SALLY BEAUTY HOLDINGS, INC. Investor Relations Presentation As of September 30, 2024 Forward-Looking Statements and Non-GAAP Financial Measures Statements in this presentation which are not purely historical facts or which depend upon future events may be forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements, as that term is defined in the Private Securities Litiga ...

Financial Data and Key Metrics Changes - The company achieved a 3.5% increase in system sales year over year in Q1 2025, with profits from other revenues increasing by 34.5% year over year [11][16] - Adjusted corporate EBITDA margin improved by 6.1 percentage points year over year, while company-owned and operated store contribution margin improved by 5.9 percentage points [10][15] - Monthly average transacting customers reached 2,920,000, a 4.3% increase from the previous year [16] Business Line Data and Key Metrics Changes - Revenue from franchised and retail businesses increased by 28.6% year over year, while company-owned and operated store revenue dropped by 14% year over year [16][19] - The number of franchised stores increased from 302 to 455 year over year [16] Market Data and Key Metrics Changes - The company expanded its store footprint into 84 cities, including Fujian and Nantang, and received over 7,000 franchise applications since launching the individual franchisee program [12][21] - The largest loyalty club members reached 25,200,000, reflecting a 25.7% year over year growth [12] Company Strategy and Development Direction - The company is focusing on a differentiated strategic positioning in coffee plus freshly prepared food, launching new products like the light and fit lunch box to reshape consumer perceptions [6][8] - The company aims to open around 200 made-to-order stores in 2025, with most openings expected in the second half of the year [27] Management's Comments on Operating Environment and Future Outlook - Management noted that the Chinese consumer sentiment remains cautious, with the economy struggling, but they are optimistic about achieving positive same store sales growth in 2025, especially in the second half [29][40] - The company is committed to sustainable profitable growth and generating long-term value for shareholders [21] Other Important Information - The company has implemented strategic marketing initiatives to drive traffic and increase average transaction value, including co-branded collaborations and a brand birthday campaign [13][14] - Operational efficiencies and cost controls have been emphasized, leading to a reduction in food and packaging costs as a percentage of revenues [18][19] Q&A Session Summary Question: Outlook for new store openings and franchise applications - Management indicated that Q1 is typically slow, but they plan to accelerate store openings in the second half of the year, aiming for around 200 made-to-order stores [24][27] Question: Current state of the Chinese consumer and government stimulus - Management noted that consumer morale has not significantly improved post-Chinese New Year, and they are waiting to see the effects of government policies on consumption [28][29] Question: Competition and market growth - Management stated that the market has become more rational, focusing on differentiation rather than price competition, and emphasized their unique coffee plus food combo offerings [31][33]

Summary of Conference Call Industry Overview - The discussion primarily revolves around the oil and gas industry, particularly focusing on the impact of the shale revolution on U.S. oil production and energy independence [2][3][4]. Key Company Insights Company Position and Strategy - The company, Kotera, emphasizes its strong position in the market, highlighting its stability in cash flow and low cost of supply, which allows for flexible capital allocation [5][6]. - Kotera has a balanced asset portfolio that enables it to maintain capital efficiency despite price volatility in the oil and gas markets [5][6]. Capital Allocation - The company has adjusted its capital allocation strategy, moving some capital from oil to gas due to market uncertainties, particularly in the Middle East [6][10]. - Kotera can achieve returns at oil prices as low as $50 per barrel, indicating a robust operational efficiency [6][10]. Natural Gas Production - Kotera produces approximately 3 billion cubic feet (BCF) of natural gas per day, with a balanced revenue stream from both oil and gas [11][12]. - The company is actively drilling in the Marcellus and Anadarko regions, with plans to drill 11 wells this year and 17 in the next couple of years [12][13]. Inventory Depth and Growth - Kotera asserts that it has a deep inventory across its three core business units, with a focus on maintaining high-quality inventory for future growth [15][17]. - The company is confident in its ability to grow volumes while investing only 50% of its cash flow, which is a significant improvement from a decade ago when it was outspending its cash flow [16][21]. Mechanical Issues and Response - Kotera faced a mechanical issue with 11 wells in the Harkie shale, which temporarily affected its market cap by approximately $2 billion [22][24]. - The company has identified a solution to the mechanical issue and is optimistic about bringing the affected wells back online [26][32]. Future Outlook - The company maintains its production guidance despite the mechanical issues, indicating a strong operational outlook [38]. - Kotera is redirecting some capital to the more productive Wolfcamp program due to the Harkie issue, which is expected to yield higher returns [39][40]. Regulatory and Market Considerations - The potential reactivation of the Constitution pipeline is a significant factor for Kotera's capital planning, as it could enhance gas transportation and market access [51][52]. - The company is optimistic about the regulatory environment for the Constitution pipeline, which could lead to increased natural gas supply to New England [56][57]. Cash Return Strategy - Kotera plans to maintain its ordinary dividend as a priority, while also focusing on debt reduction following recent acquisitions [60][61]. - The company took on additional debt for acquisitions but aims to pay it off within the year [61][62]. Conclusion - Kotera is positioned well within the oil and gas industry, with a focus on operational efficiency, strategic capital allocation, and addressing mechanical challenges. The company remains optimistic about future growth and market opportunities, particularly in natural gas and pipeline infrastructure.

Veradigm (MDRX) Update / Briefing June 24, 2025 08:00 AM ET Speaker0 Greetings, and welcome to the Veradigm Investor Update Conference Call and Webcast. At this time, all participants are in a listen only mode. As a reminder, this conference is being recorded. It's now my pleasure to turn the call over to Jenny Jelenis, Vice President, Investor Relations. Jenny, please go ahead. Speaker1 Thank you very much. Good morning, and welcome to the Veradigm update conference call. Our speakers today are Tom Langan, ...

QuantGold Enables AI to Compute on Sensitive Data without Exposure – Backed by 120+ Encryption Patents and Already Deployed in 100+ Institutions Targeting an approximate US$400 Billion Market, QuantGold Offers Encrypted, Pay-Per-Use AI Compute to Unlock the Sovereign Data Economy for Governments and Enterprises KUALA LUMPUR, Malaysia, June 24, 2025 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) (“VCI Global” or the “Company”), a diversified global holding company, today announced the official launch ...

Forward-Looking Statements This presentation contains forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include any statement that does not directly relate to historical or current facts. These statements may discuss, among other things, Kinsale's future financial performance, business prospects and strategy, anticipated financial position, liquidity and capital, dividends and general market and industry conditions. You can ide ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

I believe true value is from growth, not cigar butts. Time is investors' best friend. Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for. Durability is a great multiplier of value (I don't buy a cycl ...

LOS ANGELES, June 24, 2025 /PRNewswire/ -- The Pasadena Chamber of Commerce Foundation (PCCF) announced today a $75,000 donation from Southern California Gas Co. (SoCalGas) to support small businesses in Altadena, California, impacted by the recent Eaton Fire.The donation will help local businesses recover and reopen, and will cover critical expenses such as relocation, equipment replacement, and operational restart costs. PCCF will provide assistance to eligible businesses located in or previously operatin ...

SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm Strategic Wealth Group. They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management. Based just outside of Minneapolis ...