Planet Fitness (NYSE:PLNT) FY 2026 Conference January 13, 2026 10:30 AM ET Company ParticipantsColleen Keating - CEOJay Stasz - CFOConference Call ParticipantsRandal Konik - AnalystRandal KonikGreat. Good morning, everybody. Randy Konik of Jefferies. Really pleased to have Planet Fitness management with us this morning to go over some questions that I'm sure are on your minds. With me, Colleen Keating, the company's CEO, and Jay Stasz, the company's CFO. So what I'd like to do is ask some questions of the m ...

J.Jill (NYSE:JILL) FY 2026 Conference January 13, 2026 10:30 AM ET Speaker1Exactly.Speaker2Thank you all for being here. We have Mary Ellen Coyne, CEO, and Mark Webb, CFO of J.Jill. I'm going to read a disclaimer here, to the extent that I have it. So just to remind everyone, we may talk or reference forward-looking statements. I would refer everyone to the IRA website in regards to disclaimers around that. Let's begin.Speaker1Great.Speaker2Out of the gates, you're eight months in. I think it's important fo ...

Planet Fitness (NYSE:PLNT) FY 2026 Conference January 13, 2026 10:30 AM ET Speaker0Great. Good morning, everybody. Randy Konik of Jefferies. Really pleased to have Planet Fitness management with us this morning to go over some questions that I'm sure are on your minds. With me, Colleen Keating, the company's CEO, and Jay Stasz, the company's CFO. So what I'd like to do is ask some questions of the management team, and hopefully you get a lot out of the conversation. So you know what? Let's jump right in. So ...

Delta Air Lines (NYSE:DAL) Q4 2025 Earnings call January 13, 2026 10:00 AM ET Company ParticipantsJulie Stewart - VP for Investor Relations and Corporate DevelopmentJoe Esposito - Executive Vice President and Chief Commercial OfficerMichael Goldie - VP for Equity ResearchEd Bastian - CEOJohn Godyn - Managing DirectorDuane Pfennigwerth - Senior Managing Director for Equity ResearchGlen Hauenstein - PresidentDan Janki - CFOConference Call ParticipantsDavid Vernon - VP and Senior AnalystRavi Shankar - Managing ...

Kura Sushi USA (NasdaqGM:KRUS) FY 2026 Conference January 13, 2026 10:00 AM ET Company ParticipantsBen Porten - SVP of IR and Business DevelopmentJimmy Uba - CEOJeff Uttz - CFOConference Call ParticipantsTodd Brooks - Restaurant AnalystTodd BrooksMorning, everybody. My name's Todd Brooks, the restaurant analyst at Benchmark StoneX, and I'm pleased to be hosting today's fireside chat with the senior team from Kura Sushi, which is provided by The Benchmark. Joining us today from management are CEO Jimmy Uba, ...

WD-40 Company (NasdaqGS:WDFC) FY 2026 Conference January 13, 2026 10:00 AM ET Company ParticipantsSteve Brass - CEOSara Hyzer - CFOSara HyzerGood morning, everyone. Thanks. Welcome to the WD-40 presentation. We're thrilled to have them here. Presenting for the company, Sara Hyzer is going to start, the CFO, and then Steve Brass is also here, and Wendy Kelley with IR is also back in the audience. So take it away, sir.Steve BrassAll right. Great. Thank you, everyone. All right. Is my mic working? I'm good.Sar ...

Delta Air Lines (NYSE:DAL) Q4 2025 Earnings call January 13, 2026 10:00 AM ET Company ParticipantsJulie Stewart - VP for Investor Relations and Corporate DevelopmentJoe Esposito - Executive Vice President and Chief Commercial OfficerMichael Goldie - VP for Equity ResearchEd Bastian - CEOJohn Godyn - Managing DirectorDuane Pfennigwerth - Senior Managing Director for Equity ResearchGlen Hauenstein - PresidentTrevor Banstetter - Managing Director of Global Corporate and Executive CommunicationsDan Janki - CFOC ...

Kura Sushi USA (NasdaqGM:KRUS) FY 2026 Conference January 13, 2026 10:00 AM ET Company ParticipantsBen Porten - SVP of IR and Business DevelopmentJimmy Uba - CEOJeff Uttz - CFOConference Call ParticipantsTodd Brooks - Restaurant AnalystTodd BrooksMorning, everybody. My name's Todd Brooks, the restaurant analyst at Benchmark StoneX, and I'm pleased to be hosting today's fireside chat with the senior team from Kura Sushi, which is a buy-rated stock at Benchmark. Joining us today from management are CEO Jimmy ...

Delta Air Lines (NYSE:DAL) Q4 2025 Earnings call January 13, 2026 10:00 AM ET Speaker10Good morning, everyone, and welcome to the Delta Air Lines Fourth Quarter Fiscal Year 2025 Earnings Conference Call. My name is Matthew, and I'll be your coordinator. At this time, all participants are on a listen-only mode until we conduct a question-and-answer session following the presentation. As a reminder, today's call is being recorded. If you have any questions or comments during the presentation, you may press St ...

Financial Data and Key Metrics Changes - The company achieved gross margins over 55% in the past year, recovering from a low of 49% [6][31] - The company targets mid- to high single-digit growth on a year-over-year basis, with a consistent performance over the years [5][15] - The company aims to achieve EBITDA margins of 20% to 22% in the midterm, recovering from inflationary headwinds [31] Business Line Data and Key Metrics Changes - The WD-40 Multi-Use Product represents nearly 80% of revenues and is the flagship brand with over 2,000 documented uses [7][10] - The WD-40 Specialist line has grown to an $82 million business, with a compound annual growth rate (CAGR) of about 14% [12][26] - The company is divesting its cleaning and home care brands to focus on maintenance products, which are expected to drive significant growth [10][11] Market Data and Key Metrics Changes - The U.S. market accounts for 35% of the business, while international markets represent 65%, with significant growth opportunities identified in Asia-Pacific [14][21] - The company has seen a five-year CAGR of 6.5% in the U.S. market, indicating continued growth despite high market penetration [21] - Emerging markets like China and India are highlighted as having the most substantial growth potential, with India already being the second-largest market globally [22][23] Company Strategy and Development Direction - The company focuses on a few key products that drive the majority of sales, adhering to the principle of "few things, many places" [10] - The strategy includes geographic expansion and premiumization of products, with a focus on maintaining high gross margins [32][34] - The company emphasizes a people-first culture, with high employee engagement scores and low turnover rates, which contribute to sustainable growth [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's resilience and ability to maintain mid- to high single-digit growth rates despite economic fluctuations [15][16] - The company sees significant growth opportunities in international markets, particularly in Asia, and plans to leverage its strong brand equity [19][20] - Management highlighted the importance of digital channels and e-commerce as accelerators of growth [27] Other Important Information - The company has a robust balance sheet and strong free cash flow generation, allowing for shareholder-friendly capital allocation [6][28] - The company has a long history of paying dividends, with a commitment to return over 50% of earnings to shareholders [34][35] - Recent initiatives include an 8% increase in dividends and a plan to double share repurchases [35][36] Q&A Session Summary Question: What are the growth opportunities in emerging markets? - Management highlighted that China and India present the largest growth opportunities, with India already being the second-largest market and showing a CAGR of 35% over the past five years [22][23] Question: How does the company plan to maintain its competitive advantage? - The company focuses on its iconic brand, operational efficiency, and a strong culture to drive sustainable growth and maintain its competitive moat [12][14] Question: What is the company's approach to capital allocation? - The company prioritizes dividends and share repurchases, with a commitment to return a significant portion of earnings to shareholders while maintaining a strong balance sheet [34][35]