| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | September 9, 2026 | - | - | 1 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Delivered | June 3: Kanter retirement effective August 11 Filing confirms his service ended August 11; Conacher leads current call |
| Q2'26 | Pending | June 3: conditional FY2026 tariff drag of approximately 100 basis points, excluding refunds Same estimate retained |
| Q2'26 | Pending | June 3: FY2026 marketing approximately 5.8% of sales Reaffirmed; first-half ratio 6.3% |
| Q2'26 | Pending | June 3: FY2026 capex of $8-12 million, net of incentives Current range $8-10 million; release identifies a different prior lower bound |
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