Latest Inflation News

Keurig Dr Pepper delivered a sharp third-quarter sales and adjusted earnings lift, helped by the newly acquired JDE Peet’s coffee business and a US$99 million tariff refund. The company reaffirmed its 2026 targets while carrying substantial acquisition-related debt and integration work.

ADM delivered a sharp year-on-year increase in third-quarter earnings and raised its full-year adjusted EPS guidance, helped by stronger North American biofuels conditions. The company also cut its projected 2026 capital spending range, while warning that policy, trade and market factors remain fluid.

Sysco delivered modest underlying growth in fiscal Q1 2027 and kept its adjusted EPS and local volume targets intact, while shifting full-year sales expectations to the lower end of its existing range. The quarter also brought a permanent CFO appointment as the company prepares for the proposed Jetro Restaurant Depot acquisition.

Clorox delivered a sharp first-quarter rebound, helped by the GOJO acquisition and an easier comparison after last year’s ERP-related inventory drawdown. But rising commodity, manufacturing and logistics costs have pushed its full-year margin assumptions lower, with adjusted earnings now expected nearer the bottom of the unchanged range.

Loews Corporation (NYSE:L) reported third-quarter net income of US$306 million, down 39% from a year earlier, after CNA’s long-term care reserve review cut attributable earnings by US$125 million. Stronger hotel performance and share buybacks offered some support, but CNA’s underwriting trends remain a central concern.

hummgroup delivered 13.7% volume growth in the first quarter while holding group margins steady and improving cost efficiency. The more consequential move was a decision to exit its loss-making Canadian business, although the method, timing and one-off costs remain unresolved.

ResMed has delivered a stronger first quarter for fiscal 2027, with revenue up 6% to US$1.415 billion and net income rising 20% to US$418 million. The headline result was helped by a preliminary gain on the MatrixCare sale, while the core Sleep and Breathing Health business continued to expand.

Reece delivered 4.3% sales growth in the first quarter of FY27, powered by a 12.8% increase across Australia and New Zealand. The US remained subdued, while management flagged a cautious view of the second half.

Catalyst Metals has cut FY27 production guidance to 90,000-105,000 ounces after deferring Trident and Old Highway output to FY28. The downgrade comes despite a stronger balance sheet, a 2Moz Plutonic Reserve base and A$40 million of quarterly cash generation.

Precinct Properties will no longer pursue its Auckland Downtown Car Park redevelopment under current market conditions, citing higher interest rates, inflation and construction risk. The decision unlocks a NZ$103 million capital distribution, a buyback of up to NZ$50 million and a lower FY27 dividend.

Integral Diagnostics has opened FY27 below expectations, with radiologist and sonographer shortages limiting revenue growth and pushing labour costs ahead of sales. The company expects FY27 revenue growth of 4% to 6% and a full-year operating EBITDA margin of 19.5% to 20.5%, with improvement weighted to the second half.

Globe Metals & Mining Limited (ASX:GBE) has begun early mining at its Kanyika niobium and tantalum project in Malawi, moving from site preparation to physical excavation. The milestone comes with only 1.1 quarters of reported funding and a potential requirement for substantial additional capital.