Lassila & Tikanoja plcStock Exhange Release6 May, 2025 at 3.05 pm Lassila & Tikanoja Oyj - Managers' Transactions ____________________________________________ Person subject to the notification requirement Name: Jukka Leinonen Position: Member of the Board/Deputy member Issuer: Lassila & Tikanoja Oyj LEI: 743700Z9Z54VGHZA0028 Notification type: INITIAL NOTIFICATION Reference number: 106994/4/4 ____________________________________________ Transaction date: 2025-05-05 Outside a trading venue Instrument type: ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 totaled $71.3 million, representing a year-over-year increase of 10.5% [25] - Adjusted EBITDA was $3.8 million, or 5.3% of revenue, doubling the adjusted EBITDA dollars compared to the previous year [26] - Gross margin was 79.1%, a decrease of 100 basis points year-over-year due to higher incentives for new buyers [26] - Active buyers increased by 5.7% year-over-year, totaling 1.4 million for the trailing twelve months [25] Business Line Data and Key Metrics Changes - New buyer acquisition surged by 95% year-over-year, marking the strongest quarter for new buyer acquisition in the company's history [25] - Orders increased by 16.1% year-over-year, reaching 1.4 million [26] - Premium items processed contributed 60% higher margins compared to regular items [18] Market Data and Key Metrics Changes - The company noted that the closure of the de minimis loophole and potential tariff impacts could enhance the value proposition for used clothing [11][12] - The advertising market has become less competitive, allowing for potentially lower customer acquisition costs [12] Company Strategy and Development Direction - The company aims to maintain gross margin and bottom line efficiency while reinvesting in acquiring new buyers and sellers [9] - ThredUP is focusing on enhancing its AI-driven product experience and expanding its resale as a service (RAS) strategy [19][21] - The company is open-sourcing its technology to help brands build scalable circularity business models [20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's momentum, citing strong new buyer acquisition and operational improvements [37] - The company remains cautious about the consumer environment but is optimistic about revenue growth for the remainder of the year [28] - Management highlighted that the business was accelerating before recent trade disruptions, indicating a fundamentally improving growth profile [12] Other Important Information - The company generated $2.6 million in cash during the quarter, ending with $55.4 million in cash and securities [27] - Free cash flow reached a record level of $3.9 million for the quarter [27] Q&A Session Summary Question: What is driving the buyer and revenue outperformance? - Management noted that the momentum seen in Q4 continued into Q1, driven by new buyer acquisition and supply-side improvements [36] Question: Are there expectations for Q3 to accelerate from Q2 in revenue? - Management confirmed expectations for revenue acceleration from Q2 to Q3, with Q3 projected to be the high point for EBITDA margin [40] Question: What demographics are being targeted for new customers? - Management indicated that new customers are primarily middle to upper-income individuals, consistent with trends observed post-pandemic [46] Question: How is the marketing spend expected to maintain momentum? - Management plans to continue spending on marketing as long as paybacks remain attractive, with recent trends indicating strong customer acquisition [47] Question: What trends are observed on the seller side of the business? - Management reported good momentum in the seller side, particularly in the consignment premium offering, which has better contribution margins [77] Question: Is there any pricing pressure observed? - Management clarified that the decline in average revenue per order is due to the mix of new buyers rather than pricing pressure [78]

ThredUp (TDUP) Q1 2025 Earnings Call May 05, 2025 04:30 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to the ThredUP First Quarter twenty twenty five Earnings Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Monday, May fifth of twenty twenty five. I would now like to turn the conference over to Lauren Fresh. Please go ahead. Speaker1 Good afternoon, everyone, and tha ...

INVESTOR PRESENTATION First Quarter 2025 © THREDUP The following contains confidential information. Do not distribute without permission. Safe harbor This presentation and the accompanying oral commentary contains forward-looking statements within the meaning of the federal securities laws, which are statements that involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forwar ...

Solid start to 2025 Q1 revenue up +3.6% at €1,131.9m, despite a strong negative calendar effect 2025 outlook confirmed Q1 2025 organic revenue up +2.5%, in line with the projected yearly sequence As expected, Q1 2025 organic growth was penalized by a c. -1.5% calendar effect, factoring in one less billing day in February and the positioning of the Easter week in April this yearThe outsourcing trend continues in both standard workwear and cleanroom: Elis recorded many signatures of new contracts in both s ...

The ruling of the Vilnius Regional Court dated 22 April 2025 (hereinafter, the “Ruling”) approved the claims of creditors that were not disputed by the insolvency administrator in the restructuring proceeding of AUGA group, AB, legal entity code 126264360 (hereinafter, the “Company”). Furthermore, the court also separated the examination of disputed creditors’ claims into separate proceedings. The total amount of undisputed claims stands at approximately EUR 41 million, whereas the disputed claims amount to ...

PARIS, FRANCE, 5th May, 2025 - Information on the total number of voting rights and shares in Tarkett’s share capital as of April 30th, 2025 (Article L233-8-II of the French Commercial Code andArticle 223-16 of the General Regulation of the Autorité des marchés financiers) DateTotal number of shares in the share capitalTotal number of voting rightsAs of April 30th, 202565,550,281Number of theoretical voting rights: 123 798 861Number of exercisable voting rights: 123 780 302* * After deduction of the treasur ...

Clermont-Ferrand (France), May 2, 2025 (6:00 pm CEST). CARBIOS, (Euronext Growth Paris: ALCRB), a pioneer in the development and industrialization of biological technologies to reinvent the life cycle of plastic and textiles, announces to its shareholders and the financial community that its 2024 Universal Registration Document including the annual report, the management report and the report on corporate governance was filed with the French Financial Market Authority (Autorité des marchés financiers) on Ap ...

Waste Management TodayWMWaste Management$233.60 +0.24 (+0.10%) 52-Week Range$196.59▼$239.32Dividend Yield1.41%P/E Ratio34.35Price Target$243.29Add to WatchlistInvestors got a split decision when Waste Management Inc. NYSE: WM reported earnings after the market closed on April 28. Earnings per share (EPS) of $1.67 beat analysts’ forecasts by eight cents. However, revenue came in at $6.02 billion, which was 1.4% lower than the $6.14 billion that was expected. To add more context, even with the miss, the comp ...

Unifi (UFI) Q3 2025 Earnings Call May 01, 2025 09:00 AM ET Company Participants Albert Carey - Executive ChairmanEdmund Ingle - Chief Executive Officer and DirectorAndrew Eaker - Executive Vice President, Chief Financial Officer, and TreasurerRandy Baron - Portfolio Manager Conference Call Participants Anthony Lebiedzinski - Senior Equity Research AnalystNone - Analyst Operator Good morning, and thank you for attending Unifi's Third Quarter Fiscal twenty twenty five Earnings Conference Call. Today's confere ...