核心观点 - 华尔街顶级分析师对多家公司进行了评级调整，包括升级、降级和首次评级[2] 公司评级调整 - Baird分析师Andrew Wittmann将Cintas Corporation (CTAS)的评级从"表现优于大盘"降级为"中性"，同时将目标价从$750提高到$775，Cintas股价上涨5.4%，收盘价为$758.97[3] - RBC Capital分析师Arun Viswanathan将Sealed Air Corporation (SEE)的评级从"表现优于大盘"降级为"行业表现"，同时将目标价从$43降低到$40，Sealed Air股价下跌1.3%，收盘价为$36.39[3] - Stephens & Co.分析师Jim Salera将Chuy's Holdings, Inc. (CHUY)的评级从"超重"降级为"等重"，但将目标价从$36提高到$37.5，Chuy's股价上涨47.8%，收盘价为$37.34[3] - JP Morgan分析师Tien-Tsin Huang将WNS (Holdings) Limited (WNS)的评级从"超重"降级为"中性"，并维持目标价为$60，WNS股价下跌3.5%，收盘价为$57.95[3] - Janney Montgomery Scott分析师Timothy Coffey将Banner Corporation (BANR)的评级从"买入"降级为"中性"，Banner股价下跌1.4%，收盘价为$58.49[3]

公司公告 - 公司宣布将于2024年8月8日上午7:00（美国东部时间）发布2024年第二季度财报，并将在当天上午10:00（美国东部时间）举行电话会议和网络直播 [1] - 电话会议将进行网络直播，感兴趣的各方可以在公司的投资者主页上观看 [2] 公司概况 - 公司是全球领先的包装解决方案提供商，专注于可持续、高性能材料、自动化设备和服务的整合 [3] - 公司设计、制造并提供包装解决方案，服务于多个终端市场，包括新鲜蛋白质、食品、液体、医疗和生命科学、电子商务零售、物流和全渠道履行操作以及工业市场 [3] - 公司的全球知名解决方案品牌包括CRYOVAC®食品包装、LIQUIBOX®液体系统、SEALED AIR®保护性包装、AUTOBAG®品牌自动化包装系统以及BUBBLE WRAP®品牌包装 [3] - 公司在2023年实现了55亿美元的销售收入，拥有约17,000名员工，服务于115个国家和地区 [3] 投资者信息 - 公司定期在其网站的投资者部分发布重要信息，投资者应监控该部分，以及关注公司的新闻发布、SEC文件、公共电话会议、演示和网络直播 [4][5] 前瞻性声明 - 新闻稿包含关于公司业务、合并财务状况、运营结果和现金流的前瞻性声明，这些声明受风险和不确定性的影响，可能导致实际结果与这些声明有实质性差异 [6][7][8][9] - 前瞻性声明包括对未来运营结果的预期、重组和其他项目的结果预期、未来收购的影响预期、预期的资本支出水平以及对公司财务状况的影响预期等 [8] - 影响前瞻性声明的重要因素包括全球经济和政治状况、原材料价格和可用性的变化、新产品推出的成功、未能按预期时间框架实现收购的协同效应和其他财务效益、消费者偏好、动物和食品相关健康问题的影响、流行病或大流行病的影响、俄罗斯和乌克兰冲突及相关制裁的影响、能源成本的变化、重组活动的成功、并购和股权投资策略的成功、财务增长、盈利能力、现金流和制造策略的成功以及成本降低和生产率提升的努力、信用评级的变化、监管行动和法律事务等 [9] 公司联系信息 - 投资者联系人：Brian Sullivan，邮箱：[email protected]，电话：704.503.8841 [11] - 媒体联系人：Amanda Hoggarth，邮箱：[email protected] [11]

CHARLOTTE, N.C., June 28, 2024 /PRNewswire/ -- Sealed Air Corporation ("SEE") (NYSE: SEE) today announced, together with Sealed Air Corporation (US) (together with SEE, the "Issuers"), the closing of their previously announced offering of $400 million aggregate principal amount of 6.500% senior notes due 2032 (the "Notes"). The Notes were sold to investors at 100.0% of their aggregate principal amount. The Notes are jointly and severally, and irrevocably and unconditionally, guaranteed on a senior unsecured ...

CHARLOTTE, N.C., June 24, 2024 /PRNewswire/ -- Sealed Air Corporation ("SEE") (NYSE: SEE) today announced that its previously announced cash tender offer (the "Tender Offer") for any and all of its 5.500% senior notes due 2025 (the "Notes") expired at 5:00 p.m. New York City time, on June 24, 2024 (the "Expiration Date"). According to information provided by Global Bondholder Services Corporation, the Depositary and Information Agent for the Tender Offer, $277,801,000 aggregate principal amount of the Notes ...

CHARLOTTE, N.C., June 24, 2024 /PRNewswire/ -- Sealed Air Corporation ("SEE") (NYSE: SEE) today announced the total consideration (the "Total Consideration") relating to its previously announced cash tender offer (the "Tender Offer") for any and all of its 5.500% Senior Notes due 2025 (the "Notes") is $998.77 for each $1,000 principal amount of the Notes validly tendered and not validly withdrawn and accepted for purchase pursuant to the Tender Offer. The Total Consideration was determined in the manner des ...

CHARLOTTE, N.C., June 17, 2024 /PRNewswire/ -- Sealed Air Corporation ("SEE") (NYSE: SEE) today announced, together with Sealed Air Corporation (US) (together with SEE, the "Issuers"), the pricing of the Issuers' offering of 6.500% senior notes due 2032 (the "Notes"). The Notes will be jointly and severally, and irrevocably and unconditionally, guaranteed on a senior unsecured basis by each of SEE's existing and future wholly owned domestic subsidiaries that guarantee its senior secured credit facilities, s ...

CHARLOTTE, N.C., June 17, 2024 /PRNewswire/ -- Sealed Air Corporation ("SEE") (NYSE: SEE) today announced, together with Sealed Air Corporation (US) (together with SEE, the "Issuers"), that the Issuers commenced an offering of senior notes due 2032 (the "Notes"). The Notes will be jointly and severally, and irrevocably and unconditionally, guaranteed on a senior unsecured basis by each of SEE's existing and future wholly owned domestic subsidiaries that guarantee its senior secured credit facilities, subjec ...

CHARLOTTE, N.C., June 17, 2024 /PRNewswire/ -- Sealed Air Corporation ("SEE") (NYSE: SEE) today announced that it has commenced a cash tender offer (the "Tender Offer") for any and all of its outstanding 5.500% Senior Notes due 2025 (the "Notes"). A comprehensive description of the terms of the Tender Offer is included in SEE's Offer to Purchase, dated June 17, 2024 (the "Offer to Purchase"), and the related Notice of Guaranteed Delivery (the "Notice of Guaranteed Delivery" and, together with the Offer to P ...

文章核心观点 - 公司宣布任命Patrick Kivits为新任首席执行官,接替Emile Chammas,Dustin Semach将晋升为总裁兼首席财务官 [1][2] - 新任CEO Patrick Kivits拥有丰富的包装行业从业经验,有望加速公司转型并为股东创造长期价值 [2][3] - 公司感谢Emile和Dustin在公司转型过程中的领导作用,Dustin的新职位反映了他加入公司以来的贡献 [2] 公司概况 - 公司是全球领先的包装解决方案提供商,集可持续高性能材料、自动化、设备和服务于一体 [5] - 公司的主要业务包括食品、医疗、电商零售、物流等领域的包装解决方案 [5] - 公司在2023年实现了55亿美元的销售收入,拥有约17,000名员工,服务于115个国家和地区 [5] 新任CEO背景 - Patrick Kivits目前担任WestRock公司的瓦楞包装业务总裁,负责该业务线的销售和运营,年收入超过100亿美元 [2][3] - 此前他曾负责WestRock的全球消费品包装业务,为食品、饮料等行业提供纸盒和特种包装 [3] - 在加入WestRock之前,他曾担任H.B. Fuller公司全球包装粘合剂业务的高级副总裁 [4] - 他拥有荷兰埃因霍温大学机械工艺工程硕士学位和英国亨利商学院MBA学位 [4]

miodrag ignjatovic/E+ via Getty Images The Thesis Sealed Air Corporation (NYSE:SEE) continued its topline contraction as it entered 2024. I expect this to continue further in 2024 as the end market remains under pressure in most of the end markets in both the segments, primarily in the EMEA region. This, along with impact from weak pricing, should negatively impact the company's margin in the near term. The longer-term prospects, however, look good due to the company's focus on developing new products to it ...