Helen of Troy (HELE) Q1 2026 Earnings Call July 10, 2025 09:00 AM ET Speaker0Greetings. Welcome to the Helen of Troy Limited First Quarter twenty twenty six Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded.It is now my pleasure to introduce Ann Racunis, Director of Investor Relations. Thank you. You may begin.Speaker1Thank you, operator. Good morning, everyone. Welcome ...

Helen of Troy (HELE) Q1 2026 Earnings Call July 10, 2025 09:00 AM ET Company ParticipantsAnne Rakunas - Director - External CommunicationsBrian Grass - CEOTracy Schuerman - CFOOlivia Tong - Managing DirectorSusan Anderson - Managing DirectorConference Call ParticipantsRupesh Parikh - MD & Senior AnalystPeter Grom - Equity Research AnalystOperatorGreetings. Welcome to the Helen of Troy Limited First Quarter twenty twenty six Earnings Call. At this time, all participants are in a listen only mode. A question ...

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Jack in the Box (JACK) Q2 2025 Earnings Call May 14, 2025 05:00 PM ET Company Participants Chris Brandon - VP - IRLance Tucker - CEODawn Hooper - Interim Principal Financial OfficerPatrick Johnson - Equity Research AssociateRyan Ostrom - Chief Customer & Digital OfficerLauren Silberman - DirectorAndrew Charles - Managing DirectorDennis Geiger - Executive Director - Equity Research Conference Call Participants Brian Mullan - Director & Senior Research AnalystLogan Reich - AnalystBrian Harbour - AnalystJeffre ...

Financial Data and Key Metrics Changes - Second quarter same store sales for Jack brand decreased by 4.4%, with franchise restaurant comp decrease of 4.5% and company-owned sales decrease of 4% [11] - Consolidated adjusted EBITDA was $66.5 million, down from $75.7 million in the prior year, primarily due to Del Taco refranchising and sales deleverage [18] - The company reported a consolidated GAAP diluted loss per share of negative $7.47 compared to diluted earnings per share of $1.26 in the prior year [18] Business Line Data and Key Metrics Changes - Jack brand's restaurant level margin percentage decreased to 19.6% from 23.6% a year ago, driven by lower sales and inflation [13] - Del Taco's system same store sales declined by 3.6%, with franchise sales decline of 4.2% and company-owned comp decrease of 1.7% [14] - Del Taco's restaurant level margin was 12.8%, down 400 basis points from the prior year, mainly due to lower sales and inflation [15] Market Data and Key Metrics Changes - Digital sales now account for 18% of system-wide sales, with a target of reaching 20% ahead of schedule [12] - The company experienced commodity inflation of 3.4% for Jack and 5.7% for Del Taco during the quarter [13][15] - Labor costs as a percentage of sales increased to 33.8% for Jack and 38.2% for Del Taco, primarily due to wage inflation [13][16] Company Strategy and Development Direction - The company is focused on becoming a simpler asset-light organization that drives sustainable growth for franchisees and investors [5] - The "Jack on Track" plan aims to strengthen the balance sheet, accelerate cash flow, and close underperforming restaurants [10] - The company is committed to technological advancements, including the rollout of a new point of sale system and modernization of legacy systems [9] Management's Comments on Operating Environment and Future Outlook - Management acknowledged significant pressure on multiple income cohorts leading to negative traffic and emphasized the importance of driving same store sales [6] - The company is facing challenges from cautious consumer behavior and self-inflicted issues related to technology integration [24] - Management remains optimistic about long-term growth despite current challenges, with a focus on core strengths and value offerings [26] Other Important Information - The company recorded a non-cash goodwill and intangible asset impairment of $203.2 million for the Del Taco reporting unit [18] - Capital expenditures for the quarter were $21.5 million, focusing on technology and digital initiatives [19] - The company has discontinued its dividend and did not repurchase any shares during the quarter [20] Q&A Session Summary Question: Current trends at Jack relative to the down 4.4% in 2Q - Management indicated that trends in the third quarter are in line with the second quarter, facing a challenging industry environment [24] Question: Company-specific headwinds affecting comp pressure - Management noted IT issues impacting 1% to 2% in same store sales and highlighted the brand's over-indexing on low-income consumers [29] Question: Key priorities for Del Taco during strategic alternatives exploration - Management emphasized the need for operational execution and revamping marketing strategies for Del Taco [36] Question: Allowance for doubtful accounts and potential bad debt expense - Management clarified that the increase is related to a specific franchise matter and does not anticipate it affecting the closure program [40] Question: Value positioning in the current environment - Management discussed the importance of perceived value rather than just low prices, focusing on core offerings and Munchie Meals [46] Question: Conversations with franchisees post Jack on Track rollout - Management reported positive feedback from franchisees, who are supportive of long-term changes [51] Question: Geographic concentration of upcoming closures - Management stated that closures will be spread throughout the system and will not concentrate in any specific area [56] Question: Strategic alternatives for Del Taco and potential divestiture - Management indicated significant interest in Del Taco and is exploring various options, with divestiture being a strong possibility [63] Question: Update on new unit development commitments - Management expressed excitement about new unit growth and mentioned ongoing developments in various markets [68] Question: Performance across different dayparts - Management noted even pressure across dayparts, with some successful promotions and partnerships [73]

Core Insights - Helen of Troy Limited (HELE) is experiencing a management shake-up and is facing challenges due to tariffs, with expected earnings decline of 15.6% in fiscal 2026 [1][7] Financial Performance - In the fourth quarter of fiscal 2025, Helen of Troy reported earnings of $2.33, missing the Zacks Consensus by a penny, which was $2.34 [2] - Sales for the same quarter fell by 0.7% year-over-year [2] Management Changes - The CEO, Noel Geoffroy, resigned on May 2, 2025, following the earnings report, and Brian Grass, the CFO, was appointed as interim CEO [8] Tariff Impact and Mitigation Strategies - Helen of Troy has significant exposure to tariffs and did not provide guidance for fiscal 2026, indicating a grim outlook [3][4] - The company aims to reduce its cost of goods sold exposed to China tariffs to less than 20% by the end of fiscal 2026 [5] - To mitigate tariff risks, the company is diversifying production outside of China and considering price increases to customers [4][5] Analyst Reactions - Analysts have cut fiscal 2026 earnings estimates, with the Zacks Consensus dropping from $7.76 to $6.05, reflecting a 15.6% decline from the previous fiscal year earnings of $7.17 [7] Stock Performance - Shares of Helen of Troy have decreased by 58.9% year-to-date and are trading at new 5-year lows [9] - The company has a forward price-to-earnings (P/E) ratio of 4.2, which raises concerns given the recent earnings estimate cuts [11]

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Olaplex Holdings, Inc. (NASDAQ:OLPX) Q4 2024 Earnings Conference Call March 4, 2025 9:00 AM ET Company Participants Allison Malkin – Investor Relations Amanda Baldwin – Chief Executive Officer Catherine Dunleavy – Chief Operating Officer and Chief Financial Officer Conference Call Participants Susan Anderson – Canaccord Genuity Olivia Tong – Raymond James Ashley Helgans – Jefferies Lauren Lieberman – Barclays Dana Telsey – Telsey Advisory Group Operator Greetings, and welcome to Olaplex Holdings, Inc. Fourt ...