Financial Data and Key Metrics Changes - Cimpress achieved a milestone by exceeding $1 billion in quarterly revenue for the first time, with reported revenue growth of 11% and organic constant currency growth of 4% in Q2 [10][11] - Adjusted EBITDA increased by $6.6 million year-over-year, with profit dollars rising 8% on a consolidated basis [12][13] - Adjusted free cash flow declined by $9.2 million to an inflow of $124 million, attributed to lower net working capital inflows [15][17] Business Line Data and Key Metrics Changes - In the Vista segment, organic constant currency growth was 5%, up from 3% in the prior year quarter, driven by double-digit growth in promotional products, apparel, gifts, and packaging [11][12] - The Print Brothers segment reported a revenue growth of 26%, with a contribution of $18 million from a tuck-in acquisition [12][17] - Legacy products, such as business cards and stationery, declined by 1%, consistent with previous quarters [11][12] Market Data and Key Metrics Changes - Strong performance in North America was the main driver of growth, with all markets in Vista showing growth [12][13] - Customer and order count increased in the Upload and Print segment, fueling a combined organic constant currency revenue growth of 6% [12] - National Pen revenue benefited from tariff-related price increases, contributing to overall segment performance [12] Company Strategy and Development Direction - Cimpress is focused on enhancing customer lifetime value through elevated products, which have shown a 9% year-over-year increase in variable gross profit per customer [4][11] - The company is investing in manufacturing efficiencies and new product introductions, with a roadmap targeting at least $600 million in EBITDA by fiscal 2028 [8][9] - Cross Cimpress fulfillment (XCF) is a strategic initiative aimed at driving efficiencies and innovation across brands, enhancing competitive advantage [5][6][34] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving fiscal 2028 targets, with expectations for significant efficiencies across profit and loss statements [8][9] - The impact of tariffs is expected to lessen in future quarters as supply chain remediation continues [14] - Management highlighted the importance of AI and technology investments in driving operational efficiencies and customer value [6][64] Other Important Information - The company raised its annual guidance for revenue, adjusted EBITDA, and free cash flow based on strong first-half results [10][17] - Net leverage at the end of Q2 was 2.97 times trailing twelve months EBITDA, down from the previous quarter [16][18] - Cimpress completed a tuck-in acquisition for $10.4 million, with significant synergy opportunities anticipated [52][53] Q&A Session Summary Question: How would you characterize the holiday season for Vista? - Management reported a strong quarter for Vista, particularly in North America, with flat volume in holiday cards in the U.S. and double-digit growth in Canada [20][21][22] Question: Can you discuss the biggest areas of outperformance versus initial FY 2026 guidance? - Management noted solid execution across the board, with some unexpected challenges, but overall performance aligned with plans [26][27] Question: What are the underlying trends for promotional products and elevated categories? - Strong growth in elevated products demonstrates increased wallet share among small business customers, with variable gross profit per customer growing consistently [32][33] Question: How is the North American business for the Print Group trending? - The Print Group is on track with revenue growth, focusing on building production capabilities, with revenues around $3 million for the first half [36][37] Question: What is the company's view on Cross Cimpress Fulfillment? - Management sees significant growth potential in Cross Cimpress Fulfillment, which has doubled in revenue within a year, contributing to gross profit increases [45][46] Question: Can you provide details on the tuck-in acquisition made this quarter? - The acquisition involved an Austrian printing group with significant synergy opportunities, expected to yield returns comfortably above the 15% hurdle rate [52][53][55]

Cimpress (CMPR) reported $1.04 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 11%. EPS of $1.95 for the same period compares to $2.36 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $993.42 million, representing a surprise of +4.91%. The company delivered an EPS surprise of +20.87%, with the consensus EPS estimate being $1.61.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and h ...

Core Viewpoint - Cimpress (CMPR) reported quarterly earnings of $1.95 per share, exceeding the Zacks Consensus Estimate of $1.61 per share, but down from $2.36 per share a year ago, indicating an earnings surprise of +20.87% [1] Financial Performance - The company achieved revenues of $1.04 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.91%, compared to revenues of $939.16 million in the same quarter last year [2] - Over the last four quarters, Cimpress has exceeded consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Performance - Cimpress shares have increased approximately 17.9% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] Future Outlook - The company's earnings outlook will be crucial for determining the sustainability of its stock price movement, with current consensus EPS estimates at $0.36 for the upcoming quarter and $3.54 for the current fiscal year [4][7] - The estimate revisions trend for Cimpress was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Industry Context - The Consumer Services - Miscellaneous industry, to which Cimpress belongs, is currently ranked in the top 41% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8]

GYM SISTERS RAND OPENI f war 1-17 GYM Herbar fifi GYM Craint BY DOMINIC ISTERS TE YA SISTERS nt <> cimpress Q2 Fiscal Year 2026 Quarterly Earnings Document January 28, 2026 LETTER FROM ROBERT JANUARY 28, 2026 Dear Investor, Cimpress maintained positive momentum in the second quarter of FY2026, achieving our first-ever quarter with revenue above $1 billion, and growing profit year over year. As was the case in Q1, revenue growth continued to outpace our annual revenue growth guidance. Likewise, we have deliv ...

Core Viewpoint - Cimpress (CMPR) shares have recently declined by 5.3% over the past week, but the formation of a hammer chart pattern suggests potential support and a possible trend reversal in the future [1][2]. Technical Analysis - The hammer chart pattern indicates a potential bottoming out, with selling pressure likely subsiding, which supports a bullish outlook for the stock [2][5]. - A hammer pattern typically forms during a downtrend, where the stock opens lower, makes a new low, but then closes near or above the opening price, indicating buying interest [4][5]. - The effectiveness of the hammer pattern is enhanced when used alongside other bullish indicators, as its strength depends on its placement on the chart [6]. Fundamental Analysis - There has been a recent upward trend in earnings estimate revisions for Cimpress, which is a bullish indicator suggesting potential price appreciation [7]. - Over the last 30 days, the consensus EPS estimate for the current year has increased by 1%, indicating that analysts expect better earnings than previously predicted [8]. - Cimpress currently holds a Zacks Rank of 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks, which typically outperform the market [9][10].

Group 1: Company Overview - The Beachbody Company, Inc. (BODI) is part of the Consumer Discretionary sector, which includes 266 companies and ranks 12 in the Zacks Sector Rank [2] - BODI currently holds a Zacks Rank of 2 (Buy), indicating a favorable outlook based on earnings estimate revisions [3] Group 2: Performance Metrics - Over the past 90 days, the Zacks Consensus Estimate for BODI's full-year earnings has increased by 61.2%, reflecting stronger analyst sentiment and an improving earnings outlook [4] - BODI has achieved a year-to-date return of 64.6%, significantly outperforming the Consumer Discretionary sector's average return of 2.5% [4] Group 3: Industry Context - BODI is categorized under the Consumer Services - Miscellaneous industry, which consists of 6 companies and currently ranks 46 in the Zacks Industry Rank [6] - The average performance of this industry has been a loss of 17.3% year-to-date, indicating that BODI is performing better than its industry peers [6] Group 4: Comparative Analysis - Cimpress (CMPR), another stock in the Consumer Discretionary sector, has a year-to-date return of 2.8% and a Zacks Rank of 2 (Buy) [5] - Both BODI and Cimpress are noted for their solid performance within the Consumer Discretionary sector [7]

Core Insights - VistaPrint has appointed Dave DeSandre as Senior Vice President of North America, Category Management, effective December 1, 2025, to enhance its business operations in North America [1] - DeSandre will focus on category transformation, product innovation, customer experience, and commercial strategy execution [1] - He brings over two decades of industry experience, previously serving as Chief Commercial Officer at Wayfair Professional, where he helped scale the B2B platform into a multi-billion dollar business [1] Company Strategy - The company aims to leverage its global manufacturing scale and capabilities to empower small businesses and unlock new growth in the North American market [1] - DeSandre's role will involve cross-functional collaboration to drive results across manufacturing, technology, product experience, and marketing [1] - The CEO of VistaPrint, Florian Baumgartner, emphasized the importance of customer-centric solutions and the need for great talent within the organization [1]

Core Viewpoint - The presentation focuses on the company's future outlook and long-term strategies, while not providing updates on the current quarter's performance [1] Group 1: Future Outlook - The company emphasizes its thoughts on the future and long-term prospects [1] - There are risks associated with investing in the company's stock, which are detailed in SEC filings [1] - The presentation will not include intra-quarter updates for the December quarter [1] Group 2: Financial Information - Non-GAAP measures are included in the presentation, with reconciliations available on the company's investor relations website [1]

Summary of Cimpress Conference Call Company Overview - **Company**: Cimpress (NasdaqGS:CMPR) - **Industry**: Custom print and promotional products - **Market Size**: Approximately $100 billion in North America, Europe, and Australia [9] Key Points and Arguments Business Model and Market Position - Cimpress specializes in web-to-print mass customization, allowing for the delivery of custom products in small quantities with the reliability and affordability of mass production [8] - The company has generated $2.3 billion of unlevered free cash flow and over $1.5 billion of adjusted free cash flow in the last 10 years [8] - The company has a diverse product range, including legacy products like business cards and newer categories such as paper bags, corrugated boxes, and flexible packaging [9][10] Financial Performance and Guidance - For fiscal 2026, Cimpress has guided revenue growth of 5-6% and organic constant currency growth of 2-3% [13] - Adjusted EBITDA is projected to be $450 million, with operating cash flow of $310 million and adjusted free cash flow of about $140 million [13] - The company expects to achieve $70 million-$80 million of annual EBITDA improvement by FY2028, with adjusted EBITDA projected to reach at least $600 million [15][16] Capital Expenditures and Investments - Cimpress plans to invest approximately $100 million in capital expenditures this year, focusing on new equipment and optimizing manufacturing locations [14] - Maintenance-oriented CapEx is about 1.5% of revenue, while total CapEx is expected to be around 3% of revenue [14] AI and Technological Integration - AI is seen as a significant opportunity for optimization across various business functions, including software engineering and customer service [19][20] - The company is exploring AI's potential in design, which could democratize design access and increase demand for physical products [21] Customer Dynamics and Revenue Growth - Revenue growth is driven by wallet share gains from higher-value customers, with a focus on retaining existing customers and attracting new ones [22][23] - The company believes there is a long-term relevance for physical products despite some legacy products experiencing decline [32] Tariffs and Cost Management - Cimpress has managed to limit tariff impacts to less than $500,000 in the recent quarter through supply chain adjustments [26] - The company anticipates generating about $16 million in cost savings this year, with a total of $70-$80 million expected across the P&L [28] Capital Allocation and Future Outlook - Cimpress is open to small tuck-in acquisitions to enhance product offerings and technology but does not foresee major shifts in its financial strategy [25] - The company aims to reduce net leverage to below two times trailing 12-month EBITDA by the end of FY2028 [18] Taxation - Cimpress is a cash taxpayer, with guidance for cash taxes in the range of $55 million-$60 million for the current year [35] Additional Important Insights - The company has experienced upgrades from rating agencies, currently holding credit ratings of BB- and Ba3 [13] - Cimpress acknowledges the volatility in the market and has built in downside risk factors into its guidance [27] - The company is focused on customer satisfaction and maintaining strong reviews to drive revenue growth [22]

Core Insights - Momentum investors focus on "buying high and selling higher" rather than traditional strategies of buying low and waiting for recovery [1] - Investing in fast-moving stocks can be risky if valuations exceed future growth potential, leading to potential losses [2] Group 1: Momentum Investing - The Zacks Momentum Style Score is effective in identifying strong momentum stocks, while the 'Fast-Paced Momentum at a Bargain' screen helps find attractively priced stocks [3] - Cimpress (CMPR) has shown a price increase of 0.5% over the past four weeks, indicating growing investor interest [4] - CMPR has gained 7.2% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] Group 2: Stock Performance Metrics - CMPR has a Momentum Score of A, suggesting it is an opportune time to invest in the stock [6] - An upward trend in earnings estimate revisions has contributed to CMPR earning a Zacks Rank 2 (Buy), indicating strong investor interest [7] - CMPR is trading at a Price-to-Sales ratio of 0.48, meaning investors pay 48 cents for each dollar of sales, reflecting a reasonable valuation [7] Group 3: Investment Opportunities - CMPR has significant potential for growth, and there are other stocks that also meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen [8] - Zacks offers over 45 Premium Screens tailored to different investing styles, providing various strategies to identify winning stocks [9]