Liberty Latin America Ltd. (NASDAQ:LILA) Q3 2024 Earnings Conference Call November 7, 2024 8:30 AM ET Company Participants Bill Brierly - Head of Compliance and Ethics Balan Nair - President and Chief Executive Officer Chris Noyes - Senior Vice President and Chief Financial Officer Inge Smidts - Senior Vice President, Caribbean Conference Call Participants Vitor Tomita - Goldman Sachs Matthew Harrigan - The Benchmark Company Operator Good morning, ladies and gentlemen, and thank you for standing by. Today's ...

Enhabit, Inc. (NYSE:EHAB) Q3 2024 Earnings Conference Call November 7, 2024 10:00 AM ET Company Participants Jobie Williams – Senior Vice President and Treasurer Barb Jacobsmeyer – President and Chief Executive Officer Crissy Carlisle – Chief Financial Officer Conference Call Participants Brian Tanquilut – Jefferies A. J. Rice – UBS Ryan Langston – TD Cowen Operator Good morning, everyone and welcome to Enhabit’s Home Health and Hospice’s Third Quarter, 2024 Earnings Conference Call. [Operator Instructions ...

Amylyx Pharmaceuticals, Inc. (NASDAQ:AMLX) Q3 2024 Earnings Call Transcript November 7, 2024 8:00 AM ET Company Participants Lindsey Allen - Head of Investor Relations and Communications Justin Klee - Co-Chief Executive Officer Camille Bedrosian - Chief Medical Officer James Frates - Chief Financial Officer Joshua Cohen - Co-Chief Executive Officer Conference Call Participants Charlie Yang - Bank of America Merrill Lynch Michael DiFiore - Evercore ISI Graig Suvannavejh - Mizuho Securities USA Basma Radwan - ...

Expensify, Inc. (NASDAQ:EXFY) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants Anuradha Muralidharan - Chief Operating Officer David Barrett - Chief Executive Officer Conference Call Participants Aaron Kimson - JMP Securities LLC Steven Enders - Citigroup Inc. Eric Martinuzzi - Lake Street Capital Markets Operator Good afternoon, and welcome to Expensify’s Q3 2024 earnings call. Before we begin, please note that all the information presented on today’s call is unaudited, and ...

Solo Brands, Inc. (NYSE:DTC) Q3 2024 Earnings Conference Call November 7, 2024 9:00 AM ET Company Participants Mark Anderson - Investor Relations Chris Metz - President and Chief Executive Officer Laura Coffey - Chief Financial Officer Conference Call Participants Anna Glaessgen - B. Riley Matthew Raab - Craig-Hallum Operator Good day, ladies and gentlemen, and welcome to the Solo Brands, Inc., Third Quarter Fiscal 2024 Financial Results Conference Call. At this time, I would like to hand things over to our ...

InfuSystem Holdings, Inc. (NYSE:INFU) Q3 2024 Results Conference Call November 7, 2024 9:00 AM ET Company Participants Joe Dorame - Managing Partner Rich Dilorio - Chief Executive Officer Barry Steele - Chief Financial Officer Carrie Lachance - President and Chief Operating Officer Conference Call Participants Jim Sidoti - Sidoti & Company Brooks O'Neil - Lake Street Capital Markets Kyle Bauser - B. Riley Securities Matt Hewitt - Craig-Hallum Capital Group Aaron Warwick - Breakout Investors Operator Good da ...

Playtika Holding Corp. (NASDAQ:PLTK) Q3 2024 Earnings Conference Call November 7, 2024 8:30 AM ET Company Participants Tae Lee - Senior Vice President of Corporate Finance & Investor Relations Robert Antokol - Co-Founder & Chief Executive Officer Craig Abrahams - President & Chief Financial Officer Nir Korczak - Chief Marketing Officer Conference Call Participants Christopher Schoell - UBS Andrew Crum - Stifel Eric Handler - ROTH Capital Matthew Cost - Morgan Stanley Aaron Lee - Macquarie Omar Dessouky - Ba ...

The ONE Group Hospitality, Inc. (NASDAQ:STKS) Q3 2024 Earnings Conference Call November 7, 2024 4:30 PM ET Company Participants Tyler Loy - Chief Financial Officer Emanuel Hilario - President and Chief Executive Officer Conference Call Participants Mark Smith - Lake Street Capital Markets James Salera - Stephens Inc. Nick Setyan - Wedbush Securities Inc. Operator Greetings, and welcome to The ONE Group Third Quarter 2024 Earnings Conference Call. All participants will be in listen-only mode. [Operator Instr ...

Financial Data and Key Metrics - The company achieved slight organic net sales growth in fiscal 2024, with adjusted gross margins expanding meaningfully and double-digit adjusted earnings per share growth at constant currency for the second consecutive year [7] - Organic net sales for fiscal 2024 increased by 0.2%, with international markets growing over 7% and now representing about 40% of total revenue [8][30] - Adjusted gross margin rate increased by 140 basis points year-on-year, driven by productivity savings of 280 basis points and favorable price and strategic revenue management of 115 basis points [31] - Adjusted operating profit increased by $21.3 million, or approximately 9%, with adjusted operating margin for the year at 11.9%, up about 100 basis points [32] - Free cash flow generation for the year was $175 million, enabling the company to fund the business, support capital allocation strategies, and delever to just over 3x [18] Business Line Performance - The international business grew over 7%, with Greater China and distributor markets experiencing double-digit growth and Oceania seeing high single-digit growth [21] - The right-to-win portfolio in North America grew over 3%, with Sun Care and Grooming portfolios both growing mid-single digits [9] - The Billie brand gained 260 basis points of share in women's shave and began expanding into select women's grooming categories with Walmart [9] - Wet Shave organic net sales in North America declined 5.5%, impacted by sluggish category and channel dynamics, particularly in the highly promotional drug channel [22] - Fem Care organic net sales were down about 9%, with performance well below expectations, particularly in tampons and liners [25] Market Performance - International markets organic net sales increased just over 7%, equally driven by both volume and price gains [30] - North America organic net sales decreased by about 4%, with gains in pricing offset by volume declines [31] - Sun Care category consumption in the U.S. declined about 6% in the quarter due to unfavorable weather, impacting final seasonal replenishment orders from retailers [24] - Wet Ones organic net sales declined about 22%, with share at approximately 73%, impacted by production challenges following a fire at the production facility [24] Company Strategy and Industry Competition - The company is focused on strengthening its right-to-play in shave and fem care categories in the U.S., with a renewed focus on leadership and innovation [11][12] - The company is accelerating consumer-centric innovation, with a robust near-term pipeline including the expansion of Wilkinson Sword in Europe and the launch of Schick First in Japan [13] - The company is committed to driving 200 to 300 basis points per year in productivity savings and returning to pre-COVID gross margin levels of 45-plus percent [15] - The company is focused on becoming a world-class supply chain organization and improving service levels to become a preferred partner for customers [15] Management Commentary on Operating Environment and Future Outlook - The consumer remains cautious, with consumption across categories slowing in the U.S. due to unfavorable weather and heightened promotional activity [19] - Inflation, though moderating, remains a challenge, driven by labor costs and modest increases in commodities, with currency volatility expected to be a headwind in 2025 [19] - The company anticipates low single-digit organic top-line growth for fiscal 2025, with further gross margin and profit expansion, supported by strong momentum in international markets and the right-to-win portfolio in the U.S. [17][33] - Adjusted EPS for fiscal 2025 is expected to be in the range of $3.15 to $3.35, representing a year-over-year increase of about 7% at the midpoint of the range or 13% growth in constant currency [35] Other Important Information - The company paid down $88 million on its revolver during the fiscal year, prioritizing deleveraging as part of its disciplined capital allocation strategy [28] - Share repurchases totaled $18.3 million in the quarter, with $25.7 million returned to shareholders during the quarter through dividends and buybacks [29] - The company expects free cash flow for fiscal 2025 to be approximately $185 million, with about two-thirds of adjusted EPS expected to be generated in the second half of the fiscal year [36] Q&A Session Summary Question: Confidence in organic sales growth for fiscal 2025 - The company expressed high confidence in mid-single-digit growth in international markets, driven by brand activation, innovation, and strong team performance [42][46] - In the U.S., tailwinds are expected from a healthier Sun Care season, innovation in grooming, and the expansion of the Billie brand [43][44] - The company is confident in stabilizing the North America business, with a focus on improving trends in Shave and Fem Care, supported by new leadership and retailer backing [47][48] Question: Sun Care category health and expectations - The Sun Care category is expected to return to a 2% to 4% growth profile, with the company's innovation and leadership in the category providing confidence for fiscal 2025 [56][57] - The company highlighted the importance of the fourth quarter for Sun Care, which represents one-third of the category in the U.S., and expects a more solid year in terms of consumption [53][56] Question: Fiscal 2025 sales outlook and drivers - The company expects sequential improvement throughout fiscal 2025, with growth driven by innovation, particularly in the Wilkinson Sword and Schick First brands, and a step-up in Fem Care performance [63][68] - The company is confident in its ability to deliver growth through its local innovation model, which has already shown success in Europe and Japan [64][67] Question: Gross margin outlook and COGS inflation - The company expects to achieve 75 basis points of year-over-year gross margin accretion in fiscal 2025, driven by accelerated productivity gains and price management [75] - COGS inflation is expected to be around 115 basis points, with low single-digit inflation on raw materials, mid-single-digit inflation on labor, and deflationary pressures in warehouse and distribution [76] Closing Remarks - The company expressed appreciation for investor interest and confidence in its ability to deliver consistent growth and value creation in the coming years [79]

CarGurus, Inc. (NASDAQ:CARG) Q3 2024 Earnings Conference Call November 7, 2024 5:00 PM ET Company Participants Kirndeep Singh - Vice President and Head of Investor Relations Jason Trevisan - Chief Executive Officer Elisa Palazzo - Chief Financial Officer Sam Zales - President and Chief Operating Officer Conference Call Participants Marvin Fong - BTIG LLC Nick Jones - JMP Securities Rajat Gupta - JPMorgan Doug Arthur - Huber Research Partners Operator Good day, and welcome to the CarGurus Earnings Conference ...