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    A. Carolina Jolly

    Senior Research Analyst at Gabelli Funds

    A. Carolina Jolly, CFA, is a Senior Research Analyst at Gabelli Funds, specializing in industrials and materials sectors with a primary focus on the automotive industry. She covers key automotive companies as part of her sector expertise and has developed a track record for in-depth research within these industries. Jolly began her tenure at Gabelli Funds in 2015, building on her analytical experience and academic credentials, which include both an MBA and the Chartered Financial Analyst (CFA) designation. Her professional qualifications reflect her broad expertise and commitment to rigorous investment analysis.

    A. Carolina Jolly's questions to STANDARD MOTOR PRODUCTS (SMP) leadership

    A. Carolina Jolly's questions to STANDARD MOTOR PRODUCTS (SMP) leadership • Q2 2025

    Question

    A. Carolina Jolly from Gabelli Funds asked about the expected margin and efficiency impact once the Shawnee distribution center is fully operational post-2025. She also questioned whether tariff costs might decrease in the third quarter compared to the second, based on recent developments.

    Answer

    CFO Nathan Iles explained that while the Shawnee DC will bring efficiencies, higher lease and depreciation expenses will result in a net cost increase of $3-4 million from the 2023 baseline. Chair, CEO & President Eric Sills clarified that based on currently implemented tariffs, costs are not expected to decrease in Q3. He reiterated that pricing actions only cover tariffs that have already taken effect, and future changes will be addressed as they occur.

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    A. Carolina Jolly's questions to STANDARD MOTOR PRODUCTS (SMP) leadership • Q2 2025

    Question

    A. Carolina Jolly from Gabelli Funds asked whether the completion of the Shawnee distribution center in 2026 would lead to improved margins and efficiency at the EBIT level. She also questioned if tariff costs were expected to decrease in the third quarter compared to the second, based on recent developments.

    Answer

    CFO Nathan Iles responded that while the Shawnee facility will bring freight savings and efficiencies, higher lease and depreciation expenses will result in a net cost increase of $3-4 million from the 2023 baseline. CEO Eric Sills clarified that tariff costs are not expected to come down in Q3 based on what has been implemented so far. He reiterated that pricing actions have only covered tariffs already in effect, and the company will continue to adjust as the fluid landscape evolves.

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    A. Carolina Jolly's questions to STANDARD MOTOR PRODUCTS (SMP) leadership • Q2 2025

    Question

    A. Carolina Jolly from Gabelli Funds asked if the completion of the Shawnee distribution center in 2026 would result in improved margins and efficiency at the EBIT level. She also questioned whether tariff costs might decrease in Q3 compared to Q2 based on recent developments.

    Answer

    CFO Nathan Iles responded that while the Shawnee facility will bring efficiencies and freight savings, higher lease and depreciation expenses will lead to a net higher cost of $3-4 million against the 2023 baseline. Chair, CEO & President Eric Sills clarified that based on implemented tariffs, costs are not expected to decrease, and pricing actions have only covered tariffs that have already taken effect, with future tariffs to be addressed as they are implemented.

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    A. Carolina Jolly's questions to MOTORCAR PARTS OF AMERICA (MPAA) leadership

    A. Carolina Jolly's questions to MOTORCAR PARTS OF AMERICA (MPAA) leadership • Q4 2025

    Question

    A. Carolina Jolly from Gabelli Funds sought clarification on the tariff impact, asking if the amount seen in the quarter was representative of future impacts. She also questioned whether the announced price increases have already been implemented and asked for the key catalysts behind the expected margin expansion in the next fiscal year.

    Answer

    Chairman, President & CEO Selwyn Joffe stated that the timing of tariff impacts is currently unpredictable but will resolve as price increases take full effect. He confirmed that nearly 100% of the necessary price increases have already been accepted by customers. Both Joffe and CFO David Lee attributed the expected margin expansion to increased sales volume leading to better overhead absorption and various ongoing operational cost-reduction initiatives.

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