Key takeaways
In 2025, 172 earnings reports from 44 public companies that shape consumer brands are logged here, from ad platforms and commerce software to payments, public DTC brands and the CPG majors. Each row gives revenue, growth and a link to the filing or release it came from.
- Reports are grouped by the calendar quarter they were published in.
- The latest reports are on the main earnings tracker.
Source: Taylor Sicard, Taylor Sicard Consulting · Updated
Part of The Index · TSC living data trackers
Live tracker · Generated from the deal store
Last generated September 21, 2026
172 earnings reports published in 2025.
172
Reports logged
44
Companies tracked
4
Quarters covered
2025
Year
Window covered: 2025. Every figure on this page is computed from the underlying records when the page is built; none is maintained by hand.
01/2025 reports
PLATE 01 · BY QUARTER
Every report published
in 2025, by quarter.
Growth is computed from the revenue the company reported a year earlier where the source was a filing, and is the company's own figure where the source was its release.
Table Q1 · Q4 202544 reports logged
| Company | Quarter | Reported | Revenue | Growth | Guidance | Source |
|---|---|---|---|---|---|---|
Conagra BrandsCAG · CPG strategics | FY2026 Q2 | December 19, 2025 | $2.98B | -6.8% | sec.gov | |
ChewyCHWY · Public DTC brands | FY2025 Q3 | December 10, 2025 | $3.12B | +8.3% | sec.gov | |
BrazeBRZE · Commerce infrastructure | FY2026 Q3 | December 9, 2025 | $190.84M | +25.5% | sec.gov | |
SalesforceCRM · Commerce infrastructure | FY2026 Q3 | December 3, 2025 | $10.26B | +8.6% | sec.gov | |
Global-eGLBE · Commerce infrastructure | FY2025 Q3 | November 19, 2025 | $220.8M | +25% | Q4 2025 FY 2025 Previous FY 2025 (in millions) GMV (1) $2,195 - $2,315 $6,404 - $6,524 $6,220 - $6,520 Revenue $318.5 - $334.5 $944.1 - $960.1 $921.5 - $971.5 | sec.gov |
Oddity TechODD · Public DTC brands | FY2025 Q3 | November 19, 2025 | $147.9M | +24% | Q4 2025 Outlook Net Revenue $149-152 million | sec.gov |
WixWIX · Commerce infrastructure | FY2025 Q3 | November 19, 2025 | $505.2M | +14% | We expect total revenue in Q4 2025 to be $521 - 531 million, up 13-15% y/y. | sec.gov |
KlarnaKLAR · Payments and BNPL | FY2025 Q3 | November 18, 2025 | $903M | +28% | Outlook for Q4 2025: GMV $37.5–38.5b, Revenue $1,065–1,080b, TMD $390–400m. | sec.gov |
On HoldingONON · Public DTC brands | FY2025 Q3 | November 12, 2025 | $889.73M | +24.9% | The Company now expects constant currency net sales growth of 34% year-over-year, implying reported net sales of CHF 2.98 billion at current spot rates. | sec.gov |
AffirmAFRM · Payments and BNPL | FY2026 Q1 | November 6, 2025 | $320.48M | +38.2% | sec.gov | |
BlockXYZ · Payments and BNPL | FY2025 Q3 | November 6, 2025 | $6.11B | +2.3% | sec.gov | |
CelsiusCELH · Public DTC brands | FY2025 Q3 | November 6, 2025 | $725.11M | +172.9% | sec.gov | |
Commerce.comCMRC · Commerce infrastructure | FY2025 Q3 | November 6, 2025 | $86.03M | +2.8% | sec.gov | |
FIGSFIGS · Public DTC brands | FY2025 Q3 | November 6, 2025 | $151.66M | +8.2% | sec.gov | |
The Trade DeskTTD · Ad platforms | FY2025 Q3 | November 6, 2025 | $739.43M | +17.7% | sec.gov | |
Warby ParkerWRBY · Public DTC brands | FY2025 Q3 | November 6, 2025 | $221.68M | +15.2% | sec.gov | |
YETIYETI · Public DTC brands | FY2025 Q3 | November 6, 2025 | $487.77M | +1.9% | sec.gov | |
AppLovinAPP · Ad platforms | FY2025 Q3 | November 5, 2025 | $1.41B | +17.3% | sec.gov | |
HubSpotHUBS · Commerce infrastructure | FY2025 Q3 | November 5, 2025 | $809.52M | +20.9% | sec.gov | |
KlaviyoKVYO · Commerce infrastructure | FY2025 Q3 | November 5, 2025 | $310.88M | +32.2% | sec.gov | |
SnapSNAP · Ad platforms | FY2025 Q3 | November 5, 2025 | $1.51B | +9.8% | sec.gov | |
e.l.f. BeautyELF · Public DTC brands | FY2026 Q2 | November 5, 2025 | $343.94M | +14.2% | sec.gov | |
PinterestPINS · Ad platforms | FY2025 Q3 | November 4, 2025 | $1.05B | +16.8% | sec.gov | |
RevolveRVLV · Public DTC brands | FY2025 Q3 | November 4, 2025 | $295.63M | +4.4% | sec.gov | |
ShopifySHOP · Commerce infrastructure | FY2025 Q3 | November 4, 2025 | $2.84B | +31.5% | sec.gov | |
ToastTOST · Payments and BNPL | FY2025 Q3 | November 4, 2025 | $1.63B | +25.1% | sec.gov | |
KenvueKVUE · CPG strategics | FY2025 Q3 | November 3, 2025 | $3.76B | -3.5% | sec.gov | |
Church & DwightCHD · CPG strategics | FY2025 Q3 | October 31, 2025 | $1.59B | +5% | sec.gov | |
ColgateCL · CPG strategics | FY2025 Q3 | October 31, 2025 | $5.13B | +1.9% | sec.gov | |
AmazonAMZN · Ad platforms | FY2025 Q3 | October 30, 2025 | $180.17B | +13.4% | sec.gov | |
Estee LauderEL · CPG strategics | FY2026 Q1 | October 30, 2025 | $3.48B | +3.6% | sec.gov | |
RedditRDDT · Ad platforms | FY2025 Q3 | October 30, 2025 | $584.91M | +67.9% | sec.gov | |
The Hershey CompanyHSY · CPG strategics | FY2025 Q3 | October 30, 2025 | $3.18B | +6.5% | sec.gov | |
AlphabetGOOGL · Ad platforms | FY2025 Q3 | October 29, 2025 | $102.35B | +15.9% | sec.gov | |
MetaMETA · Ad platforms | FY2025 Q3 | October 29, 2025 | $51.24B | +26.2% | sec.gov | |
Reynolds Consumer ProductsREYN · CPG strategics | FY2025 Q3 | October 29, 2025 | $931M | +2.3% | sec.gov | |
DanoneBN · CPG strategics | FY2025 Q3 | October 28, 2025 | $7.43B | +4.8% | 2025 guidance confirmed, in line with mid-term ambition: like-for-like sales growth expected between +3% and +5%, with recurring operating income growing faster than sales | danone.com |
Mondelez InternationalMDLZ · CPG strategics | FY2025 Q3 | October 28, 2025 | $9.74B | +5.9% | sec.gov | |
PayPalPYPL · Payments and BNPL | FY2025 Q3 | October 28, 2025 | $8.42B | +7.3% | sec.gov | |
Procter & GamblePG · CPG strategics | FY2026 Q1 | October 24, 2025 | $22.39B | +3% | sec.gov | |
UnileverUL · CPG strategics | FY2025 Q3 | October 23, 2025 | $15.88B | +3.9% | We expect underlying sales growth to be within our range of 3% to 5%. Second half growth is expected to be ahead of the first half, despite subdued market conditions. | unilever.com |
Coca-ColaKO · CPG strategics | FY2025 Q3 | October 21, 2025 | $12.46B | +5.1% | sec.gov | |
PepsiCo (PEP)PEP · CPG strategics | FY2025 Q3 | October 9, 2025 | $23.94B | +2.7% | sec.gov | |
Conagra BrandsCAG · CPG strategics | FY2026 Q1 | October 1, 2025 | $2.63B | -5.8% | sec.gov |
Table Q2 · Q3 202543 reports logged
| Company | Quarter | Reported | Revenue | Growth | Guidance | Source |
|---|---|---|---|---|---|---|
ChewyCHWY · Public DTC brands | FY2025 Q2 | September 10, 2025 | $3.1B | +8.6% | sec.gov | |
BrazeBRZE · Commerce infrastructure | FY2026 Q2 | September 4, 2025 | $180.11M | +23.8% | sec.gov | |
SalesforceCRM · Commerce infrastructure | FY2026 Q2 | September 3, 2025 | $10.24B | +9.8% | sec.gov | |
AffirmAFRM · Payments and BNPL | FY2025 Q4 | August 28, 2025 | $306.56M | +36.9% | sec.gov | |
Estee LauderEL · CPG strategics | FY2025 Q4 | August 20, 2025 | $3.41B | -11.9% | sec.gov | |
Global-eGLBE · Commerce infrastructure | FY2025 Q2 | August 13, 2025 | $214.9M | +28% | Q3 2025 FY 2025 Previous FY 2025 (in millions) GMV (1) $1,455 - $1,495 $6,220 - $6,520 $6,190 - $6,490 Revenue $214 - $221 $921.5 - $971.5 $917 - $967 | sec.gov |
On HoldingONON · Public DTC brands | FY2025 Q2 | August 12, 2025 | $839.1M | +32% | The Company now expects net sales growth of at least 31% on a constant currency basis, translating to reported net sales of CHF 2.91 billion at current spot rates. | sec.gov |
BlockXYZ · Payments and BNPL | FY2025 Q2 | August 7, 2025 | $6.05B | -1.6% | sec.gov | |
CelsiusCELH · Public DTC brands | FY2025 Q2 | August 7, 2025 | $739.26M | +83.9% | sec.gov | |
FIGSFIGS · Public DTC brands | FY2025 Q2 | August 7, 2025 | $152.64M | +5.8% | sec.gov | |
PinterestPINS · Ad platforms | FY2025 Q2 | August 7, 2025 | $998.23M | +16.9% | sec.gov | |
The Trade DeskTTD · Ad platforms | FY2025 Q2 | August 7, 2025 | $694.04M | +18.7% | sec.gov | |
Warby ParkerWRBY · Public DTC brands | FY2025 Q2 | August 7, 2025 | $214.47M | +13.9% | sec.gov | |
YETIYETI · Public DTC brands | FY2025 Q2 | August 7, 2025 | $445.89M | -3.8% | sec.gov | |
AppLovinAPP · Ad platforms | FY2025 Q2 | August 6, 2025 | $1.26B | +16.5% | sec.gov | |
HubSpotHUBS · Commerce infrastructure | FY2025 Q2 | August 6, 2025 | $760.87M | +19.4% | sec.gov | |
ShopifySHOP · Commerce infrastructure | FY2025 Q2 | August 6, 2025 | $2.68B | +31.1% | sec.gov | |
WixWIX · Commerce infrastructure | FY2025 Q2 | August 6, 2025 | $489.9M | +12% | We expect total revenue in Q3 2025 to be $498 - 504 million, up 12-13% y/y. | sec.gov |
e.l.f. BeautyELF · Public DTC brands | FY2026 Q1 | August 6, 2025 | $353.74M | +9% | sec.gov | |
KlaviyoKVYO · Commerce infrastructure | FY2025 Q2 | August 5, 2025 | $293.12M | +31.9% | sec.gov | |
RevolveRVLV · Public DTC brands | FY2025 Q2 | August 5, 2025 | $308.97M | +9.4% | sec.gov | |
SnapSNAP · Ad platforms | FY2025 Q2 | August 5, 2025 | $1.34B | +8.7% | sec.gov | |
ToastTOST · Payments and BNPL | FY2025 Q2 | August 5, 2025 | $1.55B | +24.8% | sec.gov | |
Oddity TechODD · Public DTC brands | FY2025 Q2 | August 4, 2025 | $241.14M | +25% | Q3 2025 Outlook Net Revenue $144-146 million | sec.gov |
Church & DwightCHD · CPG strategics | FY2025 Q2 | August 1, 2025 | $1.51B | -0.3% | sec.gov | |
ColgateCL · CPG strategics | FY2025 Q2 | August 1, 2025 | $5.11B | +1% | sec.gov | |
AmazonAMZN · Ad platforms | FY2025 Q2 | July 31, 2025 | $167.7B | +13.3% | sec.gov | |
Commerce.comCMRC · Commerce infrastructure | FY2025 Q2 | July 31, 2025 | $84.43M | +3.2% | sec.gov | |
RedditRDDT · Ad platforms | FY2025 Q2 | July 31, 2025 | $499.63M | +77.7% | sec.gov | |
UnileverUL · CPG strategics | FY2025 H1 | July 31, 2025 | $32.51B | +3.4% | For full year 2025, we expect underlying sales growth to be within our range of 3% to 5%, with second half growth ahead of the first half despite subdued market conditions. | unilever.com |
DanoneBN · CPG strategics | FY2025 H1 | July 30, 2025 | $14.84B | +4.2% | 2025 guidance confirmed, in line with mid-term ambition: like-for-like sales growth expected between +3% and +5%, with recurring operating income growing faster than sales | danone.com |
MetaMETA · Ad platforms | FY2025 Q2 | July 30, 2025 | $47.52B | +21.6% | sec.gov | |
Reynolds Consumer ProductsREYN · CPG strategics | FY2025 Q2 | July 30, 2025 | $938M | +0.9% | sec.gov | |
The Hershey CompanyHSY · CPG strategics | FY2025 Q2 | July 30, 2025 | $2.61B | +26% | sec.gov | |
Mondelez InternationalMDLZ · CPG strategics | FY2025 Q2 | July 29, 2025 | $8.98B | +7.7% | sec.gov | |
PayPalPYPL · Payments and BNPL | FY2025 Q2 | July 29, 2025 | $8.29B | +5.1% | sec.gov | |
Procter & GamblePG · CPG strategics | FY2025 Q4 | July 29, 2025 | $20.89B | +1.7% | sec.gov | |
NestleNSRGY · CPG strategics | FY2025 H1 | July 24, 2025 | $49.5B | +2.9% | 2025 guidance maintained, despite factoring in increased headwinds | nestle.com |
AlphabetGOOGL · Ad platforms | FY2025 Q2 | July 23, 2025 | $96.43B | +13.8% | sec.gov | |
Coca-ColaKO · CPG strategics | FY2025 Q2 | July 22, 2025 | $12.54B | +1.4% | sec.gov | |
PepsiCo (PEP)PEP · CPG strategics | FY2025 Q2 | July 17, 2025 | $22.73B | +1% | sec.gov | |
KenvueKVUE · CPG strategics | FY2025 Q2 | July 14, 2025 | $3.84B | -4% | sec.gov | |
Conagra BrandsCAG · CPG strategics | FY2025 Q4 | July 10, 2025 | $2.78B | -4.3% | sec.gov |
Table Q3 · Q2 202543 reports logged
| Company | Quarter | Reported | Revenue | Growth | Guidance | Source |
|---|---|---|---|---|---|---|
ChewyCHWY · Public DTC brands | FY2025 Q1 | June 11, 2025 | $3.12B | +8.3% | sec.gov | |
BrazeBRZE · Commerce infrastructure | FY2026 Q1 | June 5, 2025 | $162.06M | +19.6% | sec.gov | |
e.l.f. BeautyELF · Public DTC brands | FY2025 Q4 | May 29, 2025 | $332.64M | +3.6% | sec.gov | |
SalesforceCRM · Commerce infrastructure | FY2026 Q1 | May 28, 2025 | $9.83B | +7.6% | sec.gov | |
WixWIX · Commerce infrastructure | FY2025 Q1 | May 21, 2025 | $473.7M | +13% | We expect total revenue in Q2 2025 to be $485 - 489 million, up 11-12% y/y. | sec.gov |
Global-eGLBE · Commerce infrastructure | FY2025 Q1 | May 14, 2025 | $189.9M | +30% | Q2 2025 FY 2025 Previous FY 2025 (in millions) GMV (1) $1,387 - $1,427 $6,190 - $6,490 $6,190 - $6,490 Revenue $204 - $211 $917 - $967 $917 - $967 | sec.gov |
On HoldingONON · Public DTC brands | FY2025 Q1 | May 13, 2025 | $813.79M | +43% | the company raises its full-year 2025 net sales guidance, and now expects to reach at least 28% growth on a constant currency basis, equivalent to CHF 2.86 billion at current spot rates. | sec.gov |
AffirmAFRM · Payments and BNPL | FY2025 Q3 | May 8, 2025 | $272.55M | +39.8% | sec.gov | |
Commerce.comCMRC · Commerce infrastructure | FY2025 Q1 | May 8, 2025 | $82.37M | +2.5% | sec.gov | |
FIGSFIGS · Public DTC brands | FY2025 Q1 | May 8, 2025 | $124.9M | +4.7% | sec.gov | |
HubSpotHUBS · Commerce infrastructure | FY2025 Q1 | May 8, 2025 | $714.14M | +15.7% | sec.gov | |
KenvueKVUE · CPG strategics | FY2025 Q1 | May 8, 2025 | $3.74B | -3.9% | sec.gov | |
PinterestPINS · Ad platforms | FY2025 Q1 | May 8, 2025 | $854.99M | +15.5% | sec.gov | |
ShopifySHOP · Commerce infrastructure | FY2025 Q1 | May 8, 2025 | $2.36B | +26.8% | sec.gov | |
The Trade DeskTTD · Ad platforms | FY2025 Q1 | May 8, 2025 | $616.02M | +25.4% | sec.gov | |
ToastTOST · Payments and BNPL | FY2025 Q1 | May 8, 2025 | $1.34B | +24.4% | sec.gov | |
Warby ParkerWRBY · Public DTC brands | FY2025 Q1 | May 8, 2025 | $223.78M | +11.9% | sec.gov | |
YETIYETI · Public DTC brands | FY2025 Q1 | May 8, 2025 | $351.13M | +2.9% | sec.gov | |
AppLovinAPP · Ad platforms | FY2025 Q1 | May 7, 2025 | $1.48B | +40.3% | sec.gov | |
CelsiusCELH · Public DTC brands | FY2025 Q1 | May 6, 2025 | $329.28M | -7.4% | sec.gov | |
KlaviyoKVYO · Commerce infrastructure | FY2025 Q1 | May 6, 2025 | $279.83M | +33.3% | sec.gov | |
RevolveRVLV · Public DTC brands | FY2025 Q1 | May 6, 2025 | $296.71M | +9.7% | sec.gov | |
AmazonAMZN · Ad platforms | FY2025 Q1 | May 1, 2025 | $155.67B | +8.6% | sec.gov | |
BlockXYZ · Payments and BNPL | FY2025 Q1 | May 1, 2025 | $5.77B | -3.1% | sec.gov | |
Church & DwightCHD · CPG strategics | FY2025 Q1 | May 1, 2025 | $1.47B | -2.4% | sec.gov | |
Estee LauderEL · CPG strategics | FY2025 Q3 | May 1, 2025 | $3.55B | -9.9% | sec.gov | |
RedditRDDT · Ad platforms | FY2025 Q1 | May 1, 2025 | $392.36M | +61.5% | sec.gov | |
The Hershey CompanyHSY · CPG strategics | FY2025 Q1 | May 1, 2025 | $2.81B | -13.8% | sec.gov | |
MetaMETA · Ad platforms | FY2025 Q1 | April 30, 2025 | $42.31B | +16.1% | sec.gov | |
Reynolds Consumer ProductsREYN · CPG strategics | FY2025 Q1 | April 30, 2025 | $818M | -1.8% | sec.gov | |
Coca-ColaKO · CPG strategics | FY2025 Q1 | April 29, 2025 | $11.13B | -1.5% | sec.gov | |
Mondelez InternationalMDLZ · CPG strategics | FY2025 Q1 | April 29, 2025 | $9.31B | +0.2% | sec.gov | |
Oddity TechODD · Public DTC brands | FY2025 Q1 | April 29, 2025 | $268.08M | +27% | Q2 2025 Outlook Net Revenue $235-239 million | sec.gov |
PayPalPYPL · Payments and BNPL | FY2025 Q1 | April 29, 2025 | $7.79B | +1.2% | sec.gov | |
SnapSNAP · Ad platforms | FY2025 Q1 | April 29, 2025 | $1.36B | +14.1% | sec.gov | |
ColgateCL · CPG strategics | FY2025 Q1 | April 25, 2025 | $4.91B | -3% | sec.gov | |
AlphabetGOOGL · Ad platforms | FY2025 Q1 | April 24, 2025 | $90.23B | +12% | sec.gov | |
NestleNSRGY · CPG strategics | FY2025 Q1 | April 24, 2025 | $25.31B | +2.8% | organic sales growth expected to improve compared to 2024, strengthening over the year as we continue to deliver on our growth plans | nestle.com |
PepsiCo (PEP)PEP · CPG strategics | FY2025 Q1 | April 24, 2025 | $17.92B | -1.8% | sec.gov | |
Procter & GamblePG · CPG strategics | FY2025 Q3 | April 24, 2025 | $19.78B | -2.1% | sec.gov | |
UnileverUL · CPG strategics | FY2025 Q1 | April 24, 2025 | $15.98B | +3% | We expect underlying sales growth to be within our range of 3% to 5%. | unilever.com |
DanoneBN · CPG strategics | FY2025 Q1 | April 23, 2025 | $7.39B | +4.3% | 2025 guidance confirmed, in line with mid-term ambition: LFL sales growth expected between +3% and +5%, with recurring operating income growing faster than sales | danone.com |
Conagra BrandsCAG · CPG strategics | FY2025 Q3 | April 3, 2025 | $2.84B | -6.3% | sec.gov |
Table Q4 · Q1 202542 reports logged
| Company | Quarter | Reported | Revenue | Growth | Guidance | Source |
|---|---|---|---|---|---|---|
ChewyCHWY · Public DTC brands | FY2024 Q4 | March 26, 2025 | $3.25B | +14.1% | sec.gov | |
On HoldingONON · Public DTC brands | FY2024 Q4 | March 4, 2025 | $679.39M | +35.7% | For the full year 2025, On expects to achieve a constant currency growth rate of at least 27%, translating to net sales of at least CHF 2.94 billion at current spot rates. | sec.gov |
FIGSFIGS · Public DTC brands | FY2024 Q4 | February 27, 2025 | $151.83M | +4.8% | sec.gov | |
Warby ParkerWRBY · Public DTC brands | FY2024 Q4 | February 27, 2025 | $190.64M | +17.8% | sec.gov | |
DanoneBN · CPG strategics | FY2024 FY | February 26, 2025 | $29.57B | +4.3% | 2025 guidance in line with mid-term ambition: like-for-like sales growth expected between +3% and +5%, with recurring operating income growing faster than sales | danone.com |
SalesforceCRM · Commerce infrastructure | FY2025 Q4 | February 26, 2025 | $9.99B | +7.6% | sec.gov | |
Oddity TechODD · Public DTC brands | FY2024 Q4 | February 25, 2025 | $123.64M | +27% | FY 2025 Outlook 1Q 2025 Outlook Net Revenue $776 to $785 million $258 to $262 million | sec.gov |
RevolveRVLV · Public DTC brands | FY2024 Q4 | February 25, 2025 | $293.73M | +13.9% | sec.gov | |
BlockXYZ · Payments and BNPL | FY2024 Q4 | February 20, 2025 | $6.03B | +4.5% | sec.gov | |
CelsiusCELH · Public DTC brands | FY2024 Q4 | February 20, 2025 | $332.2M | -4.4% | sec.gov | |
Commerce.comCMRC · Commerce infrastructure | FY2024 Q4 | February 20, 2025 | $87.03M | +3.4% | sec.gov | |
Global-eGLBE · Commerce infrastructure | FY2024 Q4 | February 19, 2025 | $262.9M | +42% | Q1 2025 FY 2025 (in millions) GMV (1) $ 1,210 - $1,250 $ 6,190 - $6,490 Revenue $ 184.5 - $191.5 $ 917 - $967 | sec.gov |
KlaviyoKVYO · Commerce infrastructure | FY2024 Q4 | February 19, 2025 | $270.16M | +34% | sec.gov | |
ToastTOST · Payments and BNPL | FY2024 Q4 | February 19, 2025 | $1.34B | +29.2% | sec.gov | |
WixWIX · Commerce infrastructure | FY2024 Q4 | February 19, 2025 | $460.5M | +14% | Q1’25 Revenue $469 - 473 million 12 - 13% | sec.gov |
NestleNSRGY · CPG strategics | FY2024 FY | February 13, 2025 | $102.37B | +2.2% | In 2025, organic sales growth is expected to improve compared to 2024, strengthening through the year as we continue to deliver on our growth plans. | nestle.com |
UnileverUL · CPG strategics | FY2024 FY | February 13, 2025 | $65.66B | +4.2% | We expect underlying sales growth (USG) for full year 2025 to be within our multi-year range of 3% to 5%. | unilever.com |
YETIYETI · Public DTC brands | FY2023 Q4 | February 13, 2025 | $546.54M | +5.1% | sec.gov | |
AppLovinAPP · Ad platforms | FY2024 Q4 | February 12, 2025 | $1.37B | +44% | sec.gov | |
HubSpotHUBS · Commerce infrastructure | FY2024 Q4 | February 12, 2025 | $703.18M | +20.8% | sec.gov | |
RedditRDDT · Ad platforms | FY2024 Q4 | February 12, 2025 | $427.71M | +71.3% | sec.gov | |
The Trade DeskTTD · Ad platforms | FY2024 Q4 | February 12, 2025 | $741.01M | +22.3% | sec.gov | |
Coca-ColaKO · CPG strategics | FY2024 Q4 | February 11, 2025 | $11.54B | +6.4% | sec.gov | |
ShopifySHOP · Commerce infrastructure | FY2024 Q4 | February 11, 2025 | $2.81B | sec.gov | ||
AffirmAFRM · Payments and BNPL | FY2025 Q2 | February 6, 2025 | $303.04M | +33.1% | sec.gov | |
AmazonAMZN · Ad platforms | FY2024 Q4 | February 6, 2025 | $187.79B | +10.5% | sec.gov | |
KenvueKVUE · CPG strategics | FY2024 Q4 | February 6, 2025 | $3.66B | -0.1% | sec.gov | |
PinterestPINS · Ad platforms | FY2024 Q4 | February 6, 2025 | $1.15B | +17.6% | sec.gov | |
The Hershey CompanyHSY · CPG strategics | FY2024 Q4 | February 6, 2025 | $2.89B | +8.7% | sec.gov | |
e.l.f. BeautyELF · Public DTC brands | FY2025 Q3 | February 6, 2025 | $355.32M | +31.1% | sec.gov | |
Reynolds Consumer ProductsREYN · CPG strategics | FY2024 Q4 | February 5, 2025 | $1.02B | -0.7% | sec.gov | |
AlphabetGOOGL · Ad platforms | FY2024 Q4 | February 4, 2025 | $96.47B | +11.8% | sec.gov | |
Estee LauderEL · CPG strategics | FY2025 Q2 | February 4, 2025 | $4B | -6.4% | sec.gov | |
Mondelez InternationalMDLZ · CPG strategics | FY2024 Q4 | February 4, 2025 | $9.6B | +3.1% | sec.gov | |
PayPalPYPL · Payments and BNPL | FY2024 Q4 | February 4, 2025 | $8.37B | +4.2% | sec.gov | |
PepsiCo (PEP)PEP · CPG strategics | FY2024 Q4 | February 4, 2025 | $27.78B | -0.2% | sec.gov | |
SnapSNAP · Ad platforms | FY2024 Q4 | February 4, 2025 | $1.56B | +14.4% | sec.gov | |
BrazeBRZE · Commerce infrastructure | FY2025 Q4 | February 3, 2025 | $160.4M | +22.5% | sec.gov | |
Church & DwightCHD · CPG strategics | FY2024 Q4 | January 31, 2025 | $1.58B | +3.5% | sec.gov | |
ColgateCL · CPG strategics | FY2024 Q4 | January 31, 2025 | $4.95B | -0.1% | sec.gov | |
MetaMETA · Ad platforms | FY2024 Q4 | January 29, 2025 | $48.39B | +20.6% | sec.gov | |
Procter & GamblePG · CPG strategics | FY2025 Q2 | January 22, 2025 | $21.88B | +2.1% | sec.gov |
⊕ Work with Taylor · Ecosystem Strategy
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