SNDL Inc. (NASDAQ:SNDL) Q4 2024 Earnings Conference Call March 18, 2025 10:00 AM ET Company Participants Zach George - Chief Executive Officer Alberto Paredero-Quiros - Chief Financial Officer Conference Call Participants Frederico Gomes - ATB Capital Markets Yewon Kang - Canaccord Genuity Operator Hello, everyone, and welcome to SNDL Fourth Quarter 2024 Results Conference Call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question and answer se ...

NCS Multistage Holdings, Inc. (NASDAQ:NCSM) Q4 2024 Earnings Conference Call March 11, 2025 8:30 AM ET Company Participants Mike Morrison - Chief Financial Officer Ryan Hummer - Chief Executive Officer Conference Call Participants Dave Storms - Stonegate John Daniel - Daniel Energy Partners Operator Good day and thank you for standing by. Welcome to the Q4 and Full Year 2024 NCS Multistage Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, t ...

Telos Corporation (NASDAQ:TLS) Q4 2024 Earnings Conference Call March 10, 2025 9:00 AM ET Company Participants Allison Phillipp - Director Coporate Communications John Wood - Chairman and CEO Mark Benza - Executive Vice President and CFO Mark Griffin - Executive Vice President of Security Solutions Conference Call Participants Zach Cummins - B. Riley Securities Rudy Kessinger - D.A. Davidson Operator Good day and thank you for standing by. Welcome to the Telos Corporation Fourth Quarter 2024 Financial Resul ...

Green Brick Partners, Inc. (NYSE:GRBK) Q4 2024 Earnings Conference Call February 27, 2025 ET Company Participants Rick Costello - CFO Jim Brickman - Co-Founder and CEO Jed Dolson - President and COO Conference Call Participants Carl Reichardt - BTIG Operator Thank you for standing by. My name is Janine, and I will be your lead operator for today. At this time, I would like to welcome everyone to the Green Brick Partners, Inc. Fourth Quarter 2024 Earnings Call. All lines have been placed on mute to prevent a ...

Financial Data and Key Metrics Changes - The company achieved a non-GAAP EPS growth of 31% year-over-year, reaching $9.43, supported by a 200 basis points gross margin expansion to 44.4% [7][39] - Free cash flow for 2024 was $173 million, equating to $14.70 per share, allowing for $239 million in share repurchases [8][39] - Fourth quarter gross margin was 39.9%, an increase of 230 basis points year-over-year, marking the highest fourth quarter gross margin since 2020 [41] Business Line Data and Key Metrics Changes - Depletions in the fourth quarter were flat, with shipments decreasing by 0.5%, primarily due to declines in Truly Hard Seltzer, offset by growth in Twisted Tea, Sun Cruiser, and Hard Mountain Dew [40] - Twisted Tea maintained an 84% market share in the hard tea category, contributing over 50% of the dollar growth in that category in 2024 [20] - The Truly portfolio has been repositioned to focus on light flavors, with the higher ABV Truly Unruly performing above expectations [24] Market Data and Key Metrics Changes - The hard seltzer category faced headwinds, with category dollars down 4% in the fourth quarter [23] - The company noted that the beer category remains relevant, with significant growth opportunities in the "beyond beer" segment as consumer preferences evolve [8][9] Company Strategy and Development Direction - The company plans to increase advertising investments across its portfolio to improve market share and support the national launch of Sun Cruiser [10][12] - Strategic priorities for 2025 include nurturing core brands, developing margin-accretive innovations, and modernizing the supply chain while driving efficiency [17] - The company is focusing on a disciplined approach to innovation, particularly with the launch of vodka-based hard tea Sun Cruiser and the expansion of Samuel Adams [18][27] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the impact of inflation on consumer behavior and increased competition in the "beyond beer" category [8][9] - The company expressed confidence in its strategy and team, emphasizing the importance of operational execution for long-term sustainable growth [12][36] - The 2025 financial guidance anticipates a range of outcomes due to the dynamic consumer demand environment [12][53] Other Important Information - The company reported a non-GAAP loss per diluted share of $1.68, primarily due to increased advertising and promotional expenses [45] - Capital expenditures for 2025 are expected to be between $90 million and $110 million, focusing on brewery capabilities and efficiencies [57] Q&A Session Summary Question: Can you elaborate on the new compensation plan? - The new compensation plan aligns incentives with business objectives, encouraging equal effort across all brands rather than focusing solely on volume [60][62] Question: How is beer demand starting the year? - The company is starting from a flat depletion point, with some brands like Twisted Tea facing challenges, but overall, they are satisfied with the beginning of the year [74][75] Question: What is the growth outlook for Twisted Tea? - The company is planning for single-digit growth for Twisted Tea, focusing on increasing advertising and introducing new products to attract new drinkers [108][110] Question: How is the company addressing health and wellness concerns? - The company is actively advocating for the alcohol industry and monitoring health trends, acknowledging potential shifts in consumer behavior [106][128] Question: What is the impact of cannabis beverages on the alcohol market? - While cannabis beverages are a potential threat, the company has not yet seen a significant impact on its portfolio and is prepared to enter the market if opportunities arise [87][92]

Amer Sports, Inc. (NYSE:AS) Q4 2024 Earnings Call February 25, 2025 8:00 AM ET Company Participants Omar Saad - Senior Vice President, Capital Markets and Investor Relations James Zheng - Chief Executive Officer Andrew Page - Chief Financial Officer Stuart Haselden - Chief Executive Officer, Arc’teryx Conference Call Participants Lorraine Hutchinson - Bank of America Matthew Boss - JPMorgan Brooke Roach - Goldman Sachs Paul Lejuez - Citi Laurent Vasilescu - BNP Paribas Michael Binetti - Evercore John Kernan ...

Monro (MNRO) Q3 2025 Earnings Call January 29, 2025 08:30 AM ET Company Participants Felix Veksler - Senior Director, Investor RelationsMike Broderick - President and CEOBrian D’Ambrosia - Executive Vice President, Chief Financial OfficerSeth Basham - MD - Equity ResearchDavid Lantz - Equity Research - Hardline RetailThomas Wendler - AssociateBret Jordan - Managing Director Conference Call Participants Brian Nagel - MD & Senior Analyst - Consumer Growth & eCommerceJohn Healy - MD & Research Analyst Operator ...

Sanuwave Health (SNWV) Q3 2024 Earnings Call November 08, 2024 08:30 AM ET Speaker0 Please note this call is being recorded and I will be standing by if you should need any assistance. It is now my pleasure to turn the conference over to Morgan Frank, Chairman and CEO of Sanywave. Speaker1 Thank you very much. So welcome, everyone, to Sanywave's third quarter twenty twenty four earnings call. As many of you saw, our Form 10 Q was filed with the SEC last night. Our earnings release was issued this morning, a ...