J Sainsbury plc (OTCQX:JSNSF) Q3 2024-‘25 Trading Statement Call January 10, 2025 4:15 AM ET Company Participants Simon Roberts - CEO Blathnaid Bergin - CFO Conference Call Participants Robert Joyce - BNP Paribas Exane Sreedhar Mahamkali - UBS Investment Bank Frederick Wild - Jefferies Monique Pollard - Citigroup Inc James Anstead - Barclays Bank Manjari Dhar - RBC Capital Markets Clive Black - Shore Capital Group Izabel Dobreva - Morgan Stanley Paul Rossington - HSBC Operator Hello, and welcome to the Sain ...

PriceSmart, Inc. (NASDAQ:PSMT) Q1 2025 Earnings Conference Call January 10, 2024 12:00 PM ET Company Participants Michael McCleary - Executive Vice President and Chief Financial Officer Robert Price - Interim Chief Executive Officer Conference Call Participants Jonathan Braatz - Kansas City Capital Hector Maya - Scotiabank Operator Good afternoon, everyone, and welcome to PriceSmart, Inc.'s Earnings Release Conference Call for the First Quarter of Fiscal Year 2025, which ended on November 30, 2024. After re ...

THIRD QUARTER FISCAL YEAR 2025 FINANCIAL RESULTS 2 FORWARD-LOOKING STATEMENTS In addition to the risks and uncertainties of ordinary business operations and conditions in the general economy and markets in which we compete, our forward-looking statements contained in this presentation are also subject to the risk, uncertainty, and possible variance from our current expectations regarding: water, agricultural and other raw material, and packaging material supply, production, and/or shipment difficulties whic ...

Constellation Brands, Inc. (NYSE:STZ) Q3 2025 Earnings Conference Call January 10, 2024 10:30 AM ET Company Participants Joe Suarez - Vice President, Investor Relations Bill Newlands - Chief Executive Officer Garth Hankinson - Chief Financial Officer Conference Call Participants Dara Mohsenian - Morgan Stanley Kaumil Gajrawala - Jefferies Bonnie Herzog - Goldman Sachs Lauren Lieberman - Barclays Bryan Spillane - Bank of America Rob Ottenstein - Evercore Andrea Teixeira - JPMorgan Filippo Falorni - Citi Robe ...

Tilray Brands, Inc. (NASDAQ:TLRY) Q2 2025 Earnings Conference Call January 10, 2025 8:30 AM ET Company Participants Berrin Noorata - Chief Corporate Affairs & Communications Officer Irwin Simon - Chairman & Chief Executive Officer Carl Merton - Chief Financial Officer Ty Gilmore - President, Tilray Beverages North America Blair MacNeil - President, Tilray Canada Denise Faltischek - Chief Strategy Officer & Head, International Conference Call Participants Kaumil Gajrawala - Jefferies Robert Moskow - TD Cowen ...

Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Q1 2025 Earnings Conference Call January 10, 2024 8:30 AM ET Company Participants Eric Wasserstrom - SVP, IR Tim Wentworth - CEO Manmohan Mahajan - Global CFO Conference Call Participants Lisa Gill - JPMorgan Eric Percher - Nephron Research Charles Rhyee - TD Securities Michael Cherny - Leerink Partners Kevin Caliendo - UBS Elizabeth Anderson - Evercore ISI Ann Hynes - Mizuho Group George Hill - Deutsche Bank Brian Tanquilut - Jefferies Operator Good day, and than ...

First Quarter Fiscal 2025 Results January 10, 2025 © 2025 Walgreens Boots Alliance, Inc. All rights reserved. Safe Harbor and Non-GAAP Cautionary Note Regarding Forward-Looking Statements: All statements in this presentation that are not historical are forward-looking statements for purposes of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These include, without limitation, estimates of and goals for future operating, financial and tax performance and results, including ...

E2open Parent Holdings, Inc. (NYSE:ETWO) Q3 2025 Earnings Conference Call January 10, 2025 8:30 AM ET Company Participants Russell Johnson - SVP Treasurer & Head IR Andrew Appel - CEO Greg Randolph - Chief Commercial Officer Marje Armstrong - CFO Conference Call Participants Chris Quintero - Morgan Stanley Adam Hotchkiss - Goldman Sachs Mark Schappel - Loop Capital Operator Greetings. Welcome to the E2open Third Quarter Fiscal Year 2025 Earnings Call. At this time, all participants are in a listen-only mode ...

业绩总结 - 非GAAP毛账单为212亿美元，同比增长7%[6] - 非GAAP稀释每股收益为3.09美元，同比下降1%[6] - 自由现金流为5.13亿美元，回报给股东的金额为1.36亿美元[6] - FY2024非GAAP毛账单为801亿美元，同比增长4%[10] - FY2024非GAAP稀释每股收益为11.68美元，同比增长4%[10] - FY2024自由现金流为10亿美元，回报给股东的比例为72%[10] - FQ4'2024总收入为158亿美元，同比增长10%[13] - 公司在2024财年第四季度的调整后EBITDA为1,737百万美元，资本支出为175百万美元，调整后EBITDA减去资本支出为1,562百万美元[57] - 2024年第三季度公司总收入为15,844,563千美元，较2023年的14,407,306千美元增长了10.0%[82] - 2024年第三季度非GAAP毛收入为21,211,197千美元，较2023年的19,744,363千美元增长7.4%[85] 用户数据 - 公司在2023财年第一季度的应收账款天数(DSO)为54天，存货天数(DIO)为49天，应付账款天数(DPO)为51天[63] - 2024年第三季度的有效税率为17.86%，非GAAP有效税率为21.11%[100] - 2024年第三季度的销售、一般和行政费用占收入的比例为4.52%，较2023年的5.08%有所下降[91] 未来展望 - FQ1'2025预计非GAAP毛账单在197亿至207亿美元之间[17] - 公司计划到2030年实现50%的员工和40%的领导岗位由女性担任，致力于提高性别多样性[67] 新产品和新技术研发 - 公司在2024财年第四季度的战略技术占非GAAP毛账单的26%[27] 财务指标 - 公司在2024财年第四季度的非GAAP运营收入和非GAAP运营利润率均为重要的财务指标，便于分析运营表现[79] - 2024年11月30日的毛利润为10.41亿美元，毛利率为6.58%[122] - 2024年11月30日的运营收入为3.249亿美元，较2023年同期的2.868亿美元增长了13.3%[122] - 2024年11月30日的调整后EBITDA为1736.77百万美元，较2023年的1749.39百万美元下降0.72%[131] 负面信息 - 非GAAP稀释每股收益（EPS）为3.09美元，较2024年8月31日的2.86美元增长了8.0%[102] - 2024年第三季度的非GAAP运营利润率为2.66%，较2023年的2.96%有所下降[93] - 2024年第三季度的毛利率为6.57%，较2023年的7.07%有所下降[88] 其他新策略 - 公司采用的商业模式具有高投资回报率(ROIC)，且库存风险最小[53] - 公司在2024财年第四季度的资本支出较低，导致大部分调整后EBITDA得以保留[58]

Neogen Corporation (NASDAQ:NEOG) Q2 2025 Earnings Conference Call January 10, 2024 8:00 AM ET Company Participants Bill Waelke - Vice President, Investor Relations John Adent - Chief Executive Officer and President David Naemura - Chief Financial Officer Conference Call Participants Brandon Vazquez - William Blair Subbu Nambi - Guggenheim Securities David Westenberg - Piper Sandler Thomas DeBourcy - Nephron Research Operator Good morning, ladies and gentlemen, and welcome to the Neogen Corporation Second Qu ...