Quad/Graphics (QUAD) 17th Annual Midwest IDEAS Conference summary

Company transformation and integrated offerings

• Evolved from a traditional print company to a full-service marketing experience provider, integrating creative, digital, and print capabilities through strategic acquisitions and proprietary data platforms.

• Offers end-to-end solutions from data-driven audience targeting to creative development, production, and campaign execution, serving over 2,100 clients across diverse consumer segments.

• Unique in the U.S. for combining creative, production, and execution under one roof, enabling efficient, targeted campaigns for major brands like Amazon and AARP.

• Proprietary data stack covers 97% of U.S. adults and 92% of households, leveraging decades of mail data and AI enhancements for precise audience building.

• Launched DM Agency Direct, a full-service agency leveraging data and AI for highly responsive direct mail and integrated digital campaigns.

Operational footprint and asset strategy

• Operates 20 U.S. plants, including four mega plants, with 70% of 10 million square feet owned, providing flexibility and asset monetization opportunities.

• Currently selling two U.S. facilities and closing a Peru location by Q2 2026, using asset sales to invest in growth and reduce debt.

• Continues to invest in automation, robotics, and AI to drive plant efficiency, cost savings, and process optimization.

Growth initiatives and innovation

• Expanded packaging business with a new Salt Lake City facility opening in Q4, enhancing national reach and logistics for CPG clients.

• Acquired Enru's co-mail assets in April 2025, boosting postal optimization capabilities and enabling greater client postal savings.

• Postal optimization programs can reduce client postage costs by up to 27%, a significant impact given postage is 70% of mailer costs.

• Launched In-Store Connect, a retail media network placing digital screens in grocery stores, showing measurable sales lift for CPG brands and expanding rapidly.

• Integrated solutions for clients like Wakefern combine print, media strategy, content, and in-store media, deepening client relationships and revenue streams.