Alex Howell's questions to EZCORP Inc (EZPW) leadership • Q2 2024
Question
Alex Howell from Stephens Inc. inquired about EZCORP's acquisition strategy in Latin America, asking for management's perspective on the current opportunities in that market.
Answer
Executive Lachlan Given described Latin America as a significant highlight with extremely strong momentum driven by operational leadership. He confirmed a robust pipeline for inorganic growth in Mexico and beyond, with opportunities ranging from small 5-15 store chains to much larger operators. Given emphasized that while the company's strong balance sheet allows it to pursue these opportunities, it will maintain a disciplined approach focused on acquiring good management teams and businesses they can improve.