v3.26.1
Segment information (Details) - USD ($)
$ in Thousands
3 Months Ended 12 Months Ended
Mar. 31, 2026
Dec. 31, 2025
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Dec. 31, 2024
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Dec. 31, 2023
Sep. 30, 2023
Jun. 30, 2023
Mar. 31, 2026
Mar. 31, 2025
Mar. 31, 2024
Segment Reporting Information [Line Items]                              
Revenue $ 449,292 $ 489,505 $ 343,936 $ 353,739 $ 332,645 $ 355,320 $ 301,075 $ 324,477 $ 321,143 $ 270,943 $ 215,507 $ 216,339 $ 1,636,472 $ 1,313,517 $ 1,023,932
Cost of sales                         479,125 377,831 299,836
Gross profit 326,453 347,495 238,858 244,541 237,039 253,305 214,059 231,283 227,202 191,957 152,365 152,572 1,157,347 935,686 724,096
Operating income                         73,632 158,027 149,678
Other income, net                         2,785 1,294 1,210
Impairment of equity investment                         0 0 (2,875)
Interest expense, net                         (35,284) (13,813) (7,023)
Loss on extinguishment of debt                         (674) (13) 0
Income tax expense                         (14,141) (33,406) (13,327)
Net income $ (49,365) $ 39,376 $ 2,996 $ 33,311 $ 28,253 $ 17,261 $ 19,020 $ 47,555 $ 14,527 $ 26,888 $ 33,271 $ 52,977 26,318 112,089 127,663
Reportable Segment | Operating Segments                              
Segment Reporting Information [Line Items]                              
Revenue                         1,636,472 1,313,517 1,023,932
Cost of sales                         479,125 377,831 299,836
Gross profit                         1,157,347 935,686 724,096
Marketing, merchandising and distribution costs                         604,887 475,747 366,654
Compensation and benefits                         231,131 176,080 115,732
Other operating costs                         247,697 125,832 92,032
Segment expenses                         1,083,715 777,659 574,418
Operating income                         73,632 158,027 149,678
Other income, net                         2,785 1,294 1,210
Impairment of equity investment                         0 0 (2,875)
Interest expense, net                         (35,284) (13,813) (7,023)
Loss on extinguishment of debt                         (674) (13) 0
Income tax expense                         (14,141) (33,406) (13,327)
Net income                         $ 26,318 $ 112,089 $ 127,663