-

Egan-Jones Highlights Key Shifts in Credit Quality in New Analysis

NEW YORK--(BUSINESS WIRE)--In its latest commentary, Egan-Jones reviews major developments emerging across auto, retail, online platforms, crypto, and labor.

Egan-Jones highlights trends in autos, retail, online platforms, crypto, and labor. Egan-Jones encourages institutional investors to be aware of the broader context of the massively shifting environment.

Share

The commentary states that significant changes in credit quality are unfolding and aims to assist sophisticated institutional investors and risk managers in identifying these shifts. It opens by noting that the bankruptcy of First Brands and Tricolor reflects concerns expressed in recent years about overcapacity and efficiency gaps in the automobile industry. The commentary cites industry capacity increasing by at least 20 percent with the entrance of Chinese manufacturers and highlights that Tesla produces vehicles in 10 hours compared to VW’s 30 hours, with fewer workers required.

In retail, the commentary presents a comparison of Walmart’s and Amazon’s total annual revenues and comments that a technology-infused distributor is in the process of hollowing out the retail leader of the past four decades. It further suggests that the advantages of tech-based retailers may continue to grow and could drive ongoing shifts in the retail landscape.

On labor trends, the commentary highlights that recent college graduates face difficulties securing suitable employment and that educational indebtedness is greater than before. It suggests a long-term trend where delayed careers and prolonged dependence risk becoming the norm.

Egan-Jones encourages institutional investors to be aware of the broader context of the massively shifting environment and notes that changes observed in recent months are likely to continue.

About Egan-Jones Ratings Company

Egan-Jones Ratings Company was founded in 1995 for the purpose of issuing timely, accurate ratings. The firm rapidly gained credibility by flagging the failures of Enron and WorldCom, and has since established itself as a leading global provider of credit ratings. Egan-Jones is a Nationally Recognized Statistical Rating Organization (NRSRO) and is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider. Egan-Jones Proxy Services is a leading proxy advisor, offering investors vote guidance, vote execution, and reporting.

Contacts

Media Contact:
sales@egan-jones.com
+1 212 425 0460

Industry:

Egan-Jones Ratings Company

Release Versions
English

Contacts

Media Contact:
sales@egan-jones.com
+1 212 425 0460

Social Media Profiles
Egan-Jones on X
More News From Egan-Jones Ratings Company

Egan-Jones Examines Private Debt Benefits, Growing Pains, and Needed Reforms in New Report

NEW YORK--(BUSINESS WIRE)--In a recent analysis, Egan-Jones addresses how private debt is reshaping funding markets. The report outlines how banks, historically the primary source of business funding, have become more restrictive following deposit shifts and the collapse of Silicon Valley Bank. As banks tightened the maturity and terms of loan portfolios, private lenders stepped in to meet the needs of small and medium-sized businesses requiring longer term financing. The article notes advantag...

Egan-Jones Proxy Services Issues Withhold Recommendation for Cracker Barrel directors and CEO Masino due to ongoing decline and poor results

NEW YORK--(BUSINESS WIRE)--Egan-Jones Proxy Services has announced its recommendation that shareholders of Cracker Barrel Old Country Store, Inc. (NASDAQ: CBRL) withhold their votes for several members of the company’s board of directors and its Chief Executive Officer at the upcoming November 20 shareholder meeting. Egan-Jones cited continued financial underperformance, declining foot traffic and poor execution of management initiatives as primary concerns. Cracker Barrel’s market capitalizati...

Egan-Jones Proxy Issues its Wealth-Focused Policy Motivation Document: Prioritize Shareholder Value Over Conventional ESG Mandates

NEW YORK--(BUSINESS WIRE)--Egan-Jones Proxy Services has released its Wealth-Focused Policy motivation document. The Wealth-Focused Policy is a distinctive proxy-voting framework that places shareholder wealth creation at the core of corporate governance. The policy diverges from traditional environmental, social, and governance (ESG) approaches by promoting flexibility, accountability, and performance-based decision-making. Core Principles The Wealth-Focused Policy is built upon five foundatio...
Back to Newsroom