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Sysco Corporation (SYY) Presents at Consumer Analyst Group of New York Conference 2026 Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Unknown Analyst

Good afternoon. Welcome back from the break. It’s now my pleasure to introduce Sysco Corporation. The leading global distributor of fresh food and related products to the food-away-from-home industry.

Sysco generated about $81 billion in sales in fiscal ’25 and serves roughly 730,000 customer locations with a business that is well balanced across customers and geographies. Many of us know Sysco best from seeing their trucks outside our favorite local restaurants, which make up 60% of sales, while the other 40% is built around recession-resistant categories, including government, education, health care and large campuses and office complexes, where Sysco also enjoys leading share positions.

I’m excited to turn the conference over to Kevin Hourican, President, CEO and Chairman; and Kenny Cheung, CFO, to dive deeper into the story and discuss the company’s specific initiatives that are driving structural improvements currently unlocking durable and compounding performance and supporting the company’s commitment to a steady return of capital to shareholders.

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Before turning it over to Kevin, please join me in thanking Sysco for sponsoring dinner tonight. Kevin, thanks again, and over to you.

Kevin Hourican
CEO & Chairman

Thank you, everyone. It’s great to be back at CAGNY. We have the pleasure of being able to update you on our Sysco story, and it’s also our pleasure to be able to host you all for dinner tonight. I really do hope you have a chance to come join us. Our Sysco chefs will be here in force delivering the best of Buckhead Meat, FreshPoint produce, our Italian cuisine business, our Asian foods business and

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M4-Powered iPad Air Expected ‘In the Coming Weeks’ Amid Inventory Shortages

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Samsung Galaxy S26 Ultra

Apple is poised to launch an updated iPad Air featuring the M4 chip in the coming weeks, according to Bloomberg’s Mark Gurman, as retail stock shortages signal an imminent refresh for the mid-range tablet.

iPad Pro 13
iPad Pro 13

The report, published Feb. 12, 2026, cites declining inventory of the current M3 iPad Air models and the iPhone 16e, a pattern Gurman says typically precedes new product announcements. “Apple retail employees say that inventory of the iPhone 16e has basically dried out and the iPad Air is seeing shortages as well,” Gurman wrote in his Power On newsletter. “I’ve been expecting new versions of both (iPhone 17e and M4 iPad Air) in the coming weeks.”

The next-generation iPad Air — likely designated as the eighth-generation model — is anticipated to upgrade from the M3 processor introduced in March 2025 to the more powerful M4 chip, which debuted in the iPad Pro lineup in 2024 and later in MacBooks. Industry analysts expect the M4 to deliver roughly 20-30% gains in CPU and GPU performance over the M3, enhancing tasks such as video editing, graphic design and AI-driven features under Apple Intelligence.

Additional rumored enhancements include Apple’s custom N1 wireless chip for improved Wi-Fi connectivity, potentially supporting Wi-Fi 7 standards, and faster 5G capabilities via an updated modem. However, major design changes appear unlikely: the device is expected to retain the same slim aluminum chassis, Liquid Retina display (without ProMotion 120Hz refresh rate or OLED), camera setup and RAM configuration as the current models.

The refresh aligns with Apple’s historical spring timing for iPad Air updates. The M3 version arrived in March 2025 alongside a redesigned lineup, while prior generations often launched in March or April. Some reports suggest a possible March 2026 announcement, potentially tied to an Apple event on March 4 in New York City, London and Shanghai — though Apple has not confirmed the event’s focus. That date has fueled speculation about bundled reveals, including the iPhone 17e, entry-level Mac updates or other hardware.

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Alongside the iPad Air, Apple is reportedly preparing a 12th-generation base iPad with the A18 chip (up from A16), enabling Apple Intelligence support for the first time on the entry-level model. The iPad mini is slated for a more substantial upgrade later in 2026, including an OLED display.

Pricing for the M4 iPad Air remains unconfirmed, but analysts anticipate a possible modest increase due to component costs and the chip upgrade, starting around the current model’s $599 for the 11-inch version. No official details on storage tiers, colors or accessory compatibility have surfaced.

Fan and consumer reactions on platforms like Reddit and X highlight mixed sentiment: excitement over the performance boost and better future-proofing for AI features, tempered by disappointment that the Air won’t receive the Pro-level display or design innovations. Many current M3 owners question whether the incremental upgrade justifies waiting or upgrading immediately.

Apple has not commented on the rumors or announced any launch plans. The company typically reveals new iPads through press releases or virtual events rather than full-stage keynotes for minor refreshes.

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With shortages already reported and Gurman’s timeline pointing to late February or March 2026, potential buyers weighing an M3 iPad Air purchase may benefit from monitoring official channels closely in the coming days.

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Austin population grows 51% in households from 2014-2024 census data

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Austin population grows 51% in households from 2014-2024 census data

The Austin, Texas, region has seen its population grow rapidly over the last decade, with new data showing it added households at about four-times the pace of the nation as a whole.

Data from the National Association of Realtors showed that the metropolitan area encompassing Austin, Round Rock and San Marcos saw the number of households grow roughly 51% from 2014 to 2024.

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The Austin region gained 357,000 households from 2014 to 2024, which brought the number of households in the region from 703,976 to 1,061,155 in that time. Over that same period, the number of households in the U.S. as a whole grew at a rate of about 13%.

NAR’s analysis found that household growth in the Austin metro area was driven across younger and older age groups.

ABBOTT UNVEILS 5-POINT PLAN TO OVERHAUL TEXAS PROPERTY TAXES, TARGETING RELIEF FOR HOMEOWNERS

Aerial view of Austin, Texas.

The Austin area added households at roughly four-times the national rate over the 2014 to 2024 period. (iStock)

The data showed that the share of households in Austin, Round Rock and San Marcos led by those under the age of 25 grew from 5.1% to 5.9% from 2014 to 2024. Among those between the ages of 25 and 34, the proportion rose from 21.1% to 21.7%.

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“Households headed by people in their late 20s and 30s grew significantly,” wrote NAR senior economist and director of real estate research Nadia Evangelou. “Those are the classic years for household formation. That’s when people move for jobs, form families, and step into the housing market for the first time.”

She said that growth in those age groups can spur demand for rentals and starter homes, keeping entry-level housing demand very strong and competitive, while eventually boosting demand for move-up properties. 

MCMANSIONS BECOME FINANCIAL ‘LIABILITY’ AS BUYERS DITCH OVERSIZED HOMES

Homes under construction with storm in background

Austin saw strong demand for different classes of housing that met the needs of different age groups. (Mark Felix/Bloomberg via Getty Images)

The youngest age cohort of those under 25 in particular played a role in driving an influx of new apartment buildings, which helped lower rental prices in the area.

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Older age groups also saw their share of the Austin area household mix rise, with the share of those led by people aged 65 to 74 rising from 9.5% to 10.7% from 2014 to 2025, while those over the age of 75 rose from 5.6% to 7% in that period.

“The number of households headed by those 65 and older increased significantly over the decade, and their share of total households rose,” Evangelou said. “That tells us Austin isn’t just attracting younger workers, it’s also keeping residents as they age.” 

HOUSING MARKET COOLS AS PRICE GROWTH HITS SLOWEST PACE SINCE GREAT RECESSION RECOVERY

New homes being built by CastleRock Communities in Kyle, Texas.

The Austin region’s growth kept demand strong for a variety of types of homes. (Matthew Busch/Bloomberg/Getty Images)

“That kind of growth creates steady demand for different types of housing: single-level homes, properties with less maintenance, and communities that allow people to age in place,” she explained.

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With the growth in younger and older households, other age cohorts declined slightly. The share of households led by those between 35 and 44 was little changed, dipping slightly from 22.9% to 22.7%. Those between the ages of 45 and 54 fell from 19.2% to 17.7%, while the 55 to 64 age group declined from 16.6% to 14.2%.

The growth seen in Austin, Round Rock and San Marcos across different age groups helped keep demand strong for a variety of housing categories that cater to the needs of the disparate groups.

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“When only one age group drives the market, demand tends to be concentrated in a single segment, demand tends to be concentrated in a single segment. But when young adults, families, and older households are all growing that the same time, housing demand becomes stronger across multiple price points and housing types,” Evangelou explained.

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“Here is why: Starter homes remain in demand. Move-up homes stay competitive. Downsizing options matter more,” she added.

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How waste cooking oil collection benefits hospitality businesses

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How waste cooking oil collection benefits hospitality businesses

Most business owners view waste disposal as a necessary cost. You generate rubbish, you pay someone to take it away, and that is the end of the transaction.

However, one waste stream works differently: used cooking oil. Restaurants, hotels, and food manufacturers produce oil that can be collected through structured channels and handled responsibly, yet many businesses still follow traditional disposal methods.

Over the past decade, demand for biodiesel and sustainable aviation fuel (SAF) has increased as renewable energy targets have tightened. Used vegetable oil has become an established feedstock. Some businesses are still operating under older assumptions, not fully aware that professional collection provides an efficient and compliant solution for this type of waste.

How waste cooking oil collection works in practice

High-volume food businesses naturally generate significant quantities of used cooking oil. A busy restaurant or a larger hotel kitchen can produce hundreds of litres monthly. Using professional waste cooking oil collection services ensures this oil is handled safely and in line with environmental regulations.

Exact arrangements vary depending on volumes and service agreements, but the principle is consistent: used cooking oil is collected by licensed operators and businesses receive payment based on the quantity and quality of the oil. At the same time, kitchens avoid the risks associated with informal disposal methods. Companies such as Quatra provide compliant, licensed collection without adding operational complexity for kitchen staff.

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Practical benefits for all businesses

Even small operations benefit from structured oil collection because it removes the need to manage disposal informally and reduces compliance risks. Proper collection supports reporting requirements for corporate clients and public sector tenders and demonstrates that a business is managing waste responsibly.

Environmental responsibility has become increasingly important to customers and business partners. Demonstrating that waste oil is collected and converted into renewable energy reinforces sustainability credentials. Combined with financial compensation, this adds measurable operational value without changing day-to-day kitchen routines.

Making the switch to structured collection

Transitioning to professional waste cooking oil collection is straightforward. Licensed collectors provide storage containers, manage logistics, and handle all compliance documentation. Staff procedures require minimal adjustment because the main change is storing oil for a licensed collector.

When choosing a provider, it is advisable to compare terms, check licensing credentials, and ensure that collection frequency and procedures meet operational needs. Reliable providers maintain clear and transparent arrangements so that the collection process is simple and effective.

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Most UK businesses with commercial kitchens are still using outdated approaches for used cooking oil. Structured collection services now offer a balanced combination of regulatory compliance, environmental responsibility, and financial return.The infrastructure exists, the process is efficient, and businesses benefit from compliance and operational simplicity. This is one of those cases where environmental care and smooth business operations align naturally.

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Samsung Galaxy Buds4, Buds4 Pro Renders Revealed Ahead of Launch

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Samsung Galaxy Buds4, Buds4 Pro Renders Revealed Ahead of Launch

The Samsung Galaxy Unpacked event is expected to take place next week, with several new products on the line. One of them is the upcoming wireless earbuds.

According to the latest rumors, the early renders of the Buds 4 and Galaxy Buds 4 Pro have been revealed, and here’s what they look like ahead of the most anticipated Samsung event.

Refined Design and Upgraded Charging Case

In an X post by reputable leaker Mohammed Khatri, the leaked images suggest Samsung is introducing subtle yet meaningful design refinements across both models. The Galaxy Buds4 and Buds4 Pro reportedly feature similarly styled charging cases with a sleek transparent lid, showcasing the earbuds positioned horizontally inside. The visual refresh gives the lineup a more modern and premium aesthetic.

The earbuds themselves, however, take distinct approaches. The Galaxy Buds4 appear to adopt a semi-in-ear design without silicone tips, catering to users who prefer a lighter, more breathable fit for extended listening sessions.

Meanwhile, the Buds4 Pro retains a full in-ear design with silicone ear tips, offering improved passive noise isolation and a more secure seal during movement.

Samsung has also reportedly redesigned the stem with a flat outer surface, refining ergonomics while giving the earbuds a cleaner, more contemporary look.

Battery Capacity Differences

Battery life could be one of the key differentiators between the two models. Reports indicate that the Galaxy Buds4 Pro may feature a 57mAh battery per earbud, while the standard Galaxy Buds4 could include a smaller 42mAh cell.

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Although official playback estimates have yet to be confirmed, the larger battery in the Pro model suggests extended listening time, particularly when using advanced features like active noise cancellation.

In terms of box contents, both versions are expected to ship with a charging cable. However, only the Buds4 Pro is rumored to include additional silicone ear tips, reinforcing its premium positioning.

Smarter Controls and New Software Features

Beyond hardware refinements, the Galaxy Buds4 lineup may introduce new software-driven capabilities. Rumors point to a pinch-and-hold gesture control system, enhancing intuitive navigation for music playback and calls.

GSM Arena also reported that an innovative Interpreter mode is also expected, and this potentially offers real-time language support through Samsung’s ecosystem. If integrated effectively, this feature could position the Buds4 series as more than just audio accessories, expanding their appeal for travelers and professionals.

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How Much Are the Galaxy Buds4 and Buds 4 Pro

Audophiles can expect an approximate pricing of around €179 ($212) for the Galaxy Buds4, while the Galaxy Buds4 Pro may reach around €249 ($295). If the leaks prove accurate, Samsung’s next-generation earbuds could emerge as one of the standout audio releases of the year.

Originally published on Tech Times

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Thailand’s Department of Health Lowers “Normal Sweetness” Standard to 50%

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Thailand's Department of Health Lowers “Normal Sweetness” Standard to 50%

Thailand’s Department of Health has redefined “normal sweetness” in beverages, reducing it from 100% to 50% to promote healthier choices, lower sugar intake, and reduce risks of health issues like obesity and diabetes.


Key Points

  • Thailand’s Department of Health has revised the “normal sweetness” standard for beverages from 100% to 50% to promote healthier consumption and mitigate health risks associated with high sugar intake. This change, effective February 11, 2026, aims to lower the likelihood of overweight conditions and non-communicable diseases.
  • The department highlights the benefits of reduced sugar intake, including improved skin health, stable blood sugar levels, and decreased abdominal fat. Lower sweetness levels also help restore taste sensitivity, making less-sweet foods more enjoyable.
  • Taste receptors renew approximately every 14 days; initial dissatisfaction may occur but sticking to reduced sweetness for over 10 days can promote healthier eating habits and support overall well-being by easing the strain on the liver and pancreas.

Thailand’s Department of Health Redefines “Normal Sweetness” Standard to 50 Percent

The Department of Health has introduced a new standard for “normal sweetness,” reducing it from 100 percent to 50 percent to promote healthier beverage choices and reduce the risks associated with excessive sugar consumption.

On February 11, 2026, the Department of Health announced that the updated guideline aims to improve public health by halving the sugar content of beverages. This change is designed to reduce the risk of overweight conditions and non-communicable diseases (NCDs).

The Department also noted that reducing sugar intake benefits both skin and overall physical health. Choosing 50 percent sweetness can slow premature skin aging, support stable blood sugar for better concentration and reduced fatigue, and help decrease abdominal fat and water retention.

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The Department added that reducing sweetness restores natural taste sensitivity, making less-sweet foods more enjoyable. Lower sugar intake also reduces strain on the liver and pancreas, supporting metabolism and lowering future risks of fatty liver disease and diabetes.

The Department explained that taste receptors for sweetness renew in about 14 days. It is normal to feel less satisfied at first, but maintaining reduced sweetness for over 10 days can make healthier choices easier to sustain.

Source : Thailand’s Department of Health Redefines “Normal Sweetness” Standard to 50 Percent

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Budget sees largest ever personal allowance rise

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Budget sees largest ever personal allowance rise

Treasury Minister Chris Thomas’s budget sees the tax-free allowance rise by £2,250 to £17,000.

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‘The Lincoln Lawyer’ Season 4 Delivers High-Stakes Drama as Mickey Haller Defends Himself in Murder Trial

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James Van Der Beek

Netflix’s hit legal thriller “The Lincoln Lawyer” returned Feb. 5, 2026, with its fourth season, thrusting charismatic defense attorney Mickey Haller into the role of defendant as he fights murder charges in a gripping adaptation of Michael Connelly’s novel “The Law of Innocence.”

The Lincoln Lawyer' Season 4
The Lincoln Lawyer’ Season 4

The 10-episode season, which dropped all at once on the streaming platform, picks up directly from the shocking Season 3 finale where police discovered the body of former client Sam Scales in the trunk of Mickey’s signature Lincoln Continental. Framed for the killing, Mickey (Manuel Garcia-Rulfo) must navigate a relentless prosecution led by a tough district attorney while his team — including ex-wife Maggie McPherson (Neve Campbell), investigator Cisco (Angus Sampson), legal secretary Lorna Crane (Becki Newton) and driver Izzy Letts (Jazz Raycole) — works to uncover the truth from the outside.

The season marks a tonal shift, described by co-showrunner Ted Humphrey as the “most emotional” yet, blending intense courtroom battles, personal stakes and character-driven moments. Mickey’s trial tests his legal prowess from behind bars, forcing him to confront his own vulnerabilities. A major subplot involves the death of his mentor Legal Siegel (Elliott Gould), adding layers of grief and motivation. New cast members Cobie Smulders, Sasha Alexander and Constance Zimmer bring fresh dynamics, with Smulders and Alexander appearing in key supporting roles that heighten the intrigue.

Early viewership figures show strong performance: The season debuted with 9 million views in its first four days, securing the No. 2 spot on Netflix’s English TV list for the week of Feb. 5. Fan reception has been enthusiastic, with praise for Garcia-Rulfo’s performance in his most challenging arc yet. Garcia-Rulfo himself called Season 4 his favorite, highlighting the emotional depth and personal stakes for Mickey.

The trailer, released mid-January 2026, teased the high-tension premise: “On trial for a murder he didn’t commit, Mickey must face a relentless DA as he fights to prove his innocence, expose the real killer and save his firm.” A sneak peek of the first six minutes, shared Feb. 2, showed Mickey adjusting to life in prison while his allies rally.

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The series, created by Ted Humphrey and David E. Kelley, continues to film primarily in Los Angeles, employing thousands of local cast and crew across its run. Production for Seasons 1-4 spanned 359 days and involved over 4,300 personnel, underscoring its economic impact in the region.

Netflix has already greenlit a fifth season, ensuring more cases for Mickey Haller. While plot details for future installments remain under wraps, the renewal signals strong confidence in the show’s enduring appeal.

Viewers can stream all 10 episodes of Season 4 exclusively on Netflix. Critical consensus on Rotten Tomatoes stands at 100% fresh based on early reviews, with audiences giving it a 77% Popcornmeter score.

As Mickey’s journey continues to captivate, “The Lincoln Lawyer” solidifies its place as one of Netflix’s premier legal dramas, blending procedural thrills with deep character exploration.

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Amazon: After Nine Consecutive Days Of Declines, History Suggests Backing Up The Truck

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Amazon: After Nine Consecutive Days Of Declines, History Suggests Backing Up The Truck

Amazon: After Nine Consecutive Days Of Declines, History Suggests Backing Up The Truck

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Eaton Corporation plc (ETN) Presents at Barclays 43rd Annual Industrial Select Conference Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

Eaton Corporation plc (ETN) Barclays 43rd Annual Industrial Select Conference February 17, 2026 1:15 PM EST

Company Participants

Michael Regelski

Conference Call Participants

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Julian Mitchell – Barclays Bank PLC, Research Division

Presentation

Julian Mitchell
Barclays Bank PLC, Research Division

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Great. Well, thanks, everyone, for being here. It’s my pleasure to have up next Eaton Corporation. We have Michael Regelski, CTO of the Electrical businesses at Eaton. Clearly, a lot of focus on data center technologies, the evolution of power and thermal management within data centers. That’s really going to be our topic to focus on today rather than kind of near-term demand trends and so forth. So thanks very much, Michael, for being here. with us.

Question-and-Answer Session

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Julian Mitchell
Barclays Bank PLC, Research Division

Maybe a first kind of broad brush demand question on data centers would just be around, I think Eaton has talked about 100-plus gigawatts of cumulative sort of opportunity in data center buildouts in the U.S.? Where are we on that kind of journey? How do you see the market size evolving?

Michael Regelski

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Okay. Well, Julian, thank you very much, and it’s a pleasure to be here. Back in March of last year, we estimated that the data center build-out in the U.S. would be roughly around 100 gigawatts by 2028. And at the end of last year, we kind of estimated that, along that progression, there was between 35 and 40 megawatts or gigawatts of installed data center capacity. We see about 17 gigawatt planned for 2026. And our latest estimates show that there is a backlog of over 165 to 200-plus gigawatts that are planned through 2030 and beyond. So a lot of the estimates that we had provided in the past, we feel very comfortable and confident about those, and we see continued growth and upside.

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