Hallmarks of Best-in-Class Investor Days

We attended the NIRI 2025 Annual Conference in Boston earlier this month, and one standout session was a panel titled “Hallmarks of Best-in-Class Investor Days.” Moderated by Rob Lockerman (VP, Investor Day Practice, Corbin Advisors), the session featured IR veterans Shelly Hubbard (VP, IR, Pentair plc) and Heather Kos (SVP,...

3-2-1 from NIRI ’25 Conf. – Affirming IR’s Value, Integrating Investor Insights, and What’s Next for ESG

Just wrapped up a few days at the NIRI 2025 Annual Conference in Boston. Here are 3 standout sessions, 2 sharp stats, and 1 quote we’re still thinking about, all heard on stage or in conversations with peers and panelists. Whether you attended or missed it, we hope this gives...

3 Sessions Worth Your Time at NIRI Annual Conference 2025

Ahead of this year’s NIRI Annual Conference, we wanted to share a few sessions we’ve been especially close to. Our founder and CEO, Harry, served as a conference committee liaison this year, supporting content planning through the education track. Along the way, he had the opportunity to sit in on...

3 Ways IROs Are Expanding Their Reach Beyond Wall Street

Today’s investor communications go far beyond the earnings call and press release.  The smartest IROs are playing the surround sound game. They repeat their message across different platforms like LinkedIn, X, YouTube, podcasts, and investor platforms like Say Technologies. They also deliver it in different formats like video, audio, visual...

3-2-1 Featuring Slate’s Bold Truck, and Shopper Trends on Mother’s Day, Affordability, and More

3 Insights Worth Your Attention I. Real Shoppers Are Getting a Head Start. Forget May flowers. Shoppers already bought the bouquet. Yep! Mother’s Day falls on May 11, but NielsenIQ estimates that 3 in 4 shoppers will have likely finished their Mother’s Day shopping by the end of April. And...

4 Takeaways from Wendy’s Investor Day that any IRO can use

We didn’t work on this one. But over the past few weeks, we’ve been reviewing several recent Investor Days. Wendy’s 2025 Investor Day stood out. It stood out for how it was built: clear storytelling, a tightly aligned strategy across presenters, and a well-paced design that never felt overwhelming, even...

The Case for the Earnings Shareholder Letter

We’ve been noticing a shift lately, especially at tech companies (think Airbnb, Duolingo, Block, Roku, Netflix), where the earnings shareholder letter is no longer just an add-on. It’s becoming the core of their quarterly messaging. As expectations around earnings communication shift, and with IROs looking to simplify their process, this...

3-2-1: Winning Retailers, Creating Demand, and Leading the Category

3-2-1: Welcome to 3 ideas, 2 quotes, and 1 question to help you push boundaries, move the needle with retail partners, and lead your category. We know 2025’s been tough for the CPG world. But let’s keep showing up, doing the work, and focusing on what we can control. 3...

3-2-1 on Sharpening Top-to-Tops, Leading Category Conversations, and more

3 Insights Worth Your Attention I. How to Pressure-Test Your Story to Turn Top-to-Tops into Real Conversations A strong Top-to-Top or JBP story isn’t just about what you want to say. It’s about anticipating how the conversation might go. The best teams don’t just align on strategy and messaging. They...

Lessons from CAGNY 2025 (Investor Conference): A Playbook for Navigating Uncertainty in 2026

In early 2025, various news outlets reported that The Hershey Company was preparing for record-high cocoa prices and potential tariff pressures that would significantly impact profitability. The Context: Facing Market Uncertainty Then-CEO Michele Buck acknowledged the impact of rising cocoa prices, stating, “We expect the surge in cocoa prices to...

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