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The Western Union Company (WU) Presents at Wolfe Research FinTech Forum Transcript

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The Western Union Company (WU) Presents at Wolfe Research FinTech Forum Transcript

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SA Transcripts158.9K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call The Western Union Company (WU) Wolfe Research FinTech Forum March 10, 2026 11:35 AM EDT Company Participants Matthew Cagwin - Executive VP & CFO Conference Call Participants Darrin Peller - Wolfe Research, LLC Presentation Darrin PellerWolfe Research, LLC Thank you again for joining us. Again, I'm Darrin Peller, covering payments and IT services at Wolfe Research. We're really happy to have you guys with us. And we're really happy to have Western Union with us I'd love to just start off with hearing about the most recent year, I mean, it's been an exciting time for the company, and we have Matt the CFO with us to walk us through it. Look, you guys, the anticipated Intermex acquisition and numerous growth drivers emerging in the Consumer Services business. Just what are you most excited about in terms of the accomplishments ahead of you and the goals for '26. Matthew CagwinExecutive VP & CFO Darrin, thank you very much for having me here today. I'm going to take a step back and answer that question. But -- you had a chance -- maybe better. You had a chance to sit at our Investor Day back in November. And as we sat there, we talked about our digital-first strategy built on a very strong retail platform, which I'll get to your question here in a second, led by strong growth in digital and then expanding and doubling our consumer service business. So to your question of what's exciting for me. We announced last year, middle of the year, an acquisition of Intermex. It's a $500 million to $600 million retail business that we were able to do. It was not on our radar screen. It was an acquisition where the market pressures have lowered their multiples, have them provided us an

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