Shake Shack (SHAK) FY Conference June 11, 2025 02:15 PM ET Speaker0 Hi, everyone. Thanks for participating in Oppenheimer's twenty fifth Annual Consumer Conference. I'm Mike Tamas, and I cover Shake Shack here at Oppenheimer. Know, Shake Shack's been one of our top picks in 2025, and we remain excited about management's new strategies to stimulate same store sales, enhance margins, and accelerate unit growth. We're gonna dig into all those topics and much more with Katie Fogarty, Shake Shack's CFO. She join ...

Financial Data and Key Metrics Changes - The company has increased its revenue from over $1.2 billion to over $2.1 billion, with EBITDA margins improving from 14% to closer to 18% [3][4] - The company aims for consistent growth of 7% plus, with a strong start in Q1 showing high single-digit growth [54][55] - The company expects to see a structural mix benefit in gross margins over time, projecting an annual improvement of 50 basis points [59] Business Line Data and Key Metrics Changes - The reconstructive business has grown from approximately $300 million to over $1 billion, with significant acquisitions enhancing its market position [8][10] - The Prevention and Recovery (P&R) segment is generating reliable growth, with a focus on mid-single-digit growth and strong cash generation capabilities [41][43] Market Data and Key Metrics Changes - The company has a market share of high single to low double digits in the foot and ankle business, and is ranked number three in shoulder globally [10][12] - The company is seeing a shift towards outpatient settings, which may come with price pressure but is expected to be offset by positive price momentum in revisions and enabling technologies [36][37] Company Strategy and Development Direction - The company is transitioning from a build mode to an enhanced mode, focusing on integrating recent acquisitions and driving down debt leverage [12][16] - The strategy includes diversifying growth across different geographies and anatomical areas, with a strong emphasis on innovation and product differentiation [28][29] Management's Comments on Operating Environment and Future Outlook - Management is cautiously optimistic about the future, noting a solid start to the year and a focus on building a portfolio capable of consistent growth [54][55] - The company is addressing tariff impacts and expects improvements in the current environment, with a focus on maintaining strong cash flow and margin expansion [56][58] Other Important Information - The company has made significant investments in software integration for P&R, enhancing clinic efficiency and patient management [45][46] - The integration of Lima is expected to yield $40 million in synergies over three years, with $15 million already realized in the first year [16][17] Q&A Session Summary Question: How do you see the shoulder replacement market unfolding with robotics? - The company believes that robotics will evolve over time, focusing on planning and navigation to enhance precision in shoulder procedures [49][50] Question: Can you provide an update on financial guidance and tariff impacts? - The company has seen improvements in tariff impacts and expects less than $20 million of impact as they move into 2026, with a focus on maintaining a conservative outlook [56][58] Question: What is the strategy for growth in the ASC setting? - The company aims to win in the ASC setting by offering modernized implant systems and efficient solutions tailored for outpatient procedures [39][40]

Core Viewpoint - IDT Corporation reported strong financial performance for the third quarter of fiscal 2025, with significant increases in revenues, gross profit, and earnings per share, outperforming the S&P 500 index during the same period [1][2][3]. Financial Performance Summary - Consolidated revenues increased by 0.8% year over year to $301.9 million from $299.6 million [2] - Gross profit rose by 15.4% to $111.9 million from $97 million, resulting in a gross margin increase of 470 basis points to a record 37.1% [2] - Income from operations surged by 132.6% to $26.6 million from $11.4 million, while adjusted EBITDA increased by 57% to $32.2 million from $20.6 million [2] Earnings Per Share - GAAP earnings per share (EPS) climbed by 290.9% to $0.86 from $0.22, and adjusted EPS surged by 136.8% to $0.90 from $0.38 [3] Segment Performance - National Retail Solutions (NRS) revenues increased by 21.1% to $31.1 million from $25.7 million [3] - Fintech revenues advanced by 22.5% to $38.6 million from $31.5 million [3] - net2phone revenues grew by 6.4% to $21.9 million from $20.7 million [3] - Traditional Communications segment saw a revenue decline of 5.2% to $210.2 million from $221.7 million [3] NRS Segment Insights - Recurring revenue at NRS rose by 22.9% to $29.4 million from $24 million, driven by a 37.3% increase in Merchant Services and a 32.8% gain in SaaS fees [4] - Advertising and Data revenue declined by 12.3% due to risk-mitigation steps related to a large programmatic partner [4] - NRS ended the quarter with 35,600 active POS terminals, up 17.6% from the previous year [4] Fintech Segment Insights - In the Fintech segment, transactions rose by 27% to $6 million from $4.7 million, with revenues growing by 24.7% to $34.4 million from $27.6 million [5] - Digital channel growth outpaced retail, with a 32% increase in transactions and a 40% surge in digital send volume [5] net2phone Performance - Subscription revenue for net2phone increased by 7.4% to $21.5 million from $20 million [6] - Income from operations rose by 188% to $1.4 million from $0.5 million [6] Traditional Communications Insights - Despite a revenue decline, gross profit increased by 5.3% to $43.4 million from $41.2 million [7] - Income from operations grew by 39.2% to $17.3 million from $12.5 million [7] Key Business Metrics - The gross margin of 37.1% was a record high, reflecting strong product mix and operational efficiencies [8] - Operating cash flow for the quarter was $75.7 million compared to $9.5 million in the year-ago period [8] Management Commentary - CEO Shmuel Jonas characterized the quarter as "solid," emphasizing broad-based bottom-line growth [9] - Management highlighted product innovation efforts at NRS and the potential of new AI-powered offerings in net2phone [10][11] Factors Influencing Performance - Growth in recurring revenue streams and expanding customer bases drove strong top-line and profitability gains [12] - Cost discipline was a key theme in net2phone and Traditional Communications, contributing to significant margin expansion [13] Guidance and Developments - Management reiterated its full-year fiscal 2025 guidance, aiming to double first-half adjusted EBITDA to reach $126 million [14] - IDT executed share repurchases and acquired a small technology company named Lucci [15] - A quarterly dividend of $0.06 per share was declared, payable on June 18, 2025 [16]

Dayforce (DAY) 2025 Conference June 10, 2025 09:05 AM ET Speaker0 And I'm Siti Panigrai, software analyst here at Visio. Welcome you all to Visio Technology Conference twenty twenty five, and it's my great pleasure to welcome Jeremy Johnson, CFO of Dayforce. Jeremy, welcome to the conference. Speaker1 Thank you, Siddi. Thanks for having me. Speaker0 And it's been like you joined, Dayforce, I remember, 2012. You played a key role during IPO in 2018 and back in CFO role last eighteen months. Hope you're enjoy ...

Graham (GHM) Q4 2025 Earnings Call June 09, 2025 11:00 AM ET Company Participants Tom Cook - Managing DirectorDaniel Thoren - President & CEOMatthew Malone - President & COOChristopher Thome - Chief Accounting Officer, VP of Finance, CFO & Corporate SecretaryRussell Stanley - Managing Director - Equity ResearchTony Bancroft - Portfolio Manager Conference Call Participants Richard Ryan - Vice President, Senior Research AnalystJoe Gomes - Senior Generalist AnalystChristopher Glynn - Managing Director and Seni ...

5 June 2025 | 10:59PM HKT Mengniu Dairy (2319.HK): Consumer & Leisure Corporate Day: UHT milk demand softness persists; investing in channels for share gain We hosted Mengniu's IR team at our Consumer & Leisure Corporate Day on Jun 5. Key takeaways include: 1) Recent trends: Company noted still weak YTD demand trend for UHT liquid milk, with Apr/May trends tracking largely similar to 1Q25 without notable consumption sentiment uptick. YTD trends showing healthy growth in fresh milk/chilled yogurt and other c ...

Petco Health and Wellness (WOOF -25.14%) reported first quarter 2025 earnings on June 5, with net sales declining 2.3% year over year and comparable sales down 1.3%, while gross margin expanded 30 basis points year over year to 38.2%. Adjusted EBITDA rose $13.8 million for the quarter to $89.4 million (6% of sales), demonstrating material profitability improvement despite continued top-line headwinds and active cost management initiatives.Petco Managed Margin Expansion Despite Sales DeclineStore count total ...

West Pharmaceutical Services, Inc. Eric M. Green President, CEO and Chair of the Board William Blair 45th Annual Growth Stock Conference June 5, 2025 Safe Harbor Statement Cautionary Statement Under the Private Securities Litigation Reform Act of 1995 This presentation and any accompanying management commentary contain "forward-looking statements" as that term is defined in the Private Securities Litigation Reform Act of 1995. Such statements include, but are not limited to, statements about product develop ...

June 6, 2025 12:19 AM GMT Novonesis | Europe Unpacking The Debate Further The key debate and pushback we got from our Overweight initiation centered around mid-term growth expectations and NSISB's sensitivity to oil price volatility. In contrast, we see the combination of structural growth drivers, NSISBs unique offering and operational gearing as basis to defuse concerns Overweight thesis intact, PT DKK577 - We initiated coverage of Novonesis last week at Overweight. Our deep-dive analysis of key end marke ...

APi Group (APG) FY Conference June 05, 2025 12:20 PM ET Speaker0 We're good to go. Thanks everyone for joining. My name is Tim Mulrooney. I'm the research analyst here at William Blair that covers API Group, and I'm required to inform you that for a complete list of research disclosures or potential conflicts of interest, please visit our website at WilliamBlair.com. That's the last time I have to do that this this week. So API is a leader of fire and life safety solutions, and they've got a specialty infra ...