Access earnings results, analyst expectations, report, slides, earnings call, and transcript.

The earnings call summary indicates strong financial performance with organic sales growth, increased cash flow, and significant share repurchases. The Q&A section reveals optimism about brand performance, particularly TOUCHLAND, and strategic focus on M&A. Despite some uncertainties, such as future guidance and international challenges, the overall sentiment is positive, with strong brand momentum and innovation strategies. The positive aspects outweigh concerns, suggesting a likely positive stock price movement.
The earnings call highlights a cautious outlook with lowered revenue and EPS guidance, indicating potential struggles. Despite optimism in product innovation and international expansion, the focus on divestitures and tariff management suggests underlying challenges. The Q&A section reveals management's reluctance to provide specifics on strategic decisions and financial impacts, adding uncertainty. The combination of these factors, along with a reduced growth outlook, suggests a negative sentiment, likely leading to a stock price decline of -2% to -8% over the next two weeks.
The earnings call reveals several negative indicators: declining EPS and revenue, reduced organic sales, and decreased gross margins due to tariff and inflation pressures. The lack of share repurchase or dividend announcements and unclear management responses further add to the negative sentiment. Despite some positive aspects, like a stable promotional environment and international growth, the overall sentiment is negative due to weak financial performance and guidance.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.