Financial Performance - Adjusted EBITDA, excluding catastrophes, grew by 14% to $439 million in Q1 2025 compared to $384 million in Q1 2024[11, 46] - Adjusted EPS, excluding catastrophes, increased by 16% to $579 per share in Q1 2025 from $497 per share in Q1 2024[11, 48] - The company reaffirmed its 2025 enterprise outlook, projecting modest growth in both Adjusted EBITDA and Adjusted EPS, excluding catastrophes[13] Segment Performance - Global Housing Adjusted EBITDA, excluding catastrophes, increased by 31% to $269 million in Q1 2025 from $205 million in Q1 2024[24, 60] - Global Housing combined ratio, including catastrophes, was 94% in Q1 2025[26] - Global Lifestyle Adjusted EBITDA decreased by 5% to $198 million in Q1 2025 from $208 million in Q1 2024[20] Capital Management - The company generated $67 million in cash during the quarter[11] - $103 million was returned to shareholders through share repurchases and common stock dividends[11] - Share repurchases totaled $62 million in Q1 2025, with an additional $25 million repurchased between April 1 and May 2[49] Catastrophe Reinsurance - The U S program provides approximately $18 billion of coverage in excess of a $160 million retention[66] - The total program coverage protects against a projected probable maximum loss of approximately a 1-in-265-year storm[66]

Financial Performance - Net revenues for Q1 2025 increased by 5.7% to $5103 million, compared to $483 million in Q1 2024[12, 16] - Adjusted comparable store sales growth was 55% in Q1 2025, driven by higher ticket prices and a slight increase in traffic[12, 18] - Adjusted operating income increased to $413 million in Q1 2025, compared to $339 million in Q1 2024[12, 23] - Adjusted diluted earnings per share increased to $034 in Q1 2025, compared to $029 in Q1 2024[12, 27] Store Network - The company's store count grew by 30%, ending the period with 1237 stores[20] - Nine new America's Best stores were opened, while nine Fred Meyer stores and three America's Best stores were closed[20] Brand Performance - America's Best saw adjusted comparable store sales growth of 59% in Q1 2025, compared to 12% in Q1 2024[21] - Eyeglass World experienced adjusted comparable store sales growth of 31% in Q1 2025, compared to -50% in Q1 2024[21] Financial Outlook for Fiscal Year 2025 - The company estimates net revenue between $1919 billion and $1955 billion for fiscal year 2025, including an estimated $35 million contribution from the 53rd week[44, 38] - Adjusted comparable store sales growth is projected to be between 15% and 35% for the 52 weeks ending December 27, 2025[44] - Adjusted operating income is expected to be between $81 million and $92 million, including an estimated $3 million contribution from the 53rd week[44, 43] - Adjusted diluted EPS is projected to be between $059 and $067, assuming approximately 79 million shares[44]

COTY 3Q FY25 EARNINGS CALL May 6, 2025 CURRENT BACKDROP SUE NABI CHIEF EXECUTIVE OFFICER CHALLENGES FROM SLOWER CATEGORY TRENDS, ELEVATED PRESTIGE COMPARISONS AND RETAILER DESTOCKING, AND RECALIBRATED CB EQUATION COTY FOCUSED ON PROTECTING PROFITABILITY, CASH FLOW AND DELEVERAGING PATH COTY MORE STRONGLY POSITIONED TO WEATHER CURRENT TARIFF AND MACRO UNCERTAINTY 2 3 Q3 SALES -2.5% WITH LFL VOLUMES -3%, INCLUDING FRAGRANCES +1% -4.8% PRESTIGE CONSUMER BEAUTY WITH VOLUMES FLAT Notes: All figures refer to LFL ...

Valens Semiconductor (NYSE:VLN) May 2025 1 Forward-Looking Statements Certain statements in this presentation (this "Presentation") are "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as "estimate," "plan," "project," "forecast," "intend," "will," "expect," "anticipate," "believe," "seek," "target" or other similar expressions that predi ...

Hain Celestial Third Quarter Fiscal Year 2025 Financial Results Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements involve risks, uncertainties and assumptions. If the risks or uncertainties ever materialize or the assumptions prove incorrect, our results may differ materially from those expressed or implied by such forward-looking statements. The words "bel ...

Financial Performance - Total revenues increased by 7.1% year-over-year, reaching $636 million in Q1 2025 compared to $594 million in Q1 2024[12] - Adjusted operating profit (AOP) grew by 21.9% year-over-year to approximately $93 million in Q1 2025, up from $76 million in Q1 2024[9, 12] - AOP margin increased by approximately 180 basis points year-over-year to 14.6% in Q1 2025[9] - Adjusted diluted earnings per share increased to $0.41 in Q1 2025, compared to $0.31 in Q1 2024, a 32.3% increase[12, 59] - Adjusted operating costs (AOC) grew by 4.9% year-over-year, primarily due to higher cost of revenue, product development, and adjusted general and administrative expenses[9, 40] Subscriber Growth - The company added approximately 250K net digital-only subscribers in Q1 2025, bringing the total subscriber count to 11.66 million[9, 14] - Bundle and multiproduct subscribers now constitute 49% of the company's total subscriber base, an increase from 48% in Q4 2024[9] Revenue Streams - Digital-only subscription revenues increased by 14.4% year-over-year due to growth in both digital subscribers and total digital-only ARPU[9, 28] - Total digital-only average revenue per user (ARPU) increased by 3.6% year-over-year to $9.54[9] - Digital advertising revenues increased by 12.4% year-over-year, driven by strong marketer demand and new advertising supply[9, 35]

First Quarter 2025 Earnings Call May 7, 2025 FORWARD-LOOKING STATEMENTS This presentation includes forward-looking statements that reflect our current views with respect to, among other things, our 2025 outlook, our operations and our financial performance. These forward-looking statements are included throughout this presentation and relate to matters such as our industry, business strategy, goals and expectations concerning our market position, future operations, strategic priorities and initiatives, fore ...

Q1 2025 Earnings Results Review May 7, 2025 Forward-Looking Statements • Today's presentation includes forward-looking statements that reflect Bunge's current views with respect to future events, financial performance and industry conditions. • These forward-looking statements are subject to various risks and uncertainties. Bunge has provided additional information in its reports on file with the Securities and Exchange Commission concerning factors that could cause actual results to differ materially from ...

2025 Q2 Earnings May 7, 2025 EMERSON | 1 Safe Harbor Statement Statements in this presentation and our commentary and responses to questions that are not strictly historical may be "forward-looking" statements, which involve risks and uncertainties, and Emerson undertakes no obligation to update any such statements to reflect later developments. These risks and uncertainties include the scope, duration and ultimate impacts of the Russia-Ukraine and other global conflicts, as well as economic and currency co ...

Reimagining Mental Health Q1 2025 Earnings Presentation • May 7, 2025 Forward-Looking Statements DISCLAIMERS Cautionary Note Regarding Forward-Looking Statements This presentation and related oral statements, including during any question and answer portion of the presentation, contain forward-looking statements about LifeStance Health Group, Inc. and its subsidiaries ("LifeStance") and the industry in which LifeStance operates, including statements regarding: full-year and second quarter guidance and manag ...