Somnigroup Accelerates, ACCO Brands Stalls Out: Cyclical Pair Trade Idea
Somnigroup International (SGI) is rated a BUY due to strong momentum, successful acquisition, and resilience even in weak consumer sentiment. SGI's recent Mattress Firm acquisition boosted revenue and margins, while ACCO Brands (ACCO) faces declining demand and cost-cutting measures. SGI trades at high valuations but justifies this with robust performance and a positive outlook, while ACCO, despite looking cheap, shows signs of being a value trap.
ACCO Brands Corporation (ACCO) Q3 2025 Earnings Call Transcript
ACCO Brands Corporation ( ACCO ) Q3 2025 Earnings Call October 31, 2025 8:30 AM EDT Company Participants Christopher McGinnis - Senior Director of Investor Relations Thomas Tedford - President, CEO & Director Deborah OConnor - Executive VP & CFO Conference Call Participants Joseph Gomes - NOBLE Capital Markets, Inc., Research Division Gregory Burns - Sidoti & Company, LLC Kevin Steinke - Barrington Research Associates, Inc., Research Division William Reuter - BofA Securities, Research Division Presentation Operator Hello, everyone, and welcome to the ACCO Brands Third Quarter 2025 Earnings Conference Call. My name is Ezra, and I will be your coordinator today.
Acco Brands (ACCO) Misses Q3 Earnings and Revenue Estimates
Acco Brands (ACCO) came out with quarterly earnings of $0.21 per share, missing the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.23 per share a year ago.
Stock Picks From Seeking Alpha's July 2025 New Analysts
In July, Seeking Alpha welcomed 44 new analysts. This article introduces them and showcases some of their top picks. Analysts provided ratings from Strong Sell to Strong Buy, with detailed justifications based on market trends, company fundamentals, and sector-specific challenges. Key investment theses include bearish views on Netflix, Wayfair, and Capri Holdings, while our analysts were bullish on Bristol Myers Squibb, Kohl's, UnitedHealth Group, and TSMC.
ACCO Brands Corporation (ACCO) Q2 2025 Earnings Call Transcript
ACCO Brands Corporation (NYSE:ACCO ) Q2 2025 Earnings Conference Call August 1, 2025 8:30 AM ET Company Participants Christopher Paul McGinnis - Senior Director of Investor Relations Deborah A. O'Connor - Executive VP & CFO Thomas W.
Acco Brands (ACCO) Q2 Earnings Lag Estimates
Acco Brands (ACCO) came out with quarterly earnings of $0.28 per share, missing the Zacks Consensus Estimate of $0.29 per share. This compares to earnings of $0.37 per share a year ago.
ACCO Brands: Short-Term Upside Despite Long-Term Concerns
Despite a 50% stock decline, I see contrarian value in ACCO Brands due to robust cash flows, high dividend yield, and aggressive cost-cutting. Management's focus on debt reduction and a $100 million cost-saving program strengthens the balance sheet and supports future dividend and buyback potential. A weaker US dollar, improving consumer sentiment, and tariff clarity could provide near-term tailwinds for ACCO's international revenues and margins.
New Strong Sell Stocks for July 21st
CDZI, AVBP and ACCO have been added to the Zacks Rank #5 (Strong Sell) List on July 21, 2025.
ACCO Brands Corporation (ACCO) Q1 2025 Earnings Call Transcript
ACCO Brands Corporation (NYSE:ACCO ) Q1 2025 Earnings Conference Call May 2, 2025 8:30 AM ET Company Participants Christopher McGinnis - Senior Director of Investor Relations Thomas Tedford - President and Chief Executive Officer Deborah O'Connor - Executive Vice President and Chief Financial Officer Conference Call Participants Joe Gomes - Noble Capital Greg Burns - Sidoti Kevin Steinke - Barrington Research Hale Holden - Barclays William Reuter - Bank of America Operator Hello, everybody and welcome to the ACCO Brands First Quarter 2025. My name is Elliot and I'll be your coordinator today.
Acco Brands (ACCO) Reports Q1 Loss, Lags Revenue Estimates
Acco Brands (ACCO) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to earnings of $0.03 per share a year ago.
3 High-Yield Dividend Stocks Trading at a Discount
Investors commonly see dividend-paying stocks as a stable, defensive part of a portfolio. These firms should, in theory, pay out a steady stream of passive income in the form of regular dividend payments made possible by the company's continued operational success.
ACCO Brands Corporation: An Asymmetric Bet With 6.5% Dividend Yield
ACCO's share price fell 20% post-Q4 2024 earnings, with declining revenues since 2021 and uncertainties around macro environment and tariffs impacting future profitability. Despite recording negative net income in the last 3 years due to impairment charges, ACCO continues to generate more than $100 million of free cash flows annually. ACCO offers >$1 owner earnings per share, 6.5% dividend yield, share buybacks, increasing margins, and decreasing debt, making it an asymmetric bet at the current valuation.
