Financial Data and Key Metrics Changes - The company reported continued improvement in organic sales and effective execution of its transformation initiatives, particularly in North America Retail [3][4] - Pricing actions have been successful, with over 90% of the pricing strategies implemented performing as well or better than expected [4][17] - The company anticipates profit growth in the fourth quarter, aided by favorable trade timing and the addition of a 53rd week [8] Business Line Data and Key Metrics Changes - North America Retail has shown growth in volume share across eight of the top ten categories, with a focus on strategic pricing adjustments [3][5] - The North America Pet segment has gained share in its core business, with mid-single-digit growth in the cat category and positive momentum in the treats business [5][6] - The Love Made Fresh initiative has reached approximately 5% market share among early customers, with plans to expand distribution [6][7] Market Data and Key Metrics Changes - The pet category overall grew about 1% in Q2, with dog feeding lagging behind due to shifts in consumer behavior and preferences [25][27] - The cereal category remains under pressure, with a decline of about 3%, as consumers shift towards high-protein alternatives [61][62] Company Strategy and Development Direction - The company aims to maintain momentum in organic sales while focusing on profitability improvements in the second half of the fiscal year [8] - The Remarkability Framework is central to the company's strategy, emphasizing pricing, product innovation, and marketing effectiveness [4][16] - The company is confident in its competitive positioning and plans to continue leveraging its pricing strategies without resorting to deep discounting [15][17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the sustainability of volume growth in North America Retail, despite some shipment timing benefits [13] - The competitive environment remains rational, with no significant increase in discounting levels observed [15][16] - The company is cautious about the volatile environment, including potential impacts from government actions and consumer sentiment [21][58] Other Important Information - The company has maintained its annual guidance despite ongoing volatility in the sector, indicating confidence in its ability to navigate challenges [58] - The transformation initiatives are expected to deliver savings above 4% in the coming year, contributing to overall profitability [68] Q&A Session Summary Question: Sustainability of volume growth in North America Retail - Management acknowledged some shipment timing benefits but remains optimistic about continued category improvement and competitiveness in the second half [13] Question: Competitive environment and pricing strategies - Management noted that discounting levels have not increased significantly and emphasized the importance of executing pricing strategies effectively [15][16] Question: Expectations for fiscal 3Q and 4Q - Management indicated that while there may be a trade-off between Q3 and Q4 performance, they expect overall improvement in organic sales [22] Question: Consumer behavior in the pet category - Management highlighted a shift towards e-commerce for pet purchases and noted that the dog feeding segment continues to lag behind [80] Question: Impact of pricing investments on volume - Management reported that nearly 90% of pricing investments have met or exceeded expectations, with ongoing monitoring of performance [31][66] Question: Inflation and cost of goods sold outlook - Management reaffirmed guidance of approximately 3% base inflation, with additional tariff headwinds expected [41][42] Question: Performance of the Wilderness brand - Management acknowledged underperformance in the Wilderness brand and outlined plans for new product launches and improved marketing strategies [70]

Financial Data and Key Metrics Changes - The LIFO effect for Q1 was just under $100 million, and for Q2, it is expected to be around $60 million due to higher incoming costs and tariffs [12][13] Business Line Data and Key Metrics Changes - The company opened 89 stores in Mexico and 7 or 8 in Brazil last year, indicating a strong focus on international expansion [13] Market Data and Key Metrics Changes - The company is diversifying its sourcing strategies across multiple countries and categories to mitigate tariff impacts and ensure a sustainable supply chain [13] Company Strategy and Development Direction - The long-term strategy includes opening around 300 stores domestically and 200 stores internationally by 2028, aiming for a total of approximately 500 stores globally [13] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of providing excellent customer service and maintaining a strong commitment to their mission [15] Other Important Information - The appointment of Ernst & Young LLP as the company's Independent Registered Public Accounting Firm for fiscal year 2026 was ratified [10] Q&A Session All Questions and Answers Question: What is the LIFO effect due to the tariffs, and are there any changes in the supply chain? - The LIFO effect is caused by incoming costs being higher than current inventory, with charges for Q1 just under $100 million and expected to be around $60 million for Q2 due to higher tariffs [12] - The company has been working on changing supply chain strategies since the first tariffs in 2016 and 2017, focusing on diversifying sourcing and having multiple suppliers to control costs [13] Question: What is the strategy for international expansion in Mexico? - The company plans to continue its strategy in Mexico and Brazil, having opened 89 stores in Mexico last year and aiming for a total of 500 stores globally by 2028 [13]

ABM Industries (NYSE:ABM) Q4 2025 Earnings Call December 17, 2025 08:30 AM ET Company ParticipantsTim Mulrooney - Partner and the Group Head of the Global Services SectorPaul Goldberg - Senior VP of Investor RelationsFaiza Alwy - Managing Director of US Company ResearchScott Salmirs - President and CEODavid Orr - Executive Vice President and CFOConference Call ParticipantsJoshua Chan - Executive Director and Equity Research AnalystMarc Riddick - Senior Equity AnalystAndrew Whitman - Senior Research AnalystJ ...

ABM Industries (NYSE:ABM) Q4 2025 Earnings Call December 17, 2025 08:30 AM ET Company ParticipantsTim Mulrooney - Partner and the Group Head of the Global Services SectorPaul Goldberg - Senior VP of Investor RelationsFaiza Alwy - Managing Director of US Company ResearchScott Salmirs - President and CEODavid Orr - Executive Vice President and CFOConference Call ParticipantsJoshua Chan - Executive Director and Equity Research AnalystMarc Riddick - Senior Equity AnalystAndrew Whittman - Senior Research Analyst ...

Financial Data and Key Metrics Changes - Fiscal year 2025 marked the most successful year in the history of the company, with record product sales growth of 163% to $9.1 million [3] - Fourth quarter product revenue increased 907% to $2.7 million compared to $0.3 million in the same quarter of fiscal 2024 [15] - Product gross margins improved to 55.8% in Q4 2025 from 51.8% in Q4 2024, with a full-year gross margin of 56.5% compared to 31.3% in fiscal 2024 [15][16] - Net loss in Q4 2025 improved by 52% to $1.6 million, or $0.03 per share, compared to a net loss of $3.4 million, or $0.11 per share, in Q4 2024 [17] - Cash and cash equivalents increased to $6.6 million as of September 30, 2025, from $1.5 million a year earlier [17] Business Line Data and Key Metrics Changes - The company received FDA 510(k) clearance for the OneRF trigeminal nerve ablation system and advanced the development of spinal cord stimulation electrodes for lower back pain [4] - The drug delivery program using SEEG platform electrode technology has garnered significant physician interest, with potential partnerships for gene therapy and glioblastoma drug delivery [5][6] - The company reported its first preclinical drug delivery device sales to a large pharmaceutical company [6] Market Data and Key Metrics Changes - The OneRF brain ablation system, marketed by Zimmer Biomet, continues to gain traction, with positive clinical outcomes reported [12] - The company is pursuing several market opportunities as potential revenue drivers, particularly in drug delivery and pain management [5][8] Company Strategy and Development Direction - The company plans to provide financial guidance for fiscal year 2026 after receiving a final forecast from its distribution partner, Zimmer Biomet [4] - The strategy includes leveraging existing technologies for new applications, such as the basivertebral nerve ablation system for lower back pain [9][38] - The company aims to strengthen its patent portfolio, with 17 issued and pending patents [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in driving increased revenue from the OneRF ablation system and preparing for future international sales [14] - The company anticipates significant growth opportunities in drug delivery and pain management platforms, with a focus on FDA clearance for new products [8][18] Other Important Information - The company has received a 180-day extension from Nasdaq to regain compliance with the minimum bid price rule [4] - Total operating expenses decreased by 2% in Q4 2025 compared to the same quarter in the previous year [16] Q&A Session Summary Question: Will there be more procedures for facial pain before year-end? - Management indicated that three other centers have planned cases, pending some ancillary equipment [22] Question: Were the two procedures done back to back? - Yes, both cases were performed back to back, which allows for better scheduling of future cases [23] Question: What is the status of the drug delivery program with the large pharma player? - Additional orders are expected mid-year for preclinical testing, with ongoing efforts to validate manufacturing processes [25] Question: What is the timing for establishing the epilepsy registry? - The registry is expected to be established by Q2 2026, pending internal approvals from participating sites [28] Question: How is the company navigating the reimbursement landscape? - The company is utilizing established reimbursement codes, and the cost advantages of its technology have not hindered adoption [44]

Jabil (NYSE:JBL) Q1 2026 Earnings Call December 17, 2025 08:30 AM ET Company ParticipantsSteven Fox - Founder and CEOGreg Hebard - EVP of CFOAdam Berry - Senior Vice President of IR and CommunicationsNone - Company RepresentativeRuplu Bhattacharya - DirectorRuben Roy - Managing Director of Equity ResearchMike Dastoor - CEOConference Call ParticipantsDavid Vogt - Managing Director and Senior Equity AnalystMark Delaney - Managing Director and Senior Equity AnalystMelissa Fairbanks - Equity Research AnalystTim ...

Jabil (NYSE:JBL) Q1 2026 Earnings Call December 17, 2025 08:30 AM ET Company ParticipantsSteven Fox - Founder and CEOGreg Hebard - CFOAdam Berry - Senior Vice President of IR and CommunicationsRuplu Bhattacharya - DirectorNone - Company RepresentativeRuben Roy - Managing Director of Equity ResearchMike Dastoor - CEOConference Call ParticipantsDavid Vogt - Managing Director and Senior Equity AnalystMark Delaney - Managing Director and Senior Equity AnalystMelissa Fairbanks - Equity Research AnalystTim Long - ...

Financial Data and Key Metrics Changes - Fiscal year 2025 was the most successful year in the history of NeuroOne Medical Technologies, with record product sales growth of 163% to $9.1 million [3][16] - In Q4 2025, product revenue increased 907% to $2.7 million compared to $0.3 million in Q4 2024, with product gross margins improving to 55.8% from 51.8% [5][16] - Total operating expenses decreased by 2% to $2.9 million in Q4 2025, and net loss improved by 52% to $1.6 million, or $0.03 per share [17][18] Business Line Data and Key Metrics Changes - The company received FDA 510(k) clearance for the OneRF trigeminal nerve ablation system and advanced the development of spinal cord stimulation electrodes for lower back pain [4][10] - The drug delivery program using SEEG platform electrode technology has garnered significant physician interest, with initial sales reported to a large pharmaceutical company [6][7] Market Data and Key Metrics Changes - The company is pursuing several market opportunities, including partnerships for gene therapy and glioblastoma drug delivery development [6][7] - The OneRF brain ablation system is gaining traction with accounts as it is released to additional sites, with positive clinical outcomes reported [12] Company Strategy and Development Direction - The company plans to provide financial guidance for fiscal year 2026 after receiving a final forecast from distribution partner Zimmer Biomet [4] - NeuroOne aims to leverage existing technologies and partnerships to expand its product offerings in pain management and drug delivery [9][40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in driving increased revenue from the OneRF ablation system and preparing for future international sales [15][19] - The company anticipates strong growth prospects and plans to execute its strategy effectively [15][19] Other Important Information - The company raised $8.2 million in capital, strengthening its balance sheet [3] - NeuroOne has received a 180-day extension from Nasdaq to regain compliance with minimum bid price requirements [4] Q&A Session Summary Question: Will there be more procedures for facial pain before year-end? - Management indicated that there are three other centers planning cases, pending some equipment installations [22][23] Question: Were the initial procedures back to back? - Yes, both cases were performed back to back, and scheduling for future cases is expected to be more convenient [24] Question: Will there be more orders from the large pharma player for drug delivery? - Additional orders are anticipated around mid-year as the company prepares to ship more preclinical devices [26] Question: What is the timing for establishing the epilepsy registry? - The registry is expected to be established by Q2 2026, pending site approvals [28][29] Question: What strategies are in place for raising patient awareness? - The company is partnering with organizations like the Epilepsy Foundation to enhance visibility and share patient success stories [30][32] Question: Can you elaborate on the distribution agreement with Zimmer Biomet? - The agreement has expanded to include the brain ablation system, with potential for further growth [41][42] Question: How is the company navigating the reimbursement landscape? - The company is utilizing established reimbursement codes, and the cost advantages of its technology have not hindered adoption [43][45]

Spire Global (NYSE:SPIR) Q3 2025 Earnings Call December 17, 2025 08:30 AM ET Company ParticipantsAndrew Steinhardt - Equity Research Senior AssociateAlison Engel - CFOTheresa Condor - CEOChris Quilty - Co-CEO and PresidentBen Hackman - Head of Investor RelationsConference Call ParticipantsJeff Van Rhee - Senior Research AnalystErik Rasmussen - VP and Senior Equity Research AnalystOperatorGreetings and welcome to the Spire Global third quarter 2025 results call. At this time, all participants are in a listen ...

Worthington Enterprises (NYSE:WOR) Q2 2026 Earnings Call December 17, 2025 08:30 AM ET Company ParticipantsColin Souza - Vp & CFOJoseph Hayek - President & CEOMarcus Rogier - Treasurer and Investor Relations OfficerKathryn Thompson - Founding Partner & CEODaniel Moore - Partner & Director of ResearchConference Call ParticipantsSusan Maklari - Senior Equity Research AnalystWalt Liptak - Md & Senior Equity AnalystBrian McNamara - Md & Senior AnalystOperatorGood morning and welcome to the Worthington Enterpris ...