{"ok":true,"data":{"sample":{"id":"ifabric","company":{"listingId":"c9b52de4-52ed-4925-b263-206f218c7d79","ticker":"IFA","yahooTicker":"IFA.TO","name":"iFabric Corp.","exchange":"TSX","market":"canada","country":"Canada"},"interests":["textiles","apparel","canada"],"kind":"research"},"scope":"Up to ten recent research artifacts. Sign in for more history and other companies.","data":{"listingId":"c9b52de4-52ed-4925-b263-206f218c7d79","items":[{"id":"transcript-summary:fcb9641d-7712-4208-81e1-4835c9109b9e","type":"transcript_summary","listingIds":["c9b52de4-52ed-4925-b263-206f218c7d79"],"companyNames":["iFabric Corp."],"title":"Segment margins: intimates ~49-50%, IFTNA ~30%; blended target now 35%","date":"2026-08-20T15:00:00.000Z","source":"transcript:ext","sourceUrl":null,"sourceReferences":[],"preview":"The $650K advertising reduction hit IFTNA margins. Management targets blended gross margin of 35%, with intimate apparel higher (49-50%) and IFTNA lower (~30%) due to high-volume major retailers; mix shifts will cause quarterly variation.","availableAt":"2026-08-21T11:33:18.630Z","period":null,"availability":{"content":true,"sourceLink":false,"sourceReferences":false},"truncated":false,"getCall":{"tool":"research_get","arguments":{"id":"transcript-summary:fcb9641d-7712-4208-81e1-4835c9109b9e"}}},{"id":"transcript-summary:fc9d346f-503e-4140-8160-fc283b0dd7f7","type":"transcript_summary","listingIds":["c9b52de4-52ed-4925-b263-206f218c7d79"],"companyNames":["iFabric Corp."],"title":"Raised ~$21M net in June, ended quarter with $25M cash, paid off credit line; can fund >$100M revenue without new capital","date":"2026-08-20T15:00:00.000Z","source":"transcript:ext","sourceUrl":null,"sourceReferences":[],"preview":"The June capital raise added $21M net, leaving $25M cash after repaying the credit line. Working capital stood at $45.1M plus ~$14-15M available credit lines. Management calculates the balance sheet can support revenue well north of $100M without additional capital or debt.","availableAt":"2026-08-21T11:46:03.937Z","period":null,"availability":{"content":true,"sourceLink":false,"sourceReferences":false},"truncated":false,"getCall":{"tool":"research_get","arguments":{"id":"transcript-summary:fc9d346f-503e-4140-8160-fc283b0dd7f7"}}},{"id":"transcript-summary:fb9ff9eb-fd3e-4d97-b37c-bd8f11ed08c9","type":"transcript_summary","listingIds":["c9b52de4-52ed-4925-b263-206f218c7d79"],"companyNames":["iFabric Corp."],"title":"Q2 was all replenishment (no seasonal programs); 65% growth on that base signals strong momentum","date":"2026-08-20T15:00:00.000Z","source":"transcript:ext","sourceUrl":null,"sourceReferences":[],"preview":"Management outlined two revenue types: seasonal programs (swimwear, footwear) ship in Q1/Q4 and replenishment (scrubs, underwear, intimate apparel) runs year-round. Q2 had no seasonal set programs, so the 65% Y/Y growth came entirely from replenishment, which management called a strong momentum indicator.","availableAt":"2026-08-21T11:46:03.937Z","period":null,"availability":{"content":true,"sourceLink":false,"sourceReferences":false},"truncated":false,"getCall":{"tool":"research_get","arguments":{"id":"transcript-summary:fb9ff9eb-fd3e-4d97-b37c-bd8f11ed08c9"}}},{"id":"transcript-summary:f6f78f4a-097d-41d6-8029-cc1802fd7275","type":"transcript_summary","listingIds":["c9b52de4-52ed-4925-b263-206f218c7d79"],"companyNames":["iFabric Corp."],"title":"Gemstar hard surface coating deal: iFabric pays all development/testing costs, no fees to Gemstar","date":"2026-08-20T15:00:00.000Z","source":"transcript:ext","sourceUrl":null,"sourceReferences":[],"preview":"Under the July agreement with Gemstar Inc, iFabric will fund all direct costs for testing and development of active antimicrobial hard surface coating. Gemstar charges no fees, and preliminary work provides a base to start from, potentially limiting trial-and-error expense.","availableAt":"2026-08-21T11:46:03.937Z","period":null,"availability":{"content":true,"sourceLink":false,"sourceReferences":false},"truncated":false,"getCall":{"tool":"research_get","arguments":{"id":"transcript-summary:f6f78f4a-097d-41d6-8029-cc1802fd7275"}}},{"id":"transcript-summary:f31a0fa6-87bf-4985-bf5e-43edb5146880","type":"transcript_summary","listingIds":["c9b52de4-52ed-4925-b263-206f218c7d79"],"companyNames":["iFabric Corp."],"title":"Q2 revenue $9.6M, up 65% YoY, but reduced by $650K advertising support per IFRS","date":"2026-08-20T15:00:00.000Z","source":"transcript:ext","sourceUrl":null,"sourceReferences":[],"preview":"Revenue was $9.6M versus $5.8M in 2025 (a 65% increase), but IFRS required deducting $650K in advertising support provided to customers, making true invoiced revenue ~$10.3M. CFO Hilton Price called the rule 'stupid' but noted it flows through to margins.","availableAt":"2026-08-21T11:33:18.630Z","period":null,"availability":{"content":true,"sourceLink":false,"sourceReferences":false},"truncated":false,"getCall":{"tool":"research_get","arguments":{"id":"transcript-summary:f31a0fa6-87bf-4985-bf5e-43edb5146880"}}},{"id":"transcript-summary:e9ab55d8-11a9-4722-a097-e224f65e391d","type":"transcript_summary","listingIds":["c9b52de4-52ed-4925-b263-206f218c7d79"],"companyNames":["iFabric Corp."],"title":"Q2 revenue $9.6M (+65% Y/Y) but $650K advertising deducted per IFRS; true invoiced ~$10.3M; H1 record $37.1M (+188%)","date":"2026-08-20T15:00:00.000Z","source":"transcript:ext","sourceUrl":null,"sourceReferences":[],"preview":"Reported Q2 revenue was $9.6M vs $5.8M in 2025, a 65% increase. Management flagged a $650K advertising support deduction required by IFRS, meaning actual invoiced revenue was ~$10.3M. H1 revenue hit a record $37.1M vs $12.9M, up 188%.","availableAt":"2026-08-21T11:46:03.937Z","period":null,"availability":{"content":true,"sourceLink":false,"sourceReferences":false},"truncated":false,"getCall":{"tool":"research_get","arguments":{"id":"transcript-summary:e9ab55d8-11a9-4722-a097-e224f65e391d"}}},{"id":"transcript-summary:e6a32950-46e2-4c96-bf5c-8bf10b57e491","type":"transcript_summary","listingIds":["c9b52de4-52ed-4925-b263-206f218c7d79"],"companyNames":["iFabric Corp."],"title":"International growth via existing retail partners (Costco, Walmart); swimwear to 5 European countries, scrubs global later half 2027","date":"2026-08-20T15:00:00.000Z","source":"transcript:ext","sourceUrl":null,"sourceReferences":[],"preview":"Management said international expansion will leverage current retail partners like Costco and Walmart, rather than new white-label channels. This week they announced swimwear program expansion from North America to 5 European countries. Scrubs global launch is targeted for later half of 2027.","availableAt":"2026-08-21T11:46:03.937Z","period":null,"availability":{"content":true,"sourceLink":false,"sourceReferences":false},"truncated":false,"getCall":{"tool":"research_get","arguments":{"id":"transcript-summary:e6a32950-46e2-4c96-bf5c-8bf10b57e491"}}},{"id":"transcript-summary:d54b2859-9e41-42e4-9b0b-ed92880808c9","type":"transcript_summary","listingIds":["c9b52de4-52ed-4925-b263-206f218c7d79"],"companyNames":["iFabric Corp."],"title":"Marketing support to retailers is recurring but company will push back and do campaigns in-house","date":"2026-08-20T15:00:00.000Z","source":"transcript:ext","sourceUrl":null,"sourceReferences":[],"preview":"Management acknowledged advertising support is a recurring cost of shelf space but said they will increasingly reject retailer demands and run campaigns themselves. Example: Target scrubs program—they took on the advertising themselves, spent less than requested and achieved better targeting.","availableAt":"2026-08-21T11:46:03.937Z","period":null,"availability":{"content":true,"sourceLink":false,"sourceReferences":false},"truncated":false,"getCall":{"tool":"research_get","arguments":{"id":"transcript-summary:d54b2859-9e41-42e4-9b0b-ed92880808c9"}}},{"id":"transcript-summary:d4342d71-a3a2-4bc9-a473-85db77d5e726","type":"transcript_summary","listingIds":["c9b52de4-52ed-4925-b263-206f218c7d79"],"companyNames":["iFabric Corp."],"title":"Costco USA entry probability 'high' via new license agreement","date":"2026-08-20T15:00:00.000Z","source":"transcript:ext","sourceUrl":null,"sourceReferences":[],"preview":"Management is working on securing sales agreements with Costco USA, with a new license signed about a month ago specifically for entree into Costco U.S.; they estimate a high probability, though not confirmed for scrubs specifically.","availableAt":"2026-08-21T11:33:18.630Z","period":null,"availability":{"content":true,"sourceLink":false,"sourceReferences":false},"truncated":false,"getCall":{"tool":"research_get","arguments":{"id":"transcript-summary:d4342d71-a3a2-4bc9-a473-85db77d5e726"}}},{"id":"transcript-summary:d400b6dc-03d4-4f41-b023-0ceffc4ead8b","type":"transcript_summary","listingIds":["c9b52de4-52ed-4925-b263-206f218c7d79"],"companyNames":["iFabric Corp."],"title":"H1 revenue record $37.1M, up 188% YoY from $12.9M","date":"2026-08-20T15:00:00.000Z","source":"transcript:ext","sourceUrl":null,"sourceReferences":[],"preview":"Six-month revenue reached an absolute record of $37.1M, up $24.2M or 188% year-over-year, driven by strong momentum across replenishment programs.","availableAt":"2026-08-21T11:33:18.630Z","period":null,"availability":{"content":true,"sourceLink":false,"sourceReferences":false},"truncated":false,"getCall":{"tool":"research_get","arguments":{"id":"transcript-summary:d400b6dc-03d4-4f41-b023-0ceffc4ead8b"}}}],"limit":10,"offset":0,"responseTruncated":false},"next":{"connect":"/connect"}}}