Rob Kay, CEO of Lifetime Brands (LCUT), says a $40.1 million tariff refund let the company pay down debt and strengthen its balance sheet. Sales grew over 7% to $141.6 million even as broader home category unit volumes fell 8%, with gains driven by off-price retailers like TJX Companies (TJX) and Ross Stores (ROST), warehouse clubs like Costco (COST), and e-commerce. Kay says consumers are eating at home more due to restaurant inflation, benefiting tabletop lines, but he's keeping full-year sales guidance cautious with no robust end market in sight.