Earnings Beat And Margin ImprovementReported revenue and EBITDA outperformance versus guidance and consensus, fueled by stronger gross margins and robust online sales, supports confidence in the company’s growth trajectory.
International Expansion And DTC ScaleScaling international markets alongside a dominant direct-to-consumer channel offers multiple top-line growth levers as overseas geographies begin to contribute more meaningfully.
Strong Balance Sheet And Capital DeploymentSubstantial cash reserves create flexibility to pursue acquisitions or share repurchases, which could accelerate growth or return capital to shareholders.