Sky Harbour Group (SKYH) Q4 2024 Earnings Call March 28, 2025 03:56 AM ET Company Participants Francisco Gonzalez - Chief Financial OfficerMichael Schmitt - Chief Accounting OfficerTal Keinan - Chief Executive Officer Operator Ladies and gentlemen, good afternoon. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Sky Harbor twenty twenty four Year End Earnings Call and Webinar. All lines have been placed on mute to prevent any background noi ...

TMC the metals company (TMC) Q4 2024 Earnings Call March 28, 2025 01:52 AM ET Company Participants Craig Shesky - CFOGerard Barron - Chairman and Chief Executive OfficerJake Sekelsky - MD & Head of Metals & Mining Research Conference Call Participants Matthew O'Keefe - AnalystDmitry Silversteyn - Senior Research Analyst Operator Good day, and thank you for standing by. Welcome to The Metals Company Fourth Quarter twenty twenty four Corporate Update Conference Call. At this time, all participants are in a li ...

YXT.COM Group Holding (YXT) Q4 2024 Earnings Call March 28, 2025 01:40 AM ET Company Participants Peter Lu - Director, Founder, Chairman & CEOPun Leung Liu - Director & CFO Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by and welcome to yxt.com Earnings Conference Call. At this time, all participants are in a listen only mode. Please note that today's event is being recorded. Joining us today is Yext's CEO, Director, Founder and Chairman, Mr. Xiaoyang Liu, also called ...

Lulu's Fashion Lounge (LVLU) Q4 2024 Earnings Call March 28, 2025 01:10 AM ET Company Participants Naomi Beckman-Straus - General Counsel & Corporate SecretaryCrystal Landsem - CEO and DirectorMark Vos - President & Chief Information OfficerTiffany Smith - CFO Operator Good afternoon, and welcome to Lulu's Fourth Quarter and Fiscal Year twenty twenty four Earnings Conference Call. Today's call is being recorded and we have allocated one hour for the prepared remarks and Q and A. At this time, I'd like to tu ...

Direct Digital Holdings (DRCT) Q4 2024 Earnings Call March 27, 2025 11:36 PM ET Company Participants Brett Milotte - Managing Director - Global Media, Sports & EntertainmentMark Walker - CEO, Co-Founder & ChairmanDiana Diaz - Chief Financial OfficerMichael Kupinski - Director of Research Conference Call Participants Daniel Kurnos - Equity Research Analyst Operator Thank you. I would now like to turn the conference over to Brett Milat, Investor Relations. You may begin. Brett Milotte Good afternoon, everyone ...

Pulse Biosciences (PLSE) Q4 2024 Earnings Call March 27, 2025 10:39 PM ET Company Participants Philip Taylor - PrincipalPaul LaViolette - CEO & Co-Chairman of the Board of DirectorsJon Skinner - CFO Operator Thank you for standing by. My name is Malala, and I will be your conference operator today. At this time, I would like to welcome everyone to the Pulse Biosciences Fourth Quarter twenty twenty four Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the sp ...

Spero Therapeutics (SPRO) Q4 2024 Earnings Call March 27, 2025 10:33 PM ET Company Participants Shai Biran - Investor RelationsEsther Rajavelu - Interim CEO & CFOTimothy Keutzer - COO Conference Call Participants Gavin Clark-Gartner - AnalystAthena Chin - Biotechnology Equity Research Analyst Operator Good afternoon, and welcome to the Spirit Therapeutics Fourth Quarter and Full Year twenty twenty four Earnings Conference Call. At this time, all participants are in listen only mode. Following the company's ...

Barfresh Food Group, Inc. (NASDAQ:BRFH) Q4 2024 Earnings Conference Call March 27, 2025 4:30 PM ET Company Participants Riccardo Delle Coste - Founder & Chief Executive Officer Lisa Roger - Chief Financial Officer Conference Call Participants Nicholas Sherwood - Maxim Group Operator Good afternoon everyone and thank you for participating on today's Fourth Quarter and Full Year 2024 Corporate Update Call for Barfresh Food Group. Joining us today is Barfresh Food Group's Founder and CEO, Riccardo Delle Coste; ...

Steven Rossi Thank you for joining Worksport's Fiscal Year 2024 and Q4 2024 Earnings Call. I'm Steven Rossi, Chief Executive Officer of Worksport. With me is our Chief Financial Officer, Mike Johnston. Today, we will review our 2024 performance, discuss key operational milestones and share an updated outlook for 2025. Fiscal year 2024 was a transformative year for Worksport. We achieved significant revenue growth, expanded our product lineup and strengthened our financial foundation. We will be reviewing th ...

Financial Data and Key Metrics Changes - In Q4, total revenue excluding the 53rd week increased by 8% or 9% on a constant currency basis, reaching $3.6 billion [10][47] - Operating margin increased by 40 basis points to 28.9%, and earnings per share rose by 16% [11] - For the full year 2024, total revenue was $10.6 billion, with an adjusted operating margin increase of 50 basis points to 23.7% and adjusted earnings per share growth of 15% [12][45] - The company repurchased $332 million of stock in Q4, totaling $1.6 billion for the year, reflecting confidence in long-term prospects [11][54] Business Line Data and Key Metrics Changes - In Q4, men's revenue increased by 12%, women's by 6%, and accessories and other grew by 9% [49] - The outerwear and second layers performed well for both women and men, with strong guest response to new product launches [14][19] Market Data and Key Metrics Changes - In the Americas, revenue increased by 2% or 3% in constant currency, with comparable sales flat; Canada saw an 11% increase, while the U.S. increased by 1% [47] - China Mainland revenue surged by 38% or 39% in constant currency, with comparable sales up by 27% [47] - The Rest of World revenue grew by 22% or 26% in constant currency, with comparable sales increasing by 17% [47] Company Strategy and Development Direction - The company aims to increase brand awareness, particularly in markets like France, Germany, and Japan, where awareness is currently low [24][25] - Plans for 2025 include a 10% growth in square footage through new store openings and optimizations, with a focus on international expansion [39][57] - The product pipeline for 2025 includes several new innovations and updates to existing franchises, aiming to drive guest acquisition and loyalty [22][39] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a cautious consumer environment due to macroeconomic factors, impacting traffic but noted positive responses to new product offerings [36][37] - The company expects modest growth in U.S. revenue for 2025, with a focus on controlling internal factors while navigating external challenges [38][41] - Confidence remains in the Power of Three x2 strategy, with ongoing investments in brand awareness and product innovation [60][68] Other Important Information - The company ended Q4 with approximately $2 billion in cash and cash equivalents, with inventory increasing by 9% [54] - Capital expenditures for Q4 were $235 million, primarily for business growth investments [53] Q&A Session Summary Question: Clarification on modest U.S. revenue growth expectations - Management defined modest growth as low-single-digit to mid-single-digit for the U.S., with Q1 not trending materially differently than Q4 [78][79] Question: Marketing strategy effectiveness and customer acquisition - Management reported strong engagement from community-based activations and noted thousands of guests registered for events, indicating effective customer acquisition strategies [85][88] Question: Tariff impact and mitigation strategies - Current guidance includes a 20 basis point headwind from tariffs, with ongoing monitoring and potential pricing adjustments if necessary [91] Question: International growth plans and activations - Management emphasized a customized approach to activations based on market maturity, with plans for significant engagement in new markets like Japan and South Korea [98] Question: Margin guidance and flexibility in cost structure - Management indicated that FX and tariff headwinds account for over 50% of the expected 100 basis point decline in operating margin for 2025, with flexibility in SG&A depending on sales performance [100][122]