New York Times (NYT) Q1 2025 Earnings Call May 07, 2025 09:00 AM ET Speaker0 Good morning, everyone, and welcome to the After today's presentation, there will be an opportunity to ask questions. Please also note today's event is being recorded. At this time, I'd like to turn the floor over to Anthony DiClemente, Senior Vice President, Investor Relations. Please go ahead. Speaker1 Thank you, and welcome to The New York Times Company's first quarter twenty twenty five earnings conference call. On the call tod ...

Streaming is now the UK’s top digital habit — overtaking music, TikTok, and social media, new research reveals.CAMBRIDGE, United Kingdom, May 07, 2025 (GLOBE NEWSWIRE) -- Over one in ten Brits (13%) now spend the equivalent of 60 full days a year watching content on streaming services like Netflix, Disney+, and Prime Video, clocking up more than 1,460 hours of watchtime per year. That’s the same as spending 182 work days watching streaming services. The data, released by subscription bundling platform Bango ...

Instacart is reportedly rolling out an app targeting Generation Z consumers, centered around group orders of drinks and party snacks.This app, Fizz, lets multiple users contribute to a single order, pay for their own purchases and have them delivered together for a flat fee of $5, Bloomberg News reported Tuesday (May 6), citing comments from Daniel Danker, Instacart’s chief product officer.He said that Fizz will be complementary to Instacart, with younger users employing the app and then turning to Instacar ...

BRC (BRCC) Q1 2025 Earnings Call May 06, 2025 08:30 AM ET Company Participants Matt McGinley - VP - IRChris Mondzelewski - CEOStephen Kadenacy - CFOSarang Vora - Equity ResearchMartin Mitela - Senior Equity Research AssociateDaniel Biolsi - Managing Director Conference Call Participants Michael Baker - Managing Director, Senior Research AnalystNone - AnalystGeorge Kelly - Managing Director, Senior Research Analyst Operator Welcome to Black Rifle Coffee Company First Quarter twenty twenty five Earnings Confe ...

Financial Data and Key Metrics Changes - First quarter revenue declined by 9% year-over-year, primarily due to $8.5 million in barter transactions and a $3.4 million benefit from a change in loyalty rewards accruals in the previous year. Excluding these items, revenue increased by 4% [17] - Adjusted EBITDA declined by $11.6 million compared to the first quarter of the previous year, totaling approximately $1 million for Q1 2025 [21] - Gross margin decreased by 680 basis points to 36% of sales, impacted by increased trade investment, green coffee inflation, and changes in loyalty rewards [20] Business Line Data and Key Metrics Changes - The wholesale segment, which sells packaged coffee and ready-to-drink beverages, declined by 6% year-over-year. However, excluding non-recurring revenue from the previous year, sales in this segment grew by 9% [17] - Direct-to-consumer (DTC) revenue declined by 15% in the first quarter, but adjusting for last year's loyalty reserve, the decline was closer to 5% [19] - The Outpost segment grew revenue by 2%, driven by higher franchise revenue and increased average order value [19] Market Data and Key Metrics Changes - In the U.S. Food, Drug, and Mass channels, the coffee category declined in unit volume during the first quarter, but Black Rifle Coffee Company achieved 21% sales growth, significantly outpacing the category's 4% increase [6] - The ready-to-drink coffee business saw first-quarter sales up 7% in a category that declined by 6%, maintaining the company's position as the third-largest RTD coffee brand in the U.S. [11] Company Strategy and Development Direction - The company is focused on long-term growth by scaling the brand, deepening retail partnerships, and ensuring efficient investment in the business [5] - The launch of Black Rifle Energy is a key initiative, with plans to expand distribution and marketing efforts in priority markets [12][13] - The company is committed to cost reduction and efficiency initiatives, aiming for annualized cost savings of $8 million to $10 million [27] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a challenging operating environment but expressed confidence in the company's positioning for growth in 2025 and beyond [4] - The impact of tariffs and green coffee inflation was highlighted, with an estimated $5 million impact on EBITDA in 2025 [24] - The company maintains its full-year revenue guidance of $395 million to $425 million, expecting sequential growth throughout the year [22] Other Important Information - The company continues to make monetary and product donations to military units and first responder organizations, emphasizing its mission-driven approach [14][15] - The company has implemented a price increase to offset rising green coffee prices, which have more than doubled since early 2024 [25] Q&A Session Summary Question: How does the business react to an economic slowdown? - Management noted that during economic slowdowns, consumers tend to shift from coffee shops to at-home coffee, which can benefit premium brands like Black Rifle [33] Question: What is the outlook on guidance, particularly regarding gross margin? - Management indicated that increased trade spending and coffee inflation have impacted gross margin expectations, but they remain confident in achieving their EBITDA range [36][37] Question: Can you share early feedback on the energy drink launch? - Early feedback has been positive, with strong distribution and marketing efforts planned to support the launch [41][43] Question: What strategies are being implemented to stabilize the DTC business? - The company is focusing on improving conversion rates, particularly through its mobile app, while reallocating resources towards wholesale and energy initiatives [52][55] Question: How is pricing being managed in light of inflation and tariffs? - Management stated that pricing actions are being taken strategically to remain competitive while managing the impact of tariffs and inflation on costs [60][62]

Digimarc (DMRC) Q1 2025 Earnings Call May 05, 2025 05:00 PM ET Speaker0 Greetings, and welcome to the Digimarc Q1 twenty twenty five Earnings 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. It is now my pleasure to introduce George Caramanos. Please go ahead. Speaker1 Thank you. Welcome to our Q1 conference call. Riley McCormick, our CEO and Charles Beck, our CFO, a ...

The New York Times Company (NYT) is set to announce its first-quarter 2025 earnings on May 7, before the market opens. Key focus areas include subscription growth and trends in advertising revenues.The Zacks Consensus Estimate for first-quarter revenues is pegged at $635.1 million, indicating a 6.9% rise from the prior-year period.This diversified media conglomerate is also expected to show improvement in the bottom line. The consensus estimate for earnings per share has remained steady at 35 cents over the ...

Company Overview - MarketWise, Inc. is a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors [4] - The company has over 25 years of operating history and serves millions of free and paid subscribers [5] - MarketWise operates as a 100% digital, direct-to-customer company, offering its research across various platforms including mobile, desktops, and tablets [5] Upcoming Events - The Chief Financial Officer, Erik Mickels, will host virtual meetings at the UBS SMID-Cap Multisector Virtual Conference on June 24, 2025 [1] - The inaugural UBS SMID-Cap Multisector Virtual Conference aims to showcase small and mid-cap companies and connect them with diverse investors across multiple US regions [3]

NEW YORK CITY, May 01, 2025 (GLOBE NEWSWIRE) -- Expert Consumers, a trusted source for in-depth product analysis, has named the HP All-In Plan as the top home printer choice for May 2025. The recognition comes after a detailed evaluation of home printing solutions, considering factors such as cost efficiency, ease of use, and long-term value for consumers. Best Home Printer Choice: HP All-In Plan - simplifies home printing through a subscription-based model that combines a new printer, continuous ink reple ...

Mister Car Wash (MCW) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Company Participants Edward Plank - VP - Investor RelationsJohn Lai - Chairperson & Chief Executive OfficerJedidiah Gold - CFO & TreasurerSimeon Gutman - Managing DirectorRandal Konik - Managing DirectorChris O'cull - Managing DirectorBobby Griffin - Managing Director Conference Call Participants Simeon Gutman - AnalystDavid Bellinger - Director & Senior AnalystPeter Keith - Managing Director & Senior Research AnalystPhillip Blee - Equit ...