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SUSSEX, Wis. - Quad/Graphics, Inc. (NYSE: QUAD), a marketing experience company currently trading at $5.53 and showing strong momentum with a 15% gain in the past week, has announced a strategic partnership with Vistar Media, a leading provider of out-of-home (OOH) media technology. According to InvestingPro analysis, the company appears undervalued based on its Fair Value assessment. This collaboration will allow consumer packaged goods (CPG) brands to automate the purchase and placement of ads on Quad’s In-Store Connect, a retail media network. The company, with a market capitalization of $280 million and annual revenue of $2.65 billion, is positioned to leverage this partnership for growth.
The integration of Vistar’s technology into In-Store Connect facilitates programmatic buying for grocers and CPGs, offering a real-time bidding platform that optimizes advertising for cost-efficiency and targeted reach. George Forge, Senior Vice President of Client Technology & Product Development at Quad, highlighted the transformative potential of this partnership for brick-and-mortar advertising, stating it "bridges the gap between online precision and in-store influence."
In-Store Connect, launched in 2024, features digital signage and kiosks strategically placed within retail environments, such as in-aisle screens and endcap displays. The network aims to capture shopper attention at critical decision-making moments, thereby driving brand engagement and sales conversions. With the expansion of In-Store Connect, advertisers can now access a growing number of shoppers across various retail brands.
Sean Cheyney, Head of Retail Media at Vistar Media, expressed enthusiasm for the partnership, emphasizing the simplified and enhanced connection between brands and shoppers in physical stores. The collaboration is expected to provide seamless access to a vast pool of brands and agencies for advertisers.
Quad, with a workforce of approximately 11,000 across 11 countries, offers a suite of marketing and print services designed to streamline the marketing journey for its clients. The company currently offers an attractive 5.4% dividend yield and has analyst price targets ranging from $8.90 to $10.00, suggesting potential upside. InvestingPro subscribers can access 8 additional key insights about QUAD’s financial health and growth prospects, along with a comprehensive Pro Research Report that provides deep-dive analysis of the company’s fundamentals. Vistar Media, headquartered in New York and operating globally, is recognized for its intelligent platform for OOH media buying and selling.
This strategic partnership is based on a press release statement and reflects Quad’s ongoing effort to integrate advanced technology solutions to improve marketing outcomes for its clients and partners.
In other recent news, Quad/Graphics reported its first-quarter 2025 earnings, surpassing analysts’ expectations with an adjusted diluted earnings per share (EPS) of $0.20, doubling the forecasted $0.10. The company also exceeded revenue forecasts, reporting $629 million against a projected $594 million. Despite this earnings beat, Rosenblatt Securities adjusted its price target for Quad/Graphics to $8.90 from $10.30, while maintaining a Buy rating. Analyst Barton Crockett from Rosenblatt expressed caution about economic and tariff challenges, which led to revised financial forecasts for the company. Revenue projections were trimmed by 1% to $2,408 million, reflecting a 9.9% decline, though adjusted for the divestiture of European operations, the decline is estimated at 4.4%. The company’s adjusted EBITDA estimate was reduced by $8 million to $198 million, aligning with the midpoint of Quad/Graphics’ guidance range. Recent strategic moves include the sale of European operations and an acquisition to enhance co-mailing capabilities, indicating ongoing efforts to navigate market conditions. Quad/Graphics continues to emphasize its pivot toward a Marketing Experience (MX) focus, which is bolstered by strategic partnerships and acquisitions.
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