Скачать или смотреть Sportsman's Warehouse (SPWH) Q1 2025 Earnings – Full Coverage

Sportsman's Warehouse Holdings, Inc. (NASDAQ: SPWH) reported Q1 2025 net sales of $249.1M (+2% YoY), marking the first positive comp in nearly four years, with firearm units up 7% vs. a 5.4% NICS decline. Gross margin rose to 30.4% (+20bps). Join CEO Paul Stone and CFO Jeff White for insights on inventory strategy, tariff mitigation, and reaffirmed FY25 guidance!

⏱️ Timestamps (based on transcript):
00:00 – Introduction by Operator
00:40 – VP Investor Relations Riley Timmer: Opening Remarks and Safe Harbor
01:56 – CEO Paul Stone: Q1 Overview and Turnaround Strategy
03:23 – CEO Paul Stone: Sales Performance and Firearm Market Share
04:50 – CEO Paul Stone: Category Comps and E-Commerce Growth
06:05 – CEO Paul Stone: Inventory Precision and Local Relevance
07:25 – CEO Paul Stone: Personal Protection Initiatives
08:44 – CEO Paul Stone: Brand Awareness Campaign
10:11 – CFO Jeff White: Financial Results Overview
11:36 – CFO Jeff White: Gross Margin and SG&A Performance
13:06 – CFO Jeff White: Net Loss and Adjusted EBITDA
14:37 – CFO Jeff White: Inventory, Tariffs, and Liquidity
16:05 – CFO Jeff White: FY25 Guidance Reaffirmation
16:15 – Q&A Session Begins
16:32 – Q1 Comp Trends by Month and May Performance
17:32 – Store Traffic vs. Basket Size Drivers
18:45 – Shop-in-Shop Brand Opportunities
20:24 – Q1 Inventory Pull-Forward Clarification
21:18 – Sales Mix Impact on Gross Margin
23:29 – Debt Reduction and Inventory Outlook
24:38 – Tariff Mitigation Strategies
27:33 – Tariff Impact Timing on P&L
28:27 – CEO Paul Stone: Closing Remarks
28:40 – Operator: Call Conclusion

📈 Investment Sentiment: BUY – Positive Q1 comps, market share gains in firearms, and strategic tariff mitigation support a promising turnaround trajectory.
📐 Suggested Allocation: 0.5–1% of a diversified portfolio, with 5–7% cash for volatility.

📢 Disclaimer: This video includes segments from Sportsman's Warehouse’s Q1 2025 earnings call, used for educational purposes under fair use (Section 107, US Copyright Act). No affiliation or endorsement by Sportsman's Warehouse is implied. All rights remain with Sportsman's Warehouse. For details, visit [https://investors.sportsmans.com/](https://investors.sportsmans.com/). For inquiries, contact [email protected].

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👉 More analysis: [Q1 2025 Earnings Playlist]