Latest news with #CapEx
Yahoo
5 days ago
- Business
- Yahoo
CFOs, investors diverge on near-term economic prospects
This story was originally published on To receive daily news and insights, subscribe to our free daily newsletter. Finance chiefs and investors appear to be at odds over the fate of the global economy in the near term. In a survey released Tuesday by New York-based consulting firm Teneo, over three-quarters of investors said they expect economic conditions to improve in the second half of 2025. That compares to just 43% of CFOs who hold the same view. Why precisely the two groups differ isn't clear; the survey didn't ask respondents to share reasons for their optimism or pessimism. But Christian Buss, co-head of investor relations at Teneo, said investors' responses show 'there could be a floor to the level of uncertainty we've seen over the last several months.' The results stem from a survey conducted May 16-29 of 132 global CFOs and 200 institutional investors. The CFO crowd and the investor crowd also held differing views on the prospect of finding capital for the remainder of the year: 68% of CFOs feel optimistic about access to capital markets versus 91% of investors. What may unite CFOs and investors is concern about the prospect of mergers and acquisitions. Teneo's survey found over 50% of CFOs and almost 40% of investors see 'market volatility as the leading barrier to deals.' Geopolitical uncertainty and the higher cost of capital were also cited among the top disruptions to deals, according to Teneo. Across the board, respondents also said they're optimistic about debt market access (81% of CFOs and 89% of investors) and the impact of private equity (70% of CFOs and 87% of investors). Among the CFO respondents, there was also a notable difference in sentiment by geography. Fifty-three percent of U.S.-based finance chiefs expect economic improvement in the latter half of the year compared to just 29% of international CFOs. Buss said the 'relative bearishness of global CFOs' is worth noting. 'It's a clear sign that changes to the global trade environment we all have been grappling with over the last two months are having wide-ranging impacts across economies and industries,' Buss said. More than half of CFO respondents (55%) were based in the U.S. On the investor side, just 27% were based in the U.S. For their part, CFOs said they're already making adjustments to their operations in light of 'economic headwinds, including tariffs,' per the report. 'CFOs are re-examining the location of manufacturing hubs globally, with a full 86% saying they are actively reshaping global supply chains, while also reconsidering CapEx and general corporate spending,' wrote Teneo CEO Paul Keary in the report's introduction. Teneo has been issuing similar surveys of CEOs in the past, but this week's report marks the first for finance chiefs. In the report, Keary said the new report came at the request of respondents in prior surveys: 'Given the rapid pace of change around the world, respondents suggested that we also mine the views of CFOs, given their key role in capital allocation and financial strategy.' Recommended Reading CFOs slash profit forecasts by 22% as economy triggers concern Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
24-06-2025
- Business
- Yahoo
Orchestro.AI and PackageHub(R) Forge Strategic Partnership to Rewire Ecommerce Returns and Unlock the Last Mile
DALLAS, TX / / June 24, 2025 / E-commerce returns are broken: expensive for merchants, frustrating for consumers, and riddled with inefficiencies that no one owns. Today, the leader in intelligent decision systems for logistics and supply chains, announces a strategic partnership with PackageHub Business Centers® (PBC), the largest multi-carrier retail shipping network in the U.S., to transform reverse logistics at scale. Together, the companies are building a smarter, more profitable, and consumer-friendly returns infrastructure - blending AI-powered decision intelligence with over 4,600 retail drop-off points covering 77% of U.S. e-commerce consumers. "We're building a returns network that listens, learns, and acts - one that transforms the chaos of ecommerce returns into coordinated intelligence," said Shekar Natarajan, CEO of "What if your network could understand intent - not just scan a label - and instantly orchestrate the best path forward? That's what Orchestro enables. We're not just adding visibility; we're giving the parcel network a mind of its own - turning fragmented returns into a system that feels alive, adaptive, and almost effortless. For merchants, this means protecting the hard-won customer relationship, recovering margin, and delivering an experience that's as smart as the sale itself." Returns, Reimagined for Modern Ecommerce PackageHub® operates the largest carrier-agnostic returns network in the U.S., with more than 1,200 active franchises and access to over 3,400 additional drop-off locations. This gives brands unprecedented reach - rivaling USPS, UPS, and FedEx - with greater flexibility, control, and cost efficiency. For merchants, this means: - Branded, Amazon-grade return experiences - without the CapEx - Lower cost-to-serve through volume consolidation and smart routing - Flexibility to use any carrier, serve any brand, and meet any customer at scale This infrastructure also empowers regional carriers to compete nationally - capturing shared returns volume and enabling local service excellence with national density. "Merchants spend a fortune acquiring a customer - and a single bad return experience can lose them for good," said Greg Ojeda, Chief Product & Strategy Officer at PackageHub®. "That's why we're focused on turning returns from a churn risk into a loyalty driver. Orchestro gives us the intelligence layer to surface cost drivers, fight fraud, and deliver a smooth, branded experience at scale - exactly where our network thrives. As complexity grows inside stores, it's critical that we protect the experience of both customers and employees. AI gives us the opportunity to reduce friction, automate the messy parts, and create a simpler, more rewarding retail environment for everyone involved." Scale of the Opportunity - and the Urgency - Global ecommerce is projected to reach $6.9 trillion in 2025 - U.S. returns surpassed $890 billion in 2024, with ecommerce return rates over 17% - More than 4 billion parcels are returned annually - 60% of customers say that easy returns directly influence brand loyalty Amazon has set the standard. Everyone else is racing to catch up - and many are bleeding margin trying. Built for Margin, Loyalty, and Operational Edge powers the intelligence layer that makes returns profitable at scale: - Identifies hidden cost drivers across the reverse chain - Detects and prevents fraud at the point of return - Benchmarks and improves carrier and logistics partner performance - Simulates return paths to optimize speed, cost, and convenience Orchestro's platform acts as the digital thread weaving together every step of the reverse journey - from return label creation to drop-off, routing, processing, and refund. This visibility allows brands to treat returns not as isolated transactions, but as end-to-end, data-rich events that inform inventory, pricing, and customer strategy. All without disrupting existing workflows. The platform integrates seamlessly with a brand's systems, carriers, and networks - making every return a data-driven opportunity, not a liability. Simulate. Optimize. Orchestrate. With Orchestro, brands can test carrier mix, regional strategies, and return models before deploying anything. No more guesswork. No more rip-and-replace. Just orchestrated outcomes. Strategic Highlights of the Partnership - Returns Infrastructure at Scale - Over 4,600 drop-off locations and 77% e-commerce consumer coverage - AI-Powered Optimization - Real-time insight, routing, and performance benchmarking - Merchant-Centric Value - Reduced friction, recovered margin, smarter decisions - Empowering Regional Carriers - Creating volume density to rival national incumbents This isn't just a tech partnership - it's a new reverse logistics operating system. Together, Orchestro and PackageHub® are transforming one of ecommerce's most overlooked and costly workflows into a high-leverage engine for loyalty, margin, and growth. Contact Interested brands can reach out at to schedule a demo and explore partnership opportunities. For media inquiries, please contact:Shekar Natarajanshekar@ SOURCE: View the original press release on ACCESS Newswire
CNBC
20-06-2025
- Business
- CNBC
Crowdell: The outlook for utilities has never looked better
Anthony Crowdell, Senior Analyst at Mizuho Americas, says utilities are thriving with rising CapEx, data center demand, and possible Fed rate cuts, while still offering defensive value and strong earnings.
New York Post
18-06-2025
- Business
- New York Post
Texas Instruments to spend $60B to boost US chip manufacturing under Trump push
Texas Instruments said Wednesday it will spend more than $60 billion to expand its US manufacturing footprint, the latest chipmaker to ramp up domestic production amid pressure from the Trump administration to reshore the semiconductor supply chain. In December, the Biden administration finalized a $1.61 billion government subsidy for Texas Instruments to support construction of three new facilities after the company announced plans to invest at least $18 billion under the $52.7 billion CHIPS and Science bill. The company said Wednesday the $60 billion will be used to build or expand seven chip-making facilities at three sites in Texas and Utah, including two new facilities in Sherman, Texas, and will create 60,000 jobs, calling it the 'largest investment in foundational semiconductor manufacturing in US history.' Texas Instruments said the $60 billion investment will create 60,000 jobs and called it the 'largest investment in foundational semiconductor manufacturing in US history.' REUTERS In August 2024, the company said it could build seven chip-building facilities and spend up to $40 billion on its Sherman, Texas operations and $21 billion on Utah and other Texas plants. Texas Instruments has been building facilities in Texas and one in Utah as part of efforts to boost in-house manufacturing and stave off rising competition from Chinese analog chipmakers. The company did not give a precise timeline for the investment, which includes up to $46 billion in Texas and about $15 billion in Utah. Texas Instruments said its long-term CapEx plan is unchanged. Unlike AI chip firms Nvidia and AMD, TI makes analog or foundational chips used in everyday devices such as smartphones, cars and medical devices, giving it a large client base that includes Apple, SpaceX and Ford Motor. The spending plan follows similar announcements from others in the semiconductor industry, including Micron, which said last week that it will expand its US investment by $30 billion, taking its planned spending to $200 billion. Texas Instruments has been building facilities in Texas and one in Utah as part of efforts to boost in-house manufacturing and stave off rising competition from Chinese analog chipmakers. REUTERS Analysts have said they see the spending plans as overtures to President Trump, who has repeatedly threatened to kill the $52.7 billion 2022 CHIPS and Science Act and warned of potential new tariffs on semiconductor imports. Commerce Secretary Howard Lutnick said on Wednesday the Texas Instruments investment will boost 'foundational semiconductors that go into the electronics that people use every day. Our partnership with TI will support US chip manufacturing for decades to come.' Like other companies unveiling such spending commitments, TI's announcement includes funds already allocated to facilities that are either under construction or ramping up.
CNBC
17-06-2025
- Business
- CNBC
Rare earth deal with China is 'long-term' industrial crisis, says MP Materials CEO
James Litinsky, MP Materials CEO, joins 'Closing Bell Overtime' to talk rare earth deal with China, its supply chain, CapEx plans, and more.
