Management is prioritizing revenue recovery and brand investment, but near-term earnings face tariffs, pricing leakage, and consumer trade-down.
| Quarter | Q3 FY26 |
|---|---|
| Call date | 2026-01-09 |
| Length | 49 minutes |
| EPS | $1.52 |
| EPS consensus | $1.49 |
| Revenue | $512.8M |
What changed, guidance prior to now, analyst Q&A candor and the case for and against are part of Core.
Other quarters: Q1 FY27
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Transcript produced by Signals.AI from the company's own earnings call audio. Not personalized investment advice.