FTSE Publications

Total Page:16

File Type:pdf, Size:1020Kb

FTSE Publications 2 FTSE Russell Publications FTSE Global All Cap ex Canada 19 November 2019 China A Inclusion Indicative Index Weight Data as at Closing on 30 September 2019 Index Index Index Constituent Country Constituent Country Constituent Country weight (%) weight (%) weight (%) 1&1 Drillisch <0.005 GERMANY Acciona S.A. <0.005 SPAIN Advantest Corp 0.02 JAPAN 1st Source <0.005 USA ACCO Brands <0.005 USA Advtech <0.005 SOUTH AFRICA 21Vianet Group (ADS) (N Shares) <0.005 CHINA Accor 0.02 FRANCE Adyen 0.01 NETHERLANDS 2U <0.005 USA Accordia Golf Trust <0.005 SINGAPORE Aecc Aero Engine Control (A) <0.005 CHINA 360 Security (A) <0.005 CHINA Accton Technology 0.01 TAIWAN Aecc Aero Science Technology (A) <0.005 CHINA 361 Degrees International (P Chip) <0.005 CHINA Ace Hardware Indonesia <0.005 INDONESIA AECC Aviation Power (A) <0.005 CHINA 3-D Systems <0.005 USA Acea <0.005 ITALY AECI <0.005 SOUTH AFRICA 3i Group 0.03 UNITED Acer <0.005 TAIWAN AECOM 0.01 USA KINGDOM Acerinox <0.005 SPAIN Aedas Homes <0.005 SPAIN 3M Company 0.18 USA Achilles <0.005 JAPAN Aedifica 0.01 BELGIUM 3M India <0.005 INDIA ACI Worldwide 0.01 USA Aegean Airlines SA <0.005 GREECE 3SBio (P Chip) <0.005 CHINA Ackermans & Van Haaren 0.01 BELGIUM Aegion Corp. <0.005 USA 51job ADR (N Shares) <0.005 CHINA Acom <0.005 JAPAN Aegon NV 0.01 NETHERLANDS 58.com ADS (N Shares) 0.01 CHINA ACS Actividades Cons y Serv 0.02 SPAIN Aekyung Industrial <0.005 KOREA 5I5j Holding Group (A) <0.005 CHINA Activision Blizzard 0.08 USA Aena SME SA 0.03 SPAIN 77 Bank <0.005 JAPAN Actuant Corp <0.005 USA Aeon 0.03 JAPAN 888 Holdings <0.005 UNITED Acuity Brands Inc 0.01 USA AEON Credit Service (M) Berhad <0.005 MALAYSIA KINGDOM Acushnet Holdings <0.005 USA AEON DELIGHT <0.005 JAPAN 8x8 <0.005 USA ADAMA (A) <0.005 CHINA Aeon Fantasy <0.005 JAPAN A P Moller - Maersk A 0.01 DENMARK Adana Cimento(A) <0.005 TURKEY AEON Financial Service <0.005 JAPAN A P Moller - Maersk B 0.01 DENMARK Adani Enterprises <0.005 INDIA Aeon Mall <0.005 JAPAN A.G.V. Products <0.005 TAIWAN Adani Ports and Special Economic Zone 0.01 INDIA Aeon Thana Sinsap Thailand Pcl <0.005 THAILAND a2 Milk 0.01 NEW ZEALAND Adani Power <0.005 INDIA AerCap Holdings N.V. 0.01 USA A2A 0.01 ITALY Adani Transmissions <0.005 INDIA Aerie Pharmaceuticals Inc <0.005 USA AA <0.005 UNITED Adapteo <0.005 SWEDEN Aeroflot <0.005 RUSSIA KINGDOM Adaro Energy PT <0.005 INDONESIA Aerojet Rocketdyne Holdings 0.01 USA AAC Technologies Holdings 0.01 HONG KONG Adastria Holdings <0.005 JAPAN Aeroports de Paris 0.01 FRANCE AAK 0.01 SWEDEN A-Data Technology <0.005 TAIWAN Aerospace CH UAV (A) <0.005 CHINA Aalberts NV 0.01 NETHERLANDS Adcock Ingram Holdings <0.005 SOUTH AFRICA Aerospace Communications Holdings (A) <0.005 CHINA Aaon Inc <0.005 USA Addsino (A) <0.005 CHINA Aerospace Hi-Tech (A) <0.005 CHINA AAR Corp <0.005 USA Addtech B <0.005 SWEDEN Aerosun (A) <0.005 CHINA Aareal Bank AG <0.005 GERMANY Adecco Group AG 0.02 SWITZERLAND AeroVironment <0.005 USA Aarons Inc. 0.01 USA Adecoagro SA <0.005 USA AES Corp. 0.02 USA Aarti Industries <0.005 INDIA Adeka <0.005 JAPAN AES Gener S.A. <0.005 CHILE Aavas Financiers <0.005 INDIA Adelaide Brighton <0.005 AUSTRALIA AES Tiete Energia SA UNIT <0.005 BRAZIL Abacus Property Group <0.005 AUSTRALIA Adevinta A <0.005 NORWAY AF Poyry <0.005 SWEDEN ABB 0.07 SWITZERLAND Adevinta B <0.005 NORWAY Affiliated Managers Group 0.01 USA ABB India <0.005 INDIA Adhi Karya Persero <0.005 INDONESIA AFI Properties <0.005 ISRAEL Abbott Laboratories 0.28 USA Adidas 0.12 GERMANY Aflac 0.08 USA AbbVie Inc 0.22 USA Adient plc <0.005 USA AfreecaTV <0.005 KOREA ABC-Mart <0.005 JAPAN Aditya Birla Capital <0.005 INDIA African Rainbow Minerals Ltd <0.005 SOUTH AFRICA Abdullah Al Othaim Markets <0.005 SAUDI ARABIA Aditya Birla Fashion and Retail <0.005 INDIA Afterpay Touch Group 0.01 AUSTRALIA Abdulmohsen Al Hokair Group for Tourism <0.005 SAUDI ARABIA Adlink Technology <0.005 TAIWAN Agabang&Company <0.005 KOREA and Development Co C Administradora Fibra Danhos S.A. de C.V. <0.005 MEXICO AGC 0.01 JAPAN Abercrombie & Fitch A <0.005 USA Admiral Group 0.01 UNITED AGCO Corp 0.01 USA Ability Enterprise <0.005 TAIWAN KINGDOM Ageas 0.02 BELGIUM Abiomed Inc 0.02 USA ADO Properties SA <0.005 GERMANY AGFA-Gevaert <0.005 BELGIUM ABL Bio <0.005 KOREA Adobe 0.26 USA Aggreko <0.005 UNITED Able C&C <0.005 KOREA ADT Inc <0.005 USA KINGDOM ABM Industries Inc <0.005 USA Adtalem Global Education <0.005 USA Agile Group Holdings (P Chip) <0.005 CHINA ABN AMRO Bank NV 0.01 NETHERLANDS Adtran Inc <0.005 USA Agilent Technologies 0.05 USA Aboitiz Power <0.005 PHILIPPINES Advan <0.005 JAPAN Agility Public Warehousing Co KSC <0.005 KUWAIT Absa Group Limited 0.01 SOUTH AFRICA Advance Auto Parts 0.02 USA Agios Pharmaceuticals <0.005 USA Abu Dhabi Commercial Bank 0.01 UAE Advanced Ceramic X <0.005 TAIWAN AGL Energy 0.02 AUSTRALIA Abu Dhabi Islamic Bank <0.005 UAE Advanced Disposal Services <0.005 USA AGNC Investment 0.02 USA Acacia Communications <0.005 USA Advanced Drainage Systems <0.005 USA Agrana Beteiligungs AG <0.005 AUSTRIA Acadia Healthcare 0.01 USA Advanced Energy Industries <0.005 USA Agree Realty 0.01 USA Acadia Pharmaceuticals 0.01 USA ADVANCED INFO SERVICE 0.02 THAILAND Agricultural Bank of China (A) 0.01 CHINA Acadia Realty <0.005 USA Advanced International Multitech <0.005 TAIWAN Agricultural Bank of China (H) 0.02 CHINA AcBel Polytech <0.005 TAIWAN Advanced Micro Dev 0.06 USA Agritrade Resources <0.005 HONG KONG ACC <0.005 INDIA Advanced Petrochemical Co. <0.005 SAUDI ARABIA Aguas Andinas S.A. A <0.005 CHILE Acceleron Pharma Inc <0.005 USA Advanced Process Systems <0.005 KOREA Agung Podomoro Land Tbk PT <0.005 INDONESIA Accelink Technologies (A) <0.005 CHINA Advanced Technology & Materials (A) <0.005 CHINA Ahli United Bank B.S.C. 0.01 KUWAIT Accell Group <0.005 NETHERLANDS Advanced Wireless Semiconductor <0.005 TAIWAN Ahlstrom-Munksjo Oyl <0.005 FINLAND Accent Group <0.005 AUSTRALIA AdvanSix <0.005 USA Ahnlab <0.005 KOREA Accenture Cl A 0.24 USA Advantech 0.01 TAIWAN Ahold Delhaize 0.05 NETHERLANDS Source: FTSE Russell 1 of 36 19 November 2019 Index Index Index Constituent Country Constituent Country Constituent Country weight (%) weight (%) weight (%) Ai Holdings <0.005 JAPAN Alibaba Group Holding ADS (N Shares) 0.47 CHINA American Homes 4 Rent 0.01 USA AIA Engineering <0.005 INDIA Alibaba Health Information Technology (P 0.01 CHINA American Intl Group 0.09 USA AIA Group Ltd. 0.22 HONG KONG Chip) American National Insurance <0.005 USA AIB Group <0.005 IRELAND Alibaba Pictures Group (P Chip) <0.005 CHINA American States Water 0.01 USA Aica Kogyo <0.005 JAPAN Align Technology Inc 0.03 USA American Tower Corp 0.19 USA Aichi Bank Ltd <0.005 JAPAN Alimtiaz Investment Co KSCC <0.005 KUWAIT American Water Works Company 0.04 USA Aichi Corp <0.005 JAPAN Alinma Bank 0.01 SAUDI ARABIA American Woodmark <0.005 USA Aichi Steel <0.005 JAPAN Alior Bank SA <0.005 POLAND Americold Realty Trust 0.01 USA Aida Engineering <0.005 JAPAN A-Living Services (H) <0.005 CHINA Ameriprise Financial 0.04 USA Aier Eye Hospital Group (A) <0.005 CHINA ALK-Abello A/S <0.005 DENMARK Ameris Bancorp <0.005 USA Aiful <0.005 JAPAN Alkem Laboratories <0.005 INDIA AmerisourceBergen 0.02 USA Aimmune Therapeutics <0.005 USA Alkermes plc 0.01 USA Ametek Inc 0.04 USA AIMS APAC REIT <0.005 SINGAPORE All Winner Technology (A) <0.005 CHINA AMG Advanced Metallurgical Group N.V. <0.005 NETHERLANDS Ain Pharmaciez <0.005 JAPAN Allahabad Bank <0.005 INDIA Amgen Corp 0.23 USA Ainsworth Game Technology Ltd <0.005 AUSTRALIA Alleghany 0.02 USA Amicogen <0.005 KOREA Aiphone <0.005 JAPAN Allegheny Technologies <0.005 USA Amicus Therapeutics <0.005 USA Air Arabia <0.005 UAE Allegiant Travel <0.005 USA Amigo Holdings <0.005 UNITED Air China (A) <0.005 CHINA Allegion PLC 0.02 USA KINGDOM Air China (H) <0.005 CHINA Allergan 0.11 USA Amkor Tech Inc <0.005 USA Air France-KLM <0.005 FRANCE Allete 0.01 USA AMMB Holdings <0.005 MALAYSIA Air Lease 0.01 USA Alliance Bank Malaysia <0.005 MALAYSIA AMN Healthcare Services Inc 0.01 USA Air Liquide 0.12 FRANCE Alliance Data Systems Corp 0.01 USA Amneal Pharmaceuticals <0.005 USA Air New Zealand <0.005 NEW ZEALAND Alliance Global <0.005 PHILIPPINES AmoreG <0.005 KOREA Air Products And Chemcom 0.1 USA Alliant Energy 0.02 USA Amorepacific Corp 0.01 KOREA Air Water 0.01 JAPAN Allianz SE 0.19 GERMANY Amorepacific Pfd. <0.005 KOREA AirAsia Group Berhad <0.005 MALAYSIA Allied Electronics Corp A <0.005 SOUTH AFRICA Amot Investments Ltd. <0.005 ISRAEL AirAsia X <0.005 MALAYSIA Allison Transmission Holdings 0.01 USA AMP 0.01 AUSTRALIA Airbus 0.14 FRANCE Allogene Therapeutics <0.005 USA Amphenol Corp A 0.05 USA Aircastle <0.005 USA Allot Ltd <0.005 ISRAEL Amplifon 0.01 ITALY Airport City Ltd <0.005 ISRAEL Allreal Hld N 0.01 SWITZERLAND AmRest Holdings N.V.
Recommended publications
  • Warranties in the Void
    Warranties in the void A survey of warranties from 50 companies finding that 45 void warranties for independent repair. As companies’ warranties wear thin, it underscores the need for Right to Repair reforms. October, 2018 Warranties in the Void A survey of warranties from 50 companies finding that 45 void warranties for independent repair. As companies’ warranties wear thin, it underscores the need for Right to Repair reforms. October, 2018 Written by: Nathan Proctor, U.S. PIRG Education Fund With help from David Peters, American University Special thanks to: George Slover, Consumers Union Gay Gordon-Byrne, Repair.org DISCLAIMER: The contents of this report express the opinion of its authors and U.S. PIRG Education Fund and are not intended as legal advice. The authors of this report are not legal advisers, and this report is not expressing a legal opinion. The report is the product of an academic inquiry into the topic of consumer rights and warranties, and should therefore not be used in any legal capacity. Cover Image Credit: Andrew Cosand, Creative Commons Executive Summary You buy something, but it breaks or doesn’t work right. So you bring it back to the company that sold it to you to get fixed. Sometimes they fix it -- they want to make sure the customer is happy. But sometimes, they won’t. Nearly all appliances or electronic devices come with some form of written warranty to clarify when repairs would be covered, and under what conditions. When manufacturers choose to provide written or “express” warranties, there are laws that govern how they work.
    [Show full text]
  • SPECTRUM BRANDS, INC. (Exact Name of Registrant As Specified in Its Charter)
    Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended September 30, 2012 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file No. 001-13615 SPECTRUM BRANDS, INC. (Exact name of registrant as specified in its charter) Delaware 22-2423556 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification Number) 601 Rayovac Drive, Madison, Wisconsin 53711 (Address of principal executive offices) (Zip Code) Registrant’s telephone number, including area code: (608) 275-3340 Securities registered pursuant to Section 12(b) of the Act: None Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. Yes ¨ No Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or Section 15(d) of the Act. Yes ¨ No Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes No ¨ Indicate by check mark whether the registrant has submitted electronically and posted on its corporate Web site, if any, every Interactive Data File required to be submitted and posted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit and post such files).
    [Show full text]
  • Consumer and Retail
    CONSUMER AND RETAIL INDUSTRY UPDATE │ JUNE 2017 www.harriswilliams.com Investment banking services are provided by Harris Williams LLC, a registered broker-dealer and member of FINRA and SIPC, and Harris Williams & Co. Ltd, which is a private limited company incorporated under English law with its registered office at 5th Floor, 6 St. Andrew Street, London EC4A 3AE, UK, registered with the Registrar of Companies for England and Wales (registration number 7078852). Harris Williams & Co. Ltd is authorized and regulated by the Financial Conduct Authority. Harris Williams & Co. is a trade name under which Harris Williams LLC and Harris Williams & Co. Ltd conduct business. CONSUMER AND RETAIL INDUSTRY UPDATE │ JUNE 2017 HARRIS WILLIAMS & CO. CONSUMER UPDATE The consumer sector continued to evolve during the past quarter as brands, retailers, GROUP OVERVIEW and e-commerce companies continue to adapt to shifts in consumer preferences and buying habits. Over the past three months, we have continued to see this play out in Harris Williams & Co. is a leading advisor to the Consumer market. Our both M&A activity and valuations. The traditional brick and mortar retailers continue to significant experience covers a broad venture outside of historical business lines and acquire additional e-commerce DNA with range of end markets, industries, and deals announced by the likes of Walmart, PetSmart, and Target among others. At the business models. This particular report same time, traditional e-commerce companies are pursuing brick and mortar strategies focuses on trends and metrics in the following areas: to either solve perceived last mile issues or better control the overall consumer and brand experience (e.g.
    [Show full text]
  • 2016 Annual Report Spectrum Brands Holdings 2
    PROGRESS STEADY 2016 ANNUAL REPORT SPECTRUM BRANDS HOLDINGS 2 Spectrum Brands Holdings is a global consumer products company offering an expanding portfolio of leading brands providing superior value to consumers and customers every day. NET SALES FY2016 With fiscal 2016 net sales of $5.04 billion, we are a $5,040 leading worldwide supplier of consumer batteries, residential locksets, $4,429 $4,690 residential builders’ hardware, plumbing, shaving and grooming GLOBAL BATTERIES products, personal care products, small household appliances, specialty 40% & APPLIANCES pet supplies, lawn and garden and home pest control products, personal insect repellents and auto care products. Our products are well-known, widely trusted and available at major retailers in HARDWARE & approximately 160 countries on six continents. Our brands are largely 25% HOME IMPROVEMENT non-discretionary, non-premium priced, home-related, replacement packaged goods used by consumers daily. GLOBAL PET SUPPLIES 16% We are headquartered in Middleton, Wisconsin 10% HOME & GARDEN and have approximately 15,700 employees in 53 countries. Our FY2014 FY2015 FY2016 manufacturing and product development facilities are located in the 9% GLOBAL AUTO CARE United States, Europe, Latin America and Asia. ($ in millions) ADJUSTED FREE MARKET EBITDA(a) FY2016 CASH FLOW CAPITALIZATION(b) $953 18.9% $535 $8,180 $801 GLOBAL BATTERIES $724 17.1% 33% & APPLIANCES $454 16.4% $359 $5,436 HARDWARE & $4,772 25% HOME IMPROVEMENT 16% GLOBAL AUTO CARE 15% GLOBAL PET SUPPLIES FY2016 FY2016 FY2014 FY2015 FY2016 FY2014 FY2015 15% HOME & GARDEN FY2014 FY2015 ($ in millions) (% = margin) -4% CORPORATE ($ in millions) ($ in millions) (b)At fiscal year-end (a) Includes $28 million, $28 million and $33 million of corporate/unallocated expenses in fiscal years 2014, 2015 and 2016, respectively.
    [Show full text]
  • In Re Spectrum Brands, Inc. File No.: 1-05-Cv-2494-Wsd Securities Litigation
    Case 1:05-cv-02494-WSD Document 18-1 Filed 02/02/2006 Page 1 of UNITED STATES DISTRICT COURT NORTHERN DISTRICT OF GEORGIA (ATLANTA) IN RE SPECTRUM BRANDS, INC. FILE NO.: 1-05-CV-2494-WSD SECURITIES LITIGATION CONSOLIDATED AMENDED CLASS ACTION COMPLAINT FOR VIOLATIONS OF FEDERAL SECURITIES LAWS Case 1:05-cv-02494-WSD Document 18-1 Filed 02/02/2006 Page 2 of Table of Contents Page 1. NATURE OF THE ACTION ................................................................ 1 II. BACKGROUND ................................................................................... 3 III. JURISDICTION AND VENUE ........................................................... 6 IV. THE PARTIES ......................................................................................7 A. Lead Plaintiffs .............................................................................7 B. Defendants ..................................................................................7 V. DEFENDANTS' FRAUDULENT SCHEME ...................................... 8 A. "We Always Find a Way to Make the Quarter ......................... 8 B. Defendants' Clear View of the Retail Channel ........................13 C. Defendants Fail to Reveal a Material Adverse Trend ..............23 D. Acquisitions: Defendants' Light at the End of the Tunnel .......26 VI. FALSE AND MISLEADING STATEMENTS ..................................29 VII. THE TRUTH BEGINS TO EMERGE ............................................... 38 VIII. POST CLASS PERIOD EVENTS ......................................................46
    [Show full text]
  • Form 8-K Spectrum Brands Holdings, Inc
    UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K ​ CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): December 11, 2018 SPECTRUM BRANDS HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) ​ Delaware 1-4219 74-1339132 (State or other jurisdiction (Commission (I.R.S. Employer of incorporation) File Number) Identification No.) ​ ​ 3001 Deming Way Middleton, Wisconsin 53562 (Address of principal executive offices) ​ (608) 275-3340 (Registrant’s telephone number, including area code) Not applicable (Former Name or Former Address, if Changed Since Last Report) ​ Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ​ ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§232.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ I​ f an emerging growth company, indicate by checkmark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.
    [Show full text]
  • Spectrum Brands Holdings, Inc. - SPB
    Personal Products Spectrum Brands Holdings, Inc. - SPB Spectrum Brands Hlds – SPB Buy – Target: $150.00 Current Price: $117.77 Company Introduction: Spectrum Brands Holdings, Inc. offers a suite of global consumer products in ~160 countries. They sell batteries, appliances, door locks, plumbing and hardware parts, pet food and supplies, auto care products, insect and weed solutions. They recently sold their battery brands to Energizer for $2 billion in cash. Investment Thesis • Strategic sale of a low margin business for $2 billion in cash. • 24% short interest, high likelihood they are about to get squeezed. We believe the recent sale of their battery brands to Energizer is the start of a trend that will improve margins and growth rates. Their battery brands had some of the smallest growth rates in Spectrum’s suite of brand offerings, and management has stated that their intention is to use proceeds to improve leverage and pursue growth opportunities. The Start of the Opportunity: 60% of SPB is currently owned by HRG Group, Inc. (HRG). This has made SPB much more volatile and too risky for many investors. On December 17th & 19th, HRG issued two v letters to SPB proposing an integration of the two Source: Bloomberg, JWC Research corporate structures and a payment of $200 million Weekly Chart from SPB in exchange for the use of HRG’s net operating losses of $1.5 billion and additional board representation. SPB replied with minor tweaks to the payments and no additional board representation. On January 18, 2018, SPB postponed their shareholder meeting due to discussions with HRG “regarding a potential strategic transaction.” We believe a simplified structure is on its way with a lock up period for all parties.
    [Show full text]
  • Consumer Products Update May 2021
    p \ Consumer Products Update May 2021 The Mufson Howe Hunter Consumer Products Update is designed to update business leaders, investors and industry professionals on current market trends and important developments within the consumer products sector of the economy. This report contains information on select companies in various subsectors within consumer products emphasizing financial performance, stock performance and M&A transactions. Primary Mufson Howe Hunter Contacts: Anthony J. Lopez-Ona Managing Director 215.399.5405 [email protected] Michael J. Mufson Managing Director 215.399.5410 [email protected] Brandon K. Eck Managing Director 215.399.5411 [email protected] Michael J. Howe Managing Director 215.399.5413 [email protected] Joseph M. Manko, Jr. Managing Director 215.399.5402 [email protected] Mufson Howe Hunter & Company LLC is a middle-market focused investment bank providing M&A, capital raising and financial advisory services. Member SIPC | FINRA MHH Sectors TABLE OF CONTENTS Cleaning and Bath Products Consumer Products Group Summary ................................ ................................ ... 1 Décor Cleaning and Bath Products .................................................................................. 5 Furniture Déco r ................................ ................................ ................................ .... 9 Hardware and Outdoor Furniture ................................ ................................ ................................ .. 13 Household Appliances Hardware and Outdoor .....................................................................................
    [Show full text]
  • Fed. Circ. Says PTAB Correctly Axed Eveready Battery Patent by Bonnie Eslinger
    Portfolio Media. Inc. | 111 West 19th Street, 5th Floor | New York, NY 10011 | www.law360.com Phone: +1 646 783 7100 | Fax: +1 646 783 7161 | [email protected] Fed. Circ. Says PTAB Correctly Axed Eveready Battery Patent By Bonnie Eslinger Law360, Los Angeles (May 31, 2016, 8:02 PM ET) -- The Federal Circuit on Tuesday affirmed a Patent Trial and Appeal Board decision to invalidate all claims of an Eveready Battery Co. patent that were challenged by rival Spectrum Brands, finding evidence that the Eveready battery makeup was similar to a previously patented European battery. In its ruling, the three-judge appellate panel concurred with a board examiner’s decision holding the challenged claims invalid for “obviousness” when considering the prior art found in the European patent’s application. "In light of the evidence before the board, we hold that substantial evidence supports the board’s finding," the Federal Circuit said. Tuesday’s decision is the latest twist in a long-running patent dispute between Energizer Holdings Inc, the parent company of Eveready Battery Co., and Spectrum Brands Inc., the maker of Rayovac batteries. In October 2008, Energizer won a permanent injunction barring Spectrum from importing Rayovac- brand lithium batteries from China and two months later the two companies reached a confidential settlement in the patent dispute. But after the termination of that case, Spectrum filed a petition for an inter partes reexamination of one of the two patents that had been at issue, Eveready’s U.S. Patent No. 6,849,360 for features of an Energizer lithium battery product.
    [Show full text]
  • TOP 100 RETAILERS and CONSUMER GOODS COMPANIES Here’S a Partial List of Companies Who’Ve Previously Attended MODEX
    TOP 100 RETAILERS AND CONSUMER GOODS COMPANIES Here’s a partial list of companies who’ve previously attended MODEX. Top 100 Retailers Office Depot Danone 7-Eleven Petco Animal Supplies Diageo PLC Ace Hardware PetSmart Dr Pepper Snapple Group Albertsons Companies Publix Super Markets Estée Lauder Companies Aldi Qurate Retail Group (formerly QVC) General Mills Amazon Rite Aid GlaxoSmithKline Consumer Apple Stores / iTunes Ross Stores Healthcare Army & Air Force Exchange Royal Ahold Delhaize USA Grupo Bimbo Ascena Retail Group Save-A-Lot Hanesbrands AT&T Wireless Sears Holdings Hasbro, Inc. AutoZone Sherwin-Williams Heineken Holding N.V. Bass Pro Staples Henkel AG Bed Bath & Beyond Starbucks Herbalife Ltd. Belk Target Hershey Co. Best Buy The Home Depot Hormel Foods Big Lots The Kroger Co. Husqvarna AB BJ’s Wholesale Club TJX Companies ITC Ltd. Burlington Coat Factory Toys “R” Us J.M. Smucker Co. Chick-fil-A Tractor Supply Co. Johnson & Johnson Costco True Value Co. Kao Corp. CVS Health Corporation Ulta Salon, Cosmetics & Fragrance Kellogg Co. Dick’s Sporting Goods Verizon Wireless Kimberly-Clark Corp. Dillard’s Wakefern / ShopRite Kraft Heinz Dollar General Walgreens Boots Alliance L’O r é a l Dollar Tree Walmart Mattel, Inc. Domino’s Pizza Wegmans Food Market McCormick & Co. Exxon Mobil Corporation WinCo Foods MolsonCoors Brewing Co. Foot Locker Mondelez International GameStop Top 100 Consumer Goods Nestlé SA Gap Companies Newell Brands Giant Eagle 3M Co. Nike, Inc. H-E-B Grocery AB Electrolux Nintendo Co. Hobby Lobby Stores Adidas AG PepsiCo Hy-Vee Anheuser-Busch InBev Pernod Ricard IKEA Asahi Group Holdings Post Holdings J.C.
    [Show full text]
  • Consumer and Retail
    CONSUMER AND RETAIL INDUSTRY UPDATE │ MARCH 2017 www.harriswilliams.com Investment banking services are provided by Harris Williams LLC, a registered broker-dealer and member of FINRA and SIPC, and Harris Williams & Co. Ltd, which is a private limited company incorporated under English law with its registered office at 5th Floor, 6 St. Andrew Street, London EC4A 3AE, UK, registered with the Registrar of Companies for England and Wales (registration number 7078852). Harris Williams & Co. Ltd is authorized and regulated by the Financial Conduct Authority. Harris Williams & Co. is a trade name under which Harris Williams LLC and Harris Williams & Co. Ltd conduct business. CONSUMER AND RETAIL INDUSTRY UPDATE │ MARCH 2017 HARRIS WILLIAMS & CO. CONSUMER UPDATE CONSUMER Q1 UPDATE - CONTINUED MOMENTUM ACROSS SECTORS GROUP OVERVIEW Harris Williams & Co. is a leading The first quarter of each year is always a busy period and 2017 has been no different for advisor to the Consumer market. Our the HW&Co. Consumer team. The year started with a strong slate of deals that touched significant experience covers a broad each of our key focus sectors: (i) consumer products, (ii) food and beverage, (iii) range of end markets, industries, and business models. This particular report consumer services, and (iv) retail and restaurants. While market stats and metrics point focuses on trends and metrics in the to fewer closed consumer deals in the quarter, we continue to see strong global interest following areas: in high quality consumer companies and brands at valuations that remain at or above historical highs. Valuations have been particularly high for companies that are either .
    [Show full text]
  • Spectrum Brands Holdings Updates Asset Sale Processes
    Spectrum Brands Holdings Updates Asset Sale Processes November 15, 2018 Signs Agreement to Sell Global Auto Care Business to Energizer Holdings, Inc. for $1.25 Billion in Cash and Equity Amends Agreement with Energizer Holdings, Inc. to Address Potential European Commission Remedy, Including a Potential Adjustment to the $2 Billion Purchase Price of up to $200 Million for Sale of Global Battery and Lighting Business Reclassifies Appliance Business as Consolidated Operations MIDDLETON, Wis.--(BUSINESS WIRE)--Nov. 15, 2018-- Spectrum Brands Holdings, Inc. (NYSE: SPB), a global consumer products company offering a broad portfolio of leading brands and focused on driving innovation and providing exceptional customer service, today announced it has entered into a definitive agreement to sell its Global Auto Care (GAC) business to Energizer Holdings, Inc. (NYSE: ENR) in a transaction valued at $1.25 billion. The transaction is subject to customary closing conditions, including regulatory approvals, and is expected to close in the second fiscal quarter of 2019. The $1.25 billion transaction value is comprised of $937.5 million of cash and $312.5 million of Energizer Holdings Inc. equity. “The GAC business is a terrific complement to Energizer’s existing auto care business, and they have the resources and capabilities to increase investment to further grow the business,” said David Maura, Executive Chairman and Chief Executive Officer of Spectrum Brands Holdings. “Energizer is a highly respected operator, and we believe they will be a great steward of the GAC business and its employees, while allowing us to delever and focus on our remaining businesses.” Spectrum Brands also announced today that it has entered into an amended acquisition agreement with Energizer for the previously announced sale of its Global Battery and Lighting Business, to address a proposed remedy that Energizer has submitted for consideration to the European Commission (EC) for review, including a potential downward adjustment to the purchase price of up to $200 million.
    [Show full text]