Mattel (MAT) Q2 2025 Earnings Call July 23, 2025 05:00 PM ET Speaker0Thank you for standing by. My name is Kate, and I will be your conference operator today. At this time, I would like to welcome everyone to Mattel Inc. Second Quarter twenty twenty five Earnings Conference 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 turn the call over to Jen Kittnick, VP of Investor Relation ...

Welcome back to overtime. It's getting harder and harder to sell a home with persistent high prices, high mortgage rates, economic concerns weighing on the consumer. So sellers are trying a new tactic that could have a big impact on some investors.Diana Olick has the details in today's property play. Hi, Diana. >> Hey, Morgan.Yeah. Frustrated sellers, reluctant to lower their prices anymore, are instead putting their homes up for rent. So-called accidental landlords.And there are so many now they're actuall ...

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Manhattan Associates, Inc. MANH reported better-than-expected second-quarter financial results and raised its FY25 guidance above estimates on Tuesday.Manhattan Associates reported quarterly earnings of $1.31 per share which beat the analyst consensus estimate of $1.13 per share. The company reported quarterly sales of $272.42 million which beat the analyst consensus estimate of $263.61 million.“Manhattan delivered record second quarter results. Solid demand drove Q2 cloud revenue growth of 22% and RPO surp ...

Acme United (ACU) Q2 2025 Earnings Call July 23, 2025 12:00 PM ET Company ParticipantsWalter Johnsen - Chairman & CEOPaul Driscoll - VP, CFO, Secretary & TreasurerTimothy Call - President & Chief Investment OfficerConference Call ParticipantsJim Marrone - Equity AnalystGeorgy Vashchenko - AnalystOperatorDay, and welcome to the Acme United Corporation's Second Quarter twenty twenty five Financial Results Conference Call. At this time, I would like to turn the call over to Walter Johnson, Chairman and CEO. Pl ...

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Coca-Cola FEMSA (KOF) Q2 2025 Earnings Call July 23, 2025 11:00 AM ET Company ParticipantsJorge Collazo Pereda - Director - IRIan Craig García - CEOGerardo Cruz Celaya - CFOLucas Ferreira - Executive DirectorRodrigo Alcantara - Director - Equity ResearchRenata Cabral - VP - Equity Research & Head - ConsumerRahi Parikh - AVPAlvaro Garcia - Associate PartnerAntonio Hernández Vélez - Head - Equity Research & DirectorConference Call ParticipantsHenrique Morello - Equity Research AnalystThiago Bortoluci - Equity ...

Financial Data and Key Metrics Changes - Consolidated volume declined 5.5% to 1,035,000 unit cases, driven by declines in Mexico, Brazil, Colombia, and Panama, partially offset by growth in Argentina, Uruguay, Guatemala, and other Central American territories [6] - Total revenues grew 5% to COP72.9 billion, with a 2.4% increase on a neutral currency basis [7] - Gross profit increased 3.4% to MXN33 billion, with a margin contraction of 70 basis points to 45.3% [7] - Operating income remained flat at COP9.7 billion, with an operating income margin contracting 60 basis points to 13.4% [8] - Adjusted EBITDA decreased 3.8% to MXN13.4 billion, with an EBITDA margin contraction of 160 basis points to 18.4% [9] - Majority net income decreased 5.3% to MXN5.3 billion, primarily due to increased comprehensive financial results from higher interest expenses and a lower foreign exchange gain [10] Business Line Data and Key Metrics Changes - In Mexico, volume declined 10%, cycling a historic second quarter from the previous year, which grew 7.9% [10] - In Guatemala, volumes increased 1.6% to 51.3 million unit cases, with a 10,000 new customer increase [15] - In Brazil, volumes declined 1.5% year on year, cycling strong 12.1% growth from the previous year [17] - In Colombia, volumes declined 2.8% year on year, while in Argentina, volumes increased 11.9% [20][21] Market Data and Key Metrics Changes - Mexico faced a softer macroeconomic backdrop and adverse weather, impacting consumer behavior [5] - Brazil's volume performance was affected by colder temperatures, particularly in June [17] - In Argentina, macro indicators improved, with monthly inflation below 2% [21] Company Strategy and Development Direction - The company remains focused on long-term sustainable growth, with investments in capacity expansions [5] - Key initiatives include improving customer service metrics and enhancing productivity [13][14] - The company is leveraging affordability initiatives to address consumer sentiment in Mexico [12][13] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a challenging first half of the year but remains optimistic about long-term perspectives [5] - The outlook for the second half of the year is cautious, considering declining personal consumption expenditures and remittances [39] - Management is focused on maintaining market share and addressing pricing gaps in the traditional channel [40] Other Important Information - The company completed key projects and began additional capacity initiatives during the first half of the year [14] - The Porto Alegre plant in Brazil is back to 100% capacity, with a full portfolio of SKUs restored [63][66] Q&A Session Summary Question: Expectations for the second half of the year and market share in Mexico - Management discussed a cautious outlook for the second half, planning for a more complex scenario due to economic impacts and weather [39][41] Question: Performance in Brazil and channel specifics - Management indicated that weather was a key driver of performance in Brazil, with expectations for recovery as conditions improve [42] Question: Pricing mix in Mexico and Brazil - Management noted that pricing strategies in Mexico are cautious, while Brazil's pricing reflects a mix effect rather than inflation-driven increases [51][52] Question: CapEx investments and updates on the Porto Alegre plant - Management confirmed commitment to structural capacity investments while adjusting volume-linked CapEx based on market conditions [60][63] Question: Interest expense and leverage position - Management acknowledged higher interest expenses due to increased rates in Brazil but indicated a stable raw material environment overall [84][90]

Key Takeaways HWM's commercial transportation market's revenues fell 14% in Q1 2025 due to weaker OEM builds. Production issues with Boeing 787 and supply-chain delays are pressuring aerospace deliveries. Strong F-35 engine spares and aerospace demand continue to support HWM's overall performance.Howmet Aerospace Inc. (HWM) is facing continued softness in its commercial transportation market. In first-quarter of 2025, revenues from the commercial transportation market fell 14% on a year-over-year basis. T ...

Key Takeaways: A slight uptick in battery-grade lithium carbonate prices since mid-June isn't offering much solace to China's embattled lithium producers. After crashing in 2023, the price of lithium, once hailed as the "white oil" of the new energy revolution, has yet to see the arrival of a new spring in 2025. Industry giant Ganfeng Lithium Group Co. Ltd. (1772.HK; 002460.SZ) reflected the industry's ongoing woes with a profit warning earlier this month, forecasting it will report a net loss of 300 millio ...