Johnson Outdoors (JOUT) Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, January 7, 2026 astatine 9:02 AM CST 12 min read

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Friday, May 2, 2025 astatine 11 a.m. ET

• Chairman and Chief Executive Officer — Helen Johnson-Leipold

• Vice President and Chief Financial Officer — David Johnson

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Helen Johnson-Leipold: Good morning, everyone. Thank you for joining us. I'll statesman by sharing position connected our 2nd 4th show arsenic good arsenic an update connected the strategical priorities for our businesses. Dave volition reappraisal the fiscal highlights, and past we'll instrumentality your questions. Our 2nd 4th results bespeak continued marketplace challenges and a cautious retail and commercialized environment. Despite these results, determination are pockets of bully quality with inroads we are making connected our strategical priorities and the indispensable changes we person been making for aboriginal growth. We saw affirmative results from caller products successful our sportfishing and camping businesses, highlighting the captious value of our ongoing concern successful innovation.

In Fishing, our Humminbird marque launched caller exertion successful the archetypal quarter, MEGA Live 2 and Xplore. In our 2nd quarter, we started shipping those products and request has been exceeding expectations. We are excited astir this momentum arsenic we proceed to enactment hard to springiness anglers the champion sportfishing acquisition arsenic possible. That includes tourney sportfishing experiences. We're thrilled that Easton Fothergill, Minn Kota and Humminbird sponsored [Pro Staff] Angler utilizing our instrumentality with the champion of this year's prestigious Bassmaster Classic tournaments. In our Camping and Watercraft business, our Jetboil marque launched the adjacent level of [Fast Boil] Systems with features gathering connected the lightning accelerated boil times and substance efficiencies that the marque is known for.

There is enthusiasm among some retailers and consumers for these caller products and orders are outpacing expectations. Our Old Town marque continues to beryllium a beardown person successful a precise depressed marketplace during the 2nd quarter. Old Town launched 5 caller watercraft additions. The important launch, which extends our fashionable Sportsman enactment arsenic good arsenic gets america into caller recreational categories with our water line. These caller additions are equipped with pedal oregon electrical propulsion, aimed astatine giving the champion experiences imaginable connected the h2o for recreational enthusiasts and avid anglers.

And I'm excited to stock different triumph from this year's Bassmaster Classic Old Town sponsored Kayak Angler, Wyatt Hammond won the tourney utilizing a sportsman autopilot kayak equipped with some Minn Kota Motor and Humminbird MEGA Live technology. Our diving concern continues to look challenging marketplace precise impacted by planetary economical uncertainties successful user question and we proceed to look for ways to thrust much operational efficiencies successful that business. As I shared past quarter, we person purchased a institution that has been a longtime supplier for our SCUBAPRO brand, and is some the catalyst for aboriginal SCUBAPRO innovation and a vertical integration that gives america much ratio and allows america to accelerate our efforts successful simplifying this business.