Dafinchi AI

ELF

Consumer

Adjusted EBITDA increased 12% to $87 million, driven partly by a $5 million foreign currency gain.
Adjusted net income was $51 million or $0.89 per diluted share, down from $64 million or $1.10 per share last year due to normalized tax rates.
Free cash flow improved to $20 million from $0.5 million a year ago.
Gross margin declined by approximately 215 basis points to 69%, impacted by tariffs but partially offset by favorable FX and mix.
International net sales grew 30%, now representing 20% of total sales, up from 10% six years ago.
Q1 net sales grew 9% year-over-year to $354 million, building on 50% growth in Q1 last year.

CENTA

Consumer

Adjusted EBITDA increased by $11 million to $167 million overall, with segment EBITDA improvements in Garden and declines in Pet.
Cash provided by operations was $265 million, with inventory reduced by $67 million during the quarter.
GAAP EPS increased 28% to $1.52, and non-GAAP EPS rose 18% to $1.56, both record Q3 results.
Garden segment sales declined 4% to $468 million, impacted by exit of 2 product lines and adverse weather conditions.
Gross profit increased 5% to $332 million, with gross margin expanding by 280 basis points to 34.6%.
Net sales for Q3 2025 were $961 million, down 4% year-over-year.
Non-GAAP operating income rose 9% to $139 million, with operating margin expanding by 170 basis points to 14.5%.
Pet segment sales declined 3% to $493 million, driven by exit of lower margin durable products and tariff pressures.
Share repurchases totaled $55 million in Q3, with $46 million remaining authorized.

KHC

Consumer

A $9.3 billion noncash impairment charge was recorded due to a sustained decline in stock price, reducing the carrying value of intangible assets.
Emerging markets grew top line by around 8% through both price and volume, with the highest operating income margin ever.
Inflation is expected to be about 5% to 7% for the year, with pricing increases around 1%, indicating pricing below inflation.
North America retail showed improvement excluding cold cuts and bacon, with a 2.7% decline in the latest 4-week period versus a 4% year-to-date decline.
Tariffs are expected to impact margins by approximately 100 basis points this year, with a potential full-year annualized impact of 180 basis points if tariffs remain.
The second quarter results came in line with expectations, showing an improvement in year-over-year top line performance.

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