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Sally Beauty Q2 Earnings Coming Up: Key Factors You Should Know
ZACKS· 2025-05-07 11:50
Sally Beauty Holdings, Inc. (SBH) is likely to register top-line decline when it reports second-quarter fiscal 2025 earnings on May 12. The Zacks Consensus Estimate for revenues is pegged at $901.1 million, suggesting a decrease of 0.8% from the prior-year quarter's level.Nevertheless, the company is expected to witness a year-over-year increase in its bottom line. The Zacks Consensus Estimate, which has been stable over the past 30 days at 39 cents a share, calls for 11.4% growth compared to the prior year ...
Edgewell Personal Care Announces Second Quarter Fiscal 2025 Results
Prnewswire· 2025-05-07 10:00
Core Insights - Edgewell Personal Care Company reported a net sales decrease of 3.1% to $580.7 million for the second fiscal quarter of 2025, with organic net sales down 1.5% [5][13] - The gross margin increased by 100 basis points to 44.1%, despite a negative impact from foreign currency [6][12] - GAAP EPS decreased by $0.12 to $0.60, while adjusted EPS decreased by $0.01 to $0.87 [12][13] Financial Performance - Net sales were $580.7 million, a decrease of 3.1% compared to the prior year quarter, with organic net sales down 1.5% [5][13] - Gross profit was $256.2 million, compared to $258.1 million in the prior year quarter, with a gross margin of 44.1% [6][31] - Operating income was $58.9 million, or 10.1% of net sales, down from $70.1 million, or 11.7% of net sales in the prior year quarter [9][36] Segment Performance - Wet Shave segment net sales decreased by $7.6 million, or 2.6%, with organic net sales down 0.9% [16] - Sun and Skin Care segment net sales decreased by $4.7 million, or 2.0%, with organic net sales down 0.1% [17] - Feminine Care segment net sales decreased by $6.4 million, or 9.1%, with minimal currency impact [18] Cost and Expenses - Advertising and sales promotion expenses increased to $65.5 million, or 11.3% of net sales, compared to 10.5% in the prior year quarter [7] - Selling, general and administrative expenses were $105.7 million, or 18.2% of net sales, slightly up from 17.9% in the prior year quarter [8] - The company incurred pre-tax restructuring and repositioning expenses of $12.2 million in the quarter [9] Cash Flow and Capital Allocation - Net cash used for operating activities was $70.5 million for the six months ending March 31, 2025, compared to cash flow provided by operating activities of $56.1 million in the prior year period [14] - The company returned $42.7 million to shareholders through share repurchases and dividends in the second quarter [13][15] Full Year Outlook - The company updated its full-year outlook, expecting organic net sales to be flat to 1%, down from a previous range of 1% to 3% [21] - GAAP EPS is now expected to be in the range of $2.09 to $2.29, down from $2.54 to $2.74 [21] - Adjusted EBITDA is expected to be in the range of $329 to $341 million, previously towards the lower end of the range of $356 to $368 million [21]
What Analyst Projections for Key Metrics Reveal About Edgewell Personal (EPC) Q2 Earnings
ZACKS· 2025-05-06 14:20
The upcoming report from Edgewell Personal Care (EPC) is expected to reveal quarterly earnings of $0.90 per share, indicating an increase of 2.3% compared to the year-ago period. Analysts forecast revenues of $590.67 million, representing a decrease of 1.5% year over year.The consensus EPS estimate for the quarter has undergone a downward revision of 0.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates duri ...
美妆院线产品的控价难题,系统性解决方案
Sou Hu Cai Jing· 2025-05-06 09:47
Core Viewpoint - The article emphasizes the need for a systematic solution to the pricing control challenges faced by the beauty salon product industry, considering its unique characteristics such as professionalism, high premium, and complex distribution channels [1][2]. Pricing System Construction - Scientific pricing strategies should be based on costs (raw materials, R&D, marketing), competitor prices, and consumer willingness to pay, utilizing cost-plus or value-based pricing methods to highlight professionalism and scarcity [1]. - Multi-tiered pricing should differentiate between online/offline and distributor/flagship store channels, establishing a minimum advertised price (MAP) to avoid price conflicts [1]. - Dynamic price adjustments should leverage big data to monitor market fluctuations and adjust prices flexibly around promotional events [1]. Channel Management and Authorization Control - A strict authorization system should be established, allowing only professional beauty salons and brand flagship stores to sell products, with clear contractual price terms and penalties for violations [3]. - A traceability mechanism should be implemented to prevent cross-region low-price dumping through logistics coding or regional restrictions [3]. Distributor Agreement Management - Agreements with distributors should include price constraints, penalties for breaches, and regular audits of sales records [4]. Technology Monitoring and Data-Driven Approaches - An all-network price monitoring system should be deployed to track pricing across platforms [6]. - AI monitoring tools, such as price crawlers and image recognition for unauthorized use, should be utilized to detect price anomalies in real-time [7]. - Unique traceability codes should be embedded in product packaging to allow consumers to verify authenticity and track sales channels [8]. - Image comparison technology should be used to identify unauthorized sellers using official images, combined with product authenticity checks [9]. Legal Rights Protection and Administrative Measures - Intellectual property complaints should be filed against infringing links, demanding removal and penalties for sellers [12]. - A strategy for counter-complaints should be developed to trace back to sellers providing false authorizations and collaborate with law enforcement [12]. - Administrative and judicial routes should be pursued to report low-price dumping and take legal action against malicious infringers [12]. Brand Building and Consumer Education - Strengthening recognition of genuine products through brand storytelling, ingredient education, and professional endorsements can enhance product premium capabilities [12]. - Initiatives for "genuine product identification" should be launched to educate consumers on authorized channels and anti-counterfeiting measures [12]. - A consumer feedback mechanism should be established to encourage reporting of low-price or counterfeit products [12][13]. Third-Party Services and Long-Term Maintenance - Engaging professional pricing control companies can help manage online monitoring, complaint execution, and data reporting, reducing labor costs and improving efficiency [15]. - Regular audits and strategy iterations should be conducted quarterly to analyze pricing control effectiveness and adapt to market changes [15]. Summary - A systematic pricing control approach should integrate "prevention-monitoring-punishment-education" throughout the process, utilizing technology for efficiency, legal measures for deterrence, and brand building to reinforce premium capabilities [17]. - It is recommended to prioritize the combination of authorization control, price monitoring, and intellectual property complaints, supplemented by third-party services for rapid response [17].
Compared to Estimates, Interparfums (IPAR) Q1 Earnings: A Look at Key Metrics
ZACKS· 2025-05-06 00:05
Core Insights - Interparfums reported revenue of $338.82 million for Q1 2025, a year-over-year increase of 4.6% and a surprise of +0.47% over the Zacks Consensus Estimate of $337.22 million [1] - The EPS for the same period was $1.32, compared to $1.27 a year ago, with an EPS surprise of +16.81% against the consensus estimate of $1.13 [1] Revenue Performance by Region - North America: Net sales of $123 million, exceeding the average estimate of $119.03 million, with a year-over-year change of +13.8% [4] - Western Europe: Net sales of $86.20 million, above the average estimate of $74.28 million, reflecting a +1.3% year-over-year change [4] - Eastern Europe: Net sales of $25.60 million, surpassing the average estimate of $20.80 million, with a significant year-over-year increase of +46.3% [4] - Central and South America: Net sales of $31 million, slightly below the average estimate of $31.22 million, showing a year-over-year decline of -9.9% [4] - Middle East and Africa: Net sales of $22.70 million, below the average estimate of $29.97 million, with a year-over-year decrease of -16.2% [4] - Asia/Pacific: Net sales of $50.30 million, compared to the average estimate of $56.36 million, reflecting a -2.9% year-over-year change [4] - Europe: Total net sales of $247.80 million, exceeding the average estimate of $242.70 million, with a year-over-year increase of +7.3% [4] - United States: Net sales of $94.30 million, below the average estimate of $96.76 million, indicating a -1.5% year-over-year change [4] Stock Performance - Interparfums shares have returned +8.6% over the past month, outperforming the Zacks S&P 500 composite's +0.4% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]
Ontex’s annual shareholders’ meeting: All resolutions approved by a large majority
Globenewswire· 2025-05-05 16:00
Group 1 - Ontex Group NV held its annual shareholders' meeting on May 5, 2025, where all proposed resolutions were approved by a large majority of votes cast [1] - The company is a leading international developer and producer of personal care products, including baby care, feminine care, and adult care products [3] - Ontex employs approximately 5,500 people and operates plants and offices in 13 countries, distributing its products in around 100 countries [3] Group 2 - Ontex is headquartered in Aalst, Belgium, and is listed on Euronext Brussels, being a constituent of the Bel Mid index [3] - For further information, the minutes of the annual shareholders' meeting are available on Ontex's website [1]
Bon Natural Life Limited Announces Receipt of Nasdaq Delisting Notifications
Globenewswire· 2025-05-02 20:10
XI’AN, China, May 02, 2025 (GLOBE NEWSWIRE) -- Bon Natural Life Limited (Nasdaq: BON) (“BON” or the “Company”), one of the leading bio-ingredient solutions providers in the natural, health and personal care industries, announced today that on April 29, 2025, the Company received a letter (the “Notification Letter”) from the Listing Qualifications Staff (the “Staff”) of The Nasdaq Stock Market, LLC (“Nasdaq”), notifying the Company that it was not in compliance with Nasdaq Listing Rule 5450(a)(1) (the “Minim ...
Coty Set to Release Q3 Earnings: Key Insights for Investors
ZACKS· 2025-05-02 15:06
Core Viewpoint - Coty Inc. is expected to report a decline in revenues for the third quarter of fiscal 2025, with estimates at $1.3 billion, reflecting a 5.8% decrease from the previous year [1] Revenue and Earnings Estimates - The consensus estimate for earnings has decreased by one cent to 5 cents per share, consistent with the same quarter last year [2] - Coty has experienced a trailing four-quarter negative earnings surprise averaging 65.7% [2] Business Challenges - Coty is facing significant challenges in key markets, including China, Travel Retail Asia, Australia, and Consumer Beauty in the U.S., with expectations of continued pressure into the upcoming quarter [2] - Organic like-for-like revenues are anticipated to decline by 1.5% for the third quarter of fiscal 2025 [2] Currency and Cost Pressures - Currency headwinds are expected to impact results, with a projected foreign exchange headwind of approximately 3% to 4% in the second half of the fiscal year [3] - Increased advertising and consumer promotions (A&CP) spending has been noted, with A&CP costs remaining in the high 20s percentage-wise, which may further affect margins and profitability [4] Strategic Initiatives - Despite challenges, Coty's strategic priorities, such as expanding its prestige fragrance portfolio and enhancing digital and direct-to-consumer capabilities, are expected to support performance and margin resilience [5] Earnings Prediction - The current model does not predict an earnings beat for Coty, with a Zacks Rank of 4 (Sell) and an Earnings ESP of -41.20% [6]
EL Q3 Earnings Beat Estimates, Sales Down Amid China Weakness
ZACKS· 2025-05-01 16:55
Core Insights - The Estee Lauder Companies Inc. reported third-quarter fiscal 2025 results with both net sales and earnings declining year over year, primarily due to weak consumer sentiment and reduced conversion rates in China [1][2] Financial Performance - Adjusted earnings were 65 cents per share, surpassing the Zacks Consensus Estimate of 29 cents, but down 33% from 97 cents in the prior year [2] - Quarterly net sales reached $3,550 million, exceeding the Zacks Consensus Estimate of $3,507.2 million, but reflecting a 10% decline year over year [2] - Organic net sales decreased by 9% to $3,605 million [2] Category-Wise Revenue Results - Skin Care sales fell 12% year over year to $1,807 million, impacted by weak consumer sentiment and lower conversion rates among Chinese shoppers [3] - Makeup revenues declined 9% to $1,035 million, primarily due to weaker sales from key brands like M·A·C and Estée Lauder [4] - Fragrance revenues decreased 3% to $557 million, largely due to lower performance from Clinique and Estee Lauder [4] - Hair Care sales totaled $126 million, down 12% year over year, mainly due to Aveda's weaker performance [5] Regional Revenue Results - Sales in the Americas fell 6% year over year to $1,052 million [6] - Revenues in the EMEA region declined 18% to $1,358 million [6] - Asia-Pacific region sales tumbled 3% to $1,140 million [6] Margin Analysis - Adjusted gross margin improved by 310 basis points to 75%, driven by the Profit Recovery and Growth Plan (PRGP) [7] - Adjusted operating margin contracted by 270 basis points to 11.4%, due to increased investments and sales volume deleverage [8] Financial Health - The company exited the quarter with cash and cash equivalents of $2,631 million, long-term debt of $7,298 million, and total equity of $4,345 million [9] - Net cash flow from operating activities for the nine months ended March 31, 2025, was $671 million, with capital expenditures of $395 million [10] Restructuring and Future Outlook - The PRGP aims to transform the operating model, with expected restructuring charges between $1.2 billion and $1.6 billion before taxes [12][13] - The company anticipates a decline in reported net sales of 8-9% for fiscal 2025, with adjusted organic net sales expected to fall by the same percentage [14] - Adjusted EPS is projected to slump by 40-50%, ranging from $1.30 to $1.55 for fiscal 2025 [15]
Kimco Realty(KIM) - 2025 Q1 - Earnings Call Transcript
2025-05-01 12:30
Kimco Realty (KIM) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants Rainey Mancini - SVP, IRStéphane de La Faverie - President and Chief Executive OfficerAkhil Shrivastava - Executive Vice President & Chief Financial OfficerLauren Lieberman - Managing Director Conference Call Participants Stephen Powers - AnalystBonnie Herzog - AnalystFilippo Falorni - AnalystPeter Grom - Equity Research AnalystDara Mohsenian - AnalystBryan Spillane - Analyst Operator Good day, everyone, and welcome to Th ...