Dana (DAN) 2025 Conference June 04, 2025 11:20 AM ET Speaker0 We're gonna start with the next session. Very pleased to have with us Dana. With from Dana, we have Bruce McDonald, CEO and Tim Krause, CFO. Thanks, gentlemen, for joining us Speaker1 Thanks, Joe. Speaker0 This this morning. Really appreciate having you here. I guess, maybe just to start, and I think the question on sort of a lot of investors' minds is a status of you've announced the sale or proposed or evaluation of the sale of the Off Highway ...

Lamar Advertising Company (LAMR) FY Conference May 13, 2025 04:30 PM ET Speaker0 Okay. Great. Happy to have back at the conference from Lamar Advertising, Sean Reilly, President and CEO. Sean, thanks for being here. Hey. Thanks for having me, David. Appreciate it. Let's start with this. So we could go, you were right here in Boston for the OAAA Industry Conference. How was the mood at the event? Any interesting learnings coming out of it? Speaker1 Yeah. The mood was very constructive. I'm not saying it was ...

The Honest Company (HNST) Q1 2025 Earnings Call May 07, 2025 04:45 PM ET Company Participants Elizabeth Bouquard - Senior Director, Investor RelationsCarla Vernón - CEODavid Loretta - Chief Financial OfficerAaron Grey - Managing Director, Head of Consumer ResearchDana Telsey - CEO and Chief Research Officer Conference Call Participants Anna Glaessgen - Senior Analyst, ConsumerAndrea Teixeira - AnalystOwen Rickert - Senior Research Analyst Operator Ladies and gentlemen, thank you for standing by, and welcome ...

The Honest Company (HNST) Q1 2025 Earnings Call May 07, 2025 04:45 PM ET Company Participants Elizabeth Bouquard - Senior Director, Investor RelationsCarla Vernón - CEODavid Loretta - Chief Financial OfficerAaron Grey - Managing Director, Head of Consumer ResearchDana Telsey - CEO and Chief Research Officer Conference Call Participants Anna Glaessgen - Senior Analyst, ConsumerAndrea Teixeira - AnalystOwen Rickert - Senior Research Analyst Operator Ladies and gentlemen, thank you for standing by, and welcome ...

Financial Data and Key Metrics Changes - The company reported revenue of $97 million, representing a 13% year-over-year growth [9][27] - Gross margin increased by 170 basis points to 39% [10][29] - Positive net income of $3 million was achieved, marking a $5 million increase from the previous year [31] - Adjusted EBITDA margin improved to 7%, up from 3% in the prior year [31][32] - The company ended the quarter with $73 million in cash and no debt outstanding [32] Business Line Data and Key Metrics Changes - The wipes portfolio and baby personal care collection were highlighted as strong performers, with wipes consumption growth exceeding 40% [13][14] - The sensitive skin portfolio grew by 35% year-over-year, driven by new product launches [13] - Diaper performance faced headwinds due to distribution changes at a key retailer, impacting overall growth [17][19] Market Data and Key Metrics Changes - The Honest brand's consumption growth of 8% outpaced the competitive categories, which declined by 1% [11][60] - Household penetration increased to 7.3%, a growth of 55 basis points year-over-year [11] - The diaper category remains under pressure, with a modest decline observed [58][90] Company Strategy and Development Direction - The company is focused on three transformation pillars: brand maximization, margin enhancement, and operating discipline [8][24] - A comprehensive approach to managing tariffs is in place, with a three-pronged strategy to mitigate impacts [21][34] - Continued investment in marketing and innovation is planned to support brand growth and product launches [49][92] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious confidence in navigating the evolving economic landscape while reaffirming the 2025 financial outlook [25][33] - The company anticipates a reversal of retailer inventory builds in the second quarter, impacting growth rates [28] - Management acknowledged the need for ongoing innovation in the diaper category to address consumer feedback [18][19] Other Important Information - The company announced the retirement of CFO Dave Loretta and the appointment of Curtis Bruce as the new CFO [5][6] - The Honest brand is now the leading natural wipes brand nationally, surpassing previous category leaders [16] Q&A Session Summary Question: Impact of shipping on sales and guidance for 2Q - Management noted that pull-forward shipments in 1Q were primarily due to Amazon, which will reverse in 2Q, impacting growth rates [41][43][45] Question: Marketing plans for 2025 - The company plans to continue strong investments in marketing, particularly for the new diaper launch and expanding wipes into new retailers [46][49] Question: Deceleration trends and category performance - Deceleration was primarily isolated to the Target channel, with strong performance in other markets [56][58][90] Question: Distribution and product portfolio growth - The company is focusing on a hero distribution strategy, increasing distribution in grocery and drug channels while managing overall points of distribution [68][70] Question: Tariff impact and mitigation strategies - Management discussed the ongoing tariff impacts, particularly from China, and emphasized their proactive strategies to manage costs [77][79][84]

Frontdoor (FTDR) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants Matt Davis - VP of Investor Relations & TreasurerBill Cobb - Chairman & CEOJessica Ross - Senior VP & CFOSergio Segura - Vice PresidentDanny Pfeiffer - Equity Research AssociateIsaac Sellhausen - Director - Equity Research Conference Call Participants Mark Hughes - AnalystJeff Schmitt - Research Analyst - Financial Services and Technology Operator and gentlemen, welcome to Frontdoor's First Quarter twenty twenty five Earnin ...

The Boston Beer Company, Inc. (NYSE:SAM) Q1 2025 Earnings Conference Call April 24, 2025 5:00 PM ET Company Participants Michael Andrews - Associate General Counsel and Corporate Secretary James Koch - Chairman, Founder, and Brewer Michael Spillane - President and Chief Executive Officer Diego Reynoso - Chief Financial Officer and Treasurer Conference Call Participants Peter Grom - UBS Filippo Filorni - Citigroup Nadine Sarwat - Bernstein Eric Serotta - Morgan Stanley Michael Lavery - Piper Sandler Bonnie H ...