Group 1 - Church & Dwight Co., Inc. will present at the 2026 Consumer Analyst Group of New York (CAGNY) Conference on February 18, 2026, at 8:00 AM EST, with a webcast available on the company's website [1] - The company is a leading U.S. producer of sodium bicarbonate and offers a wide range of personal care, household, and specialty products under well-known brands such as ARM & HAMMER®, TROJAN®, and OXICLEAN® [1] - For the full year 2025, Church & Dwight reported net sales of $6,203.2 million, reflecting a 1.6% increase, surpassing the company's outlook of 1.5% growth [1] Group 2 - Organic sales for 2025 grew by 0.7%, despite a 130 basis points impact from the decline in the exited VMS business and a slowdown in category growth [1] - The company has completed a strategic review of its vitamin, minerals, and supplement (VMS) business and announced the sale of the VitaFusion® and L'il Critters® brands to Piping Rock Health Products, Inc. [1]

income and Adjusted diluted earnings per shareUS$ Millions, except per share amountsThree and Nine Months Ended December 31Q3 FY26Q3 FY25FY26FY25Net income$68.7$141.7$75.5$380.4Asbestos related expenses and adjustments0.70.92.62.9AICF interest income(2.4)(2.7)(7.4)(8.5)Restructuring, net(24.0)—(24.0)57.3Pre-close financing costs1——46.5—Acquisition related expenses29.4—189.1—Inventory fair value adjustment——47.9—Amortization of intangible assets resulting from AZEK acquisition57.6—106.3—Tax adjustments212.21 ...

Core Insights - RH has released the 2026 Outdoor Sourcebook, featuring over 420 pages of outdoor collections that emphasize high-quality materials and exceptional design [1] - The company has opened RH Detroit, an immersive retail experience covering 60,000 square feet, and RH Manhasset, a 19,000 square foot gallery that integrates luxury home furnishings with art and antiques [1][1] - RH's Chairman & CEO Gary Friedman has communicated a message to the city of Paris regarding the opening of RH Paris on the Champs-Élysées, highlighting the brand's commitment to architecture, design, food, and wine [1] Company Overview - RH operates as a global curator of design, taste, and style in the luxury lifestyle market, with a presence in the United States, Canada, the United Kingdom, and Europe [1] - The company offers its collections through various channels, including retail galleries, sourcebooks, and online platforms [1]

Core Insights - Procter & Gamble (P&G) will serve approximately 3,500 athletes at the Milano Cortina 2026 Olympic and Paralympic Winter Games with a range of top-performing household and personal care products [1][2] - The company has introduced the "Champions Clubhouse," a unique athlete experience in the Olympic Village, offering various services and products from P&G brands [1][2] - P&G is committed to promoting access and inclusion in para sports across Italy, investing in educational programs and initiatives to support young people with disabilities [2] Group 1: Athlete Engagement and Services - P&G brands, including Bounty®, Dash®, and SK-II®, will connect with fans through athlete partnerships and Olympic-inspired campaigns [1] - Every competing athlete will receive a Welcome Kit containing premium products such as Oral-B toothpaste, Head & Shoulders shampoo, and SK-II Heritage PITERA Essence Kit [1] - The Champions Clubhouse will feature activities like gaming matchups, influencer battles, and traditional celebrations, enhancing the athlete experience [1][2] Group 2: Brand Partnerships and Campaigns - More than 25 P&G brands will launch Olympic and Paralympic Games-inspired campaigns, partnering with top athletes to highlight their products [2] - Notable athlete partnerships include two-time Gold Medalist Anna Gasser and nine-time Paralympic Gold Medalist Oksana Masters, showcasing P&G's commitment to excellence [2] - P&G's Chief Brand Officer emphasized the alignment of P&G's product performance with the dedication of athletes [2] Group 3: Community and Inclusion Initiatives - P&G is collaborating with the Fondazione Milano Cortina to implement the Gen26 education program, raising awareness of the Paralympic movement in Italian schools [2] - The company is promoting access to para sports through initiatives that support young people with disabilities, including equipment donations and free sports courses [2] - P&G has been a Worldwide Partner of the International Olympic Committee since 2010 and holds global rights with the International Paralympic Committee since 2020 [2]

Core Viewpoint - Xcel Brands, Inc. has announced a private investment in public equity (PIPE) financing expected to generate approximately $2.05 million in gross proceeds, which will be used for general corporate purposes and working capital [1]. Group 1: Financing Details - The company is selling 1,670,055 shares of common stock and common stock purchase warrants to purchase up to 835,023 shares at a price of $1.2275 per share [2]. - The warrants are exercisable at an exercise price of $3.00 per share and will expire five years from the date of issuance [2]. Group 2: Regulatory Information - The securities offered in the PIPE financing are unregistered and were offered under Section 4(a)(2) of the Securities Act of 1933 and Regulation D [4]. - The company has agreed to file registration statements with the SEC for the resale of the unregistered shares and shares issuable upon exercise of the warrants [4]. Group 3: Company Overview - Xcel Brands, Inc. is a media and consumer products company involved in the design, licensing, marketing, and sales of various consumer products, including apparel and home goods [6]. - The company has generated over $5 billion in retail sales through livestreaming and digital channels and has a brand portfolio that reaches over 46 million social media followers [6].

Core Insights - American Woodmark Corporation reported a significant decline in net sales and net income for the second quarter of fiscal 2026, reflecting ongoing challenges in the new construction and remodel markets [4][5][8] - The company is actively implementing measures to mitigate the impacts of tariffs and lower demand, including cost reductions and supplier negotiations [4][6] Financial Highlights for Second Quarter Fiscal 2026 - Net sales decreased by $57.8 million, or 12.8%, to $394.6 million compared to the same quarter last fiscal year [5][6] - Net income fell to $6.1 million, or $0.42 per diluted share, down from $27.7 million, or $1.79 per diluted share, in the same quarter last year [5][7] - Adjusted EBITDA decreased by $20.6 million, or 34.1%, to $39.6 million, representing 10.0% of net sales [7][8] Year-to-Date Financial Highlights for Fiscal 2026 - For the first six months, net sales decreased by $113.9 million, or 12.5%, to $797.7 million compared to the same period last fiscal year [8] - Year-to-date net income was $20.7 million, or $1.42 per diluted share, down from $57.3 million, or $3.68 per diluted share, in the prior year [8][9] - Adjusted EBITDA for the first half of fiscal 2026 decreased by $41.2 million, or 33.5%, to $81.9 million, or 10.3% of net sales [8][9] Balance Sheet and Cash Flow - As of October 31, 2025, the company had $52.1 million in cash and access to $315.2 million under its revolving credit facility [10] - Cash provided by operating activities for the first six months was $44.3 million, with free cash flow totaling $24.0 million [11][10] - The company repurchased 209,757 shares, approximately 1.4% of shares outstanding, for $12.4 million during the first half of fiscal 2026 [11] Strategic Focus - The company is focused on closing the merger transaction with MasterBrand, Inc., which is expected to enhance its product portfolio and innovation capabilities [4][9] - Management is taking steps to address the impacts of tariffs, estimating an unmitigated tariff impact of approximately 4-4.5% of annualized net sales [4][6]

Core Insights - Aqara has launched the Smart Lock B50, a Wi-Fi deadbolt lock aimed at enhancing home security and access management for U.S. households through a partnership with Lowe's [1][5][6] Product Features - The Smart Lock B50 allows homeowners to create one-time, recurring, and permanent PIN codes, providing control over home access [2][3] - It includes an anti-peek feature for added security, enabling users to input random digits before and after their PIN [2] - The lock features an auto-lock function that secures the door after a set period, reducing the risk of unauthorized access [2][4] - Homeowners can monitor lock status and manage PIN codes remotely via the Aqara Home app, with compatibility for Alexa and Google Home [3][4] Installation and Maintenance - The B50 is designed for easy installation without the need for drilling, making it suitable for multi-unit properties [4] - It is powered by four AA batteries, with a battery life of up to six months under typical usage conditions, and includes a USB-C port for emergency charging [4][7] Market Strategy - The collaboration with Lowe's allows Aqara to reach a broader audience, including homeowners and professionals, enhancing the accessibility of smart home solutions [5][6] - The partnership leverages Lowe's extensive retail network and professional installer ecosystem to support consumers throughout their smart home journey [5][6] Availability - The Smart Lock B50 will be available at over 500 Lowe's locations and on Lowes.com starting November 22 [7]

Core Insights - Griffon Corporation reported a fiscal 2025 revenue of $2.5 billion, a 4% decrease from $2.6 billion in the previous year [1] - The company experienced a significant decline in net income, totaling $51.1 million or $1.09 per share, compared to $209.9 million or $4.23 per share in the prior year [2] - Adjusted net income for fiscal 2025 was $263.6 million, or $5.65 per share, an increase from $254.2 million, or $5.12 per share, in the previous year [3] Financial Performance - Fiscal 2025 adjusted EBITDA was $522.3 million, a 2% increase from $513.6 million in the prior year [4] - Fourth quarter revenue was $662.2 million, slightly up from $659.7 million in the same quarter of the previous year [5] - Fourth quarter net income was $43.6 million, or $0.95 per share, down from $62.5 million, or $1.29 per share, in the prior year quarter [6] Segment Performance - Home and Building Products (HBP) revenue for 2025 was $1.6 billion, consistent with the prior year, with a 2% favorable price and mix offset by a 2% decrease in volume [10] - Consumer and Professional Products (CPP) revenue in 2025 was $0.9 billion, a decline of 10% compared to 2024, primarily due to a 12% decrease in volume driven by reduced consumer demand [12] - HBP adjusted EBITDA for 2025 was $494.6 million, a 1% decrease from the previous year, while CPP adjusted EBITDA increased by 18% to $85.5 million [13][10] Cash Flow and Shareholder Returns - The company generated $323 million in free cash flow during the year, which supported the repurchase of 1.9 million shares and regular quarterly dividends [8] - Griffon returned a total of $174 million to shareholders in 2025 through dividends and share repurchases [8] - A 22% increase in the regular quarterly dividend to $0.22 per share was announced, reflecting confidence in the company's strategic plan [9] Balance Sheet and Capital Expenditures - As of September 30, 2025, Griffon had cash and equivalents of $99 million and total debt outstanding of $1.41 billion, resulting in net debt of $1.31 billion [17] - The company reduced its debt by approximately $116 million during the year, improving leverage to 2.4x from 2.6x in the prior year [17] - Capital expenditures for the year were $34.4 million, including $18 million from asset sales [17] 2026 Outlook - For fiscal year 2026, Griffon expects revenue to remain at $2.5 billion and adjusted EBITDA in the range of $580 million to $600 million [20] - The company anticipates HBP and CPP revenue to be in line with 2025, with HBP EBITDA margin exceeding 30% and CPP around 10% [21]

Core Points - Natuzzi S.p.A. will disclose its unaudited financial information for the second quarter and first half of 2025 on November 19, 2025, after the market closes [1] - A conference call to discuss the financial information will be held on November 20, 2025, at 10:00 a.m. U.S. Eastern time [2] - The company has a global retail network of 596 monobrand stores as of June 30, 2025, and is recognized for its Italian design and craftsmanship [4] Company Overview - Natuzzi S.p.A. was founded in 1959 and is a leading brand in the design and luxury furniture sector [4] - The company is listed on the New York Stock Exchange since May 13, 1993 [4] - Natuzzi is committed to social responsibility and environmental sustainability, holding multiple certifications including ISO 9001, ISO 14001, and ISO 45001 [4]

Core Points - HNI Corporation announced a quarterly dividend of 34 cents per share on its common stock, payable on December 1, 2025, to shareholders of record as of November 17, 2025 [1][7]. Company Overview - HNI Corporation has been in operation for over 75 years, focusing on improving living and working environments [2]. - The company operates under two segments: Workplace Furnishings, which is a leading global designer and provider of commercial furnishings, and Residential Building Products, which is the nation's leading manufacturer and marketer of hearth products [2].