Brilliant Earth (BRLT) Q4 2025 Earnings Transcript

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Thursday, March 5, 2026 astatine 8:30 a.m. ET

• Chief Executive Officer — Beth Gerstein

• Chief Financial Officer — Jeffrey Kuo

Beth Gerstein, our Chief Executive Officer, and Jeffrey Kuo, our Chief Financial Officer. During the telephone today, absorption volition marque definite forward-looking statements wrong the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are taxable to risks and uncertainties that could origin existent results to disagree materially. Please notation to our SEC filings for a statement of the risks that could origin our existent show and results to disagree materially from those expressed oregon implied successful these forward-looking statements.

These forward-looking statements bespeak our sentiment lone arsenic of the day of this call, and we undertake nary work to revise oregon publically merchandise the effect of immoderate revision to these forward-looking statements successful airy of caller accusation oregon aboriginal events unless required by law. Also, during this call, absorption volition notation to definite non-GAAP fiscal measures. A reconciliation of Brilliant Earth Group, Inc.'s non-GAAP measures to the comparable GAAP measures is disposable successful today's net release, which tin beryllium recovered connected the Brilliant Earth Group, Inc. Investor Relations website. I volition present crook the telephone implicit to Beth. Good morning, everyone, and convey you for joining us.

Beth Gerstein: I americium pleased to stock beardown Q4 results today. We delivered our largest 4th ever of nett income successful Q4, driving 4% year-over-year maturation successful nett income with peculiarly beardown show successful good jewelry. We besides delivered affirmative adjusted EBITDA, supra the midpoint of our stated guidance, highlighting the agility of our concern model. Our results bespeak the occurrence of the investments we person been making crossed product, brand, and experience. 2025 was a banner twelvemonth for Brilliant Earth Group, Inc. We celebrated our twentieth day and achieved large accomplishments crossed each of the strategical priorities that thrust our growth.

Before we dive into the results, I privation to punctual you of that maturation strategy and however it guides our execution successful this highly competitory and dynamic industry. We judge that these 4 things are cardinal to realizing the maturation accidental up of us. First, our purpose is to physique Brilliant Earth Group, Inc. into the astir loved and trusted jewelry brand. 2025 was a twelvemonth of unthinkable marque momentum and successes. Our marque was astatine the halfway of galore high-visibility moments this year, arsenic stars similar Beyoncé, Sabrina Carpenter, and Selena Gomez chose our merchandise for large events successful their lives. And we expanded our marque scope done unsocial partnerships ranging from Jane Goodall to Ring Pop.