'Tis the Season: 74% of Consumers Say In-Person Shopping is the Best Way to Spark Holiday Spirit
Consumer Preference for In-Person Shopping: A recent survey by Quad and The Harris Poll reveals that 74% of consumers prefer in-store shopping to get into the holiday spirit, with many valuing the tactile experience and connection to family and friends during the gift-giving season.
Impact of Physical Catalogs: The survey indicates that 70% of consumers view physical catalogs as a valuable starting point for holiday shopping, with younger generations particularly excited about receiving them, as they help spark gift ideas and reduce online scrolling.
Trust in In-Person Retail: The research highlights that 76% of Americans feel a deeper connection with brands through in-person shopping, with many expressing greater confidence in the quality and authenticity of products when shopping physically compared to online.
Changing Perception of Black Friday: The survey suggests a decline in the relevance of traditional shopping events like Black Friday, with 75% of respondents finding these sales more transactional than joyful, and many preferring to find deals spread throughout the holiday season rather than concentrated on specific days.
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- Earnings Announcement: Quad/Graphics is scheduled to release its Q4 earnings on February 16 after market close, with a consensus EPS estimate of $0.36, indicating stability in profitability year-over-year.
- Revenue Decline Expected: The anticipated revenue for Q4 is $632.9 million, reflecting a 10.7% year-over-year decline, which highlights the challenges the company faces amid intensified market competition and weak demand.
- Historical Performance Review: Over the past two years, Quad/Graphics has beaten EPS estimates 63% of the time and revenue estimates 50% of the time, demonstrating a degree of resilience in its financial performance.
- Investor Focus: As the earnings report approaches, investors will closely monitor the company's performance to assess its adaptability in the current economic environment and its potential for future growth.
- Dividend Increase: Quad/Graphics has declared a quarterly dividend increase from $0.07 to $0.10 per share, representing a 33.3% rise, which reflects the company's ongoing improvement in profitability and cash flow, thereby boosting investor confidence.
- Yield Metrics: The forward yield of 6.56% not only attracts income-seeking investors but also enhances the stock's market appeal, potentially driving an increase in share price as a result of heightened demand.
- Payment Schedule: The new dividend will be payable on March 13, with a record date of February 27 and an ex-dividend date also set for February 27, providing investors with a clear cash flow expectation that strengthens shareholder confidence in holding the stock.
- Investor Engagement: Quad/Graphics will also present at the 17th Annual Southwest IDEAS Conference, further enhancing the company's visibility among investors and potentially attracting more institutional interest in its future growth prospects.
- Dividend Increase: Quad's Board of Directors approved a 33% increase in the quarterly dividend from $0.075 to $0.10 per share, raising the annualized dividend from $0.30 to $0.40, reflecting the company's confidence in future cash flow and enhancing shareholder returns.
- Payment Schedule: The new dividend will be payable on March 13, 2026, to shareholders of record as of February 27, 2026, ensuring that shareholders can promptly benefit from this increase, thereby strengthening the trust relationship between the company and its investors.
- Financial Strategy: CEO Joel Quadracci stated that this dividend increase demonstrates the company's disciplined capital allocation strategy and its ability to invest for growth, indicating a robust financial position even in a complex market environment.
- Market Positioning: As a marketing experience company, Quad aims to simplify clients' marketing processes through its comprehensive marketing solutions, and is expected to enhance its competitive edge in the industry through continuous innovation and adaptability to market demands.
- Dividend Increase: Quad/Graphics raised its quarterly dividend from $0.075 to $0.10 per share, increasing the annualized dividend from $0.30 to $0.40, reflecting the company's confidence in future cash flow generation and likely attracting more investor interest.
- Payment Schedule: The new dividend will be payable on March 13, 2026, to shareholders of record as of February 27, 2026, enhancing shareholder return expectations and improving the company's image in the capital markets.
- Strategic Execution: CEO Joel Quadracci emphasized that this dividend increase reflects the company's successful execution of its growth strategy, indicating robust performance in capital allocation and low debt leverage, which helps enhance long-term shareholder value.
- Future Buyback Plans: The company expects to remain opportunistic with future share repurchases, leveraging strong cash flow to enhance shareholder returns, a strategy that not only aids in boosting earnings per share but may also provide additional support during market volatility.
- Earnings Release Schedule: Quad/Graphics will release its Q4 and full-year 2025 financial results after market close on February 17, 2026, providing investors with critical performance data and market outlook.
- Conference Call Details: The company will host a conference call on February 18, 2026, at 8:30 a.m. ET, led by Chairman and CEO Joel Quadracci and CFO Tony Staniak, to discuss financial results and engage in a Q&A session, enhancing investor interaction.
- Investor Participation Method: Participants can pre-register to receive a unique PIN for accessing the call or dial in on the day, ensuring timely information dissemination and transparency.
- Company Background Information: Quad is a marketing experience company that provides integrated marketing and print services through its MX Solutions Suite, serving approximately 2,100 clients across various industries, highlighting its significant position in the market.








