Key Takeaways PBR announces a 5.6% cut in gasoline prices to 2.85 reais/liter, its first cut since October 2023. Gasoline sales in April rose 4.6% YoY, totaling 3.81 billion liters amid recovering domestic demand. PBR's pricing shift avoids global volatility, but retail prices depend on taxes and ethanol blending.Petrobras (PBR) , an oil and gas company of Brazil, has announced a 5.6% reduction in gasoline prices to distributors, the first fuel price cut since October 2023.  Effective Tuesday, gasoline is ...

Sunrise Communications (SNRE) Q1 2025 Earnings Call May 19, 2025 04:30 AM ET Company Participants Alex Herrmann - VP - IR ,Corporate Finance and TreasuryAndré Krause - CEOJany Fruytier - CFOAndrew Lee - Managing DirectorPolo Tang - Managing Director Conference Call Participants Maurice Patrick - Analyst Operator Ladies and gentlemen, welcome to the Sunrise First Quarter twenty twenty five Financial Results Conference Call and Live Webcast. I am Sandra, the Chorus Call operator. I would like to remind you th ...

PagSeguro (PAGS) Q1 2025 Earnings Call May 13, 2025 04:00 PM ET Speaker0 Good evening. My name is Ogu, and I'll be your conference operator today. Welcome to PagSeguro Digital Earnings Call for the First Quarter of twenty twenty five. The slide presentation for today's webcast is available on PagSeguro Digital's Investor Relations website at investors.peggibank.com. Please refer to the forward looking statements and reconciliation disclosure in this presentation and in the company's earnings release appendi ...

Financial Data and Key Metrics Changes - Net sales grew 2% as reported and 4% in constant currency to $827 million [6][25] - Adjusted gross margin increased by 130 basis points to 49.6% [6][25] - Adjusted EBITDA grew 7% to $57 million [6][25] - Cash balance at quarter end was $1.24 billion, an increase of $113 million year-over-year [32] - Total debt remained approximately $2.34 billion [33] Business Line Data and Key Metrics Changes - Dolls gross billings increased 2%, driven by Disney Princess and Wicked, while Barbie and American Girl were comparable to the prior year [26][15] - Vehicles increased 6%, with Hot Wheels growing 7% [26][15] - Infant toddler and preschool overall declined 5%, primarily due to declines in baby gear and Power Wheels [26] - Challenger categories overall increased 14%, driven by growth in Action Figures and Games [28] Market Data and Key Metrics Changes - Gross billings increased 4% in North America, including double-digit growth in Canada [29] - EMEA increased 8% with growth across almost every market [29] - Asia Pacific increased 12%, driven by growth in Australia, India, and China [29] - Latin America declined 7%, reflecting the impact of retailers reducing inventory levels [29] Company Strategy and Development Direction - The company is diversifying its supply chain to reduce reliance on China, with plans to relocate production of 500 toy SKUs from China to other locations in 2025 [9][10] - Aiming to reduce U.S. imports from China to less than 15% of global production by 2026 and less than 10% by 2027 [13][12] - The company is committed to maintaining a strong balance sheet and executing a $600 million share repurchase program for 2025 [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in mitigating actions to offset potential tariff impacts, emphasizing a strong balance sheet and operational excellence [22][23] - The company is pausing full-year 2025 guidance due to uncertainty in consumer spending and the evolving tariff situation [21][22] - Management noted that the toy industry has historically proven resilient during uncertain times [22] Other Important Information - The company reported a strong first quarter with top-line growth and gross margin expansion [6][23] - The entertainment strategy is progressing, with several movies in production and partnerships with major entertainment companies [18][19] Q&A Session Summary Question: Can you outline the roadmap to offset the impact of incremental tariffs? - Management indicated that Q1 was not impacted by tariffs and expects Q2 to be unaffected as well, with potential impacts starting in Q3 [42] - Current exposure to tariffs is estimated at $270 million, before considering mitigating actions [43][44] Question: What flexibility exists in the supply chain to transition out of China? - The company has established a flexible, modular supply chain over seven years, sourcing from multiple countries [50][52] Question: How confident is the company in passing along pricing to retailers? - Management emphasized long-standing relationships with retailers and a strategic approach to pricing, ensuring affordability [55][59] Question: What is the current state of inventory levels post-Easter? - The company reported that both owned and retail inventories are at appropriate levels, with some increases due to the later Easter holiday [78] Question: Have there been changes in retailer buying behavior? - No significant changes in buying behavior were noted, but some volatility is expected in gross billings due to direct import assessments [82][84]

The Hanover Insurance Group (THG) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 Please note that this event is being recorded. I would now like to turn the conference over to Oksana Lukashova. Please go ahead. Speaker1 Thank you, operator. Good morning and thank you for joining us for our quarterly conference call. We will begin today's call with prepared remarks from Jack Roche, our President and Chief Executive Officer and Jeff Farber, our Chief Financial Officer. Available to answer your questi ...

The Hanover Insurance Group (THG) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Oksana Lukasheva - Senior Vice President of Corporate Finance John Roche - President & CEO Jeffrey Farber - Executive VP & CFO Richard Lavey - EVP & COO Bryan Salvatore - EVP & President of Specialty Meyer Shields - Managing Director Conference Call Participants Michael Phillips - Managing Director and Insurance Analyst Paul Newsome - MD & Senior Research Analyst Michael Zaremski - Managing Director & Senio ...

Financial Data and Key Metrics Changes - Consolidated sales were within the guided range, with adjusted earnings per share growing by 3.7% to $2.25 per share [4][3] - Gross margin and gross profit dollars expanded, while SG&A expenses decreased due to effective spending control [3][4] Business Line Data and Key Metrics Changes - Paint Stores Group sales grew by a low single-digit percentage, with price mix up by mid-single digits and volume down low single digits [6] - Consumer Brands Group sales were within expected range, with more than half of the decrease attributed to unfavorable foreign exchange [7] - Performance Coatings Group sales were below expectations, with decreases in Europe and North America by mid-single digits [9] Market Data and Key Metrics Changes - Residential repaint sales increased by a mid-single-digit percentage despite softness in existing home sales [6] - New residential sales increased by a low single-digit percentage, while commercial and property maintenance sales remained under pressure [6][9] Company Strategy and Development Direction - The company is focused on disciplined capital allocation, investing $352 million in share repurchases and increasing dividends by 10% [4] - The acquisition of Souvenil is expected to close in the second half of the year, enhancing the Consumer Brands Group and complementing existing Latin America business [8][10] Management's Comments on Operating Environment and Future Outlook - Management expects demand in most end markets to remain choppy at least through the first half of 2025, with some markets not likely to gain momentum until 2026 [12] - The company is well-positioned to outperform the market and is confident in its strategy and execution capabilities [12][14] Other Important Information - The company plans to open 80 to 100 new stores throughout the year, with a focus on maintaining low turnover rates among staff [96] - The company is actively managing costs and looking for efficiencies through simplification and digitization [11][25] Q&A Session Summary Question: Pricing environment and tariffs - Management indicated that raw material costs were flat year over year, but tariffs are expected to increase costs slightly in the second quarter [20][21] - The company is prepared to implement price increases if necessary to offset rising costs [22][23] Question: Price mix in Paint Stores Group - The price mix was predominantly driven by price increases, with effective implementation credited to the stores team [28][30] Question: COGS and gross margins - Gross margin improvement was driven by selling price increases in the Paint Stores Group and supply chain efficiencies [32][33] Question: New residential end market outlook - Management remains optimistic about long-term growth in the new residential market despite current challenges [39][40] Question: Res repaint market trends - The residential repaint segment continues to show strength, with positive sentiment and activity despite a flat overall market [43][44] Question: Souvenil acquisition details - The acquisition is expected to enhance the company's position in Latin America, with a strong leadership team and growth potential [102][103] Question: Share gains in commercial and property maintenance - Share gains in these segments are expected to be longer-term, with significant project timelines impacting immediate results [106][107]

The Sherwin-Williams Company (SHW) Q1 2025 Earnings Call April 29, 2025 10:00 AM ET Company Participants James Jaye - Senior Vice President of Investor Relations & Corporate CommunicationsHeidi Petz - Chair, President and CEOAllen Mistysyn - Senior VP of Finance & CFOVincent Andrews - Managing DirectorJohn Roberts - Managing DirectorChristopher Parkinson - Managing DirectorGreg Melich - Senior Managing DirectorKevin McCarthy - PartnerJoshua Spector - Executive DirectorGarik Shmois - Managing DirectorMichael ...

Call Start: 08:45 January 1, 0000 9:58 AM ET Union Pacific Corporation (NYSE:UNP) Q1 2025 Earnings Conference Call April 24, 2025, 8:45 AM ET Company Participants Jim Vena - Chief Executive Officer Jennifer Hamann - Chief Financial Officer Kenny Rocker - Executive Vice President, Marketing and Sales Eric Gehringer - Executive Vice President, Operations Wes Hutcherson - Former Executive Vice President, Marketing and Sales Conference Call Participants Chris Wetherbee - Wells Fargo Tom Wadewitz - UBS Fadi Cham ...

StoneCo (STNE) Q4 2024 Earnings Call March 18, 2025 05:00 PM ET Company Participants Pedro Zinner - Chief Executive OfficerLia Machado de Matos - Strategy & Marketing OfficerMateus Scherer Schwening - CFO & IROMario Pierry - Managing DirectorTito Labarta - Vice PresidentYuri Fernandes - Executive Director Conference Call Participants Eduardo Rosman - AnalystDaniel Vaz - Lead Analyst - Equity ResearchRenato Meloni - Senior AnalystJames Friedman - Financial Analyst Operator Good evening, everyone. Thank you f ...