SoutheasternⓘTrim-13.34%$27M1.31%Deep value / Concentrated
Third PointⓘTrim-89.12%$14M0.66%Aggressive value / Event-driven
What managers sayⓘ
2025-12-31Southeastern Asset ManagementBear4Q25 Asia Pacific CommentaryDetail →
2025-03-31Voss CapitalBullVoss Capital Q1 2025 Letter to PartnersDetail →
2024-06-30Southeastern Asset ManagementBull2Q24 Asia Pacific CommentaryDetail →
2024-03-31Southeastern Asset ManagementBull1Q24 Asia Pacific CommentaryDetail →
Earnings Callsⓘ
Q1 2026May 6, 2026
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Q1 results beat expectations, with net sales growth of 15.6%, primarily driven by the full rollout of the three growth pillars and AI cultural empowerment.
Key data: Global net sales +15.6% YoY to $1.41 billion, international business +31.6%, adjusted EPS +25.3% to $1.09.
Business highlights: Launched SharkBlastBoss (indoor/outdoor blowing system) and SharkChillPill (personal cooling system), co-branded with David Beckham for Luxe Cafe, and the AI hackathon JailBreak generated over 150 solutions, improving operational efficiency.
Management raised full-year guidance: net sales growth guidance raised from 10%-11% to 11.5%-12.5%, adjusted EPS raised from $5.90-$6.00 to $6.00-$6.10.
Positive signals: Management emphasizes culture as a "super weapon", with explosive growth in consumer engagement; however, tariffs and the Middle East conflict still bring uncertainty to raw material costs.