into a $22.5 million senior secured revolving credit facility in connection with the transaction. The company said it will use borrowings from the facility, along with cash on hand, to finance the acquisition.
"Closing the DCS acquisition is a cash-flow-positive milestone that structurally enhances Aspire's valuation," CEO and Board Chair Kraig Higginson said.

#aspire #company

The Professional Footballers' ****** ociation (PFA) has started legal proceedings against the English Football League (EFL) over changes to salary caps in League One.
In May, the EFL announced that Squad Cost Rules (SCR) would replace the current Profitability and Sustainability (P&S) financial framework from 2026-27.
In League One the changes would reduce the percentage of turnover that clubs could spend on wages from 60% to 50%.
Teams relegated from the Championship are permitted to spend 65% of turnover on wages in their first season in the third tier, down from 75%.
Manager pay has also been incorporated into the new framework and clubs are also restricted to spending no more than 50% of injection of cash from owners on wages.

#turnover

Nokia (NYSE:NOK) has spent the past year rebuilding its story around AI, and earlier on July 14, it added another data point. The company signed a 5G expansion agreement with Taiwan Mobile to deploy its AirScale portfolio and AI-driven software across the carrier's network, part of a broader push toward what Nokia calls AI-native mobile infrastructure. The deal lands alongside a wave of insider stock purchases and a deepening Nvidia partnership, all pointing toward the same bet: that AI traffic is about to overwhelm the networks carrying it, and Nokia wants to be the company that fixes that.
The Taiwan Mobile agreement is built around four distinct AI applications rather than a single upgrade. Nokia's AI for Network software, including its Predictive Hardware ****** ytics service and MantaRay SON self-organizing network tool, automates operations and enables closed-loop network ****** urance in real time. Separately, next-generation baseband and radio hardware increases capacity and uplink performance specifically to handle AI-driven traffic, while AI-powered energy management helps Taiwan Mobile hit its sustainability targets, and AI-enabled self-healing capabilities strengthen resilience during outages. Taken together, the deployment sets up support for 5G-Advanced features like network slicing and RedCap.
That kind of upgrade is becoming urgent rather than optional. Generative AI traffic is already driving more than twice as much uplink data as ordinary mobile use, according to Aetha Consulting, and total network load could grow by as much as 10x current levels. Nokia has been building toward this since last October, when it began developing sixth-generation RAN technology, and in June it launched the industry's first commercial AI-RAN platform, offering 20% higher spectral efficiency than existing systems. Management expects that figure to reach 50% next year and 100% by 2028. The 6G equipment market alone is projected to exceed $50 billion by the first half of the 2030s, growing more than 20% annually, a meaningful expansion opportunity for a company that generated roughly $23 billion in revenue last year.
Nokia is not building this alone. Nvidia Corporation (NASDAQ:NVDA) committed a $1 billion equity investment at $6.01 per share back in October 2025, and Nokia's AI-RAN base stations now run on Nvidia GPUs, with Grace CPU Superchips handling higher-layer processing in Cloud RAN deployments. T-Mobile (NASDAQ:TMUS) has agreed to trial the designs starting in 2026. Dell Technologies (NYSE:DELL) is involved too, supplying PowerEdge servers for the computing backbone, fresh off a quarter where its AI server business grew 757% year over year.

#nokia #taiwan

Interested in Workiva Inc.? Here are five stocks we like better.
Strong Q2 performance: Workiva reported revenue of $255 million, up 19% year over year and above guidance, while non-GAAP operating margin reached 16.8%. The company raised full-year margin guidance to approximately 18%, achieving its 2027 target a year early.
Healthy customer and platform momentum: Customers grew to 6,750, gross retention reached 97% and net retention remained above the 110% target. Larger contracts and multi-solution adoption increased, supported by demand for reporting, compliance, sustainability and AI-governance tools.
Outlook raised: Workiva projects full-year revenue of $1.040 billion to $1.044 billion, subscription growth of about 19% and free-cash-flow margin of approximately 21%. The company repurchased $123 million of shares in Q2, with $106 million remaining under its authorization.
Workiva (NYSE:WK) reported second-quarter 2026 revenue of $255 million, up 19% from a year earlier and $3 million above the high end of its guidance range, as subscription growth and operational efficiency supported higher profitability.

#revenue #Margin #company

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Mid Cap Strategy". A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market leadership. Technology was the strongest-performing sector, while industrials also advanced and energy lagged as oil prices declined. The Fund returned 7.92% and the Russell Midcap Index returned 13.83%. Health care holdings were the largest positive contributor, supported by strength across managed care, diagnostics, and life sciences. However, stock selection and an underweight position in information technology remained the main relative headwinds. The strategy maintained limited exposure to highly valued semiconductor and memory companies, reflecting concerns that current valuations ***** ume an extended period of elevated AI spending. It also continued to ***** s software and services businesses individually based on how AI may affect their long-term competitive positions. Management emphasized higher-quality companies, attractive valuations, capital preservation, and durable long-term compounding while remaining cautious about elevated valuations, concentrated leadership, and the sustainability of the current AI investment cycle. Please review the Strategy's top five holdings for its key selections.
In its Q2 2026 investor letter, Diamond Hill Capital Mid Cap Strategy highlighted Regal Rexnord Corporation (NYSE:RRX) as a notable contributor. Regal Rexnord Corporation (NYSE:RRX) is a leading industrial company that offers sustainable power solutions, transmission, and control motion products. On August 4, 2026, Regal Rexnord Corporation (NYSE:RRX) closed at $220.04 per share, reflecting a market capitalization of $12.59 billion. Regal Rexnord Corporation (NYSE:RRX) posted a one-month return of -10.87%, while its shares gained 27.56% over the past 52 weeks.
Diamond Hill Capital Mid Cap Strategy stated the following regarding Regal Rexnord Corporation (NYSE:RRX) in its Q2 2026 investor letter:
"Shares of electrical product manufacturer Regal Rexnord Corporation (NYSE:RRX) rose in 2Q26 after reporting solid results on strong data center demand. Merger synergies and operational improvement initiatives drove better-than-expected organic growth and margin expansion, and we believe the market has yet to fully reflect the benefits of these efforts."

#regal #corporation #NYSE #capital

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Mid Cap Strategy". A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market leadership. Technology was the strongest-performing sector, while industrials also advanced and energy lagged as oil prices declined. The Fund returned 7.92% and the Russell Midcap Index returned 13.83%. Health care holdings were the largest positive contributor, supported by strength across managed care, diagnostics, and life sciences. However, stock selection and an underweight position in information technology remained the main relative headwinds. The strategy maintained limited exposure to highly valued semiconductor and memory companies, reflecting concerns that current valuations ***** ume an extended period of elevated AI spending. It also continued to ***** s software and services businesses individually based on how AI may affect their long-term competitive positions. Management emphasized higher-quality companies, attractive valuations, capital preservation, and durable long-term compounding while remaining cautious about elevated valuations, concentrated leadership, and the sustainability of the current AI investment cycle. Please review the Strategy's top five holdings for its key selections.
In its second-quarter 2026 investor letter, Diamond Hill Capital Mid Cap Strategy highlighted Illumina, Inc. (NASDAQ:ILMN). Illumina, Inc. (NASDAQ:ILMN) is a biotechnology company that focuses on sequencing- and array-based solutions for genetic and genomic ***** ysis. On August 4, 2026, Illumina, Inc. (NASDAQ:ILMN) closed at $203.01 per share. One-month return of Illumina, Inc. (NASDAQ:ILMN) was 6.92% and its shares gained 112.65% over the past 52 weeks. Illumina, Inc. (NASDAQ:ILMN) has a market capitalization of $30.65 billion with a 52-week trading range between $88.00 - $207.00.
Diamond Hill Capital Mid Cap Strategy stated the following regarding Illumina, Inc. (NASDAQ:ILMN) in its Q2 2026 investor letter:
"Biotechnology company Illumina, Inc. (NASDAQ:ILMN) is the leading producer of next generation sequencing systems, which are used to sequence DNA for research and are increasingly important in cancer diagnosis and treatment. Shares rose during the quarter after better-than-expected clinical growth, while competitor Roche's comparable product launch appeared underwhelming."

#illumina

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Mid Cap Strategy". A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market leadership. Technology was the strongest-performing sector, while industrials also advanced and energy lagged as oil prices declined. The Fund returned 7.92% and the Russell Midcap Index returned 13.83%. Health care holdings were the largest positive contributor, supported by strength across managed care, diagnostics, and life sciences. However, stock selection and an underweight position in information technology remained the main relative headwinds. The strategy maintained limited exposure to highly valued semiconductor and memory companies, reflecting concerns that current valuations **** ume an extended period of elevated AI spending. It also continued to **** s software and services businesses individually based on how AI may affect their long-term competitive positions. Management emphasized higher-quality companies, attractive valuations, capital preservation, and durable long-term compounding while remaining cautious about elevated valuations, concentrated leadership, and the sustainability of the current AI investment cycle. Please review the Strategy's top five holdings for its key selections.
In its second-quarter 2026 investor letter, Diamond Hill Capital Mid Cap Strategy highlighted Verisk **** ytics, Inc. (NASDAQ:VRSK) as a newly added position. Verisk **** ytics, Inc. (NASDAQ:VRSK) is a US-based technology company that offers data **** ytics and technology solutions to the insurance industry. On August 4, 2026, Verisk **** ytics, Inc. (NASDAQ:VRSK) closed at $192.80 per share. One-month return of Verisk **** ytics, Inc. (NASDAQ:VRSK) was 1.65% and its shares gained -27.24% over the past 52 weeks. Verisk **** ytics, Inc. (NASDAQ:VRSK) has a market capitalization of $25.13 billion with a 52-week trading range between $155.94 - $276.19.
Diamond Hill Capital Mid Cap Strategy stated the following regarding Verisk **** ytics, Inc. (NASDAQ:VRSK) in its Q2 2026 investor letter:
"Verisk **** ytics, Inc. (NASDAQ:VRSK), the leading provider of data and **** ytics to the insurance industry, benefits from a market position with limited competition. We initiated a position as its services represent a small portion of customers' overall costs but are deeply embedded in their workflows and critical to their operations, supporting consistent revenue growth, strong margins and sustained pricing power."

#strategy

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Mid Cap Strategy". A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market leadership. Technology was the strongest-performing sector, while industrials also advanced and energy lagged as oil prices declined. The Fund returned 7.92% and the Russell Midcap Index returned 13.83%. Health care holdings were the largest positive contributor, supported by strength across managed care, diagnostics, and life sciences. However, stock selection and an underweight position in information technology remained the main relative headwinds. The strategy maintained limited exposure to highly valued semiconductor and memory companies, reflecting concerns that current valuations ******* ume an extended period of elevated AI spending. It also continued to ******* s software and services businesses individually based on how AI may affect their long-term competitive positions. Management emphasized higher-quality companies, attractive valuations, capital preservation, and durable long-term compounding while remaining cautious about elevated valuations, concentrated leadership, and the sustainability of the current AI investment cycle. Please review the Strategy's top five holdings for its key selections.
In its second-quarter 2026 investor letter, Diamond Hill Capital Mid Cap Strategy highlighted Centene Corporation (NYSE:CNC) as a newly added position. Centene Corporation (NYSE:CNC) is a US-based healthcare enterprise that offers services to underinsured and uninsured families and commercial organizations. On August 4, 2026, Centene Corporation (NYSE:CNC) closed at $64.07 per share, reflecting a market capitalization of $31.49 billion. Centene Corporation (NYSE:CNC) posted a one-month return of -3.57%, while its shares gained 164.18% over the past 52 weeks.
Diamond Hill Capital Mid Cap Strategy stated the following regarding Centene Corporation (NYSE:CNC) in its Q2 2026 investor letter:
"We initiated a position in managed care provider Centene Corporation (NYSE:CNC) as we believe managed care margins now have a realistic path to recovery over the next few years as reimbursement rates catch up with underlying cost trends across the insured population."
Centene Corporation (NYSE:CNC) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 72 hedge fund portfolios held Centene Corporation (NYSE:CNC) at the end of the first quarter which was 78 in the previous quarter. While we acknowledge the risk and potential of Centene Corporation (NYSE:CNC) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are look

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Mid Cap Strategy". A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market leadership. Technology was the strongest-performing sector, while industrials also advanced and energy lagged as oil prices declined. The Fund returned 7.92% and the Russell Midcap Index returned 13.83%. Health care holdings were the largest positive contributor, supported by strength across managed care, diagnostics, and life sciences. However, stock selection and an underweight position in information technology remained the main relative headwinds. The strategy maintained limited exposure to highly valued semiconductor and memory companies, reflecting concerns that current valuations ******* ume an extended period of elevated AI spending. It also continued to ******* s software and services businesses individually based on how AI may affect their long-term competitive positions. Management emphasized higher-quality companies, attractive valuations, capital preservation, and durable long-term compounding while remaining cautious about elevated valuations, concentrated leadership, and the sustainability of the current AI investment cycle. Please review the Strategy's top five holdings for its key selections.
In its second-quarter 2026 investor letter, Diamond Hill Capital Mid Cap Strategy highlighted Huntington Ingalls Industries, Inc. (NYSE:HII). Huntington Ingalls Industries, Inc. (NYSE:HII) is US-based military shipbuilding company. On August 4, 2026, Huntington Ingalls Industries, Inc. (NYSE:HII) closed at $323.06 per share. One-month return of Huntington Ingalls Industries, Inc. (NYSE:HII) was 11.60% and its shares gained 20.77% over the past 52 weeks. Huntington Ingalls Industries, Inc. (NYSE:HII) has a market capitalization of $12.84 billion with a 52-week trading range between $259.00 - $460.00.
Diamond Hill Capital Mid Cap Strategy stated the following regarding Huntington Ingalls Industries, Inc. (NYSE:HII) in its Q2 2026 investor letter:
"Huntington Ingalls Industries, Inc. (NYSE:HII), the largest shipbuilder for the US Navy, underperformed following mixed 1Q26 results. Strong revenue growth was offset by margin pressure from execution challenges and legacy pre-COVID contracts, while the broader defense sector weakened amid delays to US defense funding legislation and improving geopolitical tensions."

#capital #strategy #diamond #letter