We don't actually have a traditional CS team. We also don't have traditional STRs. My perspective is quotas are kind of made up.Today we have Sha Boscanian joining us in the hot seat. Sha is a CRO, chief revenue officer at Figma, where we discuss how to build a sales machine on top of a PLG motion. An average enterprise rep here might have 3 to 4x their OTE for a quota.And we're happy with that. Focus and specialization, no question, as early as possible. Now, if we're talking about verticalization,. ...

Core Viewpoint - Leggett & Platt's recent earnings report indicates a mixed performance with sales declining year over year, but adjusted EPS meeting estimates, leading to questions about future performance trends [1][2][3]. Financial Performance - Q4 2025 sales were reported at $939 million, down 11% year over year, but exceeded the Zacks Consensus Estimate by 0.7% [2]. - Adjusted EPS was 22 cents, meeting estimates and reflecting a 4.8% year-over-year increase due to metal margin expansion, despite volume declines [3]. - Adjusted EBIT was $47.9 million, down 14% year over year, with an adjusted EBIT margin of 5.1%, a decline of 20 basis points [5]. Segment Highlights - Bedding Products: Sales fell 11% with a 15% volume drop; adjusted EBIT margin improved by 240 basis points to 4.4% [4]. - Specialized Products: Sales declined 21%, with a decrease in adjusted EBIT margin by 50 basis points to 9.5% [4]. - Furniture, Flooring & Textile Products: Sales decreased by 3% year over year; adjusted EBIT margin fell by 230 basis points to 2.8% due to pricing pressures [4]. Balance Sheet & Cash Flow - The company ended Q4 with $587 million in cash and $1.3 billion in total liquidity, while long-term debt was $1.5 billion, down 20% year over year [6]. - Operating cash flow improved to $338 million, an 11% increase year over year, driven by better working capital management [6]. 2026 Outlook - For 2026, sales are projected between $3.8 billion and $4 billion, reflecting a year-over-year decline of 1-6%, while adjusted EPS is expected to be between $1.00 and $1.20 [7]. - The company aims for operating cash flow of $225–$275 million and continues to focus on deleveraging and disciplined cost execution [7]. Market Sentiment - Since the earnings release, there has been an upward trend in estimates, indicating positive sentiment among investors [8]. - Leggett & Platt holds a Zacks Rank 3 (Hold), suggesting an expectation of in-line returns in the coming months [11].

Core Insights - Carter's, Inc. (CRI) reported fourth-quarter 2025 results with both top and bottom lines exceeding Zacks Consensus Estimates, although earnings declined year-over-year while sales increased [1][3][10] Financial Performance - Adjusted earnings per share (EPS) for the fourth quarter were $1.90, surpassing the Zacks Consensus Estimate of $1.70, but down 20.5% from $2.39 in the prior-year quarter [1][3] - Consolidated net sales reached $925.5 million, exceeding the Zacks Consensus Estimate of $916 million, marking a 7.6% year-over-year increase, driven by growth in U.S. Retail, International, and U.S. Wholesale segments [2][10] - The U.S. Retail segment sales increased 9.4% year-over-year to $509.8 million, while the U.S. Wholesale segment saw a 3.4% increase to $274.4 million, and the International segment recorded a 10.2% rise to $141.2 million [4][5] Margin and Cost Analysis - Gross profit fell 2.6% year-over-year to $400.2 million, with gross margin contracting 460 basis points to 43.2% from 47.8% in the fourth quarter of 2024 [6] - Adjusted operating income decreased 22.2% to $89.5 million, with the adjusted operating margin down 370 basis points to 9.7% due to elevated tariff costs and increased performance-based compensation [6][15] - Adjusted selling, general and administrative (SG&A) expenses rose 4.8% year-over-year to $314.8 million, but as a percentage of net sales, SG&A expenses decreased 90 basis points to 34% [7] Financial Position - At the end of fiscal 2025, Carter's had cash and cash equivalents of $487.1 million, net long-term debt of $567.2 million, and shareholders' equity of $925 million [8] - The company ended 2025 with total liquidity of $1.2 billion, including $744 million in available borrowing capacity under its secured asset-based revolving credit facility [11] Dividend and Shareholder Returns - In the fourth quarter of 2025, Carter's paid a cash dividend of 25 cents per share, totaling $9.1 million, with total cash dividends for the year amounting to $56.4 million [9] Future Outlook - For 2026, Carter's projects net sales growth in the low single-digit to mid-single-digit percentage range compared to $2.898 billion in 2025, with adjusted EPS expected to decline in the low double-digit to mid-teens from $3.47 reported in fiscal 2025 [14][16] - The company anticipates net sales growth in the mid-single-digit percentage for the first quarter of 2026, with adjusted operating income projected between $12 million and $15 million, significantly down from $35 million in Q1 2025 [16]

Amazon's market cap surpassed that of Walmart's a long time ago, but only now um have Amazon's sales overall surpassed that of Walmart. Julie, and this is what's been so interesting is really over the past few years, we've moved away from comparing Walmart to Target and we've moved toward comparing Walmart to Amazon. And this is just another example.So many on both Main Street and Wall Street discussing this crossover this morning with Amazon surpassing $717 billion in sales in 2025, whereas Walmart posted ...

Hello everyone. Thank you. Thank you.Good afternoon everyone. >> Yeah. Why is the energy so low.Good afternoon everyone. >> That's the energy I'm talking about. Thank you so much guys.By the way, it's really an honor to be the first speaker out over here and I'm really grateful for the opportunity. But being the first speaker also brings in a lot of pressure. So I think thank you so much for this.Uh and I love this. And before we go ahead and talk a lot about real estate infrastructure and all of that jazz, ...

नाउ दिस दिस पर्टिकुलर इवेंट आई एम श्योर इज़ फॉर एंटरप्रेन्यर्स एंड द बडिंग एंटरप्रेन्यर्स हु रियली वांट टू डू समथिंग इन देयर लाइफ। आई हैव बीन टोल्ड दैट देयर इज़ वन टॉपिक व्हिच वी नीड टू कवर इज़ कॉल्ड अ अननोन टू अनइमिनेबल। सो व्हाट इज अननोन इन अनइमिनेबल इज व्हाट वी नीड टू लुक एट आई कम फ्रॉम अ बैकग्राउंड व्हिच टॉक्स अबाउट मार्केटिंग सेल्स फाइनेंस यू नो द मैनेजमेंट स्टडीज एंड गेटिंग यू स्टार्टेड इन योर इंटू योर लाइफ एनीवेयर इन द वर्ल्ड एज आई से द वर्ल्ड इज द स्टेज फॉर यू टू परफॉर्म नाउ अननोन इज समथिंग वेयर यू कम ...

Core Insights - The company reported a 5% increase in order income for the last quarter, influenced by a significant packaging order that shifted from Q3 to Q4, contributing SEK 80 million to the order intake [2] - Adjusted for the packaging order, the order intake showed a slight decline, with notable currency effects impacting the overall figures [3] - Sales decreased by 6% to SEK 219 million, but when adjusted for currency effects, sales actually increased to SEK 246 million, highlighting the company's international operations with minimal invoicing in Swedish krona [4]

I very clearly remember my mother telling me that she had MS and she'd had MS for about 5 years before but that the MS medication was like $750,000 and I had this, you know, useless podcast at the time which had no listeners and we can get to the importance of persistence. And I thought, gosh, how do I leverage this to make money to pay $750,000 when I made no dollars. And I went up to my bedroom, I emailed 25 of the biggest CEOs in technology and I said that their biggest competitors wanted to sponsor the ...

Core Insights - Wall Street anticipates fiscal second-quarter earnings per share of $4.12, indicating a strong performance expectation for the company [1] - Projected sales for the same quarter are estimated at $22.8 billion, reflecting significant revenue generation potential [1] Financial Projections - Earnings per share (EPS) forecasted at $4.12 for the fiscal second quarter [1] - Total sales expected to reach $22.8 billion during the fiscal second quarter [1]

गुड मॉर्निंग एवरीवन। गुड मॉर्निंग। सो आप सभी लोग यहां पर आए हैं। बहुत अच्छे-अच्छे स्पीकर्स हैं। एंड आप सभी लोग सेलिब्रिटीज हैं। अब मैं जब मैं सेलिब्रिटी बोलता हूं तो इसका मतलब यह नहीं कि आप शाहरुख खान हैं या फिर आप रणबीर कपूर हैं। आप अपनी फील्ड में बहुत अच्छा काम कर रहे हैं और दुनिया को इंस्पायर कर रहे हैं। इसलिए आप सेलिब्रिटी हैं। एंड मैं चाहता हूं आप सभी लोग जोर से ताली बजाइए एक बार अपने लिए। हाय, माय नेम इज दुर्वेश यादव। आई एम अ ऑथर ऑफ दिस बुक कॉल्ड सेल्स ओवरफ्लो एंड अ मार्केटिंग मेंटर। आई एम गना टॉक अबा ...