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

The earnings call revealed several negative factors: decreased EPS, increased debt, and a negative revenue and margin outlook for fiscal 2025. Although there are some positive aspects, like product momentum in specific brands and potential margin improvements, the overall sentiment is negative due to the weak guidance, increased tariffs, and significant challenges in conversion rates and inventory management. The market cap suggests moderate volatility, thus predicting a negative stock price movement of -2% to -8% over the next two weeks.
The earnings call reflects a negative sentiment due to several factors: a significant decline in adjusted EPS and operating loss, increased SG&A expenses, and rising long-term debt. Despite strong sales gains, gross margin contraction and high promotional intensity weigh heavily. The Q&A section highlights continued market challenges, such as tariffs and cautious wholesale orders. Although there are plans for price increases to offset tariffs, unclear responses from management on financial impacts and promotional strategies exacerbate concerns. Given the small-cap nature, the stock is likely to react negatively, falling between -2% to -8%.
The earnings call reveals declining sales, increased costs due to tariffs, and a significant rise in long-term debt. Despite some positive aspects like growth in smaller brands and planned price increases, the overall financial outlook is weak. The Q&A session highlights concerns about tariffs, promotional intensity, and unclear management responses, further dampening sentiment. The expected decline in revenue and margins, coupled with increased SG&A expenses, suggests a negative stock price movement. Given the market cap, the prediction is a negative movement between -2% and -8%.
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.