ZimVie (ZIMV) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Webb Campbell - Vice PresidentVafa Jamali - Chairman, President & CEORich Heppenstall - EVP, CFO & Treasurer Conference Call Participants Dylan Finley - Equity Research AnalystAnderson Schock - Medtech Equity Research AnalystMatt Miksic - Equity Research Analyst Operator Good afternoon, and welcome to ZIMVY's First Quarter twenty twenty five Earnings Conference Call. Currently, all participants are in a listen only mode. We wi ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $412 million, exceeding expectations of approximately $395 million, with a year-over-year growth of over 5% on an ongoing basis and nearly 7% on a constant currency basis [9][35] - Adjusted gross margin increased to 47.3%, up 80 basis points compared to the previous year, driven by a healthier sales mix and lower promotional activity [38] - Adjusted diluted earnings per share improved from $0.05 in Q1 2024 to $0.18 in Q1 2025, above the outlook of $0.10 [38] Business Line Data and Key Metrics Changes - Saucony achieved a revenue growth of 30% year-over-year in Q1, with strong contributions from all regions and channels, particularly in North America [10][36] - Merrell's revenue grew by 13% compared to Q1 last year, with significant contributions from core product franchises [15][36] - Sweaty Betty's revenue declined by 16% in Q1, aligning with expectations, but showed improvement in gross margin due to a shift towards full-price sales [36][22] Market Data and Key Metrics Changes - The company's international business grew mid-teens year-over-year in Q1, indicating strong performance outside the U.S. [30] - U.S. retail sell-through remained strong throughout April, with similar reports from international regions [27] Company Strategy and Development Direction - The company is focused on transforming its culture and building new capabilities to compete effectively in the market [24] - Strategic investments are being made in brand momentum, with a particular emphasis on Saucony and Merrell, while also addressing challenges in the Wolverine brand and Sweaty Betty [19][21] - A diversified and nimble supply chain is being leveraged to mitigate risks associated with tariffs and to optimize product delivery [28][31] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's prospects despite uncertainties in the marketplace, particularly regarding tariffs and consumer sentiment [26][49] - The decision to withdraw full-year guidance for 2025 was made due to the dynamic nature of the operating environment, but management remains confident in the current order book and DTC trends [39][40] - The company is taking a proactive approach to navigate challenges, focusing on profitability while continuing to invest in brand growth [31][44] Other Important Information - The company has initiated a search for new leadership for the work group as part of its ongoing strategic adjustments [21] - Significant investments are planned for Saucony in 2025, marking the largest investment year since its acquisition [15] Q&A Session Summary Question: Insights on Saucony and Merrell business for the full year - Management indicated that sourcing diversification efforts have reduced reliance on China, and they feel good about the momentum for 2025, with no material changes since April 2 [54][56] Question: Details on price increases to mitigate tariff impacts - Price increases were implemented strategically across brands, with mid-single digit increases for specific products, but these are not expected to fully offset tariff impacts [65][66] Question: Demand planning for the back half of the year - The company is closely monitoring consumer demand and adjusting inventory levels accordingly, with a cautious approach in certain areas while remaining bullish in others [77][79] Question: Promotional activities and margin improvements for Merrell - Management acknowledged ongoing promotional activities but emphasized efforts to reduce them, with a focus on improving gross margins over time [81][82] Question: Breakdown of international business revenue - Management directed to the investor presentation for insights on regional revenue dispersion, indicating a significant portion of revenue is generated outside the U.S. [86]

证券代码： 301053 证券简称：远信工业 尊敬的投资者，您好！公司在环保型纺织机械研发上的成果 有：Y9000 双层定形机、定形机废气热能回收高温油烟处理技术 被列入第十六批中国印染行业节能减排先进技术推荐目录，BSN 系列溢流染色机被列入第十七批中国印染行业节能减排先进技 术推荐目录等。后续规划请关注公司相关披露信息，感谢您的关 注。 4、纺织机械行业竞争激烈，远信工业如何通过品牌建设提升市 场影响力？ 远信工业股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | | | | --- | --- | --- | --- | --- | | 类别 | □ 媒体采访 √ 业绩说明会 | | | | | | □ | 现场参观 | | | | | □ 其他 （请文字说明其他活动内容） | | | | | 参与单位名称及 | 参与业绩说明会的投资者 | | | | | 人员姓名 | | | | | | 时间 | 2025 年 月 8 日 (周四) 下午 15:00~17:00 | | 5 | | | 地点 | 公司通过全景网"投资者关系互动平台 ...

2025年5月8日，沪上阿姨（股票代码：02589.HK）正式登陆港交所，成为继奈雪的茶、茶百道、古 茗、蜜雪冰城等品牌后第六家上市的新茶饮企业。上市前一日，其暗盘交易已点燃市场热情：富途暗盘 收盘价接近184港元/股，较发行价暴涨62.48%，每手盈利超2100港元。次日开盘，沪上阿姨股价高开 68%，报175.8港元/股，市值一度突破184亿港元，创下港股新茶饮板块首日涨幅纪录。 此次IPO，沪上阿姨以每股113.12港元的价格发行241.134万股H股，募资净额约1.95亿港元，主要用于 数字化升级、供应链优化及门店扩张。尽管其以"下沉市场掘金者"的定位吸引了基石投资者盈峰控股与 华宝股份的加持，但财务数据与行业竞争格局揭示了其高增长背后的多重隐忧。 下沉市场布局与供应链效率驱动增长 沪上阿姨的核心竞争力在于其在下沉市场的快速渗透。截至2024年12月31日，其门店总数达到9176家， 较2022年的5307家增长73%，其中50.4%的门店位于三线及以下城市。这一布局与蜜雪冰城形成差异化 竞争——后者以极致低价（5-10元）主攻下沉市场，而沪上阿姨则以中端价格带（10-18元）覆盖消费 升级需求。 2 ...

Light & Wonder (LNW) Q1 2025 Earnings Call May 07, 2025 04:30 PM ET Speaker0 Welcome to the Light and Wonder twenty twenty five Third Quarter Earnings Conference Call. At this time, all participants are in a listen only mode. A brief question and answer session will follow the formal presentation. Thank you. I will now turn the call over to Nick Zengari, Senior Vice President, Investor Relations and Treasury. Please go ahead. Speaker1 Thank you, operator, and welcome everyone to our first quarter twenty twe ...

例如，达克斯表示，通过优化供应链并借助连锁品牌的全球覆盖优势可以降低成本，而单纯降低食品价 格只会导致顾客流失。 他说道："日本市场的业务根基在于创新。" 图片来源：Kiyoshi Ota/Bloomberg via Getty Images 上周五，7-Eleven首位外籍候任首席执行官斯蒂芬·海耶斯·达克斯表达了对公司的信心，他认为即使经 济放缓，这家日本连锁便利店仍将继续吸引精打细算的顾客。 但达克斯拒绝对当前正在研究的各项投资计划细节置评，包括加拿大Alimentation Couche-Tard公司提出 的收购计划。达克斯是美国人，其母亲是日本人。 他表示，公司有一个特别委员会正在"完全客观地"研究各种选择，但他并非该特别委员会的成员。 目前担任董事的达克斯在7-Eleven母公司柒和伊控股（Seven & i Holdings Co.）的东京总部对少数记者 表示："整个进程正朝着非常积极的方向推进。" 他出任首席执行官的任命，仍需在5月获得股东批准。过去一年，柒和伊控股的股价累计上涨逾2%。 达克斯精通日语和英语。他表示，他决心借鉴在沃尔玛（Walmart）、优衣库（Uniqlo）及其他零售商 的 ...

Kontoor Brands (KTB) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Michael Karapetian - Vice President of Corporate Development, Strategy, and Investor RelationsScott Baxter - President, Chief Executive Officer and Chair of the BoardJoe Alkire - EVP & CFOBrooke Roach - Vice President - Equity ResearchPaul Kearney - VP - Equity ResearchPeter McGoldrick - Equity Research Associate Conference Call Participants Ike Boruchow - Managing Director: Senior Analyst - Retailing, Specialty Softlin ...

证券研究报告 | 公司点评 | 家居用品 致欧科技(301376) 报告日期：2025 年 05 月 04 日 强化供应链布局，仓储尾程&供应商持续优化 ——致欧科技点评报告 投资要点 ❑ 公司公布 2024A&2025Q1 财报： 24 年公司实现营收 81.24 亿元，同比+33.74%，实现归母净利润 3.34 亿元，同比- 19.2%，扣非后净利润 3.09 亿元，同比-28.53%，其中 Q4 实现收入 23.96 亿元， 同比+23.62%，实现归母净利润 0.56 亿元，同比-56%，实现扣非归母净利润 0.50 亿元，同比-58%，海运拖累盈利能力。25Q1 实现收入 20.91 亿元，同比+14%， 归母净利润 1.11 亿元，同比+10%，扣非归母净利润 1.2 亿元，同比+25%，海运 回落后盈利改善，收入略有压力。 ❑ 北美区域优化措施逐步落地，增长提速 分产品：1）家具系列收入 41.98 亿元，同比+37%，毛利率 34.56%，同比- 1.75pct，；2）家居系列收入 29.53 亿元，同比+36%，毛利率 35.5%，同比- 1.91pct；3）运动户外收入 2.05 亿元， ...

丨证券研究报告丨 公司研究丨点评报告丨海信家电（000921.SZ） [Table_Title] 季度营收延续增长，业绩实现大幅提升 报告要点 [Table_Summary] 2025 年第一季度公司实现营业收入 248.38 亿元，同比增长 5.76%，实现归母净利润 11.27 亿 元，同比增长 14.89%，实现扣非归母净利润 10.08 亿元，同比增长 20.27%。 分析师及联系人 [Table_Author] 陈亮 SAC：S0490517070017 SFC：BUW408 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 海信家电（000921.SZ） cjzqdt11111 [Table_Title2] 季度营收延续增长，业绩实现大幅提升 [Table_Summary2] 事件描述 公司发布 2025 年一季报：2025 年第一季度公司实现营业收入 248.38 亿元，同比增长 5.76%， 实现归母净利润 11.27 亿元，同比增长 14.89%，实现扣非归母净利润 10.08 亿元，同比增长 20.27%。 事件评论 风险提示 1、宏观经济波动 ...

Mettler-Toledo International (MTD) Q1 2025 Earnings Call May 02, 2025 08:30 AM ET Speaker0 Good morning, ladies and gentlemen, and thank you for standing by. My name is Kelvin, and I will be your conference operator today. At this time, I would like to welcome everyone to the Mettler Toledo First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. Thank you. I would now like to ...