Earnings live: Circle stock soars, First Solar and Lowe's fall on guidance misses

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• Q4 results were largely in-line with expectations, reflecting lack of storm activity and ongoing consumer uncertainty in housing, with underlying demand relatively stable throughout the year when adjusting for storms

  80% confidence

• Adding approximately 1.1 million net new members in 2025 highlights incredible demand for the brand after 50% price increase

  80% confidence

• While housing macro remains pressured, company is focused on productivity initiatives and well-positioned to take share regardless of macro environment

  80% confidence

• Early reaction with shares down low-single digits makes sense with results and guidance in-line to slightly below expectations

  80% confidence

• Growth journey continued into 2025 with commissioning of Louisiana factory and decision to establish South Carolina facility while maintaining disciplined approach to contracting and pricing certainty

  80% confidence

• Domino's share on DoorDash expected to grow as awareness and marketing spend increases, representing meaningful opportunity as fair share not yet reached on major aggregators

  80% confidence

• MORE strategy delivered higher sales and profits, showcasing ability to drive store level profitability while providing incredible value for customers

  80% confidence