Smithfield Foods (SFD) Q4 2024 Earnings Call March 25, 2025 09:00 AM ET Company Participants Julie Crandall MacMedan - Vice President of Investor RelationsShane Smith - President & CEOMark Hall - CFOPeter Galbo - Director - Equity ResearchBenjamin Theurer - Managing DirectorSteve France - President, Packaged MeatsDonovan Owens - President of Fresh PorkMegan Clapp - Executive DirectorManav Gupta - Executive Director Conference Call Participants Thomas Palmer - Vice President, Senior Equity Research AnalystLe ...

Citi Trends (CTRN) Q4 2025 Earnings Call March 18, 2025 05:33 PM ET Company Participants Nitza McKee - Senior Associate - IRKenneth Seipel - CEO & DirectorHeather Plutino - CFO, Principal Financial Officer, Principal Accounting Officer & Executive VP Conference Call Participants Jeremy Hamblin - Senior Research AnalystMichael Baker - Managing Director, Senior Research Analyst Operator Greetings. Welcome to Cititrans Fourth Quarter twenty twenty four Earnings Conference Call. Associate, ICR. Thank you. You m ...

Zumiez (ZUMZ) Q4 2025 Earnings Call March 13, 2025 10:43 PM ET Company Participants Richard Brooks - CEOChristopher Work - Chief Financial Officer Conference Call Participants Mitch Kummetz - Senior Analyst Operator Good afternoon, ladies and gentlemen, and welcome to Zumie Inc. Fourth Quarter Fiscal twenty twenty four Earnings Conference Call. At this time, all participants are in a listen only mode. We will conduct a question and answer session towards the end of this conference. Before we begin, we would ...

Financial Data and Key Metrics Changes - The consolidated revenue for Q4 2024 was $137.8 million, a decrease of 4% from the previous year's fourth quarter. Adjusted EBITDA was $21.1 million, down 17% [4][20]. - U.S. operations saw a revenue decline of 3% and an EBITDA decrease of 8% [4]. Business Line Data and Key Metrics Changes - The new land-based facility in Caruthersville, Missouri, opened on November 1, 2024, and has since seen revenue and EBITDA increase by 2732% respectively in the four months following its opening [5][6]. - The Central Casino Hotel Cape Girardeau reported an 11% increase in revenue and a 7% increase in EBITDA, driven by the new hotel and solid food and beverage sales [9][10]. - In Colorado, carded revenue grew by 12%, while uncarded revenue decreased by 30%, leading to an overall revenue decline of 7% [12]. Market Data and Key Metrics Changes - The East segment, including properties in West Virginia and Maryland, experienced a revenue decline of 7% and an EBITDA drop of 29% [14]. - The West segment, particularly the Nugget Casino Resort in Nevada, saw a 10% decline in gaming revenue, attributed to low slot hold [16]. Company Strategy and Development Direction - The company is focusing on operational discipline and efficiency improvements, with a clear path to higher EBITDA for 2025 and beyond [22][23]. - There is an ongoing consideration to divest non-U.S. properties, particularly in Poland and Canada, as part of a strategic focus on North American assets [19][72]. Management's Comments on Operating Environment and Future Outlook - Management noted that the low-end consumer segment remains weak due to macroeconomic factors, impacting overall performance [5][23]. - The company anticipates significant EBITDA and cash flow improvements in 2025, driven by recent growth capital initiatives and a reduction in capital expenditures [24][22]. Other Important Information - The company has no debt maturities until 2029 and has completed its major capital expenditure cycle, which should lead to improved leverage ratios [21][20]. - The company plans to spend $4 million on growth projects and $14 million on maintenance CapEx in 2025, significantly lower than previous years [22]. Q&A Session Summary Question: What is the main driver of the lower estimates for 2025? - Management indicated that the low-end consumer weakness is the primary concern, while mid and upper tiers are performing well [27]. Question: What are the thoughts on the Nugget's performance and conference pipeline? - Management noted that the decline in casino revenue is correlated with hotel revenue and expressed optimism for future conference business [31][32]. Question: Will the suspension of gaming machine purchases in Alberta impact operations? - Management does not expect a meaningful negative impact from the suspension, estimating only a 0.5% to 1% effect [34]. Question: What is the strategy for online gaming and sports betting? - The company plans to partner with third parties for online gaming and sports betting, focusing on revenue sharing models [62]. Question: Is there a consideration for insider buying or stock buybacks? - Management expressed interest in buybacks but noted restrictions due to insider laws and blackout periods [83].

Hello Group (MOMO) Q4 2024 Earnings Call March 12, 2025 08:00 AM ET Company Participants Ashley Jing - Head, IRSichuan Zhang - COO & DirectorCathy Peng - Chief Financial OfficerThomas Chong - Managing DirectorJennifer Huang - Director, Group Corporate Services Conference Call Participants Xueqing Zhang - Media AnalystLeo Chiang - Analyst Operator Ladies and gentlemen, thank you for standing by and welcome to Fourth Quarter and Fiscal Year twenty twenty four Hello Group Inc. Earnings Conference Call. Please ...

Creative Media & Community Trust Corporation (NASDAQ:CMCT) Q4 2024 Earnings Conference Call March 7, 2025 11:30 AM ET Company Participants Steve Altebrando – Portfolio Oversight David Thompson – Chief Executive Officer Barry Berlin – Chief Financial Officer Conference Call Participants Operator Good morning, everyone, and welcome to the Creative Media & Community Trust Fourth Quarter 2024 Earnings Conference Call. All participants will be in a listen-only mode. [Operator Instructions] After today's presenta ...

Clarus (CLAR) Q4 2024 Earnings Call March 06, 2025 05:00 PM ET Company Participants Matthew Berkowitz - Managing DirectorWarren Kanders - Executive ChairmanMichael J. Yates - Chief Financial OfficerMathew Hayward - Managing Director of Clarus Adventure SegmentMcNeil Fiske - President of Black Diamond EquipmentPeter McGoldrick - Equity Research Associate Conference Call Participants Anna Glaessgen - Senior Analyst, ConsumerMatthew Koranda - MD & Senior Research AnalystLaurent Vasilescu - Managing Director & ...

Latham Group, Inc. (NASDAQ:SWIM) Q4 2024 Earnings Conference Call March 4, 2025 4:30 PM ET Company Participants Casey Kotary - Investor Relations Representative Scott Rajeski - President and Chief Executive Officer Oliver Gloe - Chief Financial Officer Conference Call Participants Ryan Merkel - William Blair Andrew Carter - Stifel Tim Wojs - Baird Greg Palm - Craig-Hallum Capital Group Scott Stringer - Wolfe Research Matthew Bouley - Barclays Susan Maklari - Goldman Sachs Shaun Calnan - Bank of America Ope ...

Astronics Corporation (NASDAQ:ATRO) Q4 2024 Earnings Conference Call March 4, 2025 4:45 PM ET Company Participants Craig Mychajluk - IR Pete Gundermann - Chairman, President and CEO Nancy Hedges - CFO Conference Call Participants Jon Tanwanteng - CJS Securities Michael Ciarmoli - Truist Securities Operator Greetings, and welcome to the Astronics Corporation Fourth Quarter Fiscal Year 2024 Financial Results. At this time, all participants are in listen-only mode. A question and answer session will follow the ...

ICU Medical, Inc. (NASDAQ:ICUI) Q4 2024 Earnings Conference Call February 27, 2025 4:30 PM ET Company Participants John Mills - ICR, IR Vivek Jain - Chairman and CEO Brian Bonnell - Chief Financial Officer Conference Call Participants Jayson Bedford - Raymond James Brett Fishbin - KeyBanc Capital Markets Charlie Strauzer - CJS Securities Michael Toomey - Jefferies Joseph Conway - Needham Operator Good day. And welcome to the ICU Medical, Inc. Fourth Quarter 2024 Earnings Conference Call. All participants wi ...