Start Time: 17:00 January 1, 0000 5:35 PM ET Stitch Fix, Inc. (NASDAQ:SFIX) Q1 2025 Earnings Conference Call December 10, 2024, 17:00 PM ET Company Participants Matt Baer - CEO David Aufderhaar - CFO Lilly Bindley - IR Conference Call Participants Maria Ripps - Canaccord Jay Sole - UBS Dylan Carden - William Blair Operator Good afternoon, and thank you for standing by. Welcome to the First Quarter Fiscal Year 2025 Stitch Fix Earnings Call. At this time, all participants will be in a listen-only mode. [Opera ...

Skillsoft Corp. (NYSE:SKIL) Q3 2025 Earnings Conference Call December 10, 2024 5:00 PM ET Company Participants Stephen Poe - IR Ron Hovsepian - Executive Chair and Principal Executive Officer Richard Walker - CFO Conference Call Participants Ken Wong - Oppenheimer Operator Thank you for standing by and welcome to Skillsoft's Third Quarter Fiscal 2025 Results Conference Call. At this time, all participants are in a listen-only mode. After the speakers present, there will be a question-and-answer session. Ple ...

Academy Sports and Outdoors, Inc. (NASDAQ:ASO) Q3 2024 Earnings Conference Call December 10, 2024 10:00 AM ET Company Participants Brad Morris - Director, Strategic Initiatives Steve Lawrence - Chief Executive Officer Carl Ford - Chief Financial Officer Conference Call Participants Emily Ghosh - Goldman Sachs Robby Ohmes - Bank of America Michael Lasser - UBS Anthony Chukumba - Loop Capital Markets Simeon Gutman - Morgan Stanley Anna Glaessgen - B. Riley Operator Good morning, and welcome to Academy Sports ...

G-III Apparel Group, Ltd. (NASDAQ:GIII) Q3 2025 Earnings Conference Call December 10, 2024 8:30 AM ET Company Participants Morris Goldfarb - Chairman, Chief Executive Officer Neal Nackman - Chief Financial Officer Conference Call Participants Bob Drbul - Guggenheim Ashley Owens - KeyBank Capital Markets Mauricio Serna - UBS Paul Kearney - Barclays Operator Good day! And thank you for standing by. Welcome to the G-III Apparel Group Third Quarter Fiscal 2025 Earnings Conference Call. At this time, all partici ...

Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) Q3 2024 Earnings Conference Call December 10, 2024 8:30 AM ET Company Participants John Swygert - Chief Executive Officer Eric van der Valk - President Robert Helm - Executive Vice President & Chief Financial Officer Conference Call Participants Matthew Boss - JPMorgan Peter Keith - Piper Sandler Bradley Thomas - KeyBanc Capital Markets Chuck Grom - Gordon Haskett Scot Ciccarelli - Truist Securities Kate McShane - Goldman Sachs Jeremy Hamblin - Craig-Hallu ...

Korn Ferry (NYSE:KFY) Q2 2025 Earnings Conference Call December 5, 2024 12:00 PM ET Company Participants Gary Burnison - Chief Executive Officer Robert Rozek - Chief Financial Officer, Vice President Chief Corporate Officer Gregg Kvochak - Senior Vice President, Finance, Treasury, Tax & Investor Relations Tiffany Louder - Vice President, Investor Relations Conference Call Participants Melissa McMahon - William Blair Jasper Bibb - Truist Securities George Tong - Goldman Sachs Josh Chan - UBS Mark Marcon - Ba ...

Financial Data and Key Metrics - Consolidated revenue for Q2 declined by 5% year-over-year, with net sales of $55.7 million [10][33] - The company reported an operating loss of $5.4 million, including $2.8 million in restructuring expenses, compared to a loss of $2.2 million in the prior year period [33] - Adjusted EBITDA for the 12-month period ending with Q2 was negative $1.3 million, compared to negative $240,000 in the prior year [36] - Net loss for Q2 was $5.6 million, or $0.45 per diluted share, compared to a net loss of $2.4 million, or $0.19 per diluted share, in the prior year period [35] Business Segment Performance Mattress Fabrics Segment - Sales for the mattress fabrics segment were $30.1 million, down 4.2% year-over-year but up 7.1% sequentially [38] - Operating loss for the segment was $1 million, a 70.7% sequential improvement from Q1, driven by restructuring progress [11][39] - The segment is expected to return to profitability in the second half of fiscal 2025 [11] Upholstery Fabrics Segment - Sales for the upholstery fabrics segment were $25.6 million, down 6.4% year-over-year and 10% sequentially [41] - Operating income for the segment was $615,000, down from $1.4 million in the prior year, impacted by lower sales and unfavorable foreign exchange rates [42] - Hospitality contract fabric sales remained solid, representing 35% of the segment's total sales [16] Market and Geographic Performance - The company has expanded its North American capacity with strong supply chain operations in Asia, including Vietnam and Turkey [13] - Foreign exchange rates in China negatively impacted Q2 results, but a favorable currency impact is expected in Q3 [18] - The company has fully ceased production in Canada and is transitioning to a sourcing model, improving margins [12][24] Strategic Direction and Industry Competition - The company is focused on restructuring to return to profitability, with the majority of restructuring activities expected to be completed by Q3 [12][19] - The mattress fabrics segment is a critical catalyst for recovery, with expected annualized cost savings of $10 million to $11 million [27] - The company is enhancing its product offerings, including the LiveSmart brand of performance fabrics, to meet customer demand for functionality and sustainability [15] Management Commentary on Operating Environment and Outlook - Management remains optimistic about the company's strategic approach and expects to return to positive adjusted EBITDA in the second half of fiscal 2025 [31][49] - The company anticipates continued pressure on sales in the residential upholstery fabrics segment but expects to achieve positive consolidated adjusted operating income by Q4 [49] - The restructuring process is expected to result in significant operational improvements and cost savings, positioning the company for growth as market conditions improve [32] Other Important Information - The company has $10.5 million in cash and $4.1 million in outstanding debt under its China credit line as of Q2 [45] - Capital expenditures for the first six months of fiscal 2025 were $1.6 million, with full-year projections of $3.5 million to $4 million [44] - The company expects to sell its Canadian facility in Q4, with net proceeds estimated at $6 million to $8 million [29][30] Q&A Session Summary Question: Market Share and Order Growth in Mattress Fabrics - The company is gaining market share in the mattress fabrics segment, driven by product innovation and strategic placements [54] - Positive momentum is expected to continue through Q3 and Q4, with new programs scheduled to launch [55] Question: Upholstery Fabrics Demand and Inventory Adjustments - The decline in upholstery fabrics sales is attributed to customers adjusting inventory levels due to soft industry demand, with some customers over-ordering in Q1 [59] - The company remains optimistic about the segment's potential, with strong customer interest in new products [58] Question: Contract and Hospitality Business Performance - The hospitality contract business is outperforming, driven by strong demand for hotel-related fabrics and window treatments, offsetting declines in office furniture sales [60][62] Question: Mattress Fabrics Restructuring Economics - The company expects annualized cost savings of at least $10 million from the restructuring, with significant operating leverage potential as sales grow [65][66] Question: Tariff Risks and Supply Chain Flexibility - The company is well-positioned to handle potential tariff changes, with a flexible supply chain and a strong U S manufacturing base for mattress fabrics [69][70][71] - The upholstery fabrics segment is largely insulated from tariff risks due to its asset-light model and global supplier relationships [73]

Samsara Inc. (NYSE:IOT) Q3 2025 Earnings Conference Call December 5, 2024 5:00 PM ET Company Participants Mike Chang - Vice President of Corporate Development and Investor Relations Sanjit Biswas - Co-Founder and Chief Executive Officer Dominic Phillips - Chief Financial Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets Keith Weiss - Morgan Stanley Alex Zukin - Wolfe Research Michael Turrin - Wells Fargo Securities Kirk Materne - Evercore ISI Dylan Becker - William Blair & Company M ...

VivoPower International PLC (NASDAQ:VVPR) Q4 2024 Earnings Conference Call December 5, 2024 4:45 PM ET Corporate Participants Conference Call Participants Unidentified Company Representative Hello everybody, welcome to the strategic update presentation for Vivo Power. Today's the 5th of December. We'll be going through both the strategic updates as well as a review of the FY'24 results. Welcome again to the call. Let's kick off on time, so we'll jump to the first page. Just by way of summary, it's been a ve ...

DocuSign, Inc. (NASDAQ:DOCU) Q3 2025 Earnings Conference Call December 5, 2024 5:00 PM ET Company Participants Heather Harwood - Head of Investor Relations Allan Thygesen - Chief Executive Officer Blake Grayson - Chief Financial Officer Conference Call Participants Jake Roberge - William Blair Tyler Radke - Citi Brent Thill - Jefferies Austin Cole - Citizens JMP Joshua Baer - Morgan Stanley Sonak Kolar - JPMorgan Michael Berg - Wells Fargo Securities Arsenije Matovic - Wolfe Research Ian Black - Needham & C ...