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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Fox Factory
Fox Factory (FOXF) investor relations material
Fox Factory Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Full-year sales reached $1.47 billion, up 5.3% year-over-year; Q4 sales were $361.1 million, up 2.3%.
Reported a significant net loss of $287.0 million in Q4 and $544.6 million for the year, driven by goodwill and asset impairments.
Focus shifted from revenue growth to profitability, with urgent actions to rebuild margins in 2026.
Comprehensive cost reduction and business rationalization plans are underway, targeting $50 million in incremental savings for 2026; Phase 2 profit optimization follows $25 million in 2025.
Board established a transformation committee and is reviewing strategic alternatives for non-core assets, including Marucci and Phoenix AAG operations.
Financial highlights
Q4 gross margin was 28.3%, down from 28.9% year-over-year; full-year gross margin was 30.2%, down 20 basis points.
Adjusted net income for Q4 was $8.3 million ($0.20 per diluted share), down from $12.8 million ($0.31) last year; full-year adjusted EPS was $1.06.
Adjusted EBITDA for Q4 was $35 million (9.7% margin), down from $40.4 million (11.5%) year-over-year; full-year adjusted EBITDA was $168.4 million.
Non-cash goodwill impairment charge of $295.2 million recorded in Q4; total goodwill impairment for the year was $557.3 million.
Debt reduced by $33 million in 2025, ending at $673.5 million; cash and equivalents at year-end were $58.0 million.
Outlook and guidance
2026 net sales guidance: $1.328–$1.416 billion, a 6.5% decline at midpoint, mainly due to divestitures and product rationalization.
Adjusted EBITDA guidance: $174–$203 million (13.7% margin at midpoint), a 200 basis point improvement over 2025.
Q1 2026 net sales expected at $343–$369 million; adjusted EBITDA at $27–$34 million.
CapEx to be reduced to ~2% of revenue in 2026.
Tax rate expected at 15–18%.
Net impact of 2026 profit optimization savings
Phoenix AAG divestiture: expected financial impact
Specific 2026 tariff mitigation strategies
What criteria guide business divestitures?
Beyond divestitures, detail 2026 margin drivers
How will CapEx reduction accelerate debt paydown?
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Next Fox Factory earnings date
Q1 20267 May, 2026
Fox Factory
Next Fox Factory earnings date
Q1 20267 May, 2026
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Frequently asked questions
Shock Absorbers and Suspension Systems
Fox Factory is an American company with multinational operations that specializes in the design, manufacturing, and marketing of performance-defining suspension products primarily for bicycles, and on-road and off-road vehicles, including trucks, SUVs, ATVs, UTVs, and motorcycles. The company has grown to be a prominent name in the suspension systems sector and provides products both for enthusiasts and hobbyists as well as professionals. The company is headquartered in Duluth, Georgia, and its shares are listed on the Nasdaq.
Founding and Innovation
Fox Factory was established in 1974 by Bob Fox, whose innovative designs of air shocks for motocross bikes quickly garnered attention in the racing community, leading to an expansion into producing suspension products for bicycles, off-road vehicles, and trucks. Throughout its history, Fox Factory has maintained a strong commitment to performance and quality, a dedication that has propelled it to a leading position in the suspension industry. The company's growth includes significant technological advancements and expansions into new vehicle categories, continually evolving with the ever-increasing demands of professionals and enthusiasts. Companies operating in the same industry, albeit with different specialties than Fox Factory, include names such as Polaris, Harley-Davidson, and BRP.
High-performance
Fox Factory specializes in high-performance suspension and shock absorber systems, catering to a wide range of vehicles. Their product line primarily includes suspension components for mountain bikes, which are designed with a focus on durability and advanced damping technology. In the automotive sector, Fox develops sophisticated shock absorbers and suspension parts for vehicles such as trucks, SUVs, ATVs, UTVs, and motorcycles. These products are designed to enhance ride comfort, as well as performance in rugged terrains and extreme conditions.
For Professionals and Enthusiasts
Fox Factory's products cater to both enthusiasts and professionals by offering high-performance suspension systems across various categories. For enthusiasts, their products enhance the overall experience, improving comfort and control in recreational activities like mountain biking and off-roading. Professionals, such as racers and extreme sports athletes, benefit from the advanced damping technology and build quality that Fox provides for performance and reliability under competitive and demanding conditions.
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