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 ...

I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...

作为2025年世界移动通信大会（上海）的专场活动之一，由Vπ张江科投、Vπ张江孵化器、模力社区联合举办的 "MWC-模力社区专场投融资 对接活动暨Vπ Demo Day"于6月20日在上海新国际博览中心成功举行。此次活动锚定科技创新与资本赋能的核心目标，筛选6家优质路演企 业，携手清控科创股权投资基金、起点资本、源起基金、张科垚坤等众多知名投资机构，通过高效路演环节与深度对接交流，旨在打破企业 融资壁垒，全力促进产业与资本的双向奔赴。 麦当秀创始人兼CEO顾成刚就企业产品架构与发展愿景展开深度阐释。麦当秀以简化PPT制作为切入点，逐步实现全办公场景覆盖，其核心产 品上线11个月便斩获百万级用户规模，稳居百度AI原生应用办公提效榜单首位，并已取得国家高新技术企业资质认证与算法备案许可。目 前，企业正加速向教育领域、企业定制服务等方向拓展，着力构建UGC内容生态平台。为进一步推动战略落地，麦当秀启动天使轮融资计 划，拟募集200万元至500万元资金用于模型迭代开发与市场渠道拓展。 麦当秀创始人兼CEO 顾成刚 绘话智能创始人 贾学锋 针对老龄化加剧背景下的子女照护难题，绘话智能创始人贾学锋带来了能够主动聊天和个性 ...

国资国企改革步入全新阶段，国有企业改革深化提升行动正如火如荼推进。今年上半年，建筑领域央国 企响应国家战略，加速整合重组，并纷纷成立新公司，从而优化产业布局、促进市场化改革与机制创 新、提升企业核心竞争力与影响力。 据《华夏时报》记者不完全统计，今年上半年超20家建筑央国企新公司揭牌成立。从中建五局（浙江） 投资建设公司深耕长三角，到中城交（上海）科技抢滩智慧交通，再到华润新能源（巴马）布局西南清 洁能源基建……一场覆盖设计咨询、智能建造、新能源工程的全产业链重构已然爆发。 科技部国家科技专家周迪在接受《华夏时报》记者采访时表示，这些新公司的成立响应国家战略，加速 整合重组，优化产业布局，促进市场化改革与机制创新，提升企业核心竞争力与影响力。填补行业空 白、强化产业链关键环节，应对国内外市场的特定需求。这些新公司的成立旨在加强建筑行业产业链的 完整性和关键环节的实力，从而更好地满足国内外市场的特定需求。 新智派新质生产力会客厅联合创始发起人袁帅告诉《华夏时报》记者，新公司的成立释放了建筑央国企 积极推进改革、加快产业升级的强烈信号。在提升企业核心竞争力与影响力方面，新公司通常具有更灵 活的经营机制和创新的管理 ...

(4)供应限制：这对铜、铝、银和铂的价格形成支撑。 (5)美国预算决议：税收法案将对美国利率、美元和黄金至关重要。如果高赤字伴随着波动性上升，金 价可能升至 4,000 美元 / 盎司。 智通财经APP获悉，美银表示，进入第二季度，特朗普总统的解放日关税将具有很大破坏性。然而，矿 产品最终表现出韧性，部分原因是市场迫使美国贸易政策出现逆转，关税至少推迟了90天。展望2025年 下半年和2026年，伊朗/以色列冲突、美中贸易争端、欧洲刺激计划、供应限制以及美国预算决议这五 大动态将对矿产品至关重要。 (1)伊朗 / 以色列冲突：这场战争可能决定能源价格的走向，并影响更广泛的大宗商品综合体；霍尔木兹 海峡是关键，全球五分之一的石油和液化气流经此地。目前，冲突的影响有限，但一旦局势更加明朗， 美银将评估可能升级的影响。鉴于这些尾部风险，铜的波动率仍然较低。事实上，看跌期权 "便宜"， 因此值得考虑获取一些下行保护。 (2)美中贸易争端：2018/19 年的冲突对大多数矿产品来说是利空的。这一次，原材料走势独立，因为中 国自去年秋天以来一直在实施刺激政策。然而，如果政府减少对金属密集型行业的支持，秋季可能会出 现需求 ...