Financial Performance - Revenue for Fiscal Q3 2025 was $673.8 million, a decrease of 3.5% compared to $698.2 million in Fiscal Q3 2024[15] - Gross profit decreased by 10.1% year-over-year, from $202.5 million in Fiscal Q3 2024 to $182.1 million in Fiscal Q3 2025[15] - Gross margin decreased by 197 basis points year-over-year, from 29.0% in Fiscal Q3 2024 to 27.0% in Fiscal Q3 2025[15] - Adjusted EBITDA decreased by 26.3% year-over-year, from $86.9 million in Fiscal Q3 2024 to $64.0 million in Fiscal Q3 2025[15] - Adjusted EBITDA margin decreased by 295 basis points year-over-year, from 12.4% in Fiscal Q3 2024 to 9.5% in Fiscal Q3 2025[15] - Free cash flow decreased by 71.1% year-over-year, from $27.7 million in Fiscal Q3 2024 to $8.0 million in Fiscal Q3 2025[15] Revenue Disaggregation - Consolidated uniforms revenue decreased by 6.7%, from $279.004 million in Fiscal Q3 2024 to $260.427 million in Fiscal Q3 2025[48] - Consolidated workplace supplies revenue decreased by 1.4%, from $419.244 million in Fiscal Q3 2024 to $413.372 million in Fiscal Q3 2025[48] - Rental revenue decreased by 2.7%, and direct sales revenue decreased by 14.2%[13] Liquidity and Debt - Total available liquidity was $290 million, including $24 million cash on hand[14] - Net debt was $1.3 billion[38] - Net leverage ratio was 4.50x[14, 38]

Core Viewpoint - Superior Group (SGC) reported quarterly earnings of $0.1 per share, exceeding the Zacks Consensus Estimate of $0.05 per share, marking a 100% earnings surprise compared to $0.04 per share a year ago [1] - The company generated revenues of $144.05 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 7.34% and showing an increase from $131.74 million year-over-year [2] Financial Performance - Superior Group has surpassed consensus EPS estimates two times over the last four quarters [2] - The company experienced a significant earnings surprise of -145.45% in the previous quarter, where it was expected to post earnings of $0.11 per share but instead reported a loss of $0.05 [1][2] - The current consensus EPS estimate for the upcoming quarter is $0.22 on revenues of $143.34 million, and for the current fiscal year, it is $0.41 on revenues of $559.79 million [7] Stock Performance - Superior Group shares have declined approximately 40.8% since the beginning of the year, contrasting with the S&P 500's gain of 7.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating it is expected to perform in line with the market in the near future [6] Industry Outlook - The Textile - Apparel industry, to which Superior Group belongs, is currently ranked in the bottom 19% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact investor sentiment [5]

I want to ask you to explain what's happening with Coles, but I want to talk about some of the brands that you have under your management, because tariffs are the talk of the town and you think about retailers getting hit really on both sides. Here you have consumer demand and you also have raw input costs. So what are you seeing when you look at some of your portfolio companies.Yeah, it's interesting. So as we're looking at the environment right now, as you mentioned, there's certainly, you know, there is ...

Core Insights - UniFirst Corporation has been recognized for 22 consecutive years on Selling Power's list of the "60 Best Companies to Sell For in 2025," highlighting its strong sales culture and commitment to customer service [1][4]. Company Overview - UniFirst is a North American leader in providing customized business uniform programs, facility service products, and first aid and safety services [1][6]. - The company serves over two million uniform wearers across North America, including more than half of the Fortune 500 companies [4]. Sales Culture - The company's sales culture is built on its Founding Core Values: Customer Focus, Commitment to Quality, and Respect for Others [3]. - UniFirst empowers its sales teams to understand customers' businesses deeply, enabling them to develop innovative strategies that address unique challenges [3][4]. Recognition and Evaluation - Selling Power evaluates companies based on their supportive and collaborative sales culture, with a focus on professionalism, trust, and empowerment [4]. - The recognition reflects UniFirst's long-term success in sales and customer engagement [4]. Recruitment and Growth - UniFirst is actively recruiting talented individuals to join its award-winning sales team, indicating ongoing growth and expansion [5].

Financial Data and Key Metrics Changes - Consolidated revenues for Q3 fiscal 2025 were $610.8 million, an increase of 1.2% from $603.3 million in the same quarter of fiscal 2024 [6][12] - Consolidated operating income decreased to $48.2 million from $48.5 million, a decline of 0.6% [12] - Net income increased to $39.7 million or $2.13 per diluted share, up from $38.1 million or $2.03 per diluted share [12] - Consolidated adjusted EBITDA increased to $85.8 million from $84.8 million, reflecting a 1.2% increase [12] - Effective tax rate increased to 25.7% compared to 22.9% in the prior year [12] Business Line Data and Key Metrics Changes - Core Laundry operations revenues were $533.2 million, an increase of 0.9% from the previous year [13] - Core Laundry organic growth was 1.1%, adjusting for acquisitions and currency fluctuations [14] - Specialty Garments segment revenues increased to $47.8 million, a 0.5% rise from the prior year [16] - First Aid segment revenues increased to $29.8 million, a 9% increase driven by growth in van operations [17] Market Data and Key Metrics Changes - Customer retention improved compared to Q3 fiscal 2024, but there was softness in customer wearer levels [9] - Direct sales revenues were lower compared to the same quarter last year, impacting overall growth [10][62] Company Strategy and Development Direction - The company is focused on investing in people, technology, and infrastructure to enhance growth and profitability [6][10] - The strategy includes improving operational execution, strategic pricing, procurement sourcing, and inventory management [11] - The company is implementing a new ERP system to enable better operational efficiencies [11][41] Management's Comments on Operating Environment and Future Outlook - Management noted a cautious mood among existing customers regarding investments and employment levels, particularly in manufacturing sectors [21] - The pricing environment remains challenging, with potential impacts from tariffs and vendor cost increases [24][25] - The company maintains its annual revenue guidance between $2.422 billion and $2.432 billion, while increasing diluted earnings per share guidance to $7.60 to $8.00 [18] Other Important Information - The company incurred approximately $5.7 million in advisory and legal costs during the quarter, with some related to prior strategic discussions [15][56] - Cash, cash equivalents, and short-term investments totaled $211.9 million, with no long-term debt [17] Q&A Session Summary Question: Can you unpack organic growth further? - Management noted improvements in new business and customer retention but highlighted softness in wearer levels impacting overall growth [20][21] Question: What insights can you provide on pricing dynamics? - Management indicated a fluid situation with pricing, impacted by inflation recovery and potential tariff effects [24][25] Question: How is the environment for new sales? - Management observed incremental positive momentum in new sales compared to six months ago, but not dramatically different [30] Question: What is the status of key initiatives and cost reductions? - Key initiative costs are primarily related to the ongoing ERP implementation, with costs currently being capitalized [38][41] Question: How are labor costs trending? - Labor costs are stable, with improvements in execution and efficiency noted [52][53] Question: What is the impact of strategic advisory and legal expenses? - The costs were related to prior strategic discussions and ongoing legal matters, with an accrual built for the latter [56]

Company Performance - Superior Group (SGC) shares decreased by 2.5% to $9.74, underperforming the S&P 500's loss of 0.22% on the same day [1] - Over the past month, SGC shares appreciated by 1.32%, outperforming the Consumer Discretionary sector's loss of 0.1% and the S&P 500's gain of 0.45% [1] Upcoming Earnings - Analysts expect Superior Group to report earnings of $0.07 per share, indicating a year-over-year growth of 75% [2] - The consensus estimate for quarterly revenue is $135.03 million, reflecting a 2.5% increase from the previous year [2] Full-Year Estimates - Zacks Consensus Estimates project full-year earnings of $0.49 per share and revenue of $559.79 million, representing year-over-year declines of 32.88% and 1.04%, respectively [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Superior Group are important as they reflect short-term business trends [4] - Positive estimate revisions are viewed as a sign of optimism regarding the business outlook [4] Zacks Rank and Performance - The Zacks Rank system currently rates Superior Group as 4 (Sell), with the consensus EPS estimate decreasing by 13.6% over the past month [6] - Historically, 1 ranked stocks in the Zacks Rank system have yielded an average annual return of +25% since 1988 [6] Valuation Metrics - Superior Group has a Forward P/E ratio of 20.28, which is higher than the industry average Forward P/E of 13.65 [7] - The company's PEG ratio stands at 2.03, compared to the industry average PEG ratio of 1.98 [8] Industry Context - The Textile - Apparel industry, part of the Consumer Discretionary sector, holds a Zacks Industry Rank of 208, placing it in the bottom 16% of over 250 industries [9] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]

Core Viewpoint - Lands' End, Inc. will hold a conference call to discuss its first quarter 2025 financial results on June 5, 2025, at 8:30 a.m. Eastern Time [1] Group 1: Conference Call Details - The conference call will be accessible via the Company's investor relations website [1] - A news release with the financial results will be issued prior to the call [1] - An online archive of the broadcast will be available around noon on June 5, 2025 [2] Group 2: Company Overview - Lands' End, Inc. is a leading digital retailer specializing in solution-based apparel, swimwear, outerwear, accessories, footwear, home products, and uniforms [3] - The Company sells products through its website, third-party distribution channels, Company Operated stores, and third-party license agreements [3] - Lands' End also provides products to businesses and schools through the Outfitters distribution channel [3]

Financial Performance - Superior Group reported a quarterly loss of $0.05 per share, missing the Zacks Consensus Estimate of $0.11, and down from earnings of $0.24 per share a year ago, representing an earnings surprise of -145.45% [1] - The company posted revenues of $137.1 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 1.14%, and down from $138.84 million year-over-year [2] - Over the last four quarters, Superior Group has surpassed consensus EPS estimates only once and has topped consensus revenue estimates just once [2] Stock Performance - Superior Group shares have declined approximately 38.2% since the beginning of the year, compared to a decline of -4.3% for the S&P 500 [3] - The current Zacks Rank for Superior Group is 5 (Strong Sell), indicating expectations for the stock to underperform the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.12 on revenues of $137.84 million, and for the current fiscal year, it is $0.76 on revenues of $584.83 million [7] - The estimate revisions trend for Superior Group is currently unfavorable, which may change following the recent earnings report [6] Industry Context - The Textile - Apparel industry, to which Superior Group belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Lululemon, another company in the same industry, is expected to report quarterly earnings of $2.60 per share, reflecting a year-over-year change of +2.4% [9]

May 6, 2025 Forward Looking Statements This presentation contains "forward-looking statements" within the meaning of the securities laws. All statements that reflect our expectations, assumptions or projections about the future, other than statements of historical fact, are forward-looking statements, including, without limitation, statements relating to future operations and financial performance and statements regarding our strategy for growth, future product development, regulatory approvals, competitive ...

Core Viewpoint - UniFirst (UNF) has been upgraded to a Zacks Rank 2 (Buy) due to an upward trend in earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with near-term stock price movements [3][5]. - Institutional investors often rely on earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. Company Performance and Outlook - The upgrade for UniFirst indicates an improvement in the company's underlying business, which is expected to positively influence its stock price [4]. - For the fiscal year ending August 2025, UniFirst is projected to earn $7.94 per share, reflecting a -3.8% change from the previous year, but the Zacks Consensus Estimate has increased by 3.5% over the past three months [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have averaged a +25% annual return since 1988 [6]. - The upgrade of UniFirst to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9].