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Ameriprise Financial(AMP) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:02
Ameriprise Financial (NYSE:AMP) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsCraig Siegenthaler - Managing DirectorJim Cracchiolo - Chairman and CEOJohn Barnidge - Managing DirectorSteven Chubak - Managing DirectorTom Gallagher - Senior Managing DirectorTyler Mulier - Equity Research AssociateWalter Berman - CFOWilma Burdis - DirectorConference Call ParticipantsBrennan Hawken - Senior Equity Research AnalystSuneet Kamath - Senior Research AnalystNone - AnalystOperatorWelcome to the ...
Virtu Financial(VIRT) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:02
Virtu Financial (NasdaqGS:VIRT) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsAaron Simons - CEOAlex Blostein - Managing DirectorCindy Lee - CFOJoe Molluso - Co-President and Co-COOKen Worthington - Managing DirectorMatt Sandberg - Head of Corporate Planning and Business AnalyticsRitwik Roy - VPConference Call ParticipantsEli Abboud - Equity Research AnalystWill Cops - Equity Research AnalystOperatorHello, everybody, and welcome to the Virtu Financial fourth quarter 2025 earnings ca ...
Whirlpool (WHR) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:02
Whirlpool (NYSE:WHR) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Company ParticipantsCharles Perron - VP of Equity ResearchEric Bosshard - CEO and FounderJuan Carlos Puente - EVP of North America and Global Strategic SourcingLudovic Beaufils - EVP of MDA Latin America and KitchenAid Small AppliancesMarc Bitzer - Chairman and CEOMike Dahl - Managing DirectorRoxanne Warner - CFOSam Darkatsh - Managing Director of Equity ResearchScott Cartwright - Head of Investor RelationsConference Call ParticipantsAn ...
Rogers Communications(RCI) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:00
Rogers Communications (NYSE:RCI) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker4Welcome to the Rogers Communications Inc. Fourth Quarter 2025 Results Conference Call. As a reminder, all participants are in listen-only mode, and the conference is being recorded. Following the presentation, we'll conduct a question-and-answer session. To join the question queue, you may press star then one on your telephone keypad. Should you need assistance during the conference call, you may reach an operator by ...
Whirlpool (WHR) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:00
Whirlpool (NYSE:WHR) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker14Good morning, and welcome to Whirlpool Corporation's fourth quarter 2025 earnings call. Today's call is being recorded. Joining me today are Marc Bitzer, our Chairman and Chief Executive Officer, Roxanne Warner, our Chief Financial Officer, Juan Carlos Puente, our Executive President of North America and Global Strategic Sourcing, and Ludovic Beaufils, our Executive President of KitchenAid Small Appliances in Latin America. Our ...
Celestica(CLS) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:00
Celestica (NYSE:CLS) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker4Ladies and gentlemen, thank you for joining us, and welcome to the Celestica Q4 2025 financial results and conference call. After today's prepared remarks, we will host a question and answer session. If you'd like to ask a question, please raise your hand. If you have dialed in to today's call, please press star nine to raise your hand and star six to unmute when called upon. I will now hand the conference over to Matthew Palata ...
Virtu Financial(VIRT) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:00
Virtu Financial (NasdaqGS:VIRT) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker6Hello, everybody, and welcome to the Virtu Financial fourth quarter 2025 earnings call. My name is Elliot, and I'll be coordinating your call today. If you would like to register a question during today's event, please press star one on your telephone keypad. I'd now like to hand over to Matt Sandberg at Virtu Financial. Please go ahead.Speaker5Thank you, and good morning, everyone. Thank you for joining us. Our fourt ...
1-800-FLOWERS.COM(FLWS) - 2026 Q2 - Earnings Call Transcript
2026-01-29 14:00
Financial Data and Key Metrics Changes - Revenue for the second quarter decreased by 9.5% compared to the prior year, driven by a decline in e-commerce revenue and a strategic shift towards more efficient marketing spending [10][12] - Gross margin decreased by 120 basis points to 42.1%, primarily due to lower fixed cost absorption, higher commodity costs, and tariffs [12] - Adjusted EBITDA for the second quarter was $98.1 million, down from $116.3 million in the prior year [14] Business Line Data and Key Metrics Changes - Consumer Floral and Gifts segment saw a decline of 22.7%, Gourmet Foods and Gift Baskets segment declined by 3.8%, and BloomNet segment declined by 3.1% [12] - The decline in the Consumer Floral segment was attributed to inefficient marketing spend and a strategic focus on improving marketing contribution margin [18][36] Market Data and Key Metrics Changes - The company noted a decline in direct traffic during the holiday period, which was partially offset by stronger performance in B2B and wholesale businesses [4] - The food business, particularly Harry & David, performed better than the floral segment, benefiting from a more disciplined marketing approach and exposure to B2B [36][52] Company Strategy and Development Direction - The company is transitioning to a function-based operating structure to improve efficiency, accountability, and collaboration [5] - A focus on improving marketing contribution margin and reducing unprofitable initiatives is expected to build a more sustainable demand generation model [7][8] - The company plans to redesign its retail approach based on insights gained from pop-up store tests, moving towards a full-year store concept [7][8] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that the holiday season operations were strong, but revenue came in below expectations due to changes in search engine results and a decline in direct traffic [4] - The company expects revenue to decline in the low double-digit range for the second half of fiscal 2026, reflecting ongoing marketing strategy adjustments and tougher comparisons [15] - Management remains optimistic about future growth, citing improvements in marketing efficiency and product discoverability [9][41] Other Important Information - The company achieved approximately $15 million in annualized run-rate cost savings for fiscal 2026, with a target of $50 million in total cost savings across fiscal 2026 and 2027 [11] - The company is focused on stabilizing performance and building capabilities for sustainable growth, with capital allocation prioritized towards operational efficiencies and customer experience improvements [44] Q&A Session Summary Question: What drove the decline in the consumer floral and gift segment? - The decline was primarily driven by inefficient marketing spend, particularly in PMOL, which was impacted more than the flowers business [18] Question: How are Passport members performing compared to non-members? - Passport members continue to perform better than non-members, but feedback indicates the loyalty program's value proposition needs improvement [23] Question: Which segments are expected to perform better in the second half of the year? - The performance is expected to be consistent across segments, with a mixed shift towards the flowers business being more significant in the second half [25] Question: What are the trends in commodity prices? - Cocoa prices remain elevated, while other commodities like eggs, butter, and sugar are stabilizing and should not be a headwind in the back half of the year [37] Question: What are the biggest factors impacting full-year performance? - The focus is on cost savings initiatives and potential upside on the top line, with cost savings being a controllable factor [39] Question: How is the company approaching capital allocation? - The current priority is on stabilizing performance and building capabilities for sustainable growth, with a disciplined approach to capital allocation [44]
Nasdaq(NDAQ) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:00
Nasdaq (NasdaqGS:NDAQ) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker2Good day, and thank you for standing by. Welcome to the Nasdaq Quarter 2025 results call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star ...
Dow(DOW) - 2025 Q4 - Earnings Call Transcript
2026-01-29 14:00
Dow (NYSE:DOW) Q4 2025 Earnings call January 29, 2026 08:00 AM ET Speaker13...welcome to the Dow Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. A brief question and answer session will follow the formal presentation. If you would like to ask a question during that time, please press Star followed by one on your telephone keypad. As a reminder, this conference is being recorded. I would now like to turn the call over to Dow Investor Relations Vice Pres ...