- EPS: $0.74 (Est. $0.76) ❌
- Net Sales: $355.3M (Est. $329.67M) ✅ ; UP +31% YoY
Updated FY25 Guidance (Revised Downward):
- Net Sales: $1.30B-$1.31B (Prev. $1.315B-$1.335B) ❌
- Adjusted EBITDA: $289M-$293M (Prev. $304M-$308M) ❌
- Adjusted Net Income: $193M-$196M (Prev. $205M-$208M) ❌
- Adjusted EPS: $3.27-$3.32 (Prev. $3.47-$3.53) ❌
- Adjusted Effective Tax Rate: 19-20% (No Change) ❌
Other Key Metrics:
- Gross Margin: 71% (Est. 71.15%) ; UP +40 bps YoY
- SG&A Expenses: $218.2M (Est. $175.43M) ; UP +36.3% YoY
- Adjusted SG&A: $192.9M (54% of net sales)
- Net Income: $17.3M (Est. $44M)
- Adjusted Net Income: $43M
- Adjusted EPS: $0.74
- Adjusted EBITDA: $68.7M (Est. $72.57M) ; UP +16% YoY
Comment from the CEO and CFO:
- CEO Tarang Amin: "We continue to gain market share, with net revenue growth of 31% and market share gains of 220 basis points in the US. We see significant new territory opportunities in digital, color cosmetics, skincare and international markets."
- CFO Mandy Fields: "Given the weaker than expected trends in January, we are taking a cautious approach and lowering our outlook for the 2025 financial year."
$OR (+4,41%)
$COTI (-0,21%)
$EL (+1,5%)
$MC (+1,8%)
#earnings
#quartalszahlen
