Reformation Inc. (REF) Q2 2026 Earnings Call Transcript

SA Transcripts 162.16K Followers Follow Reformation Inc. ( REF ) Q2 2026 Earnings Call September 10, 2026 5:00 PM EDT Company Participants Hali Borenstein - CEO, President & Director Joshua Moore - Chief Financial Officer Conference Call Participants Jean Fontana - Zevia PBC Matthew Boss - JPMorgan Chase & Co, Research Division Simeon Siegel - Guggenheim Securities, LLC, Research Division Dana Telsey - Telsey Advisory Group LLC Mark Altschwager - Robert W. Baird & Co. Incorporated, Research Division Alexandra Straton - Morgan Stanley, Research Division Dylan Carden - William Blair & Company L.L.C., Research Division Irene Nattel - RBC Capital Markets, Research Division Paul Lejuez - Citigroup Inc., Research Division Janine Hoffman Stichter - BTIG, LLC, Research Division Presentation Operator Good afternoon, and welcome to the Reformation Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to Jean Fontana. Please go ahead. Jean Fontana Zevia PBC Good afternoon, everyone. Thank you for joining us today to discuss Reformation's second quarter 2026 results. Joining me on the call today are Hali Borenstein, Chief Executive Officer; and Joshua Moore, Chief Financial Officer. Before we begin, I'd like to remind you that this conference call will include forward-looking statements, including statements regarding our future financial and operating performance, including our outlook and guidance for the full year 2026. These statements are subject to various risks, uncertainties and assumptions that could cause our actual results to differ materially from these statements, including the risks mentioned in this afternoon's press release and our SEC filings, all of which can be found on our website at investors.thereformation.com. We undertake no obligation to revise or update any forward-looking statements or information, except as required by law. During our call today, we'll also reference certain non-GAAP financial information, including adjusted EBITDA and adjusted EBITDA margin. The presentation of