I'm so interested in how you have seen the unfolding over the last decade or two. Incremental growth is something that you talk about so much having direct impact with direct targeted ads in many ways. But then you've got to think of how a company's got long term vision, a North Star, as you put it.How will companies, small and large, managing to balance this right now. Yeah, thank you for having me. This is awesome to be here.I mean, look, incremental growth is about being incremental to what would have ha ...

Accessibility StatementSkip Navigation Board of Directors has extended the current window for share repurchases from September 30, 2025 to October 31, 2025 LOS ANGELES, Oct. 1, 2025 /PRNewswire/ -- Thumzup Media Corporation ("Thumzup" or the "Company") (Nasdaq: TZUP), a digital asset accumulator and advertising industry disruptor, today announced that its Board of Directors has extended the window under which the broker-dealer executing the stock buyback may repurchase shares under the Company's newly aut ...

Accessibility StatementSkip Navigation Board of directors approves $10 million share buyback program through December 31, 2026 Recently completed its initial $1 million share repurchase of its common stock Strengthens Digital Asset Treasury with 19.106 Bitcoins and approximately 7.5 million Dogecoins LOS ANGELES, Sept. 24, 2025 /PRNewswire/ -- Thumzup Media Corporation ("Thumzup" or the "Company") (Nasdaq: TZUP), a digital asset accumulator and advertising industry disruptor, today announced that its boa ...

Core Viewpoint - Thumzup Media Corporation has initiated a public offering of its Series D Non-Voting Convertible Preferred Stock to fund cryptocurrency accumulation, mining equipment, working capital, and general corporate purposes [1]. Group 1: Offering Details - The offering is subject to market conditions, and there is no assurance regarding its completion or the actual size and terms [1]. - Dominari Securities LLC is the sole placement agent for the offering [2]. - The offering is made under a shelf registration statement on Form S-3, which was filed with the SEC on May 2, 2025, and declared effective on May 30, 2025 [3]. Group 2: Company Overview - Thumzup Media Corporation is innovating in digital marketing and financial sectors, operating a platform that allows users to earn cash for sharing branded content on social media [6]. - The company has expanded its treasury strategy to include various cryptocurrencies such as Dogecoin, Litecoin, Solana, Ripple, Ether, and USD Coin, indicating a commitment to financial agility [7]. - Thumzup is developing a patent-pending Lifestyle AI Agent Marketplace aimed at enhancing lifestyle planning through AI-powered experiences [7].

Core Insights - European Wax Center, Inc. (EWCZ) is transitioning to a digital-first marketing strategy, showing positive trends in new guest acquisition and optimizing marketing spend through data-driven insights [1][2][3] Marketing Strategy - The company is moving away from traditional marketing to a modern, data-rich approach, enhancing brand identity and leveraging partnerships with digital and social media platforms [2][3] - EWCZ is centralizing marketing functions in-house and utilizing advanced measurement tools to track ad effectiveness, aiming for solid ROI by 2025 [3][4] Guest Engagement - EWCZ is focusing on higher-value, loyal guest segments while also increasing engagement with non-core guests through enhanced email and SMS strategies [4][9] - New guest trends have shown consistent monthly improvement, reinforcing confidence in the company's growth strategy [3] Competitive Landscape - Key competitors include The Estée Lauder Companies Inc. and Coty Inc., both of which are enhancing their digital marketing capabilities and focusing on personalized campaigns [5][6][7] Financial Performance - EWCZ shares have declined by 24.1% year-to-date, contrasting with the industry's drop of only 0.9% [8] - The company trades at a forward price-to-earnings ratio of 9.55X, significantly lower than the industry average of 26.61X [10] - Zacks Consensus Estimate indicates EWCZ's fiscal 2025 and fiscal 2026 earnings per share (EPS) are expected to grow by 35.6% and 8.2% year-over-year, respectively [11][12]

Financial Data and Key Metrics Changes - System wide sales for Q1 fiscal 2025 reached $225.9 million, a 2.1% increase from $221.4 million in the previous year, driven by the shift in the Easter holiday and payment timing [6][23] - Same store sales grew by 70 basis points, but adjusting for the Easter shift, it would have been approximately flat [23] - Adjusted EBITDA increased by 7.2% to $18.8 million from $17.5 million, with an adjusted EBITDA margin rising to 36.5% from 33.7% [25] - Adjusted net income rose by 10.3% to $9.5 million from $8.6 million [26] Business Line Data and Key Metrics Changes - Total revenue decreased by approximately $400,000 or 90 basis points to $51.4 million, primarily due to lower retail and wholesale product revenue [24] - The company ended Q1 with 1,062 centers, representing a 1% growth year over year, with five gross openings and ten closures, resulting in five net center closures [22] Market Data and Key Metrics Changes - The company is experiencing stable trends in mature center transactions year to date, with expectations for flat to positive same store sales growth [29][82] - The macroeconomic environment remains uncertain, but the core guest base has shown resilience [81] Company Strategy and Development Direction - The company aims to focus on driving sales, improving profitability, and reigniting unit growth, emphasizing the importance of a strong marketing engine and franchisee support [9][10][19] - A more sophisticated development approach is being implemented, focusing on profitable expansion and identifying underpenetrated trade areas for future growth [18] - The company is actively exploring alternative sourcing options to mitigate tariff impacts on product costs [31][32] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the uncertain consumer backdrop and supply chain environment but remains confident in the fundamentals of the business model [7][28] - The outlook for 2025 is reiterated, with expectations for system wide sales between $940 million and $960 million, and same store sales expected to be flat to positive 2% [30][34] Other Important Information - The company has made significant progress in assembling a new executive team to execute strategic priorities [20] - The marketing strategy is being refined to better target high-value guests and improve guest engagement [12][14] Q&A Session Summary Question: Can you talk about the game plan going forward and the potential tariff impact? - Management is pleased with progress and sees stability in the business, with no material changes in promotional activity expected [41][44] - The company is actively exploring alternative sourcing options to manage tariff exposure [46][47] Question: What are you hearing from franchisees regarding center closures? - Franchisees are passionate about the brand, and the company is focused on building strong partnerships to improve profitability and minimize closures [50][52] Question: Can you provide insight into the increase in capital investment? - The increase is primarily due to inflationary pressures rather than fundamental changes in the business model [60] Question: What are the key themes for the upcoming franchise convention? - The convention will cover a full situation assessment, opportunities, and a plan to maximize potential [62] Question: How do you prioritize marketing and franchisee execution? - The primary focus is on the marketing funnel and franchisee execution, with ongoing efforts to improve guest experience and profitability [100][101] Question: What is the strategy for dealing with higher input prices due to tariffs? - The company is evaluating all options, including potential price adjustments, but aims to manage costs effectively without compromising the brand [112]

Financial Data and Key Metrics Changes - System wide sales for Q1 2025 were $132.6 million, up 5% compared to Q1 2024, indicating resilience in the current economic environment [10] - Revenue from continuing operations increased by 7% to $13.1 million from $12.2 million in Q1 2024 [27] - Adjusted EBITDA from continuing operations was $46,000, a significant decrease from $425,000 in Q1 2024 [10][29] - Net loss from continuing operations was $506,000, compared to a loss of $399,000 in Q1 2024 [29] Business Line Data and Key Metrics Changes - Comp sales for all clinics open for at least 13 months were up 3% for Q1 2025 and increased to 4% in March 2025 [10][23] - Comp sales for mature clinics (open for at least 48 months) were down 2% [23] - The company refranchised two corporate clinics and opened five franchise clinics during Q1 2025, with a total of 969 clinics, of which 847 (87%) are franchise clinics [25] Market Data and Key Metrics Changes - The company is experiencing a dynamic consumer environment, with consumer sentiment affecting new patient volumes [11][43] - The company anticipates system wide sales for 2025 to be between $550 million and $570 million, compared to $530.3 million in 2024 [31] Company Strategy and Development Direction - The company aims to become a pure play franchisor, with 93% of corporate clinics under Letters of Intent (LOIs) for refranchising [12][49] - The focus is on strengthening core operations, reigniting growth, and improving profitability through dynamic revenue management and enhanced digital marketing strategies [12][18] - The company plans to launch a new marketing campaign centered around pain relief in the second half of the year [36] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the impact of economic headwinds, inflation, and consumer sentiment on operations but remains optimistic about transitioning to a franchise model [33] - The company expects to see a transformative financial impact as corporate clinics transition to franchise royalties and fees, leading to increased profitability [33] Other Important Information - The company has welcomed new executives to enhance legal strategy and patient experience [39] - The Joint has been recognized as one of the fastest-growing franchises and ranked 37th in the Franchise 500 by Entrepreneur Magazine [40] Q&A Session Summary Question: New patient ad metrics and retention trends - Management noted that new patient volumes have been affected by consumer sentiment, but retention rates remain stable [42][44] Question: Metrics on profitability and overhead reduction - Management is not ready to provide specific metrics but expects profitability to improve as G&A expenses are reduced [45][47] Question: Timeline for refranchising process completion - Management intends to exit 2025 as a pure play franchisor and hopes to accelerate the refranchising process [49] Question: Comp sales performance and strategies for mature clinics - Comp sales for mature clinics have been consistent, and operational strategies will be geared towards strengthening these clinics [80][81] Question: Dynamic pricing impact - Management is exploring various pricing models and anticipates that pricing adjustments could significantly impact total system wide sales [60][62] Question: Selling and marketing expenses normalization - Management expects selling and marketing expenses to normalize by Q3 2025 as the transition to a single marketing agency is completed [66] Question: Cost of the franchisee spring convention - The cost of the convention was lower than previous years, impacting the sales and marketing line [75][76]

Financial Data and Key Metrics Changes - System-wide sales for Q1 2025 increased approximately 4.8% year over year to $140.7 million, with total revenue rising approximately 2.3% year over year to $113.7 million [20] - Adjusted EBITDA for Q1 was $5.5 million, representing 4.9% of total revenue, a 2.8% decrease year over year due to a prior year settlement payment [20][24] - Company-operated shop revenue increased approximately 1.3% year over year to $109 million, while franchise revenue surged approximately 30.8% year over year to $4.7 million [21] Business Line Data and Key Metrics Changes - Same store sales growth was 0.9% for the quarter, driven by a 1.1% increase in average check, partially offset by a 0.2% decrease in transactions [21] - Franchise units increased by 26%, contributing to the significant rise in franchise revenue [21] Market Data and Key Metrics Changes - Digital sales represented over 42% of total shop sales during Q1, an increase of approximately 200 basis points compared to the previous year [14] - The company expects to open at least six new shops in Q2 2025, with a total of at least 38 new shops anticipated for the year [16][27] Company Strategy and Development Direction - The company is focused on driving same store sales growth through menu innovation, digital investments, and disciplined cost management [10][19] - Plans include modernizing the shop footprint and accelerating unit openings through franchising efforts, aiming for a total of 2,000 units in the U.S. [16][29] - The introduction of new menu items, such as the prime rib steak sandwich and other innovative offerings, is part of the strategy to enhance customer appeal [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth plan despite potential pressures from tariffs and a challenging consumer environment [26] - The company anticipates same store sales growth of 1.5% to 2.5% for the full year 2025, with adjusted EBITDA projected at approximately $33 million to $34 million [27][30] Other Important Information - The company reported a slight net loss of $62,000 for the quarter, an improvement of $2.7 million over the prior year [24] - The company purchased approximately 117,000 shares of common stock for about $1.1 million during the first quarter [25] Q&A Session Summary Question: What is driving the outsized performance in same store sales? - Management attributed the performance to menu innovation, digital marketing efforts, and improved value offerings [32][34] Question: Can you provide insights on franchising initiatives and unit level economics? - Management noted strong interest from franchisees due to positive trends and unit level economics, despite macroeconomic uncertainties [39][40] Question: What are the trends in digital ordering and loyalty penetration? - Digital sales exceeded 42% of total sales, with ongoing investments in technology and consumer-facing digital assets to enhance customer experience [50][51] Question: What are the expectations for inflation and pricing for the rest of the year? - The company anticipates a full-year inflation rate of 2% to 3% for commodities, with pricing increases planned to align with input cost movements [60][63] Question: What is the status of the PDK rollout and its impact on operations? - The company is on track to retrofit half of its company shops with the new PDK system, which is expected to improve labor efficiency and throughput [68][70]

Financial Data and Key Metrics Changes - The company reported record revenue of over $631 million for March, reflecting strong execution and digital marketing efforts [7][17] - Same store sales grew by 11%, driven by aggressive pricing and promotional initiatives [8][19] - GAAP net income for the quarter was $3.3 million, or $0.14 per diluted share, an improvement from the previous year [19] - Adjusted EBITDA for the second quarter was $30.9 million, up 5% year-over-year [20] Business Line Data and Key Metrics Changes - The company experienced historically low margins on new and used boats due to aggressive pricing strategies [9][18] - Diversification into higher margin businesses, such as marinas and superyacht services, has helped mitigate cyclical volatility [9][12] - The gross margin for the quarter was 30%, remaining flat compared to the previous fiscal year [18] Market Data and Key Metrics Changes - The company noted a decline in overall unit volume year-over-year, particularly in the pontoon and value-oriented segments [17][18] - Premium categories performed better, indicating a shift in sales mix towards higher average price point products [17][18] Company Strategy and Development Direction - The company is focused on a customer-centric approach and leveraging technology for competitive advantage [6][7] - Strategic initiatives include selectively closing, consolidating, or expanding locations to align with growth opportunities [10] - The company is committed to building relationships in iconic destinations and enhancing its global superyacht and marina presence [12] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the uncertain economic climate and its impact on retail demand, particularly due to tariffs [6][16] - The company is tempering expectations for near-term growth and recognizing a slower recovery pace in the industry [25] - Despite challenges, management remains confident in the long-term strategic position within the premium segment [25] Other Important Information - The company has been recognized as a great place to work for two consecutive years, highlighting strong team tenure and culture [13] - The balance sheet remains strong, with cash and cash equivalents exceeding $203 million [20] Q&A Session Summary Question: Can you provide details on the disaggregation of the 11% same store sales growth? - Management indicated that the growth was driven by a shift towards premium product mix, despite unit declines in key segments [27][29] Question: What are the direct tariff costs impacting the company? - Management clarified that the guidance reduction is primarily due to macro consumer concerns rather than direct tariff costs [39][40] Question: How is the promotional environment affecting inventory levels? - Management noted that the industry is making progress in clearing aged inventory, with expectations for improved conditions in the summer [48][49] Question: How is consumer demand in the superyacht division? - Management reported strong bookings for the summer season in the Mediterranean, indicating resilience in the superyacht segment [82][84] Question: How does the company view its capital allocation strategy in the current environment? - Management emphasized a prudent approach to acquisitions while focusing on synergies between higher margin businesses [87][88]

NEWPORT BEACH, Calif., March 31, 2025 /PRNewswire/ -- Chipotle Mexican Grill (NYSE: CMG) today announced it is bringing back its wildly popular digital game, Burrito Vault, to give away up to 157,500 Buy- One-Get-One free entrée codes1 in celebration of National Burrito Day on April 3. Chipotle's Burrito Vault is back with more than $1 million of free burritos ahead of National Burrito Day. Starting at 9am ET today, Chipotle Rewards members in the U.S. and Canada can access the Burrito Vault game by visitin ...