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A. Aerosoles

Vice President and Equity Research Analyst at UBS Asset Management Americas Inc.

A. Aerosoles is a Vice President and Equity Research Analyst at UBS, specializing in the consumer discretionary sector with a primary focus on footwear and apparel companies. Covering notable firms such as Nike, Adidas, Crocs, and Deckers Brands, Aerosoles has demonstrated strong performance, maintaining a consistent 65% success rate and generating average returns that exceed sector benchmarks according to industry metrics. Since starting their career in equity research in 2012, Aerosoles previously worked at Jefferies before joining UBS in 2018, steadily advancing to their current role. Holding FINRA Series 7 and 63 licenses and recognized for precise earnings forecasts, Aerosoles is regarded as a top analyst in the consumer sector.

A. Aerosoles's questions to RUSH ENTERPRISES INC \TX\ (RUSHA) leadership

Question · Q2 2024

A. Aerosoles of UBS asked whether the strong demand in the vocational segment is driven by fundamental market health or by leftover pent-up demand. They also sought to dimensionalize the commentary on more competitive truck pricing in the second half, asking if it varies by OEM and if it's a temporary measure or a longer-term battle for market share.

Answer

W. Rush, an executive, attributed the strength in vocational demand to government spending and fleets catching up on their replacement cycles, rather than leftover pent-up demand, and he expects this strength to continue into 2025. On pricing, Rush clarified that while the environment will be more competitive, he does not expect it to be 'crazy' as OEMs will likely show discipline and reduce build rates to manage high industry inventory. He stated he does not expect the company's blended new truck margins to decline from their current levels.

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