Xponential Fitness (XPOF) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Patricia Nir - Senior Vice PresidentMark King - CEO & DirectorJohn Meloun - Chief Financial OfficerRandal Konik - Managing DirectorJoe Altobello - Managing DirectorChris O'cull - Managing DirectorRichard Magnusen - Senior Research AssociateJohn-Paul Wollam - Equity Research AssociateLogan Hennen - Equity Research Associate Conference Call Participants John Heinbockel - Senior MD & Equity Research AnalystJonathan Ko ...

Xponential Fitness (XPOF) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 Good afternoon, ladies and gentlemen, and welcome to Exponential Fitness Inc. First Quarter twenty twenty five Earnings Call. At this time, note that all lines are in a listen only mode. Following the presentation, we will conduct a question and answer session. Also note that this call is being recorded on Thursday, 05/08/2025. And I would like to turn the conference over to Patricia Neare from ADDO Investor Relations. Please ...

Life Time Group (LTH) Q1 2025 Earnings Call May 08, 2025 10:00 AM ET Company Participants Connor Wienberg - VP-Capital Markets and IRErik Weaver - EVP & CFOBahram Akradi - Founder, Chairman and CEOJohn Baumgartner - Managing Director, Equity Research Conference Call Participants John Heinbockel - Senior MD & Equity Research AnalystBrian Nagel - MD & Senior Analyst - Consumer Growth & eCommerceAlex Perry - AnalystMegan Alexander - AnalystKate McShane - AnalystOwen Rickert - Senior Research Analyst Operator G ...

Core Insights - Nature's Sunshine Products, Inc. reported a strong start to 2025 with first quarter revenue of $113 million, reflecting a 5% increase on a constant currency basis and a 20% rise in adjusted EBITDA to $11 million compared to the previous year [3][8][6] Financial Performance - Net sales increased by 2% to $113.2 million from $111.0 million in the same quarter last year, with a 5% increase when excluding foreign exchange impacts [6][8] - Gross profit margin improved to 72.1% from 71.2% year-over-year, driven by price increases and effective cost-saving initiatives [6] - GAAP net income attributable to common shareholders rose 104% to $4.7 million, or $0.25 per diluted share, compared to $2.3 million, or $0.12 per diluted share, in the prior year [8][12] Segment Performance - Sales by region showed varied performance: - Asia: $48.7 million, up 5.3% (10.1% excluding currency impact) - Europe: $24.1 million, up 8.2% (8.6% excluding currency impact) - North America: $35.0 million, down 4.1% (3.7% excluding currency impact) - Latin America and Other: $5.5 million, down 8.2% (3.7% excluding currency impact) [4][30] Cost Management - Selling, general and administrative expenses (SG&A) decreased slightly to $40.6 million from $40.8 million, representing 35.8% of net sales compared to 36.7% in the prior year [9] - Operating income increased to $6.2 million, or 5.4% of net sales, compared to $4.6 million, or 4.2% of net sales, in the previous year [10] Capital Allocation - The board of directors authorized a share repurchase program of up to $25 million, supplementing the remaining $8.3 million from a previous authorization [2][4] Outlook - The company expects full-year 2025 net sales to range between $445 million and $470 million, with adjusted EBITDA projected between $38 million and $44 million [15]

TORONTO, May 06, 2025 (GLOBE NEWSWIRE) -- Lifeist Wellness Inc. ("Lifeist" or the "Company") (TSX.V: LFST; FRANKFURT: M5B0; OTCQB: LFSWF), a leading health and wellness company focused on acquiring, integrating, and building top wellness brands, announces changes to its management and board of directors as the Company advances its strategic initiatives to streamline operations and improve organizational efficiency. For further information, please contact: Andrea Judge CEO Lifeist Wellness Inc. Email: ir@lif ...

Core Points - Waldencast plc is set to release its First Quarter Fiscal 2025 results on May 13, 2025, after the U.S. market closes [1] - A conference call to discuss these results will take place on May 14, 2025, at 8:30 am ET, with participation details provided for investors and analysts [2] Company Overview - Waldencast aims to establish a global best-in-class beauty and wellness operating platform by developing, acquiring, and scaling purpose-driven brands [3] - The company's brand-led business model focuses on customer proximity, business agility, and market responsiveness while preserving each brand's unique identity [3] - The initial step towards this vision involved the business combination with Obagi Medical and Milk Makeup, allowing brands to leverage operational scale and expertise in managing global beauty brands [3]

Core Viewpoint - Momentum investing strategies focus on stocks with price increases, aiming to identify targets for potential upside while considering various timeframes [1] Group 1: Oddity Tech - Oddity Tech Ltd. is a tech company in the beauty and wellness sector, recently achieving a share price of $64.02, with a 52-week range of $30.34 to $65.90 and a P/E ratio of 38.85 [2][3] - The company reported a 70% increase in share price over the last month and a 53% year-to-date increase, surpassing earnings expectations by six cents and achieving a 27% year-over-year revenue growth [3][4] - Oddity's IL MAKIAGE brand is a key driver, with a goal of reaching $1 billion in revenue by 2028, while expanding into European markets despite heavy exposure to the U.S. market [5] Group 2: NeoGenomics - NeoGenomics Inc., a cancer and cytogenetics testing service provider, has a current share price of $8.08, with a 52-week range of $6.08 to $19.12 and a price target suggesting over 85% upside potential [6][7] - The company experienced a 22% share price increase from April 30 to May 5, following a period of decline due to a disappointing earnings report [7][8] - NeoGenomics raised its full-year 2025 guidance and completed the acquisition of Pathline, which is expected to enhance its geographical reach and service portfolio [8] Group 3: Comfort Systems USA - Comfort Systems USA Inc. is a mechanical and electrical services provider with a current share price of $433.79, a 52-week range of $272.93 to $553.09, and a unanimous Buy rating from analysts [9][10] - The company has seen a 40% increase in share price over the last month, driven by a significant backlog growth of nearly $1 billion due to the CHIPS Act and data center investments [10][11] - Anticipated revenue growth for 2025 is expected to be in double digits, potentially benefiting from U.S. manufacturing restoration efforts [11]

Core Viewpoint - Helen of Troy's shares dropped 10.4% following the abrupt resignation of CEO Noel Geoffroy, raising concerns about underlying issues within the company [1][2][3] Company Leadership Changes - CEO Noel Geoffroy stepped down "effective immediately" after only one year in the role, which suggests a sudden decision that may indicate deeper problems [3] - CFO Brian Grass has been appointed as interim CEO while the board searches for a permanent successor, but this has not alleviated investor concerns [4] Financial Performance - Helen of Troy's stock has declined 58% year-to-date, despite slightly beating revenue expectations last quarter [5] - The company's adjusted (non-GAAP) EPS fell short of estimates, and overall revenue decreased by 0.7%, with organic revenue declining by 4.9% [5] - The acquisition of Olive & June increased the company's debt by $235 million, adding financial pressure in a potential recession [5] Market Conditions and Risks - The decline in stock price is largely attributed to the uncertainty surrounding tariffs, as the company manufactures products in China, Vietnam, and Mexico [8] - Investors are apprehensive due to the sudden CEO resignation and lack of a prepared successor, which contributes to the perception of risk despite a low valuation based on expected earnings [9]

Core Viewpoint - Natural Health Trends Corp. (NHTC) reported a decline in revenue and net income for Q1 2025, but showed signs of healthy demand through increased order volume, while facing challenges from trade uncertainties and a strategic focus on regional manufacturing [2][3][8]. Revenue and Earnings Snapshot - NHTC reported revenues of $10.7 million for Q1 2025, a 1.9% decline from $10.9 million in the same period last year [2] - Net income decreased by 35.1% to $122,000 from $188,000 year-over-year, with earnings per diluted share falling to $0.01 from $0.02 [3] - Operating loss narrowed to $0.3 million from $0.4 million a year earlier, while selling, general, and administrative expenses declined by 3.9% to $3.8 million [3] - Gross margin increased to 73.6% from 73.4%, indicating stable cost management [3] Other Key Business Metrics - NHTC ended the quarter with 30,180 active members, down 4.6% year-over-year [4] - Commissions expense as a percentage of revenues increased to 41.8% from 41% due to higher commission payouts [4] - Cash provided by operating activities was $484,000, down from $549,000 in the prior-year quarter [4] Cash Position and Dividends - As of March 31, 2025, NHTC held $41.9 million in cash and marketable securities, down from $43.9 million at the end of 2024, primarily due to dividend payouts [5] - The company declared a quarterly cash dividend of $0.20 per share, payable on May 23 to shareholders of record as of May 13 [5] Management Commentary - President Chris Sharng described Q1 as an extension of positive momentum from the second half of 2024, highlighting engagement from a product roadshow in China and Hong Kong [6] - The launch of new products, Twin Slim Coffee and Tomato Soup, was well-received [6] - The opening of a new office in Bogotá, Colombia, is seen as strategically significant for the Latin American market [7] Factors Influencing the Results - Revenue decline was attributed to timing differences in incentive campaigns rather than weakening demand, with a sequential uptick in order intake noted [8] - The company is working to regionalize manufacturing closer to Asian markets to improve cost efficiency and reduce logistics volatility [8] Guidance and Strategic Outlook - Management did not provide explicit financial guidance but emphasized the importance of navigating evolving trade barriers [9] - NHTC aims to streamline its supply chain and adjust logistics to mitigate adverse impacts while focusing on product innovation and member support [10] Other Developments - NHTC expanded its geographical footprint with the launch of a new regional office in Bogotá, reinforcing its commitment to long-term international expansion [11]

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:GeneDx Holdings Corp. (WGS) : This genomics-related diagnostic and information services company has seen the Zacks Consensus Estimate for its current year earnings increasing 12.4% over the last 60 days.NatWest Group plc (NWG) : This banking and financial services company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.6% over the last 60 days.Herbalife Nutrition Ltd. (HLF) : This company that offers hea ...