Q2 2025 Central Garden & Pet Co Earnings Call Transcript

May 7, 2025 / 08:30 PM GMT

Release Date Price: $34.45 (-0.29%)

Transcript 10-Q8-K

Key Points

Positve

Central Garden & Pet Co (CENT) achieved record non-GAAP operating income within its pet segment, driven by strong execution.
The company's wild bird business experienced record sales, benefiting from extended cold weather.
E-commerce sales performance remained robust, with Central Garden & Pet Co (CENT) holding the #1 online sales position in both the wild bird and grass seed categories.
The cost and simplicity program continues to deliver significant results, including the successful upgrade of a distribution center in Pennsylvania, enhancing direct-to-consumer capabilities.
Central Garden & Pet Co (CENT) reaffirmed its fiscal 2025 guidance for non-GAAP EPS of $2.20 or higher, demonstrating confidence in its long-term value delivery to shareholders.

Negative

Net sales decreased by 7% to $834 million, impacted by the earlier timing of preseason orders and promotional events.
Unseasonably cold and wet weather in March delayed the start of the garden selling season, negatively affecting sales.
The loss of two product lines in the third-party garden distribution business added pressure on the top line.
Tariff actions and geopolitical tensions have increased macroeconomic uncertainty, potentially impacting consumer confidence and inflationary pressures.
The pet segment faced challenges with durable sales down double digits, partly due to SKU rationalization efforts.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CENT.OQ - Central Garden & Pet Co
Q2 2025 Central Garden & Pet Co Earnings Call
May 07, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by.

Welcome to Central Garden and Pets fiscal 2025 2nd quarter earnings call.

My name is Zeko and I will be your conference operator for today.

At this time, all participants are in listen-only mode.

Following the prepared remarks, we will hold a question and answer session, and instructions will be given at that time.

If you require operator assistance at any point during the call.

Please press followed by 0 on a touchstone phone.

As a reminder, this conference call is being recorded.

I will now turn the call over to Frederic Edelman, Vice President in Western relations. Please proceed.

--

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