News

Although OD's profitability remained at impressively high levels, its OR deteriorated 140 basis points to 73.4% in 2024. This was due to sluggish underlying demand for most of the year (lost leverage) ...
Improved margins, cost control, and stronger core volumes position logistics major for a more capital-efficient growth cycle ...
Amazon's stock sank on Thursday afternoon, weighed down by mixed guidance and AI competition, though the company beat Q2 ...
We believe Coca-Cola Femsa has a wide moat, as we think brand affinity from its status as wide-moat Coca-Cola's largest bottler by volume, coupled with cost advantages from extensive manufacturing and ...