Harmit Singh
๐ค SpeakerAppearances Over Time
Podcast Appearances
Well, thanks for having me, Carol and Bailey.
It's great to be here again.
You know, we had a real strong quarter, four consecutive quarters of high single-digit growth and record gross margins, as well as the fact that we were able to raise our full year guidance, as well as gross margin and EPS expectations.
Overall, as a company, we're a stronger and a higher performing company defined by accelerated growth, expanding margins, and higher return on invested capital.
To your question about the consumer, the consumer is largely being resilient.
Our products are really well segmented.
We have BlueTab, which is our premium high pinnacle product, and that's doing well.
We've introduced that in the US.
So far, so good.
We have a RedTab product that is basically marketed to consumers who earn between $100,000 and over.
And that's, you know, based on our results, really done well.
And then we have, you know, a signature product sold through Walmart that, again, had a banner code.
And that's for, you know, lower-income consumers.
So consumer strength really strong.
That's where we were able to raise the fuller guidance.
And our product pipeline hasn't been stronger.
Now, if you go outside the U.S., international business was up in the high single digit.
And so Asia had a strong quarter, consumer strong.
Europe had a decent quarter, consumer in a better place, and so is Latin America.
Yeah, so overall, we're taking a holistic approach as we are able to offset the tariff impact.