Kits Eyecare Ltd (OTCPK:KTYCF)

Q3 2025 Kits Eyecare Ltd Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: $9.02 (-3.93%)

Transcript

Key Points

Positve

Kits Eyecare Ltd (KTYCF) reported record revenue of $52.4 million for Q3 2025, marking a 25% year-over-year increase.
The company achieved its 12th consecutive quarter of positive adjusted EBITDA, which rose to $2.9 million, representing a 5.5% margin.
Gross margins expanded to 34.6%, up 170 basis points from the previous year.
Kits Eyecare Ltd surpassed 1 million active customers, with 99,000 new customers added in the quarter.
The Canadian business showed strong performance, with revenue up more than 38% year-over-year, driven by repeat purchases and new customer acquisition.

Negative

The company experienced a slight sequential decline in glasses revenue, attributed to cautious investment in the US market due to uncertainties.
A postal strike in Canada affected the last few days of the quarter, although the impact was described as nominal.
Marketing spend was reduced by 110 basis points quarter-over-quarter, reflecting a cautious approach in the US market.
The Q4 revenue guidance of $52 to $54 million suggests a potential slowdown in growth compared to Q3.
The company remains conservative in its outlook due to the dynamic nature of the market, including potential impacts from Black Friday and Cyber Monday promotions.

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

KITS.TO - Kits Eyecare Ltd
Q3 2025 Kits Eyecare Ltd Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to the Kids Eye Care 3rd quarter 2025 Financial assaults conference call.

This call is being recorded and available later today for replay.

Your hosts today are Roger Hardy, Chief Executive Officer, Joseph Thompson, Chief Operating Officer.

And Ze Chu, Chief Financial Officer.

Before we begin, I'm required to provide the following statements respecting forward-looking information which is made on behalf of Kitts and all of its representatives on this call.

Certain statements made on this call will contain forward-lookinging information.

These forward-looking statements generally can be identified by the use of words such as intend, believe, could, expect.

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