Quad Graphics

At the Midwest IDEAS Conference, Quad outlined its shift from a traditional print services provider to an integrated marketing-experience platform focused on targeted print, packaging, direct mail, retail media and data-driven services. Management expects 2025 revenue to decline 1–5% with adjusted EBITDA roughly unchanged, and sees 2028 as a potential inflection year for recurring revenue growth. The company has materially reduced debt through asset sales (leverage at end-2025: 1.5x) and is allocating capital to dividends, buybacks and selective acquisitions; postage optimization, In-Store Connect and the data platform are intended to improve margins and scalability. » Altro su de.investing.com

Quad is building a 100,000-square-foot packaging plant in Salt Lake City, due to begin operations in the fourth quarter of 2026, providing capacity for brands in the western U.S. The site will complement existing plants in Spartanburg and Franklin, shorten lead times and increase logistics efficiency, and will be equipped with printing and finishing machines for folding cartons. » Altro su de.investing.com

Bill Miller includes Quad/Graphics among his top stock picks, noting the shares have risen about 44% over the past year and 43% year-to-date. Quad/Graphics promoted COO Dave Honan to president in February while CEO Joel Quadracci remains in place, with management emphasizing growth initiatives. The company outlined four 2026 consumer trends — focusing on accessibility, meaningful interactions, cautious spending and recalibrated algorithms — as drivers for its strategy. » Altro su finance.yahoo.com