Palm Harbour Capital 2025 Q4 (284740 KS)
Pitch Summary: The second largest detractor was Cuckoo (-12.3%, -36 bps), the South Korean rice cooker manufacturer which we introduced in our second quarter 2025 letter. Sales continue their positive trajectory adding 19.8% year-on-year in the third quarter 2025. Operating margins improved by 140 bps compared to the third quarter 2024 and remain high on […]
