Allegiant Travel Company (NasdaqGS:ALGT) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker2Hello and welcome to the Allegiant Travel Company fourth quarter and full year 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, please press star one on your telephone keypad. I would now like to turn the conference over to Sherry Wilson, Manag ...

McKesson (NYSE:MCK) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Speaker2Welcome to McKesson's third-quarter fiscal 2026 earnings conference call. Please be advised that today's conference is being recorded. At this time, I would like to turn the call over to Jeni Dominguez, VP of Investor Relations. Please go ahead.Speaker1Thank you, operator. Good afternoon and welcome, everyone, to McKesson's third-quarter fiscal 2026 earnings call. Today I'm joined by Brian Tyler, our Chief Executive Officer, and ...

Central Garden & Pet Company (NasdaqGS:CENT) Q1 2026 Earnings call February 04, 2026 04:30 PM ET Speaker7Ladies and gentlemen, thank you for standing by. Welcome to Central Garden & Pet's Fiscal 2026 First Quarter Earnings Call. My name is Vaughn, and I will be your conference operator for today. At this time, all participants are in a listen-only mode. Following the prepared remarks, we will hold a question-and-answer session, and instructions will be given at that time. If you require assistance at any po ...

Financial Data and Key Metrics Changes - Revenue increased by 16% year-over-year to $706 million, with same-store sales growth of 5.7% [4][13] - Earnings per diluted share rose to $2.79 from $2.43 in the prior year, marking a 14.8% increase [15][16] - Merchandise margin rate improved by 110 basis points compared to the prior year [4][11] Business Line Data and Key Metrics Changes - Consolidated same-store sales grew 5.7%, with brick-and-mortar sales increasing by 3.7% and e-commerce sales up by 19.6% [5][13] - Men's and ladies' western boots saw high single-digit same-store sales growth, while work boots experienced mid-single-digit growth [8][9] Market Data and Key Metrics Changes - The company opened a record 25 new stores in Q3, bringing the total to 514 stores, with plans for 15 more openings in Q4 [6][7] - The company aims for a total of 70 new stores for the fiscal year and estimates 20 openings in Q1 of fiscal 2027 [7] Company Strategy and Development Direction - The company is focused on four strategic initiatives: new store growth, same-store sales, omnichannel expansion, and merchandise margin improvement [4][10] - Plans to launch standalone websites for additional exclusive brands to enhance customer engagement and sales [10][75] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business's underlying strength despite recent winter storms impacting sales [5][25] - The company anticipates total sales for the full fiscal year to reach $2.25 billion, representing an 18% growth over fiscal 2025 [19] Other Important Information - Inventory increased by 17% year-over-year to $805 million, with markdowns below historical levels [16] - The company repurchased approximately 67,000 shares for $12.5 million as part of its share repurchase program [16] Q&A Session Summary Question: Can you elaborate on the drivers of acceleration seen in January? - Management noted that the acceleration was broad-based across major merchandise categories, with work apparel being slightly softer due to warmer weather [25][26] Question: What is the overall visibility for sustaining mid- to high-single-digit comps? - Management feels confident about new store productivity and broad performance across merchandise categories, indicating no structural concerns [28][29] Question: Can you provide more detail on the merchandise margin outlook for Q4? - Management expects a headwind from shrink and freight, with exclusive brand penetration contributing to margin expansion [34][37] Question: Are there any specific categories gaining momentum outside of denim? - Management confirmed that traditional Western silhouettes remain strong, with no significant shifts towards contemporary styles [104][106] Question: How is the performance of exclusive brand websites compared to bootbarn.com? - The exclusive brand websites have attracted net new customers, enhancing overall online growth [72][74]

Accuray (NasdaqGS:ARAY) Q2 2026 Earnings call February 04, 2026 04:30 PM ET Speaker0Good afternoon and welcome to Accuray's conference call to review financial results for the second quarter of fiscal year 2026, which ended December 31st of 2025. All participants will be in a listen-only mode. Should you need assistance, please signal conference specialists by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press s ...

e.l.f. Beauty (NYSE:ELF) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Speaker4Thank you for joining us today to discuss e.l.f. Beauty's third quarter fiscal 2026 results. I'm Kacey Catton, Vice President of Corporate Development and Investor Relations. With me today are Tarang Amin, Chairman and Chief Executive Officer, and Mandy Fields, Senior Vice President and Chief Financial Officer. We encourage you to tune into our webcast presentation for the best viewing experience, which you can access on ou ...

Alphabet (NasdaqGS:GOOG) Q4 2025 Earnings call February 04, 2026 04:30 PM ET Speaker2Welcome everyone. Thank you for standing by for the Alphabet Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one on your telephone. I would now like to turn the conference over to your speaker today, Jim Friedland, Head of Inves ...

ePlus (NasdaqGS:PLUS) Q3 2026 Earnings call February 04, 2026 04:30 PM ET Speaker3Earnings results conference call. As a reminder, this conference call is being recorded. All lines have been placed on mute to prevent any background noise, and after the speaker's remarks, there will be a question and answer session. If you would like to ask a question at that time, please press star, then the number one on your telephone keypad to raise your hand and enter the queue. If you would like to withdraw your questi ...

Lantronix (NasdaqCM:LTRX) Q2 2026 Earnings call February 04, 2026 04:30 PM ET Speaker4Good day, and welcome to the Lantronix Inc. 2026 second quarter results conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, please press star, then one on a touch-tone phone. To withdraw your question, please p ...

Universal Technical Institute (NYSE:UTI) Q1 2026 Earnings call February 04, 2026 04:30 PM ET Speaker8Good afternoon, and welcome to the Universal Technical Institute first quarter 2026 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press Star, then One on your telephone keypa ...