Q2 2025 Quad/Graphics Inc Earnings Call Transcript
Key Points
- Quad/Graphics Inc (QUAD) met its second-quarter expectations, continuing to differentiate itself as a marketing experience company.
- The company is investing in strategic growth areas, including innovative solutions and superior talent, to stay ahead of industry trends.
- Quad/Graphics Inc (QUAD) leverages AI to optimize marketing processes, enhancing audience targeting and campaign performance.
- The company has successfully doubled its in-store Connect footprint, strengthening its role as a strategic advisor for physical retailers.
- Quad/Graphics Inc (QUAD) has received several industry recognitions and awards, reflecting its expertise and leadership in the marketing sector.
- Net sales decreased by 4% in the second quarter of 2025, primarily due to lower paper and logistics sales.
- Adjusted EBITDA declined from $52 million in Q2 2024 to $43 million in Q2 2025, with a margin decrease from 8.2% to 7.6%.
- The company experienced a decline in large-scale print offerings, such as magazines and retail inserts.
- Quad/Graphics Inc (QUAD) is closely monitoring potential impacts of tariffs and inflationary pressures on its clients.
- Rising postal rates continue to challenge clients, although a temporary USPS catalog discount offers some relief.
Good morning and welcome to Quad's second quarter. Welcome to our 2025 conference call. (Operator Instructions) Please note this event is being recorded.
I will now turn the conference call over to Katie Krebsbach, Quad's Senior Manager of Investment Relations. Katie, please go ahead.
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Thank you, Operator, and good morning, everyone. With me today are Joel Quadracci, Quad's Chairman, President, and Chief Executive Officer; and Tony Staniak, Quad's Chief Financial Officer. Joel will lead today's call with a business update and Tony will follow with a summary of Quad's second quarter and year-to-date financial results followed by Q&A.
I would like to remind everyone that this call is being webcast and forward-looking statements are subject to Safe Harbor provisions as outlined in our quarterly news release and in today's slide presentation on slide 2. Quad's financial results are prepared in accordance with generally accepted accounting non-GAAP
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