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The earnings call highlights strong financial performance, improved margins, and strategic growth plans, including e-commerce expansion and product innovation. The Q&A section reveals confidence in outperforming guidance, a robust share repurchase plan, and bullish sentiment from retail partners. Despite some vague responses, the overall outlook is positive, supported by reduced leverage and cost-saving initiatives. With a market cap of approximately $3.8 billion, the stock is likely to experience a positive movement of 2% to 8% over the next two weeks.
The earnings call summary indicates positive developments, such as reaffirmed EBITDA guidance, U.S. sales growth, and e-commerce expansion. The Q&A section shows management addressing concerns, noting improvements in leasing and demand, particularly in the U.S. and defense sectors. While some uncertainties exist, the overall sentiment is optimistic, supported by strategic initiatives and market opportunities. The market cap suggests a moderate reaction, leading to a positive stock price movement prediction.
The earnings call summary presents a mixed sentiment. The financial performance and market strategy seem stable, with reaffirmed guidance and growth plans. However, the Q&A reveals concerns about leasing spreads, incentives, and market challenges in Toronto and Vancouver. Management's evasive responses to certain questions further contribute to uncertainty. The company's market cap suggests moderate volatility. Overall, the sentiment is neutral, as positive guidance and strategic plans are balanced by market challenges and management's unclear communication.
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.