Market stability and recovery in grocery, tariff impact on lighting segment, integrating EMI and margin improvement expectations, automotive vertical market position, tariff impact on fiscal full-year 2026 are the key contradictions discussed in
Industries' latest 2025Q4 earnings call.
Sales and Revenue Growth:
-
reported a sales increase of
over 20% in Q4 and
22% year-over-year growth for the full fiscal year 2025.
- This growth was driven by solid performance in both the Lighting and Display Solutions segments.
Lighting Segment Innovation:
- The Lighting segment successfully launched over
25 new products, with the V-LOCITY Lighting product being a notable success.
- The innovation and strong customer demand have built on the momentum from existing products without cannibalizing sales.
Grocery Segment Recovery:
- Grocery sales increased by
31% in Q4.
- This recovery was marked by expanded presence in new areas of the store, such as bakery and checkout sections, with growing customer confidence in LSI's offerings.
Integration and Cross-selling Success:
- Acquisitions such as EMI and Canada's Best store fixtures have shown impressive results, performing above expectations.
- The integration process has led to increased cross-selling activity across the organization, enhancing profitability and growth opportunities.
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