What factors drove the changes in GrabAGun Digital's revenue and profit?

Did GrabAGun Digital beat or miss consensus estimates last quarter?

What were the key takeaways from GrabAGun Digital's earnings call?

What is the revenue and EPS growth rate for GrabAGun Digital year over year?

What is the market's earnings forecast for GrabAGun Digital next quarter?

What guidance did GrabAGun Digital's management provide for the next earnings period?

What does GrabAGun Digital do and what are its main business segments?

What were the key takeaways from GrabAGun Digital’s earnings call?

- **Revenue Resilience**: 10% YoY growth ($22.3M) vs. industry decline, driven by mobile engagement (67% orders) and customer loyalty (LTV +10.8%).
- **Margin Expansion**: Gross margin 11% (up 200bps YoY) from strategic purchasing and supplier relationships.
- **Strategic Growth**: Dual NYSE listing, subscription service launch, and $109M cash cushion for M&A opportunities.
- **Q4 Outlook**: Mid-single-digit revenue growth expected, with holiday inventory positioned for margin gains.

**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 revenue of $22.3 million, up 10% YoY, outpacing industry decline (adjusted FBI NICS down 5.3%).
- **Customer Engagement**: Repeat sales up 8.1% YoY, repeat rate 55%, average order value +7.7% YoY.
- **LTV Expansion**: New customer LTV $551 (+8.4%), total LTV $855 (+10.8%).
- **Mobile Dominance**: 67% of orders and 64% of revenue via mobile, up from 65% and 63% YoY.
- **Strategic Initiatives**: Dual NYSE listing, Gold Level SAF partnership, Shoot & Subscribe subscription launch.
- **Share Repurchases**: $8.9M executed under $20M authorization, $11.1M remaining.

**【CFO Financial Commentary】**
- **Gross Margin**: 11% (vs. 9% YoY), driven by strategic purchasing and supplier relationships.
- **Operating Loss**: $4.2M (vs. $0.5M profit YoY), due to $3.2M stock-based compensation and public company costs.
- **Cash Position**: $109M in cash, no debt, with $925K interest income Q3.
- **Inventory Strategy**: Holiday build-up with higher-margin products, bulk buying reducing unit costs.
- **Q4 Outlook**: Mid to high single-digit revenue growth, slight gross margin improvement.

**【Q&A Key Highlights】**
- **Marketing Impact**: 16% unit growth fueled by CMO Sina Azmoudet’s team and strategic content partnerships.
- **Gross Margin Drivers**: 200bps YoY expansion from bulk purchasing and supplier leverage.
- **G&A Costs**: Headcount expansion (e.g., HR Director Matt Koenig’s recruitment) offsetting outsourcing costs, with ongoing public company expenses.

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