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Adam Fox is a Managing Director and Senior Equity Analyst at Truist Securities, specializing in technology sector research with a focus on data center suppliers and electronic components. He covers major companies such as Amphenol, providing detailed analysis on financial performance and sector innovation, and has established a reputation for insightful coverage of technology-driven margin expansion and sales mix evolution. Fox began his career as an equity analyst in the early 2000s, previously holding roles at other investment firms before joining Truist Securities where he quickly advanced to a senior leadership role. He holds multiple securities licenses and is FINRA-registered, supporting his recognized expertise and effectiveness as an equity research professional.
Adam Fox of Truist Securities asked if Six Flags could share any specific information regarding park optimization efforts related to Enchanted Park Holdings.
President and CEO John Reilly stated that the company had no information to share on Enchanted Park Holdings at that time.
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FUN's earnings beat/miss a week before the call
Adam Fox of Truist Securities asked if there was anything the company could share regarding Enchanted Park Holdings as part of its park optimization efforts.
CEO John Reilly stated that the company had nothing to share on that front today.
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Adam Fox of Truist Securities asked about the market reception for the new Balise brand, its revenue contribution for fiscal 2025, the outlook for fiscal 2026, and recent retail trends for April and May.
CEO Bradley Nelson confirmed the company is on track for approximately $10 million in Balise revenue for fiscal 2025, with positive initial dealer and consumer response despite a slow production ramp-up. He declined to comment on fiscal 2026. CFO Timothy Oxley noted that while retail is trending towards the lower end of their guidance (down ~10%), dealers remain optimistic, and Mr. Nelson added that the premium segment, particularly the XStar model, is showing strength.
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MCFT's earnings beat/miss a week before the call
Adam Fox of Truist Securities, on for Michael Schwartz, asked about the market response to the new Balise pontoon brand, its fiscal 2025 revenue outlook, and recent retail trends observed in April and May.
CEO Bradley Nelson confirmed they are still anticipating approximately $10 million in net sales from Balise in fiscal 2025, noting a positive response and the signing of over 20 new dealers despite a conscious low-rate production ramp. Regarding recent retail, CFO Timothy Oxley stated that while Q4 has easier comps, they still see a path to being down around 10% for the year. Nelson added that while premium buyers are active, helping the XStar model, broad and sustained retail momentum has not yet materialized, though some 'green shoots' are visible.
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