Reimagining Success:

Tracking Shifts in Sentiment as an Old-School Postal Service Transforms into a Modern Logistics Operator

Learn how we supported a postal company with valuable insights into market perceptions, resulting in actionable strategies that have boosted shareholder confidence and delivered effective on-message Capital Market Days.

Background:

Tackling past issues and misunderstandings

Our client was transforming from a domestic postal service to a diverse logistics and financial service provider. To pull this off, they brought in new management to address past performance issues and the market’s view of risk and categorisation. The company also had to deal with corporate governance concerns and below-average financial disclosure, making their turnaround challenging.

Our Solution:

Dynamic, in-depth perception studies

We were brought in to conduct a thorough perception study to guide market communication and strategic planning ahead of the company’s Capital Markets Day. By canvassing both sell- and buy-side profiles, including holders and non-holders/followers, we obtained a comprehensive proxy of market sentiment and concerns for our client to address proactively. We used the feedback to develop an in-depth sentiment tracker, dynamically capturing insights into market concerns.

Our Difference:

Not just tailored, bespoke

Our dynamic, in-depth interview approach transformed the studies from simple insights into actionable messaging tools. In fact, our client was so impressed with our first perception study that they hire us every year now. This ongoing relationship, led by Devina Artley, means we can stay current on the complexities of the company’s equity story and be well-informed about its activities and stock performance. This highly collaborative and tailored approach has been invaluable in empowering the IR and management teams to make ongoing informed decisions.

Results:

Valuable insights and positive price performance

The changes in sentiment revealed by our perception studies have been invaluable for preparing for Capital Market Days, tweaking strategies, improving disclosure and interacting with investors. The sentiment tracker also proved to be an effective tool for keeping an eye on and responding to fluctuating market sentiment. The outcomes were immediately clear, with improvements seen in market perception, share price performance and the messaging success of Capital Market Days, showing just how well our approach works.

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