Image source: The Motley Fool.Thursday, May 22, 2025 at 10 a.m. ETCALL PARTICIPANTSPresident & Chief Executive Officer — Laura AlberExecutive Vice President & Chief Financial Officer — Jeff HowieNeed a quote from one of our analysts? Email [email protected]TAKEAWAYSComparable Brand Revenue: Comparable brand revenue increased 3.4% in Q1 FY2025, with all brands achieving positive comps with furniture comps turning positive for the first time since Q4 FY2022. Operating Margin: Operating margin reached 16.8% in ...

EnerSys (ENS -16.15%) reported Q4 FY2025 results on May 21, 2025, with revenue rose 7% year over year to $975 million and adjusted diluted EPS, excluding IRC45x tax benefits, reached a record $1.86. The company highlighted notable margin expansion across all segments, resilient order trends despite tariff headwinds, and announced a leadership transition, positioning for continued strategic execution. Key takeaways center on margin gains, tariff mitigation, and strategic capital allocation opportunities cata ...

Amer Sports (AS) Q1 2025 Earnings Call May 20, 2025 08:00 AM ET Company Participants Omar Saad - Vice President of Finance & Investor RelationsJames Zheng - CEOAndrew Page - Chief Financial OfficerStuart Haselden - CEO of Arc'teryxBrooke Roach - Vice President - Equity ResearchChad Britnell - Equity Research Senior AssociateMichael Binetti - Senior Managing DirectorJay Sole - Managing DirectorPaul Lejuez - Managing Director Conference Call Participants Matt Boss - Equity Research AnalystLaurent Vasilescu - ...

Core Insights - Boot Barn's shares surged 34% this week due to tariff relaxation on Chinese imports and positive fiscal fourth-quarter earnings guidance [1][2] - Despite missing revenue expectations, the company's forward guidance and commentary on tariff mitigation led to a significant recovery in stock price [2][5] Financial Performance - For the quarter ending March 29, Boot Barn reported a revenue increase of 16.8% to $453.7 million, with same-store sales growth of 6% and earnings per share of $1.22, reflecting a 27% increase [3][6] - Although the reported results were strong, they fell short of analyst expectations, who anticipated higher consumer demand due to impending tariffs [5] Future Outlook - CEO John Hazen projected 65 to 70 new store openings for the upcoming fiscal year, which would represent a nearly 15% increase in store count compared to the previous year [6] - Management forecasted flat same-store sales at the midpoint for the year ahead, which was considered better than expected given low consumer confidence [6] Tariff Mitigation Strategy - The company plans to reduce its exposure to China, decreasing the percentage of exclusive brands sourced from China from 24% in fiscal 2025 to 12% in 2026 [7] - The recent agreement to roll back retaliatory tariffs will still leave a 30% tariff on Chinese imports, down from 145% [7] Market Position - Despite the recent rally, Boot Barn's stock remains approximately 12% below its all-time highs set in January [9] - The stock trades at around 26.5 times the midpoint of this year's earnings guidance, which is considered high for a fashion-oriented retailer in an uncertain economic climate [9][10]

Expion360 (XPON) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Brian Schaffner - CEO, Interim CFO & DirectorNone - Executive Operator Greetings, and welcome to the Xpeon three sixty First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded and will be available in the Investor Relations section of the com ...

Expion360 (XPON) Q1 2025 Earnings Call May 15, 2025 04:30 PM ET Speaker0 Greetings, and welcome to the Xpeon three sixty First Quarter twenty twenty five Financial Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded and will be available in the Investor Relations section of the company's website at investors.xpeon360.com. Before we begin the formal presentation, ...

Industry Leader in Lithium Battery Power Solutions First Quarter 2025 Financial Results Conference Call Corporate Presentation 1 NASDAQ: XPON May 15, 2025 Important Cautions & Disclaimers Certain statements contained in this presentation (this "Presentation") are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which statements are subject to considerable risks and uncertainties. Expion ...

Fossil Group (FOSL) Q1 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Christine Greany - Managing DirectorFranco Fogliato - Director & CEORandy Greben - CFO Operator Good afternoon, ladies and gentlemen, and welcome to the Fossil Group First Quarter twenty twenty five Earnings Call. At this time, all parties are in listen only mode. This conference call is being recorded and may not be reproduced in whole or in part without written permission from the company. Now, I'll turn the call over ...

Fossil Group (FOSL) Q1 2025 Earnings Call May 14, 2025 05:00 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to the Fossil Group First Quarter twenty twenty five Earnings Call. At this time, all parties are in listen only mode. This conference call is being recorded and may not be reproduced in whole or in part without written permission from the company. Now, I'll turn the call over to Kristen Greene of the Blueshirt Group to begin. Speaker1 Hello, everyone, and thank you for joining us. W ...

Grove Collaborative (GROV) Q1 2025 Earnings Call May 14, 2025 05:00 PM ET Speaker0 Good afternoon, and thank you for standing by. Welcome to Grove Collaborative Holdings Incorporated First Quarter twenty twenty five Earnings Conference Call. At this time, all lines have been placed on mute to prevent any background noise. Following the speakers' remarks, we will open up your lines for questions. As a reminder, this conference call is being recorded. Hosting today's call are Groove's CEO, Jeff Yerkeson and I ...