4imprint says it’s on track to exceed analyst expectations for both revenue and profit despite challenging macro conditions.
The promotional products giant expects full-year revenue of at least $1.32 billion, hitting the high end of current analyst forecasts. Even more impressive, profit before tax is projected to reach at least $142 million, surpassing the upper end of analyst predictions.
Revenue declined 2% in the first 10 months compared to 2024, as order intake remained steady at just 3% below prior year levels, while average order values held firm.
Existing customer orders remained flat year-to-date, reflecting strong retention rates that demonstrate customer loyalty. However, new customer acquisition faced headwinds, with new customer orders down 13% – a trend that began in the first half of the year.
Gross profit margins remained just below 33% with product cost increases from tariffs are being implemented more gradually than initially expected, while the marketing mix provides valuable flexibility.
This margin strength enabled 4imprint to maintain double-digit operating profit margins throughout the 10-month period.