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

The earnings call summary reveals a positive sentiment overall, with strong brand performance, effective market strategies, and growth in both core and expansion markets. Despite some margin pressures and regional challenges, management is addressing these issues proactively. The Q&A section highlights confidence in product innovation and market share gains. The company's focus on productivity and marketing investments further supports a positive outlook. While there are some uncertainties, such as the California acquisition costs, these do not overshadow the overall positive trajectory and strategic planning.
The earnings call summary highlights strong financial performance, distribution gains, and strategic expansion efforts, all of which are positive indicators. Despite a slight revision in EPS guidance, management's focus on EBITDA as a health indicator and investments in higher-margin brands like Boulder Canyon suggest optimism. The Q&A section supports this with positive sentiment towards growth strategies and operational efficiencies. Considering the market cap, these factors collectively indicate a likely positive stock price movement, albeit not strong enough for a 'strong positive' classification.
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.