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Bristol-Myers Squibb Company (NYSE:BMY) FY Earnings Call Presentation
2026-01-12 15:30
Bristol Myers Squibb: Built for Growth 44th Annual J.P. Morgan Healthcare Conference Christopher Boerner, Ph.D., Board Chair & CEO January 12th, 2026 Forward Looking Statements This presentation (as well as the oral statements made with respect to the information contained in this presentation) contains statements about Bristol-Myers Squibb Company's (the "Company") future financial results, plans, business development strategy, anticipated clinical trials, results and regulatory approvals that constitute f ...
Lumexa Imaging (NasdaqGS:LMRI) FY Earnings Call Presentation
2026-01-12 15:30
Company Overview - Lumexa Imaging is a national outpatient imaging platform with the 2nd largest outpatient imaging center footprint across 13 states[12] - The company provides advanced (MRI, CT, PET) and routine (X-ray, ultrasound, mammography) diagnostic imaging services[12] - As of December 31, 2025, Lumexa Imaging has established 44 de novo sites since its formation[12] Financial Performance (LTM 9/30/25) - Consolidated GAAP Revenue is $1,003 million[17] - Adjusted EBITDA is $220 million with a 22% margin[17] - System-wide revenue from advanced imaging accounts for 63% of the total[17] Market and Growth - The US diagnostic imaging services market was valued at $140 billion in 2024, with a CAGR of 5.9% from 2019[28] - Advanced imaging (MRI, CT) is driving market growth, with a revenue growth of 5.7% from 2019-2024, more than double the routine imaging growth of 2.6%[31] - Lumexa Imaging operates in attractive geographies with ~0.6% to ~1.4% population growth, approximately 2x the US average[38] Technology and AI - The company is leveraging an ecosystem of innovation with ongoing implementation of AI tools[63, 65] - Approximately 45% MRI Fast Scan implementation[67] - Approximately 10% of CPT coding automated[67] Health System Partnerships - Lumexa Imaging has 8 joint ventures across 86 centers[21] - The company takes 49% ownership of JV[86]
GRAIL (NasdaqGS:GRAL) FY Earnings Call Presentation
2026-01-12 15:30
44th Annual J.P. Morgan Healthcare Conference January 12, 2026 Bob Ragusa, Chief Executive Officer Josh Ofman, President 1 This presentation contains forward-looking statements. In some cases, you can identify these statements by forward-looking words such as "aim," "anticipate," "believe," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "predict," "should," "would," or "will," the negative of these terms, and other comparable terminology. These forward-looking stat ...
Boot Barn(BOOT) - 2026 FY - Earnings Call Presentation
2026-01-12 15:30
Financial Performance - Q3 Fiscal Year 2026 total sales reached $706 million, exceeding the high-end guidance [8] - Q3 Fiscal Year 2026 earnings per share (EPS) were $2.79, surpassing the high-end guidance [8] - Q3 Fiscal Year 2026 income from operations was $114.8 million, also exceeding the high-end guidance [8] - Q3 Fiscal Year 2026 same-store sales (SSS) increased by 5.7% [8] - The company has experienced over a decade of strong sales growth, with Q3 Fiscal Year 2026 TTM (trailing twelve months) total sales reaching $2169 million [19] - Q3 Fiscal Year 2026 GAAP Earnings Per Share is $2.79, with 15% Growth vs LY[16] Strategic Initiatives - The company is focused on new store growth, with a target of 15% new store growth in Fiscal Year 2026 [26] - New stores are expected to have first-year net sales of approximately $3.2 million and a total net investment of around $1.7 million, resulting in a cash-on-cash return of approximately 53% and a payback period of about 1.8 years [24] - The company estimates a total addressable market (TAM) of approximately $58 billion and a potential for 1,200 stores in the U S [28] Margin and Exclusive Brands - The company's Q3 Fiscal Year 2026 YTD merchandise margin growth is estimated to have expanded by 790 basis points [54] - Exclusive brands penetration reached 41.1% in Q3 Fiscal Year 2026 YTD, enhancing margins by approximately 1,000 basis points compared to third-party brands [56] - Q3 Exclusive Brands Penetration % is 41.5%, +240bps vs LY[60]
Ascendis Pharma (NasdaqGS:ASND) FY Earnings Call Presentation
2026-01-12 15:30
Ascendis Pharma A/S J.P. Morgan Healthcare Conference San Francisco January 2026 This presentation also contains estimates and other statistical data made by independent parties and by us relating to market size and other data about our industry. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such data and estimates. In addition, projections, assumptions and estimates of our future performance and the future performance of the markets in which w ...
Citi Trends(CTRN) - 2026 FY - Earnings Call Presentation
2026-01-12 15:00
Business Overview - Citi Trends focuses on the core African-American customer[6, 22] - The company operates approximately 590 stores with each store being around 12,000 sq ft[12, 15] - Citi Trends' sales are approximately $750 million[12] - The product margin is approximately 39% excluding one-time costs[12, 13] Recent Trends and Strategies - Citi Trends marked down approximately $26 million in unproductive inventory to create open to buy for fresh product[23] - The company is focusing on improving retail fundamentals and building foundational best practices[23, 24] - The company aims to offer branded values at 50% to 75% off MSRP[28] Path to Value Creation and Future Growth - Citi Trends is in the "Repair" phase in the second half of 2024, with plans to "Execute" in the first half of 2025, "Optimize" in the second half of 2025, and achieve "Growth" in 2026 and beyond[30] - The company aims for sales growth of approximately 4% to 6%[44] - Citi Trends is targeting square footage expansion of approximately 6% to 10%[40, 44] - The company projects EBITDA of $40 million or more[44]
Krispy Kreme(DNUT) - 2026 FY - Earnings Call Presentation
2026-01-12 14:00
Company Overview - Krispy Kreme operates in over 40 countries with approximately 2,100 shops[6] - The company sells over 1 billion doughnuts annually[6] - Doughnuts account for over 90% of sales[6] - Krispy Kreme has generated over 100 billion media impressions[8] U.S. Sales Channel - Retail accounts for 76% of U.S sales[8] - Fresh Delivery accounts for 24% of U.S sales[8] - Digital sales are part of the Retail channel[8] - U.S. household penetration is approximately 13%[8, 9] Turnaround Plan - The company expects approximately $65 million in proceeds from refranchising in Japan, which will be used for debt reduction[12] - U.S. network utilization is approximately 25%[17] - 54% of U.S. logistics have been outsourced[19]
Sun Country Airlines (NasdaqGS:SNCY) Earnings Call Presentation
2026-01-12 13:30
Transaction Announcement January 12, 2026 #FD8103 #005595 #FFD105 #394B5D #38AC49 #FD8103 #394B5D Cautionary Statement Regarding Forward-Looking Statements This communication contains forward-looking statements under the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934, Section 27A of the Securities Act of 1933 and the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts and often can be identified by th ...
Hamilton Beach(HBB) - 2026 FY - Earnings Call Presentation
2026-01-12 13:30
Exhibit 99 Investor Presentation ICR Conference 2026 January 12, 2026 Hamilton Beach Forward-Looking Statements · Core Consumer market is North America (U.S., Canada, Mexico, Latin America) · Increasing focus of the Premium small kitchen appliance market · Growing presence in global Commercial kitchen and hotel amenities markets · Developing global Home Healthcare solutions business Hamilton Beach OTUS Powerful Brand Portfolio Best Hamilton Beach Health Hamilton Beac NUMIL Flagship brand Hamilton Beach is a ...
Allegiant Travel Company (NasdaqGS:ALGT) Earnings Call Presentation
2026-01-12 13:30
#005595 #FFD105 #394B5D #38AC49 #FD8103 #394B5D Transaction Announcement January 12, 2026 #FD8103 Cautionary Statement Regarding Forward-Looking Statements This communication contains forward-looking statements under the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934, Section 27A of the Securities Act of 1933 and the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts and often can be identified by th ...