We hope to get to 16 regular season games. Uh we think that that's the ideal number for us. So every team is playing in an international game.We think that's the right number for us and it'll give us a chance to reach the key markets around the globe that we really want to be in. But that's just one part of the strategy. Uh as we move to these new cities, it's really about how do we use the media to to take that event and and make it an all yearround event and engage our fans on a regular basis.So, it's pla ...

Business leaders from around the globe attending Allen and Company's annual conference in Sun Valley, Idaho this week. Our Julia Borston is there this morning. Beautiful shot and has a special guest.Hey, JB. Good morning, Carl. That's right.I'm here in Sun Valley and I'm joined by NFL Commissioner Roger Goodell. Commissioner, thanks so much for joining us here. Thanks for having me, Julia.Um, so some big news. You have a new YouTube exclusive game um in the first week of the season. The season is less than ...

Core Insights - The Clorox Company's international expansion is essential for long-term success, especially as growth in domestic markets slows, with international sales currently accounting for nearly 16% of total revenues, indicating significant untapped potential abroad [1][10] - Clorox aims to enhance its international presence by focusing on high-growth emerging markets like Latin America and Asia, where rising middle-class populations and changing hygiene habits align with its product offerings [1][2] International Sales Performance - Clorox's international sales declined by 15% year over year in Q3 fiscal 2025, primarily due to the divestiture in Argentina; however, excluding this impact and a 3-point headwind from foreign exchange rates, organic sales grew by 2% [3][10] - The company anticipates organic sales growth of 15% in Q4 and 8.2% for fiscal 2025 in its international segment [3][10] Strategic Focus - To succeed internationally, Clorox must balance brand recognition with pricing power, invest in localized product innovation, and adapt to diverse regulatory environments, while also navigating currency fluctuations and supply chain complexities [2] - The company is implementing its Go Lean strategy to enhance product innovation and operational efficiency across key global markets [2][4] Competitive Landscape - As Clorox accelerates its international expansion, competitors like Procter & Gamble, Colgate-Palmolive, and Church & Dwight are also intensifying their efforts to maintain their global market positions [5] - Procter & Gamble's international markets contributed approximately 20% of its net sales in fiscal 2024, while Colgate operates in over 200 countries, focusing on high-growth emerging markets [6][7] Financial Performance and Valuation - Clorox shares have declined by 26.3% year to date, compared to the industry's decline of 1.8% [11] - The company trades at a forward price-to-earnings ratio of 17.80X, below the industry average of 20.37X [12] - The Zacks Consensus Estimate for Clorox's fiscal 2025 earnings implies a year-over-year growth of 14.9%, while fiscal 2026 shows a decline of 5.3% [13]

2025年5月，新版《党政机关厉行节约反对浪费条例》正式生效，"公务接待不上酒"的禁令如一道惊 雷，劈开了白酒行业的平静表象。一线名酒率先有所反映，股价应声下跌。与2012年"八项规定"引发的 行业地震不同，此次白酒板块调整幅度相对温和，但市场悲观情绪仍在蔓延。 从另一个角度，在这场看似针对高端酒的政策风暴中，区域白酒企业却被推入一场更为复杂的生存博 弈。一面是传统"政商酒"模式遭遇釜底抽薪，一面是百元以下大众消费市场迎来爆发机遇——区域白酒 的生死转型，正在政策倒逼下加速上演。 政策落地引发连锁反应 区域白酒现"冰火两重天" 徐新（化名）在湖北的一个县城里经营着一家酒类专卖店，平时主要靠团购销售产品，积累的客户中有 不少是公务用酒的需求。如今新的"禁酒令"一出，对他生意的影响不言而喻，"现在只能接一些散客的 单，跟前几个月相比销量下降非常明显，所以当务之急是把手中囤的货赶快清出一些，往后估计更难销 售。" 据了解，此次"禁酒令"在落地实施过程中相当严格，从中央到地方层层加码，范围从公务人员扩大到国 企单位等，在白酒行业掀起巨大波澜，对于以公务消费渠道为主的酒商影响较大。 从产品角度，多家区域酒企的中低档位产 ...

Key Takeaways TTD repurchased $386M in shares in Q1 2025, exceeding its free cash flow of $230M for the quarter. A $1B authorization backs TTD's repurchase strategy, supported by $1.7B in liquidity and no debt. TTD expects Q2 revenues of at least $682M, implying 17% growth with stable macro conditions.The Trade Desk, Inc. (TTD) announced in its first-quarter 2025 earnings release that it used $386 million in cash to buy back its common stock. Strong balance sheet and consistent cash flow aided the repurch ...

Core Insights - Abercrombie & Fitch Co. (ANF) experienced an 11% drop in shares after releasing its first-quarter fiscal 2025 results, underperforming compared to the Zacks Retail - Discount Stores industry and the broader S&P 500 [1][3] Financial Performance - The company reported an earnings per share (EPS) of $1.59, exceeding the Zacks Consensus Estimate of $1.35, and achieved record sales of $1.1 billion, reflecting an 8% year-over-year increase [3][5] - Despite strong revenue growth, EPS declined by 25.7% compared to $2.14 in the same quarter last year, and gross margin contracted by 440 basis points to 62% due to inflationary pressures and higher selling expenses [5][10] Brand Performance - The Hollister brand showed robust growth with a 22% increase in sales and 23% comparable sales gains, while the Abercrombie brand faced a 4% decline in sales and a 10% drop in comparable sales [6][9] - The Abercrombie brand's underperformance is concerning as it constitutes nearly 50% of the company's total sales, posing a strategic risk [9][12] Guidance and Market Sentiment - Management raised sales growth expectations for fiscal 2025 to 3-6% but lowered EPS guidance to $9.50-$10.50 from $10.40-$11.40, indicating potential profitability challenges in the second half of the fiscal year [10][19] - The Zacks Consensus Estimate for EPS has seen downward revisions, with a 6.2% decline to $10.28 for fiscal 2025 over the past 30 days [17][19] Strategic Initiatives - The company is focusing on long-term growth through brand evolution, international expansion, and enhancing omni-channel capabilities, including plans to open 60 new stores and remodel 40 in fiscal 2025 [11][12] - Abercrombie's brand portfolio revitalization, particularly the success of Hollister, is a key strength, with eight consecutive quarters of growth [12][18] Valuation - ANF is currently trading at a forward 12-month P/E ratio of 7.57X, significantly below the industry average of 17.85X and the S&P 500's average of 22.02X, indicating a potential buying opportunity despite investor concerns [13][16]

Teladoc Health (TDOC) FY 2025 Conference June 11, 2025 09:20 AM ET Speaker0 Very pleased to welcome the management team from Teladoc Chuck Davita, Chief Executive Officer and Mal Amorthy, Chief Financial Officer. Very much appreciate you taking the time to participate in the conference and look forward to getting an update on Teladoc here. Speaker1 Great. Thanks for having Speaker0 Maybe I'll start with you've been about a year. Maybe just start by giving us some of your reflections on how the past year has ...

FIGS (FIGS) FY Conference June 10, 2025 11:15 AM ET Speaker0 Well, good morning. Thank you all for joining us. My name is Brian Nagel. I'm the senior equity research analyst here at Oppenheimer covering consumer growth and ecommerce. So this is our twenty fifth annual Oppenheimer consumer growth and ecommerce conference. We very much appreciate, you all attending. So I'm pleased to have with us our next presenting company, Figgs, and three of the company's senior executives. Katrina Spear, founder and CEO, ...

Summary of the Conference Call Company Overview - The company discussed is Shift4, which has been evolving for 26 years and is currently undergoing a leadership transition with Taylor Lauber as the new CEO [2][3]. Key Industry Insights - The company is experiencing a significant international expansion, with 65% of its 6,000 employees located outside the U.S. [4][5]. - The company is adapting its go-to-market strategies to cater to diverse cultural realities in various countries [5][7]. - Consumer trends have remained stable, with modest year-over-year increases in hotel transactions offsetting slight declines in restaurant transactions [12]. Strategic Changes - The company is shifting from an indirect distribution model to a more direct sales approach, particularly in the U.S. market, focusing on larger merchants and specific markets like restaurants and stadiums [15][20]. - The acquisition of Global Blue is expected to significantly enhance the company's international capabilities and customer base [30][56]. Financial Performance and Projections - Global Blue reported a 20% year-over-year growth, indicating strong market demand for its services [56]. - The company anticipates that the integration of Global Blue will positively impact its financial outlook, although current guidance does not include this acquisition [72][73]. Operational Strategies - The company is leveraging its existing workforce for installations, allowing for flexibility and efficiency in meeting client needs [22][24]. - The integration of Global Blue will provide access to a large customer base and enhance the company's service offerings, particularly in currency conversion and tax-free shopping [60][66]. Market Challenges - The company faces challenges in localizing products for different markets, particularly in Germany, where customization is necessary for successful market entry [34][41]. - There is a cultural resistance in Europe towards technology companies handling payments, as many merchants traditionally rely on banks [49][51]. Future Outlook - The company remains open to future M&A opportunities while maintaining a disciplined approach to capital deployment [89][90]. - The management emphasizes the importance of customer acquisition as a key growth strategy, especially during economic uncertainty [85][86]. Additional Insights - The company has raised approximately $3.3 billion for the Global Blue transaction, indicating strong financial backing for its growth initiatives [89]. - The management is focused on maintaining a balance between leveraging debt and ensuring shareholder value through prudent capital management [93].

Key Takeaways RH is set to report Q1 earnings on June 12, with revenues expected to rise 12.6% y/y. Product rollouts and international expansion are expected to drive RH's Q1 results. RH sees Q1 margins pressured by start-up costs, higher logistics and promotional expenses.RH (RH) is scheduled to report first-quarter fiscal 2025 results on June 12, after the closing bell.In the last reported quarter, RH’s earnings and revenues missed the Zacks Consensus Estimate by 17.3% and 1.8%, respectively. Nonetheles ...