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Target CEO blames lousy earnings on anti-woke ‘headwinds' — and Wall Street is chuckling
New York Post· 2025-05-30 20:54
公司业绩表现 - 公司最新季度每股收益为1.30美元,营收下降至238亿美元,均大幅低于预期[9] - 在过去13个季度中,有6个季度未能达到盈利预期,最近5个季度中有3个季度同时未能达到调整后盈利和总营收预期[13] - 业绩不佳部分归因于消费者对公司缩减DEI(多元化、公平与包容)举措的反弹[1][5] DEI策略影响 - 公司曾全力推行DEI政策,包括针对LGBTQ+群体的骄傲月营销活动,但部分举措被认为影响了主流消费者的购物体验[3][5] - 2023年因DEI策略导致消费者强烈反对,公司随后开始缩减部分DEI政策并取消夸张的骄傲月展示[6][7] - 公司CEO将业绩不佳部分归因于缩减DEI政策带来的"逆风",但分析师认为这解释不合理,公司业绩问题早已存在[10][13] 消费者反应 - 主要客户群体为工薪阶层,他们更关注低价商品而非性别流动性等社会议题,带孩子购物时尤其反感相关营销[5] - 民权领袖Al Sharpton表示将支持抵制公司门店,认为DEI是一项公民权利[8][14] 经营挑战 - 分析师指出公司门店急需大规模升级,管理不善可能是业绩不佳的真正原因而非DEI政策调整[13] - 特朗普政府关税政策的影响尚未完全显现,可能带来额外压力[9]
Target Warns Of Lower Sales In 2025—Blaming Tariffs And DEI Rollback Backlash
Forbes· 2025-05-21 22:10
ToplineTarget on Wednesday reported first-quarter sales and revenue that fell well below expectations, as executives warned the retailer’s sales will likely decline in 2025, citing boycotts after the company scaled back diversity, equity and inclusion efforts and as consumers—facing uncertainty with tariffs—retreat on spending.The retailer announced earlier this year it would phase out long-term diversity, equity and ... More inclusion goals after a conservative-led backlash.AFP via Getty ImagesKey FactsTar ...
Verizon ends DEI programs, diversity goals as it seeks approval for Frontier acquisition
Fox Business· 2025-05-17 01:01
Verizon终止DEI项目 - 公司宣布终止多元化、公平与包容(DEI)项目,包括删除相关网站和员工培训中的DEI内容[1][3] - 取消劳动力多元化目标及管理层薪酬计划中关于提升女性和少数族裔比例的考核指标[4] - 公司法律总顾问承认部分DEI政策可能涉及歧视风险,相关变更立即生效[6] Verizon收购Frontier通信 - 交易规模为200亿美元全现金收购(含债务),已提交FCC审批[1][6] - 收购将使公司光纤用户增加220万,覆盖范围扩展至31个州及华盛顿特区的2500万处房产[7] - 公司CEO称此次收购是"战略契合",将增强在全美市场的竞争力[7] 监管与行业反应 - FCC主席批评公司DEI政策可能影响交易审查,但认可终止DEI举措是"促进平等机会的进步"[6] - Frontier CEO表示交易为股东带来可观现金溢价,并为员工创造新机会[9] 交易背景 - 收购协议于去年9月公布,旨在扩大公司光纤网络规模[6][7] - Frontier现有光纤资产将显著提升Verizon的基础设施覆盖[7]
Verizon axing DEI programs as it seeks FCC approval for $9.6B Frontier deal
New York Post· 2025-05-17 00:04
Verizon终止DEI项目 - 公司宣布终止多元化、公平和包容(DEI)项目,包括移除官网相关内容、员工培训中的DEI表述,并调整招聘、职业发展、供应商多元化和企业赞助政策 [1][2][4] - 公司取消劳动力多元化目标,并移除管理层薪酬计划中关于提升女性和少数族裔员工比例的考核指标 [4] - 公司首席法律官表示部分DEI政策可能涉及歧视,相关变更立即生效 [5] FCC审查与并购进展 - FCC主席Brendan Carr在2月批评公司DEI项目,并称这可能影响其96亿美元收购Frontier Communications的交易 [1][7] - FCC主席对Comcast也发起类似调查,并赞扬公司终止DEI政策的决定 [5][6][8] - 公司收购Frontier的交易接近获得FCC批准 [7] 政策背景 - 特朗普政府1月发布行政命令要求废除DEI项目,并施压私营企业跟进 [7] - FCC主席由特朗普任命,其表态与政府政策方向一致 [5][7]
ConocoPhillips(COP) - 2025 FY - Earnings Call Transcript
2025-05-13 23:00
ConocoPhillips (COP) FY 2025 Annual General Meeting May 13, 2025 10:00 AM ET Speaker0 Good morning, ladies and gentlemen. I'm Ryan Lance, Chairman and CEO of ConocoPhillips. It's my pleasure to welcome you to the ConocoPhillips' twenty twenty five Annual Meeting of Stockholders. Please remember that you may vote your shares online at any time during this meeting prior to the closing of the polls, and you could submit questions through the text box located on your screen. In addition to myself, all the membe ...
Goldman Sachs scrubs mentions of ‘Black' from racial diversity web page amid DEI rollback
New York Post· 2025-05-02 22:35
Goldman Sachs has scrubbed mentions of “Black” and other references to race from its official website touting a diversity initiative amid an industrywide rollback of so-called DEI programs and increasing scrutiny from the Trump administration, according to a report.In 2021, the Wall Street giant launched the “One Million Black Women” program in which it pledged $10 billion in investments and $100 million in philanthropy specifically aimed at supporting black women.Goldman in recent weeks has revised promoti ...