The company operates a portfolio of more than 1,450 restaurants across 46 U.S. states, Guam and 12 countries, including Outback Steakhouse, Carrabba’s Italian Grill, Bonefish Grill and Fleming’s Prime Steakhouse & Wine Bar.Investors focused on management’s plans to improve restaurant performance and drive more sustainable long-term growth despite ongoing margin pressure.Quarterly MetricsThe company reported fourth-quarter adjusted earnings per share of 25 cents, in line with the analyst consensus estimate.Q ...

Core Viewpoint - Zacks Investment Research has initiated coverage of Regis Corporation (RGS) with a "Neutral" recommendation, reflecting a mixed outlook for the company amid industry challenges [1] Company Overview - Regis Corporation, based in Minneapolis, MN, operates beauty salons under various trade names including Supercuts, SmartStyle, Cost Cutters, First Choice Haircutters, Roosters, and Magicuts, offering haircutting, styling, hair coloring services, and professional hair care products [2] Financial Performance - Regis has shown tangible improvement in its earnings profile for the second quarter of fiscal 2026, despite ongoing traffic headwinds. The company has expanded operating income and improved EBITDA through pricing actions, tighter cost controls, and a greater contribution from company-owned salons [3] - The shift towards positive operating cash flow indicates that operational adjustments are leading to stronger internal cash generation, which is crucial for stabilizing RGS' business [3] Growth Drivers - The acquisition of Alline Salon Group in December 2024 has significantly expanded the company-owned salon base and positively impacted operating income, allowing for better control over pricing and labor initiatives [4] - Comparable sales trends have improved, with system-wide results turning positive in the first half of fiscal 2026, and Supercuts showing solid growth [4] - Management's revised stylist compensation models, pricing adjustments, and labor optimization tools are aimed at driving structural margin gains over time [4] Market Positioning - Regis stock has underperformed compared to industry peers and the broader market over the past year, indicating investor skepticism regarding the durability of the turnaround and the company's ability to refinance its debt favorably [6] - The current valuation suggests meaningful upside potential if execution improves and balance sheet risk is reduced [6]

Bloomin' Brands (NasdaqGS:BLMN) Q4 2025 Earnings call February 25, 2026 08:30 AM ET Company ParticipantsBrian Vaccaro - Managing Director of Equity ResearchDennis Geiger - Executive Director of Equity ResearchEric Christel - EVP and CFOMike Spanos - CEOTara Kurian - SVP of Investor Relations, FP&A, and InternationalConference Call ParticipantsAndrew Strelzik - Senior AnalystBrian Harbour - Equity Analyst and Executive Director of Restaurants & Food DistributionBrian Mullan - Director and Senior Research Ana ...

Earnings Call Q4 FY2025 Results February 25th, 2026 Forward Looking Statements Certain statements contained herein, including statements under the headings "CEO Comments", "Fiscal 2026 Financial Outlook" and "Q1 2026 Financial Outlook" are not based on historical fact and are "forward-looking statements" within the meaning of applicable securities laws. Generally, these statements can be identified by the use of words such as "guidance," "believes," "estimates," "anticipates," "expects," "on track," "feels, ...

New York, New York--(Newsfile Corp. - February 24, 2026) - Levi & Korsinsky notifies investors that it has commenced an investigation into Coty Inc. ("Coty Inc.") (NYSE: COTY) concerning potential violations of the federal securities laws.Coty's quarterly loss stands out within the global beauty and personal care sector, an industry that has generally posted resilient consumer demand over the past two years. Peers such as Estée Lauder, L'Oréal, and Shiseido reported stable or improving margins in their mos ...

Newell Brands Conference Call Summary Company Overview - Newell Brands (NasdaqGS:NWL) is a portfolio company with over $7 billion in net sales and close to $900 million in EBITDA. The top 25 brands account for 90% of sales, with 60% of business in the U.S. and 40% internationally [3][4] Transformation and Strategy - The company has been on a transformation journey since 2023, focusing on operational excellence and a "One Newell" approach. This includes simplifying the portfolio and enhancing core capabilities, particularly in domestic manufacturing [1][4] - Newell Brands has initiated a multi-year capability-based turnaround, with expectations for accelerated trends in 2026 [4][29] - The strategy includes directing investments to the largest and most profitable brands, expanding distribution, and targeting Millennial and Gen Z consumers [6][7] Financial Performance - In 2025, Newell faced a $174 million tariff cost, impacting profitability by $0.23 per share. Despite this, gross margins improved by 10 basis points, and operating margins increased by 20 basis points [8][11] - Core sales trends improved in 2025 compared to 2023, with EBITDA up in both dollar terms and percentage [13] - The normalized operating margin is expected to expand by about 50 basis points to roughly 8.9% in 2026, representing a significant improvement from 2023 [41][42] Innovation and Product Development - Newell Brands has launched 25 Tier One and Tier Two innovations in 2026, significantly up from 18 in the previous year. Innovations span various categories, including writing instruments, baby gear, and home fragrance [20][21] - The company has integrated AI into its innovation process, improving speed and quality of product development. Digital content creation increased by 500% in 2025 without additional investment [19][20] Supply Chain and Manufacturing - Approximately 57% of products are domestically manufactured, with a focus on reducing dependence on China. China-sourced products now represent less than 10% of total cost of goods sold [34] - Newell has invested about $2 billion in its U.S. supply chain, enhancing efficiency and capacity through automation [33][35] Tariff Impact and Adjustments - The company adjusted its sourcing strategy to mitigate tariff impacts, focusing on U.S. manufacturing and productivity improvements [10][12] - Despite tariff challenges, Newell managed to maintain gross margins and expand operating margins through strategic pricing and cost management [39][40] Future Outlook - Newell Brands anticipates a 40% increase in operating cash flow in 2026, driven by EBITDA growth and lower cash taxes. The company aims to reduce its leverage ratio and return to investment-grade status [43][44] - Long-term financial targets include low single-digit core sales growth, operating margin improvement, and high free cash flow productivity [44] Key Takeaways - Newell Brands is positioned for significant growth in 2026, with a strong innovation pipeline, improved distribution, and a focus on operational excellence [27][29] - The company is committed to enhancing shareholder value through top-line growth, margin expansion, and effective capital allocation [45]

Core Insights - Coty Inc. reported a quarterly loss of $126.9 million, which is a significant outlier in the beauty and personal care sector, where competitors like Estée Lauder, L'Oréal, and Shiseido have shown stable or improving margins [2] - The company's like-for-like revenue declined approximately 3%, contrasting with previous guidance of low-single-digit growth, and the earnings per share (EPS) missed consensus estimates by 22%, indicating a substantial gap between public expectations and internal performance [2][3] - Coty has withdrawn its full-year FY 2026 guidance and introduced a new turnaround strategy called "Coty. Curated." under interim CEO Markus Strobel, which aims to refocus on core brands [3] Company Performance - The reported loss of $126.9 million places Coty among the widest negative earnings surprises in the mid-cap consumer space for the reporting period [2] - Prior to the earnings announcement, management had expressed optimism about the second quarter, expecting to be at the "more favorable end of our guidance range," which contrasts sharply with the actual reported loss [4] Strategic Changes - The introduction of the "Coty. Curated." strategy coincided with the withdrawal of forward-looking targets, leading to a negative reaction from investors and analysts [3]

Core Insights - CVS Health reported stronger-than-expected fourth-quarter results, surpassing Wall Street estimates for both earnings and revenue, indicating progress in its multi-year turnaround strategy [1] Financial Performance - The company achieved significant financial results, with earnings and revenue exceeding analyst expectations, showcasing effective management and operational improvements [1] Strategic Direction - CVS Health is actively pursuing a multi-year turnaround plan, which is reflected in its recent performance and commitment to enhancing its business model [1]

Core Insights - The wireless industry has seen significant changes in competition and pricing strategies, particularly after T-Mobile's acquisition of Sprint, leading to a "big three" of carriers: T-Mobile, AT&T, and Verizon [2][15] - Verizon's new CEO, Dan Schulman, emphasizes a turnaround strategy focused on customer satisfaction and sustainable growth rather than short-term price increases [3][6][12] Financial Performance - In Q4 2025, Verizon reported an EPS of $0.55 and an adjusted EPS of $1.09, with total operating revenue of $36.4 billion and consolidated net income of $2.4 billion [8] - The company achieved total postpaid phone net additions of 616,000, marking the best quarter since 2019, and wireless service revenue increased by 1.1% year over year to $21.0 billion [8] Strategic Changes - Schulman has committed to avoiding price increases that do not correspond with added value, acknowledging that previous price hikes contributed to customer churn [5][6] - The company aims to enhance subscriber growth through a value-based pricing strategy and improved customer experience [4][12] Analyst Perspectives - Analysts express confidence in Schulman's strategy, noting that the reset in pricing aligns with Verizon's C-Band spectrum strategy and is expected to attract more subscribers [10][11] - Concerns remain about potential ARPU dilution as the company shifts focus towards unit growth, which may impact financial metrics in the short term [11][12] Future Guidance - Verizon's 2026 guidance indicates a focus on sustainable growth, projecting adjusted EPS of $4.90 to $4.95, representing a year-over-year growth of 4% to 5% [16] - The company anticipates total mobility and broadband service revenue growth of 2% to 3%, with wireless service revenue growth expected to be flat as it transitions to a volume-based growth model [16]

Financial Data and Key Metrics Changes - Revenue declined 5% to $1.3 billion, slightly better than the outlook shared in November, with a timing shift of some wholesale deliveries contributing approximately 1 percentage point of growth [27] - Third quarter gross margin declined 310 basis points year-over-year to 44.4%, primarily due to supply chain headwinds and higher U.S. tariffs [30] - Reported diluted loss per share was $1.01, influenced by a non-cash valuation allowance against certain U.S. federal deferred tax assets [33] Business Line Data and Key Metrics Changes - Apparel revenue decreased 3%, largely due to softness in training, golf, and running categories, while sportswear remained flat [29] - Footwear revenue decreased 12%, reflecting declines across most categories, partially offset by growth in outdoor [29] - Accessories revenue decreased 3%, driven largely by declines in golf, outdoor, and team sports [29] Market Data and Key Metrics Changes - North America revenue declined 10%, primarily due to a decrease in wholesale [27] - EMEA revenue increased 6% on a reported basis and 2% on a currency-neutral basis, with growth in both wholesale and direct-to-consumer [28] - APAC revenue decreased 5% on both reported and currency-neutral bases, marking a sequential improvement from earlier declines [28] Company Strategy and Development Direction - The company is focused on execution and has made real progress with a disciplined strategy and structure in place [5][6] - Leadership changes have been made to accelerate speed and improve product mix, pricing, and margin performance [9][10] - The strategy emphasizes intentional product segmentation and storytelling to enhance consumer engagement and brand relevance [18][19] Management's Comments on Operating Environment and Future Outlook - Management believes the most disruptive phase of the reset is behind them, with a focus on execution and stabilization [25][39] - There is growing confidence in the North American market, with expectations for stabilization in FY 2027 [45][49] - The company anticipates a decline in full-year revenue of approximately 4%, with expectations for improvement in fourth-quarter revenue trends [37] Other Important Information - The company recorded $75 million in restructuring charges and $3 million in transformation-related SG&A expenses during the third quarter [31] - Inventory was down 2% year-over-year to just over $1 billion, indicating improved inventory management [35] - The company is prioritizing balance sheet strength, ending the quarter with no amounts outstanding under its revolving credit facility [36] Q&A Session Questions and Answers Question: Can you speak to what makes you confident about stabilization in North America? - Management expressed confidence due to improved relationships with partners and a positive order book shaping up [45][49] Question: Are you seeing progress in Europe and APAC as well? - EMEA has shown strong growth, while APAC is expected to stabilize over the next 12 months [60][64] Question: How are you thinking about segmentation in footwear? - The company aims to concentrate growth at the better and best levels, focusing on clear segmentation and premiumization [68][70]