Josh Kesselman, Founder of HBI Innovations, Reveals RAW Rolling Papers has Surpassed Over 300 Million Organic Views on Meta Platforms in April 2025May 15, 2025 1:44 PM EDT | Source: Honest Media , LLCNew York, New York--(Newsfile Corp. - May 15, 2025) - Josh Kesselman, founder of HBI Innovations, has revealed that RAW® Rolling Papers has reached over 300 million organic views across Meta platforms during the month of April 2025. The brand's content was shared, reposted, and celebrated by fans ...

Hanesbrands Inc. (HBI) reported first-quarter 2025 results, with both top and bottom lines increasing year over year. Net sales missed the Zacks Consensus Estimate while earnings beat the same.The company posted adjusted earnings from continuing operations of 7 cents per share, surpassing the Zacks Consensus Estimate of 3 cents. The metric increased from a loss from continuing operations of 5 cents per share in the year-ago quarter. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Ne ...

HanesBrands (HBI) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants T.C. Robillard - Chief Investor Relations OfficerStephen Bratspies - Member of Board of Directors & CEOScott Lewis - CFOJay Sole - Managing DirectorPaul Kearney - VP - Equity ResearchBrandon Cheatham - VP Equity Research Conference Call Participants David Swartz - AnalystIke Boruchow - Managing Director: Senior Analyst - Retailing, Specialty Softlines and E-commerce Operator Good day and thank you for standing by. Welcome ...

HanesBrands (HBI) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Good day and thank you for standing by. Welcome to the Hanesbrands First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you'll need to press 11 on your telephone. Please be advised that today's conference is being recorded. I would now like to hand the conference over ...

Exhibit 99.1 • Reports better-than-expected first quarter results. Reiterates full-year 2025 guidance, which includes its expected impacts from U.S. tariffs. • Net Sales were $760 million; an increase of 2.1% over prior year and consistent with prior year on an organic constant currency basis. • GAAP Gross Margin increased 170 basis points over prior year to 41.7%. Adjusted Gross Margin increased 165 basis points to 41.6%. • GAAP Operating Profit increased 126% over prior year to $80 million and GAAP Operat ...

Core Viewpoint - Hanesbrands Inc. (HBI) is expected to report a significant decline in revenues for the first quarter of 2025, with a consensus estimate of $765.8 million, reflecting a decrease of 33.8% compared to the same quarter last year [1] Revenue and Earnings Estimates - The consensus estimate for first-quarter earnings remains unchanged at 3 cents per share, a notable improvement from a loss of 2 cents per share in the prior year [2] - For the first quarter of 2025, Hanesbrands projects net sales from continuing operations of $750 million, which includes a $15 million impact from foreign currency exchange rates, indicating about a 1% increase year-over-year on a reported basis [3] - The company anticipates a loss per share from continuing operations of 5 cents, while adjusted earnings per share are estimated at 2 cents [6] Operational Performance - Hanesbrands continues to implement a consumer-centric strategy that has enhanced its overall performance, gaining market share through targeted product innovation and expanding its retail footprint [2] - The company is focused on maintaining healthy profit margins and generating strong cash flow through strategic brand-building, data-driven insights, inventory optimization, and disciplined SKU management [4] Profitability Outlook - For the first quarter of 2025, Hanesbrands projects an operating profit from continuing operations of approximately $55 million, with adjusted operating profit expected to reach $65 million, factoring in an estimated $1 million impact from unfavorable foreign currency exchange rates [5]

Hanesbrands Inc. (HBI) is driving long-term growth through cost-saving initiatives, supply-chain optimization and debt reduction. The company is strengthening retail partnerships, expanding in key international markets and leveraging AI-driven analytics for better demand forecast and inventory management. These moves have supported the HBI stock’s performance, with shares rising 1.3% in the past month, outperforming the industry and the S&P 500’s declines of 11.9% and 2.8%, respectively.HBI Stock Past Month ...

Long-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we would like to hold independently of how the price moves in the future. Most QC calls will be holds, and that is by design. Only a very sm ...

Business Operations - Hanesbrands operates a portfolio of recognized apparel brands, reaching nine out of ten U.S. households and holding the No. 1 position in innerwear sales[13] - The company produced or sourced nearly 75% of its apparel units through its own plants or dedicated contractors, enhancing cost efficiency and scalability[15] - The company plans to exit the U.S.-based outlet store business and the global Champion business, with the sale of related assets expected to be completed by September 30, 2024[22] - The company aims to drive transformational growth by expanding its core business and exploring new markets and opportunities[20] - The company’s business strategy focuses on simplifying its portfolio, improving operations, and delivering measurable results to enhance sales and margins[19] Financial Performance - In 2024, the U.S. segment generated net sales of $2.6 billion, accounting for approximately 74% of total net sales[34] - The International segment reported net sales of $908 million, representing about 26% of total net sales[36] - Walmart, Amazon, and Target were the largest customers, contributing 24%, 13%, and 11% of total net sales, respectively[38] - Sales to mass merchants in the U.S. accounted for approximately 38% of total net sales in 2024[39] - Sales to pure play e-commerce customers in the U.S. represented about 13% of total net sales[40] - Brand investment, including advertising and promotion expenses, was approximately $174 million in 2024, representing 5.0% of total net sales, compared to $126 million or 3.5% in 2023[55] Sustainability Initiatives - Hanesbrands achieved over $31 million in cost savings from sustainability initiatives since 2020, with significant progress made in 2024[17] - Hanesbrands has set 2030 targets to reduce carbon emissions, surpassing its goals seven years ahead of schedule[16] - The company achieved a 51.5% reduction in Scope 1 and 2 emissions and a 27.7% reduction in Scope 3 emissions against a 2019 baseline, exceeding its science-based greenhouse gas goals[69] - The company is committed to sustainability, with updated sustainability goals expected to be announced in the second quarter of 2025[68] Product Innovation - In 2023, Hanesbrands launched the M by Maidenform collection, targeting younger consumers, and received strong initial consumer response[30] - The Hanes brand introduced the Hanes Originals SuperSoft collection in 2024, reinforcing its innovation leadership in comfort-driven apparel[28] - In 2024, the company filed 20 patent applications and had 23 patents issued globally, focusing on innovative fabric platforms and product design innovations[55] - The Total Support Pouch is sold in eight countries, while Hanes Originals and M by Maidenform are sold in eight and five countries, respectively[55] Workforce and Employment - As of December 28, 2024, the company employed approximately 41,000 employees, with 93% located outside the United States[70] - Approximately 36% of the global workforce is male and 64% is female, with 18% representation of people of color at senior manager levels in the U.S.[72] - The company's OSHA recordable rate improved to 0.29 in 2024 from 0.33 in the prior year, indicating enhanced workplace safety[71] - In 2024, associates completed over 11,000 hours of micro-learning modules as part of the company's talent development initiatives[73] - The company plans to launch another global engagement survey in 2025, following positive results from the 2023 survey[74] Manufacturing and Distribution - The company operates 20 manufacturing facilities, with most cutting and sewing operations located in Asia, Central America, and the Caribbean Basin[45] - As of December 28, 2024, the company distributed products from 26 distribution centers, including 9 in the U.S. and 17 internationally[48] - The company reduced the number of SKUs across its portfolio by nearly 40% since 2020[50] - Approximately 75% of apparel units sold in 2024 were from finished goods manufactured through owned and third-party facilities[44] - Approximately 79% of employees are employed in large-scale supply chain facilities primarily located in Central America, the Caribbean Basin, and Asia[70] Market Position - Bonds, Australia's largest innerwear brand, operates over 140 retail stores and has a thriving e-commerce business[29] - The International segment's largest markets include Australia, Mexico, Canada, and Latin America[36] - The company is a market leader in men's underwear and intimate apparel in the U.S. under the Hanes and Polo Ralph Lauren brands[34]

Financial Data and Key Metrics Changes - Hanesbrands reported a 4.5% increase in net sales year-over-year, reaching $888 million, with a 175 basis point benefit from transition services revenue and a 110 basis point headwind from foreign exchange rates [34] - Gross margin improved by 400 basis points to 44.1%, while operating margin increased by 300 basis points to 14.2% [38] - Earnings per share (EPS) rose by 240% to $0.17, driven by higher profit margins and a reduction in interest expense [39] Business Line Data and Key Metrics Changes - In the U.S., net sales increased by 3% year-over-year, with growth driven by innovation and increased brand investments, particularly in socks, women's, and scrub businesses [34][35] - The International segment saw a 6% increase in net sales on a constant currency basis, with growth in each region, particularly in Australia [35] - The other segment's year-over-year increase in net sales was attributed to short-term transition service agreements related to the Champion business [36] Market Data and Key Metrics Changes - The Australian business experienced a 4% growth in the fourth quarter, driven by better inventory management and strong innovation [35][107] - The company expects low-single digit growth in international markets on a constant currency basis, with no inventory fill impacting the growth [104] Company Strategy and Development Direction - Hanesbrands is transitioning from a global holding company to a global operating company, focusing on consumer-centric innovation and streamlining operations [16][18] - The company aims to expand margins to over 15% and generate more than $400 million in annual operating cash flow [21] - The strategy includes leveraging competitive strengths, driving market share gains, and focusing on new revenue streams, such as the Printwear channel [20][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving positive organic constant currency sales growth in 2025, despite a challenging consumer environment [51] - The company anticipates further margin expansion in 2025, supported by cost savings initiatives and improved input cost visibility [41][59] - Management highlighted the importance of a smooth leadership transition, emphasizing the company's strong foundation and growth potential [66][27] Other Important Information - The Champion Japan business has been reclassified to discontinued operations, impacting comparability with previous guidance [4][5] - The company paid down over $1 billion in debt during the year, reducing leverage by nearly 2 turns [15][40] Q&A Session Summary Question: Confidence in driving positive sales in 2025 and revenue opportunities - Management expressed confidence in achieving 1% organic constant currency growth, driven by innovation and brand investments [51][52] Question: Visibility and control over future margin expansion - Management indicated strong visibility to cost savings and expected another step up in operating margins in 2025 [55][59] Question: Announcement of planned departure and succession plan - Management clarified that the decision for succession was part of a long-term plan, with a strong foundation for the transition [64][66] Question: Eliminating stranded costs associated with Champion - Management stated that stranded costs would be largely eliminated in 2025, contributing to margin expansion [72][73] Question: Guidance breakdown for U.S. vs. international business - Management expects flat growth in the U.S. and low-single digit growth internationally, with no major shifts in ordering patterns [77][78] Question: Gross margin cadence throughout the year - Management anticipates a stronger gross margin in the first half of the year, with some stabilization in the back half [81][84] Question: Cash flow build for the year - Management provided insights on operating cash flow expectations, highlighting profit growth and lower cash interest as key contributors [96][100] Question: Expectations for international revenue outlook - Management emphasized that growth in Australia is driven by volume and consumer pull, with no inventory fill impacting results [105][107] Question: Impact of potential retaliatory tariffs on sales into Mexico and Canada - Management confirmed no impact from tariffs as products are not sold from the U.S. into those markets [115][117] Question: Consumer trends and channel shifts - Management noted that business performance aligns with macro channel trends, with strong relationships across various retail channels [123]