Core Insights - Lifetime Brands, Inc. will release its fourth quarter and full year 2025 financial results on March 12, 2026, before market open [1] - The company will host a conference call at 11:00 a.m. Eastern Time on the same day to discuss the results [1] - The CEO and CFO will participate in the 38th Annual ROTH Conference from March 22-24, 2026, in Laguna Niguel, CA, and will be available for meetings with investors [4] Company Overview - Lifetime Brands is a leading global designer, developer, and marketer of a wide range of branded consumer products used in the home [5] - The company markets products under well-known kitchenware brands such as Farberware®, KitchenAid®, and Sabatier®, as well as respected tableware and giftware brands like Mikasa® and Pfaltzgraff® [5] - Lifetime Brands also provides exclusive private label products to leading retailers worldwide [5]

word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word word wordmmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1mmMwWLliI0fiflO&1 Interface Increases Regular Quarterly DividendFeb 24, 2026 5:35 AM Eastern Standard Time# Interface Inc ...

Group 1 - Church & Dwight Co., Inc. will present at the 2026 Consumer Analyst Group of New York (CAGNY) Conference on February 18, 2026, at 8:00 AM EST, with a webcast available on the company's website [1] - The company is a leading U.S. producer of sodium bicarbonate and offers a wide range of personal care, household, and specialty products under well-known brands such as ARM & HAMMER®, TROJAN®, and OXICLEAN® [1] - For the full year 2025, Church & Dwight reported net sales of $6,203.2 million, reflecting a 1.6% increase, surpassing the company's outlook of 1.5% growth [1] Group 2 - Organic sales for 2025 grew by 0.7%, despite a 130 basis points impact from the decline in the exited VMS business and a slowdown in category growth [1] - The company has completed a strategic review of its vitamin, minerals, and supplement (VMS) business and announced the sale of the VitaFusion® and L'il Critters® brands to Piping Rock Health Products, Inc. [1]

income and Adjusted diluted earnings per shareUS$ Millions, except per share amountsThree and Nine Months Ended December 31Q3 FY26Q3 FY25FY26FY25Net income$68.7$141.7$75.5$380.4Asbestos related expenses and adjustments0.70.92.62.9AICF interest income(2.4)(2.7)(7.4)(8.5)Restructuring, net(24.0)—(24.0)57.3Pre-close financing costs1——46.5—Acquisition related expenses29.4—189.1—Inventory fair value adjustment——47.9—Amortization of intangible assets resulting from AZEK acquisition57.6—106.3—Tax adjustments212.21 ...

Core Insights - RH has released the 2026 Outdoor Sourcebook, featuring over 420 pages of outdoor collections that emphasize high-quality materials and exceptional design [1] - The company has opened RH Detroit, an immersive retail experience covering 60,000 square feet, and RH Manhasset, a 19,000 square foot gallery that integrates luxury home furnishings with art and antiques [1][1] - RH's Chairman & CEO Gary Friedman has communicated a message to the city of Paris regarding the opening of RH Paris on the Champs-Élysées, highlighting the brand's commitment to architecture, design, food, and wine [1] Company Overview - RH operates as a global curator of design, taste, and style in the luxury lifestyle market, with a presence in the United States, Canada, the United Kingdom, and Europe [1] - The company offers its collections through various channels, including retail galleries, sourcebooks, and online platforms [1]

Core Insights - Procter & Gamble (P&G) will serve approximately 3,500 athletes at the Milano Cortina 2026 Olympic and Paralympic Winter Games with a range of top-performing household and personal care products [1][2] - The company has introduced the "Champions Clubhouse," a unique athlete experience in the Olympic Village, offering various services and products from P&G brands [1][2] - P&G is committed to promoting access and inclusion in para sports across Italy, investing in educational programs and initiatives to support young people with disabilities [2] Group 1: Athlete Engagement and Services - P&G brands, including Bounty®, Dash®, and SK-II®, will connect with fans through athlete partnerships and Olympic-inspired campaigns [1] - Every competing athlete will receive a Welcome Kit containing premium products such as Oral-B toothpaste, Head & Shoulders shampoo, and SK-II Heritage PITERA Essence Kit [1] - The Champions Clubhouse will feature activities like gaming matchups, influencer battles, and traditional celebrations, enhancing the athlete experience [1][2] Group 2: Brand Partnerships and Campaigns - More than 25 P&G brands will launch Olympic and Paralympic Games-inspired campaigns, partnering with top athletes to highlight their products [2] - Notable athlete partnerships include two-time Gold Medalist Anna Gasser and nine-time Paralympic Gold Medalist Oksana Masters, showcasing P&G's commitment to excellence [2] - P&G's Chief Brand Officer emphasized the alignment of P&G's product performance with the dedication of athletes [2] Group 3: Community and Inclusion Initiatives - P&G is collaborating with the Fondazione Milano Cortina to implement the Gen26 education program, raising awareness of the Paralympic movement in Italian schools [2] - The company is promoting access to para sports through initiatives that support young people with disabilities, including equipment donations and free sports courses [2] - P&G has been a Worldwide Partner of the International Olympic Committee since 2010 and holds global rights with the International Paralympic Committee since 2020 [2]

Core Viewpoint - Xcel Brands, Inc. has announced a private investment in public equity (PIPE) financing expected to generate approximately $2.05 million in gross proceeds, which will be used for general corporate purposes and working capital [1]. Group 1: Financing Details - The company is selling 1,670,055 shares of common stock and common stock purchase warrants to purchase up to 835,023 shares at a price of $1.2275 per share [2]. - The warrants are exercisable at an exercise price of $3.00 per share and will expire five years from the date of issuance [2]. Group 2: Regulatory Information - The securities offered in the PIPE financing are unregistered and were offered under Section 4(a)(2) of the Securities Act of 1933 and Regulation D [4]. - The company has agreed to file registration statements with the SEC for the resale of the unregistered shares and shares issuable upon exercise of the warrants [4]. Group 3: Company Overview - Xcel Brands, Inc. is a media and consumer products company involved in the design, licensing, marketing, and sales of various consumer products, including apparel and home goods [6]. - The company has generated over $5 billion in retail sales through livestreaming and digital channels and has a brand portfolio that reaches over 46 million social media followers [6].

Core Insights - American Woodmark Corporation reported a significant decline in net sales and net income for the second quarter of fiscal 2026, reflecting ongoing challenges in the new construction and remodel markets [4][5][8] - The company is actively implementing measures to mitigate the impacts of tariffs and lower demand, including cost reductions and supplier negotiations [4][6] Financial Highlights for Second Quarter Fiscal 2026 - Net sales decreased by $57.8 million, or 12.8%, to $394.6 million compared to the same quarter last fiscal year [5][6] - Net income fell to $6.1 million, or $0.42 per diluted share, down from $27.7 million, or $1.79 per diluted share, in the same quarter last year [5][7] - Adjusted EBITDA decreased by $20.6 million, or 34.1%, to $39.6 million, representing 10.0% of net sales [7][8] Year-to-Date Financial Highlights for Fiscal 2026 - For the first six months, net sales decreased by $113.9 million, or 12.5%, to $797.7 million compared to the same period last fiscal year [8] - Year-to-date net income was $20.7 million, or $1.42 per diluted share, down from $57.3 million, or $3.68 per diluted share, in the prior year [8][9] - Adjusted EBITDA for the first half of fiscal 2026 decreased by $41.2 million, or 33.5%, to $81.9 million, or 10.3% of net sales [8][9] Balance Sheet and Cash Flow - As of October 31, 2025, the company had $52.1 million in cash and access to $315.2 million under its revolving credit facility [10] - Cash provided by operating activities for the first six months was $44.3 million, with free cash flow totaling $24.0 million [11][10] - The company repurchased 209,757 shares, approximately 1.4% of shares outstanding, for $12.4 million during the first half of fiscal 2026 [11] Strategic Focus - The company is focused on closing the merger transaction with MasterBrand, Inc., which is expected to enhance its product portfolio and innovation capabilities [4][9] - Management is taking steps to address the impacts of tariffs, estimating an unmitigated tariff impact of approximately 4-4.5% of annualized net sales [4][6]

Core Insights - Aqara has launched the Smart Lock B50, a Wi-Fi deadbolt lock aimed at enhancing home security and access management for U.S. households through a partnership with Lowe's [1][5][6] Product Features - The Smart Lock B50 allows homeowners to create one-time, recurring, and permanent PIN codes, providing control over home access [2][3] - It includes an anti-peek feature for added security, enabling users to input random digits before and after their PIN [2] - The lock features an auto-lock function that secures the door after a set period, reducing the risk of unauthorized access [2][4] - Homeowners can monitor lock status and manage PIN codes remotely via the Aqara Home app, with compatibility for Alexa and Google Home [3][4] Installation and Maintenance - The B50 is designed for easy installation without the need for drilling, making it suitable for multi-unit properties [4] - It is powered by four AA batteries, with a battery life of up to six months under typical usage conditions, and includes a USB-C port for emergency charging [4][7] Market Strategy - The collaboration with Lowe's allows Aqara to reach a broader audience, including homeowners and professionals, enhancing the accessibility of smart home solutions [5][6] - The partnership leverages Lowe's extensive retail network and professional installer ecosystem to support consumers throughout their smart home journey [5][6] Availability - The Smart Lock B50 will be available at over 500 Lowe's locations and on Lowes.com starting November 22 [7]

Core Insights - Griffon Corporation reported a fiscal 2025 revenue of $2.5 billion, a 4% decrease from $2.6 billion in the previous year [1] - The company experienced a significant decline in net income, totaling $51.1 million or $1.09 per share, compared to $209.9 million or $4.23 per share in the prior year [2] - Adjusted net income for fiscal 2025 was $263.6 million, or $5.65 per share, an increase from $254.2 million, or $5.12 per share, in the previous year [3] Financial Performance - Fiscal 2025 adjusted EBITDA was $522.3 million, a 2% increase from $513.6 million in the prior year [4] - Fourth quarter revenue was $662.2 million, slightly up from $659.7 million in the same quarter of the previous year [5] - Fourth quarter net income was $43.6 million, or $0.95 per share, down from $62.5 million, or $1.29 per share, in the prior year quarter [6] Segment Performance - Home and Building Products (HBP) revenue for 2025 was $1.6 billion, consistent with the prior year, with a 2% favorable price and mix offset by a 2% decrease in volume [10] - Consumer and Professional Products (CPP) revenue in 2025 was $0.9 billion, a decline of 10% compared to 2024, primarily due to a 12% decrease in volume driven by reduced consumer demand [12] - HBP adjusted EBITDA for 2025 was $494.6 million, a 1% decrease from the previous year, while CPP adjusted EBITDA increased by 18% to $85.5 million [13][10] Cash Flow and Shareholder Returns - The company generated $323 million in free cash flow during the year, which supported the repurchase of 1.9 million shares and regular quarterly dividends [8] - Griffon returned a total of $174 million to shareholders in 2025 through dividends and share repurchases [8] - A 22% increase in the regular quarterly dividend to $0.22 per share was announced, reflecting confidence in the company's strategic plan [9] Balance Sheet and Capital Expenditures - As of September 30, 2025, Griffon had cash and equivalents of $99 million and total debt outstanding of $1.41 billion, resulting in net debt of $1.31 billion [17] - The company reduced its debt by approximately $116 million during the year, improving leverage to 2.4x from 2.6x in the prior year [17] - Capital expenditures for the year were $34.4 million, including $18 million from asset sales [17] 2026 Outlook - For fiscal year 2026, Griffon expects revenue to remain at $2.5 billion and adjusted EBITDA in the range of $580 million to $600 million [20] - The company anticipates HBP and CPP revenue to be in line with 2025, with HBP EBITDA margin exceeding 30% and CPP around 10% [21]