Compass Minerals International Q1 Earnings Call Highlights

However, Dowling cautioned that the company’s updated outlook should not be interpreted as “a new normal for this kind of winter.” He reiterated that Compass does not plan its business assuming above-average winters and remains focused on inventory discipline and “value over volume” under its “Back-to-Basics” strategy, which was implemented in 2024. He said a prior strategy of ensuring the company never missed a big winter contributed to excess inventory over multiple years and a stressed balance sheet, and ...