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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.

GrabAGun Digital Holdings Inc (PEW) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

PEW

PEW fundamentals

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