Cognizant Technology Solutions (CTSH) FY 2025 Annual General Meeting June 03, 2025 09:30 AM ET Speaker0 Good morning, and welcome to the two thousand twenty five annual meeting of shareholders of Cognizant Technology Solutions Corporation. I am John Kim, chief legal officer, chief administrative officer, and corporate secretary of the company. I will be acting as secretary of today's meeting. Joining me today is Ravi Kumar, chief executive officer and director of the company. Mister Kumar will be the chairm ...

Dollar General (DG) Q1 2026 Earnings Call June 03, 2025 09:00 AM ET Company Participants Kevin Walker - Vice President of Investor RelationsTodd Vasos - CEOKelly Dilts - Executive VP & CFOJosh Young - Equity Research Senior AssociateCorey Tarlowe - SVP - Equity Research Conference Call Participants Rupesh Parikh - Managing Director and Senior AnalystMatthew Boss - Equity Research AnalystMichael Lasser - Equity Research Analyst - Hardlines, Broadlines & Food RetailSimeon Gutman - AnalystJohn Heinbockel - Sen ...

Dollar General (DG) Q1 2026 Earnings Call June 03, 2025 09:00 AM ET Speaker0 Good morning. My name is Rob, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the Dollar General first quarter '20 '20 '5 earnings call. Today is Tuesday, 06/03/2025. All lines have been placed on mute to prevent background noise. This call is being recorded. Instructions for listening to the replay of the call are available in the company's earnings press release issued this morning. Now I ...

财务数据和关键指标变化 - Q1销售2.017亿美元，较2024年Q1增长1540万美元或8.3% [23] - 可比门店销售额增长9.9%，连续三个季度改善，两年累计增长13% [24] - 毛利率39.6%，较去年扩大90个基点 [25] - 调整后SG&A费用总计7440万美元，占收入36.9%，较上一时期改善220个基点 [25] - 调整后EBITDA为540万美元，较2024年Q1增加620万美元，销售到EBITDA转化率为40% [26] - 摊薄后每股收益0.11美元，调整后为0.17美元，而2024年第一季度亏损0.42美元，调整后亏损0.32美元 [26] - 季度末总库存美元数较去年下降7.6%，平均店内库存下降4.9% [27] - 预计2025年全年可比门店销售额实现中个位数增长，毛利率扩大约200个基点，SG&A费用杠杆率在60 - 80个基点之间，全年EBITDA在600 - 1000万美元之间 [28][29][31] 各条业务线数据和关键指标变化 - 各产品类别在第一季度表现出色，多个类别实现中个位数、高个位数甚至低两位数增长 [52] - 配饰业务略低于计划，但与去年同期基本持平 [53] 各个市场数据和关键指标变化 - 可比门店销售额增长和业绩改善在各气候区和门店规模中较为一致，各地区和市场的门店均有增长 [24][57] 公司战略和发展方向和行业竞争 - 公司业务发展分三个战略阶段，分别是修复阶段、执行阶段和优化阶段，旨在建立高绩效公司，实现长期可持续盈利增长 [5] - 产品策略上，采用三层产品计划，结合开价产品、核心价值产品和知名品牌，同时拓展极致价值产品能力 [6] - 利用消费者研究，聚焦非裔美国客户群体，扩大产品品类以满足不同收入水平客户需求 [11] - 采取数据驱动的扩张策略，与第三方专家合作开发选址工具，进行全面的车队地理定位研究，以支持新店扩张 [17] - 作为低价极致价值零售商，公司有能力利用关税相关市场干扰带来的机会，目前正在审查大量极致价值交易流 [21] 管理层对经营环境和未来前景的评论 - 公司团队在不确定的关税环境中表现出出色的应变能力，成功保持产品成本稳定，识别替代采购机会 [20] - 尽管宏观经济环境存在不确定性，但公司对转型计划的持续有效性有信心，认为目前的基础增强和持续改进为可持续盈利增长奠定了基础 [22][32] 其他重要信息 - 第一季度完成19家门店改造，截至目前全年已完成36家门店改造 [26] - 第一季度回购约25.1万股，花费630万美元，回购授权剩余4000万美元 [28] - 预计全年开设最多5家新店，关闭最多5家店，改造约50家门店，资本支出在1800 - 2200万美元之间 [32] 问答环节所有提问和回答 问题1: 请说明清仓策略的变化，并量化过去、现在和未来的清仓情况 - 清仓策略分为季末清仓和增加极致价值产品两部分，公司过去偶尔参与季末清仓，目前更注重增加极致价值产品，目标是使极致价值产品部分在未来占业务增量的10%，同时仍会进行季末清仓 [39][40][43] 问题2: 为何全年同店销售增长指引低于当前季度表现 - 下半年面临更困难的比较基数，公司以两年累计同店销售为基础看待业务，同时考虑到宏观环境中产品供应等方面的不确定性，预测时可能存在一定保守性 [46][47][48] 问题3: 请分享具体品类表现和第二季度趋势，以及希望看到最大改善的品类 - 第一季度所有品类表现出色，多个品类实现增长，配饰业务略低于计划但表现尚可，公司希望在加大码女装、大码男装、年轻男性和青少年服装品类上进一步提升趋势相关性，同时发展消耗品业务，家居和儿童业务也有机会成为流量和客单价的驱动力 [52][54][55] 问题4: 能否量化近期改造门店的业绩提升情况 - 由于2月才进行第一轮门店改造，目前时间较短，但改造门店的表现符合预期，与之前改造的门店表现一致 [61]

分组1 - 会议于2025年6月3日上午9点以线上直播形式召开，参会人员包括公司董事会成员、领导团队、关键员工代表以及独立审计机构德勤代表 [1][2][3] - 投票于2025年6月3日上午9点开始，已投票且不想改变投票结果的股东无需再次投票，只有使用16位控制号码登录会议的股东才能投票和提问 [4][5] - 董事会任命Broadridge代表Francis Byrd为选举监察员，会议已达到法定人数 [6] 分组2 - 会议有三项提案，一是选举ICE two Fateh Madozi、Martin Roper和John Zupo为公司I类董事，任期至2028年股东大会；二是批准审计委员会任命德勤为公司截至2025年12月31日年度的独立注册公共会计师事务所；三是对高管薪酬进行咨询投票 [7][8] 分组3 - 投票结束，初步结果显示ICE two Fateh Madozi、Martin Roper和John Supo当选董事，德勤被任命为独立注册公共会计师事务所，高管薪酬咨询投票获通过 [11] - 最终投票结果将在四个工作日内公布，并向美国证券交易委员会提交8 - K表格的当前报告 [12] 问答环节所有提问和回答 问题: 无 - 无回答内容

Marriott International (MAR) FY 2025 Conference June 03, 2025 08:45 AM ET Speaker0 Ready when you are. Well, we're we're rolling right along here. The world's largest vacation ownership business to Tony Capuana, president and CEO of Marriott, the world's largest hotel company. Tony, thanks for being here. Of course. I'm gonna start off with one of the the four questions that we're trying to ask everybody. They might be the topic that you're a little bit for the fireside chat, but, that's really on demand. S ...

Ollie's Bargain Outlet (OLLI) Q1 2026 Earnings Call June 03, 2025 08:30 AM ET Company Participants Eric van der Valk - President & CEORobert Helm - Executive VP & CFOChuck Grom - Managing DirectorSteven Zaccone - Director, Equity Research, Hardlines RetailSimeon Gutman - Managing DirectorLorraine Hutchinson - Managing DirectorEdward Kelly - Managing Director - Equity ResearchRandal Konik - Managing Director Conference Call Participants Matthew Boss - Equity Research AnalystBradley Thomas - Managing Director ...

Ferguson (FERG) Q3 2025 Earnings Call June 03, 2025 08:30 AM ET Company Participants Brian Lantz - Vice President IR & CommunicationsKevin Murphy - CEO, President & DirectorBill Brundage - CFO & DirectorPhilip Ng - Managing DirectorRyan Cooke - VP - Equity ResearchAnika Dholakia - AVP - Equity ResearchMike Dahl - Managing Director - Equity Research Conference Call Participants John Lovallo - Senior US Homebuilding & Building Products Equity Research AnalystSam Reid - AnalystDavid Manthey - Senior Research A ...

Signet Jewelers (SIG) Q1 2026 Earnings Call June 03, 2025 08:30 AM ET Company Participants Rob Ballew - SVP - IRJ.K. Symancyk - CEOJoan Hilson - Chief Financial & Operating OfficerPaul Lejuez - Managing DirectorJuliana Duque - Equity Research AssociateDana Telsey - CEO and Chief Research OfficerMauricio Serna - Executive Director Conference Call Participants Jim Sanderson - Equity Research Analyst Operator Good morning, and welcome to the Signet Jewelers First Quarter Fiscal twenty twenty six Earnings Call. ...

Ollie's Bargain Outlet (OLLI) Q1 2026 Earnings Call June 03, 2025 08:30 AM ET Speaker0 Morning, and welcome to Ollie's Bargain Outlets Conference Call to discuss Financial Results for the First Quarter of Fiscal Year twenty twenty five. Please be advised that this call is being recorded and the reproduction of this call in whole or in part is not permitted without the express written authorization of Ollie's. Joining today's call from Ollie's management are Eric Vander Vlok, President and Chief Executive Of ...