Gaia, Inc. (NASDAQ:GAIA) Q4 2024 Results Conference Call March 10, 2025 4:30 PM ET Company Participants Jirka Rysavy - Executive Chairman James Colquhoun - Chief Executive Officer Ned Preston - Chief Financial Officer Conference Call Participants Mark Argento - Lake Street Capital Markets, LLC George Kelly - ROTH Capital Partners James Sidoti - Sidoti & Company Operator Good afternoon, and welcome to Gaia's Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mod ...

On Holding AG (NYSE:ONON) Q4 2024 Earnings Conference Call March 4, 2025 8:00 AM ET Company Participants Jerrit Peter - Head of IR David Allemann - Executive Co-Chairman and Co-Founder Martin Hoffmann - CFO and Co-CEO Marc Maurer - Co-CEO Conference Call Participants Aubrey Tianello - BNB Paribas Jay Sole - UBS James Duffy - Stifel Alex Straton - Morgan Stanley Jonathan Komp - Baird Aneesha Sherman - Bernstein Christina Fernandez - Telsey Advisory Group Operator Thank you for standing by. My name is Joe, an ...

FIGS, Inc. (NYSE:FIGS) Q4 2024 Earnings Conference Call February 27, 2025 5:00 PM ET Company Participants Tom Shaw - Senior Vice President, Investor Relations Trina Spear - Co-Founder & Chief Executive Officer Sarah Oughtred - Chief Financial Officer Conference Call Participants Brooke Roach - Goldman Sachs Brian Nagel - Oppenheimer John Kernan - TD Cowen Dana Telsey - Telsey Group Lorraine Hutchinson - Bank of America Matt Koranda - ROTH Capital Ashley Owens - KeyBanc Capital Markets Nathan Feather - Morga ...

Green Brick Partners, Inc. (NYSE:GRBK) Q4 2024 Earnings Conference Call February 27, 2025 ET Company Participants Rick Costello - CFO Jim Brickman - Co-Founder and CEO Jed Dolson - President and COO Conference Call Participants Carl Reichardt - BTIG Operator Thank you for standing by. My name is Janine, and I will be your lead operator for today. At this time, I would like to welcome everyone to the Green Brick Partners, Inc. Fourth Quarter 2024 Earnings Call. All lines have been placed on mute to prevent a ...

eHealth, Inc. (NASDAQ:EHTH) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants Fran Soistman - Chief Executive Officer John Dolan - Chief Financial Officer Kate Sidorovich - Senior Vice President, Investor Relations and Strategy Eli Newbrun-Mintz - Senior Investor Relations Manager Conference Call Participants George Sutton - Craig Hallum Ben Hendrix - RBC Capital Markets Jonathan Yong - UBS George Hill - Deutsche Bank Operator Good morning, everyone, and welcome to eHealth I ...

Inspirato (ISPO) Q4 2024 Earnings Call February 25, 2025 11:00 AM ET Company Participants Kyle Sourk - Vice President FP&A & Investor RelationsPayam Zamani - Chief Executive Officer and Chairman of the BoardMichael Arthur - CFORommel Dionisio - Head of Research Conference Call Participants Mike Grondahl - Senior Research Analyst Operator Good day and thank you for standing by. Welcome to the Inspirato Fourth Quarter twenty twenty four Earnings Conference Call. At this time, all participants are in a listen ...

Wolverine World Wide, Inc. (NYSE:WWW) Q4 2024 Earnings Conference Call February 19, 2025 8:30 AM ET Company Participants Alex Wiseman - Vice President, Finance Chris Hufnagel - President & Chief Executive Officer Taryn Miller - Chief Financial Officer Conference Call Participants Anna Andreeva - Piper Sandler Laurent Vasilescu - BNP Paribas Asset Management Sam Poser - Williams Trading Mitch Kummetz - Seaport Research Jim Duffy - Stifel Mauricio Serna - UBS Jonathan Komp - Baird Dana Telsey - Telsey Advisor ...

Financial Data and Key Metrics Changes - For Q4 2024, net sales were $1.1 billion, a 5% decrease compared to Q4 2023, with organic sales down 1% after adjusting for external impacts [11][46] - Full year 2024 net sales were flat at $4.6 billion, with organic sales down 5% or down 2% excluding China and one-time disruptions [12][46] - Q4 2024 EPS was $0.98, up 3% from Q4 2023, while full year EPS was $4.12, a 5% increase over 2023 [11][13] - Operating margins for Q4 were 16.4%, a 60 basis point improvement year-over-year, and full year operating margins increased by 90 basis points to 16.9% [12][46] Business Line Data and Key Metrics Changes - Water Innovation segment saw Q4 sales down 3%, but organic sales increased 2% when excluding China and hurricane impacts, with operating margins at 23.7% [29][47] - Outdoor segment sales decreased by 2% in Q4, but full year sales increased by 1%, with operating margins at 18.2% for Q4 [35][51] - Security segment sales were down 17% in Q4, or down 10% when adjusting for a software outage, with full year sales down 4% [37][53] Market Data and Key Metrics Changes - The overall market for products is expected to be down 2% to up 1% in 2025, with U.S. R&R (repair and remodel) projected to be down 1% to up 2% [59][60] - The single-family new construction market is anticipated to be flat in 2025, with low single-digit growth in starts and completions [26][59] Company Strategy and Development Direction - The company is focusing on high-growth and profitable opportunities, simplifying its leadership structure, and investing in digital transformation and brand building [5][9][10] - A new $1 billion share repurchase authorization was approved, reflecting confidence in cash generation and long-term shareholder value [14][54] - The company plans to leverage its digital capabilities and partnerships to drive growth, particularly in the connected products space [20][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to outperform in 2025, citing strong brand positioning and innovation [6][24] - The macro environment remains challenging, but there are medium to long-term tailwinds expected due to strong consumer demand for homes [25][56] - Management anticipates a cautious approach in the first half of 2025, with expectations for gradual improvement in the second half [72][76] Other Important Information - The company is moving its regional offices to a new headquarters in Deerfield, Illinois, to foster innovation and collaboration [8] - Significant investments were made in digital products, with digital sales reaching $214 million in 2024 and expected to contribute 150 basis points to growth in 2025 [16][21] Q&A Session Summary Question: Can you talk about the initiatives and actions taken over the last twelve months and their implications for 2025? - Management highlighted growth in the water segment and strong performance in the outdoor business, with digital assets and marketing strategies set to drive growth in 2025 [67][70] Question: How is the state of the consumer as we enter 2025? - The consumer remains cautious, but there is resilience in the high-end market, with efforts to differentiate brands against counterfeit products expected to drive sales [79][81] Question: Can you elaborate on the Connected Products growth and its contribution to overall sales? - Connected Products are expected to contribute 150 basis points to growth in 2025, with significant sales activation and conversion efforts underway [90]

Spectrum Brands (SPB) Q1 2025 Earnings Call February 06, 2025 09:00 AM ET Company Participants Joanne Chomiak - Director of Investor RelationsDavid Maura - Executive Chairman & CEOJeremy Smeltser - Executive VP & CFOIan Zaffino - Managing DirectorOlivia Tong - Managing DirectorPeter Lukas - Director Conference Call Participants Brian McNamara - MD - Senior Analyst ConsumerPeter Grom - Equity Research Analyst Operator Good day and thank you for standing by. Welcome to the First Quarter twenty twenty five Spe ...

Conagra Brands (CAG) Q2 2025 Earnings Call December 19, 2024 07:00 AM ET Speaker0Good morning. This is Melissa Napier from Conagra Brands Investor Relations. Thank you for listening to our prepared remarks for the Conagra Brands second quarter and first half fiscal twenty twenty five earnings. At 09:30 Eastern Time this morning, we will hold a separate live question and answer session on today's results, which you can access via webcast on our Investor Relations website. Our press release, presentation mate ...