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    Anthony Vendetti • Maxim Group

    Anthony Vendetti's questions to Mama's Creations Inc (MAMA) leadership

    Anthony Vendetti's questions to Mama's Creations Inc (MAMA) leadership • Q1 2026

    Question

    Anthony Vendetti asked for an update on the product rollout at Walmart, Kroger, and Target, sought to clarify the gross margin impact of trade promotions, and inquired about the change in total SKU count since the current CEO took over.

    Answer

    CEO Adam L. Michaels reported good progress with Walmart, including expanding doors, and active discussions with Kroger and Target. He confirmed the trade spend was a catalyst for volume and branding opportunities that boosted ROI. Surprisingly, Michaels revealed that the total SKU count has been reduced by over 50% since he started, as the company eliminated unprofitable items to focus on a more strategic product portfolio for channels like C-stores.

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    Anthony Vendetti's questions to Mama's Creations Inc (MAMA) leadership • Q3 2025

    Question

    Anthony Vendetti asked for specifics on what drove the revenue outperformance, questioning if it was a particular customer like Walmart or a specific region. He also sought an explanation for the reported 12.6% revenue decline in the Northeast region.

    Answer

    CEO Adam Michaels attributed the revenue strength to a balanced performance across the portfolio, including strong results from all three club customers, growth at retailers like Albertsons, new items at BJ's, and promising reorders from Walmart. He explained that the Northeast revenue decline was 100% attributable to an intentional pullback from unprofitable legacy 'Street business' from a prior acquisition, emphasizing that core Northeast retail customers are growing.

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    Anthony Vendetti's questions to Myomo Inc (MYO) leadership

    Anthony Vendetti's questions to Myomo Inc (MYO) leadership • Q1 2025

    Question

    Anthony Vendetti asked how the growing number of trained orthotists and new certification classes will help drive the pipeline and backlog, and requested an update on conversations with new insurance companies and employers.

    Answer

    CEO Paul Gudonis explained that the O&P channel initiative, including in-depth certification classes, enables clinicians to build their own patient pipelines and manage reimbursement, which is expected to accelerate revenue in the second half of the year. He also reported that lives under contract or pending have increased from 18 million to 25 million, primarily with state Blue Cross Blue Shield plans, and that discussions with national plans are ongoing. He clarified they do not typically engage directly with employers.

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    Anthony Vendetti's questions to Myomo Inc (MYO) leadership • Q4 2024

    Question

    Anthony Vendetti of Maxim Group requested the Q4 cost per pipeline add, the historical success rate for overturning denied authorizations, physician training goals for 2025, and clarification on the full-year 2025 CapEx outlook.

    Answer

    CFO Dave Henry reported the cost per pipeline add was $1,226. CEO Paul Gudonis explained that while the historical success rate on appeals was 40-50%, this has recently decreased and timelines have lengthened. He also detailed the physician education process. Dave Henry clarified that 2025 CapEx is expected to be low, around $1 million or less, as the major facility move is complete.

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    Anthony Vendetti's questions to Myomo Inc (MYO) leadership • Q3 2024

    Question

    Anthony Vendetti of Maxim Group questioned the monetary value of the current backlog and its expected recognition period, the size of the company's clinical and O&P channel teams, plans for international expansion, and the R&D pipeline for product enhancements.

    Answer

    CFO David Henry estimated the net value of the 316-unit backlog at over $10 million, which CEO Paul Gudonis added is typically realized over 3-6 months. Gudonis clarified they have about a dozen clinicians for their direct business and two business development reps for the O&P channel. The international focus remains on Germany, with other markets being longer-term projects, while the China JV is expected to generate revenue in 2025. Gudonis also noted that MyoPro enhancements are planned for a Q1 2025 announcement.

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    Anthony Vendetti's questions to Myomo Inc (MYO) leadership • Q2 2024

    Question

    Anthony Vendetti from Maxim Group asked about specific actions being taken to improve the pipeline conversion rate and how the company plans to balance increased marketing spend with its goal of reaching bottom-line profitability.

    Answer

    CFO David Henry explained that the authorization rate is already improving, reaching about 19% in Q2, driven by faster-moving Medicare Part B patients who don't require the same reimbursement hurdles as Medicare Advantage patients. He acknowledged that increased marketing spend could impact the Q4 operating cash flow breakeven goal but stated the investment is necessary to ensure continued revenue growth momentum into 2025 and minimize seasonality.

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    Anthony Vendetti's questions to Hain Celestial Group Inc (HAIN) leadership

    Anthony Vendetti's questions to Hain Celestial Group Inc (HAIN) leadership • Q3 2025

    Question

    Anthony Vendetti asked for a historical perspective on the strategic shifts from the Mark Schiller era to the Wendy Davidson era, questioning what went wrong to cause the stock's decline. He also inquired if the current pricing strategy is effective.

    Answer

    Chair of the Board Dawn Zier declined to comment on past leadership, attributing changes to a dynamic business environment. CFO Lee Boyce admitted the company had 'missed the ball a little bit' on pricing execution and is now 'turbocharging' its revenue growth management (RGM) capabilities. Interim CEO Alison Lewis added that the performance issues are concentrated in North American Snacks, allowing for a focused approach to fixing them.

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    Anthony Vendetti's questions to Hain Celestial Group Inc (HAIN) leadership • Q2 2025

    Question

    Anthony Vendetti asked about the level of confidence in achieving the revised second-half guidance and the biggest potential risks. He also inquired about the timeline and progress of the strategic review for the Personal Care business.

    Answer

    CEO Wendy Davidson expressed high confidence in the Baby, Beverage, and Meal Prep categories. She noted she is more cautious on Snacks, where improved marketing productivity is needed, and stated this risk is factored into the guidance. Regarding Personal Care, she confirmed the strategic review process began in Q2 with a bank engaged, and the goal is to execute a transaction within the fiscal year, while continuing to operate the business effectively.

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    Anthony Vendetti's questions to Hain Celestial Group Inc (HAIN) leadership • Q1 2025

    Question

    Anthony Vendetti inquired about the full-year outlook for the baby formula business, what supply chain redundancies have been implemented, and what steps beyond organic cash flow, such as divestitures, are being considered to reduce leverage.

    Answer

    Wendy Davidson, President and CEO, stated that Earth's Best formula is a key, margin-accretive growth driver. She confirmed that supply has returned for all formulations and will be available in all sizes by the end of Q2. Redundancies have been built in through increased inventory and qualifying a manufacturing partner to produce in more than one location. She noted that where distribution has been regained, velocities are at or exceeding historical levels. On leverage, CFO Lee Boyce confirmed the focus is on using organic cash flow from EBITDA growth and working capital initiatives to pay down debt, noting a reduction of over $90 million since Q1 of the prior year. Davidson added that there were no new divestitures to announce at this time.

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    Anthony Vendetti's questions to Joint Corp (JYNT) leadership

    Anthony Vendetti's questions to Joint Corp (JYNT) leadership • Q4 2024

    Question

    Anthony Vendetti asked for clarification on how to model revenue from the system-wide sales guidance, specifically the royalty and service fee percentages, and requested an estimate for the amount of G&A expense reduction expected after the refranchising is complete.

    Answer

    Executive Jake Singleton explained that 2025 is a transition year, making a GAAP revenue guide difficult. He clarified that the approximately $70 million in corporate clinic revenue would convert to a franchise royalty structure of roughly 10-10.5%. While declining to provide a specific forward guide on G&A reduction, he stressed that rightsizing G&A post-refranchising is a critical focus for management to make the business more profitable than it was under the mixed-ownership model.

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