Kimberly-Clark de México, S. A. B. de C. V. (OTCPK:KCDMY) Q2 2025 Earnings Conference Call July 18, 2025 10:30 AM ET Company Participants Pablo Roberto Gonzalez Guajardo - CEO, General Director & Director Xavier Cortés Lascurain - CFO & Finance Director Conference Call Participants Alejandro Fuchs - Itaú Corretora de Valores S.A., Research Division Antonio Hernandez Velez Leija - Actinver Casa de Bolsa, S.A. de C.V., Research Division Juan José Guzmán Calderón - Scotiabank Global Banking and Markets, Resear ...

2025年早已过半，美妆品牌的平台生存之战交出期中答卷。 都说铁打的抖音，流水的白牌。今年上半年上榜TOP20的白牌又与去年有所不同。 当流量日益昂贵，品牌在各大平台的投入与产出比正经历残酷检验。过去六个月，哪些美妆品牌依然笑傲江 湖？哪些黑马新锐凭靠差异化打法实现弯道超车？哪些品牌又未能守住擂台，告别消费者视野？一起来看。 抖音：215个美妆护肤品牌GMV破亿 聚焦蝉妈妈抖音美妆护肤品牌榜单，期内，215个品牌GMV破亿。 TOP10榜单国货与外资平分秋色 其中，销售额TOP10的品牌分别是：韩束、珀莱雅、欧莱雅、雅诗兰黛、谷雨、兰蔻、赫莲娜、自然堂、海蓝 之谜及丸美。 | 8 | 谷雨 | 自然堂↑ | | --- | --- | --- | | 9 | 海蓝之谜 | 海蓝之谜 | | -10 | 自然堂 | 丸美↑ | | 11 .. | 欧诗漫 | 可复美↑ | | 12 | 后 | 毛戈平↑ | | 13 | 花西子 | 后↓ | | 14 | 蜜丝婷 | 百雀羚↑ | | 15 | 可复美 | eLL ↑ | | 16 | 温博士 | MEICHIC ↑ | | 17 | DCEXPORT | 蜜 ...

Core Insights - The company reported disappointing second quarter results, primarily due to a decline in consumer demand in the baby care segment, which fell at a high single-digit rate [1][5][6] - The full-year outlook has been revised, now expecting low single-digit revenue contraction and adjusted EBITDA in the range of €200-210 million [5][10] - Despite the weak performance, the adult care business is growing, and the company is making progress in its strategic initiatives [3][8] Financial Performance - Revenue for H1 2025 was €880 million, reflecting a 4.0% like-for-like decrease, with baby care revenue down by 9.8% [5][6][12] - Adjusted EBITDA for H1 2025 was €86 million, down from €110 million in 2024, resulting in a margin contraction of 2.2 percentage points to 9.8% [5][12] - Free cash flow was negative at €(40) million, impacted by lower EBITDA and increased capital expenditure [9][12] Market Dynamics - The baby care category experienced a 9.8% revenue decline, attributed to weak consumer demand and heavy promotional activity from branded players [6][12] - The adult care segment saw a 2.6% revenue increase, driven by stable demand in both retail and healthcare channels [6][12] - Temporary supply chain disruptions in Europe affected production and distribution, but these issues are being resolved [6][8] Strategic Initiatives - The company is focused on a cost transformation program that delivered €34 million in net savings, reducing operating costs by 5% despite lower volumes [9][12] - New contracts in North America and Europe are expected to contribute to revenue growth in the second half of 2025 [2][8] - The company is reshaping its portfolio and strengthening its balance sheet, which is anticipated to improve resilience to market fluctuations [3][8]

LOS ANGELES, July 15, 2025 (GLOBE NEWSWIRE) -- The Honest Company, a personal care company dedicated to creating cleanly-formulated and sustainably-designed products, is proud to announce the next generation of diapering: the new and improved Clean Conscious Diapers®. A trusted brand for baby’s delicate skin, Honest listened to parents’ feedback and redesigned their beloved diapers, now offering better leak protection and enhanced features for each age and stage. The Honest Company understands that small c ...

Core Insights - European Wax Center, Inc. (EWCZ) achieved a significant EBITDA improvement in Q1 of fiscal 2025, raising questions about the sustainability of this expansion [1][8] - The company reported adjusted EBITDA of $18.8 million, a 7.2% year-over-year increase, with margins increasing to 36.5% from 33.7% [1][8] Financial Performance - The EBITDA margin expansion was primarily driven by revenue growth, advertising, and the timing of selling, general and administrative expenses, which provided a temporary boost to profitability [2] - EWCZ reaffirmed its full-year adjusted EBITDA guidance of $69 million to $71 million, indicating confidence in its cost structure and marketing strategy [4][8] Marketing Strategy - EWCZ plans to distribute advertising expenses more evenly throughout 2025 to support new guest acquisition and stabilize marketing activities [3] - The company has reported early progress in marketing efficiency with the implementation of a new media strategy [2] Market Position - EWCZ's shares have increased by 61.6% over the past three months, slightly trailing the industry's growth of 62.6% [7] - The company trades at a forward price-to-earnings ratio of 8.15X, significantly lower than the industry average of 28.11X, indicating potential undervaluation [9] Earnings Estimates - The Zacks Consensus Estimate for EWCZ's fiscal 2025 and 2026 earnings implies year-over-year growth of 35.6% and 8.2%, respectively [10] - Current earnings estimates for the upcoming quarters show a positive growth trajectory, with a year-over-year growth estimate of 13.33% for the current quarter [11]

For further information, please contact: Able View Global Inc. Mr. Dennis Tang, CFO E: info@ableview.com SHANGHAI, CHINA, July 15, 2025 (GLOBE NEWSWIRE) -- Able View Global Inc. – (NASDAQ-CM: ABLV) ("Able View" or the "Company") one of the largest comprehensive brand management partners of international beauty and personal care brands in China, Able View partnership with TikTok key opinion leaders ("KOLs") to expand distribution channels. In Able View's continuous efforts to explore new business channels an ...

Core Insights - Helen of Troy Limited (HELE) experienced a significant 22.7% decline in share price after disappointing first-quarter fiscal 2026 results, with revenues and earnings falling year over year and missing consensus estimates [1][4] Financial Performance - HELE reported adjusted earnings of $0.41 per share, missing the Zacks Consensus Estimate of $0.91 per share, and reflecting a 58.6% decline from $0.99 in the prior year [4][8] - Net sales were $371.7 million, missing the Zacks Consensus Estimate of $399 million, and decreased 10.8% from $416.8 million in the previous year, driven by a 17% decline in organic business [4][8] - The consolidated gross profit margin contracted by 160 basis points to 47.1%, influenced by trade-down behavior, higher retail trade expenses, and a less favorable brand mix [5][8] - The SG&A ratio increased by 420 basis points to 45.1%, attributed to higher marketing expenses and CEO succession costs, leading to a 62.5% decline in adjusted operating income to $16.1 million [6][8] Segment Performance - Home & Outdoor segment sales fell 10.3% to $178 million, impacted by competitive pressure and reduced replenishment orders due to tariff-related issues [9] - Beauty & Wellness segment sales decreased 11.3% to $193.7 million, primarily due to a 23% drop in organic business sales, particularly in thermometers and hair appliances [10] Financial Position - As of the end of fiscal 2025, HELE had cash and cash equivalents of $22.7 million and total debt of $871 million, with net cash provided by operating activities at $58.3 million for the first quarter of fiscal 2026 [11] Outlook - For Q2 FY26, HELE expects consolidated net sales between $408 million and $432 million, reflecting a decline of 14.0% to 8.9% year over year, with segment-specific declines anticipated [13][14] - Management anticipates GAAP diluted EPS between $0.56 and $0.68, with adjusted diluted EPS expected to decline 62.8% to 50.4% compared to the prior year [15]

Core Insights - European Wax Center, Inc. (EWCZ) is undergoing a significant marketing transformation, showing early signs of improvement in guest trends after implementing a new advertising effectiveness platform in Q1 FY25 [1][7] - The company is focusing on data-driven, digital-first marketing strategies, which include enhanced measurement tools that connect media impressions to in-center behavior, leading to smarter marketing spend and reduced acquisition costs [2][7] - EWCZ's marketing efforts are closely integrated with franchisee operations, utilizing new support tools and communication platforms, with plans for a major ad campaign during the summer to boost traffic recovery [3] Marketing Efficiency Comparison - Coty Inc. (COTY) is shifting its marketing strategy towards high-ROI categories while reducing focus on lower-return segments, facing challenges from inconsistent demand and global channel fragmentation [4] - Helen of Troy Limited (HELE) is simplifying its marketing execution and prioritizing high-return investments, reporting success in influencer-backed launches despite facing tariff disruptions and pricing pressures [5] Financial Performance - EWCZ shares have increased by 64.6% over the past three months, outperforming the industry growth of 50.1% [6] - The company has a forward price-to-earnings ratio of 8.61X, significantly lower than the industry average of 27.7X, indicating potential undervaluation [8] - The Zacks Consensus Estimate predicts EWCZ's earnings growth of 35.6% for fiscal 2025 and 8.2% for fiscal 2026 [9]

Company Overview - Ontex Group NV is a leading international developer and producer of personal care products, including baby care, feminine care, and adult care products [5] - The company employs approximately 5,500 people and operates plants and offices in 12 countries, distributing innovative products in around 100 countries [5] - Ontex is headquartered in Aalst, Belgium, and is listed on Euronext Brussels as a constituent of the Bel Mid index [5] Upcoming Financial Results - Ontex will announce its second quarter and first half year results for 2025 on July 31, 2025, at 07:00 CEST / 06:00 BST [1] - A webcast for investors and analysts will be held on the same day at 12:00 CEST / 11:00 BST [1] - A replay of the webcast will be available shortly after the live presentation and will remain accessible for one year [1] Investor Relations - Professional investors and financial analysts wishing to participate in the Q&A session at the end of the call must contact investor relations prior to the publication date [2] - Consensus figures for the upcoming results are available on Ontex's investor website, based on equity analyst projections [3]

Core Insights - Ontex Group NV has been recognized by CDP for the second consecutive year for its climate actions in collaboration with suppliers, focusing on reducing scope 3 emissions [1][3] - The company achieved a prestigious CDP A rating for Climate in February 2024, and the recognition from the Supplier Engagement Leaderboard signifies a milestone in its sustainability efforts [2][3] - In 2024, Ontex gathered data from suppliers covering over 50% of emissions from purchased goods and services, enabling better tracking of supplier improvements [2] Company Overview - Ontex is a leading international developer and producer of personal care products, including baby care, feminine care, and adult care, primarily serving markets in Europe and North America [5] - The company employs around 5,500 people and operates in 12 countries, with its products distributed in approximately 100 countries [5] - Ontex is headquartered in Aalst, Belgium, and is listed on Euronext Brussel as part of the Bel Mid® index [5]