STERIS (NYSE:STE) Q3 2026 Earnings call February 05, 2026 09:00 AM ET Speaker1Good day, and welcome to the STERIS plc third quarter 2026 conference call. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on a touch-tone phone. To withdraw your question, please press star, then two. ...

EnerSys (NYSE:ENS) Q3 2026 Earnings call February 05, 2026 09:00 AM ET Speaker6Hello, and thank you for standing by. My name is Bella, and I will be your conference operator today. At this time, I would like to welcome everyone to EnerSys's Q3 Fiscal 2026 Earnings Webcast and Conference Call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. We do request for today's session that you please limit to one question and ...

The Allstate Corporation (NYSE:ALL) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Speaker10Good day, and thank you for standing by. Welcome to Allstate's Fourth Quarter Earnings Investor Call. At this time, all participants are in listen-only mode. After prepared remarks, there will be a question-and-answer session. To ask a question during the session, you'll need to press star one on your telephone. If your question has been answered and you'd like to remove yourself from the queue, simply press sta ...

Green Plains (NasdaqGS:GPRE) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Speaker7Good morning, and welcome to the Green Plains Inc. Fourth Quarter and Full Year 2025 Earnings Conference Call. Following the company's prepared remarks, instructions will be provided for Q&A. At this time, all participants are in a listen-only mode. I will now turn the call over to your host, Will Yeakel, Vice President and Treasurer. Will, please go ahead.Speaker9Welcome to the Green Plains Inc. Fourth Quarter 2025 ear ...

Spectrum Brands (NYSE:SPB) Q1 2026 Earnings call February 05, 2026 09:00 AM ET Speaker9Good day, and thank you for standing by. Welcome to the first quarter 2026 Spectrum Brands Holdings, Inc. earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, there'll be a question-and-answer session. To ask a question during the session, you'll need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. ...

Byrna Technologies (NasdaqCM:BYRN) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Speaker6Good morning. Welcome to Byrna's fiscal fourth quarter and full year 2025 earnings conference call. My name is Kevin, and I'll be your operator for today's call. Joining us for today's presentation are the company's CEO, Brian Ganz, and CFO, Lori Kearns. Following the remarks, we'll open the call for questions. Earlier today, Byrna released results for its fiscal fourth quarter and full year ending November 30th, ...

UGI (NYSE:UGI) Q1 2026 Earnings call February 05, 2026 09:00 AM ET Speaker2Good day, and thank you for standing by. Welcome to the UGI Corporation Q1 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star one one on your telephone. You will then hear an automated message advising that your hand is raised. To withdraw your question, ...

Bassett Furniture Industries (NasdaqGS:BSET) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Speaker3day, and thank you for standing by. Welcome to the Bassett Furniture Fourth Quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raise ...

Financial Data and Key Metrics Changes - The company reported a total revenue growth of 10% for the third quarter, exceeding the mid-single-digit outlook, with Asia leading at 22% growth, North America at 8%, and Europe at 4% [20][24][26] - Adjusted gross margin expanded by 140 basis points to 69.8%, driven by average unit retail (AUR) growth and a favorable mix shift towards full-price businesses [21][31] - Free cash flow reached approximately $650 million, with $500 million returned to shareholders year-to-date [19] Business Line Data and Key Metrics Changes - Core product sales grew in low double digits, with significant contributions from cotton cable knits, wool cashmere, and children's programs [11][19] - High-potential categories, including women's apparel and handbags, increased in high teens, outpacing total company growth [11][12] - Direct-to-consumer (DTC) business in North America increased by 7%, with retail comps up 7% and digital comps also growing by 7% [23] Market Data and Key Metrics Changes - Asia's revenue increased by 22%, with China growing over 30%, driven by strong full-price demand and successful marketing campaigns [14][26] - Europe saw a 4% revenue increase, with strong performance in Germany, the UK, Italy, and Spain, despite a highly promotional competitive environment [24][25] - North America wholesale revenue increased by 11%, driven by stronger-than-expected reorders and digital wholesale performance [23] Company Strategy and Development Direction - The company is focused on its "Next Great Chapter: Drive" strategic plan, which aims to elevate the brand, drive core products, and expand in key cities [6][17] - The strategy includes leveraging advanced technology, AI, and analytics to enhance consumer engagement and operational efficiency [5][15] - The company plans to continue expanding its presence in top cities globally, with 32 new stores opened this quarter [15][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the brand's resilience and ability to navigate an uncertain global environment, emphasizing a focus on long-term sustainable growth [17][34] - The outlook for fiscal 2026 has been raised, expecting constant currency revenues to increase high single to low double digits, up from a previous estimate of 5%-7% [29][31] - Management remains cautious about the North American operating environment due to ongoing consolidation in the wholesale channel [30] Other Important Information - The company launched the AI-powered digital shopping assistant "Ask Ralph," which is expected to enhance customer engagement and provide valuable first-party data [15][74] - The company was recognized as one of America's Best Companies by Forbes, and Ralph Lauren received the CFDA's 2025 American Womenswear Designer of the Year award [16] Q&A Session Summary Question: How to sustain long-term brand momentum with increased marketing budget? - Management emphasized the importance of cultural moments and experiences in attracting consumers, alongside consistent execution across all business aspects [39][41] Question: Drivers of raised outlook for Q4 and trends in North America and Europe? - Management noted continued global momentum and solid growth in North America, despite some moderation expected in Q4 due to timing of wholesale receipts and strategic reductions in off-price sales [43][44] Question: Drivers of AUR increase and any signs of price resistance? - Management highlighted that AUR growth was driven by reduced promotional activity and strong full-price demand, with no signs of price resistance from core customers [49][51] Question: Performance of full-price stores versus outlets in Europe? - Management confirmed that full-price stores led growth, while strategic pullbacks in outlet promotions were made to enhance long-term brand health [57][61] Question: Margin outlook for Q4 and impact of tariffs? - Management indicated that operating margin contraction in Q4 is primarily due to tariffs and timing of marketing campaigns, with expectations for continued AUR growth [81][33]

KKR (NYSE:KKR) Q4 2025 Earnings call February 05, 2026 09:00 AM ET Speaker1Ladies and gentlemen, thank you for standing by. Welcome to KKR's fourth quarter 2025 earnings conference call. During today's presentation, all parties will be in a listen-only mode. Following management's prepared remarks, the conference will be open for questions. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. As a reminder, this conference is being recorded. I wil ...