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    Ben Moore • Citigroup

    Ben Moore is a Director and Equity Research Analyst at Citigroup, specializing in apparel, footwear, and softlines retail with coverage that includes companies such as Nike, Lululemon Athletica, and PVH Corp. Throughout his research tenure, Moore has established a strong track record of actionable investment insights, consistently ranking well on institutional investor surveys and earning high success rates for his calls on key retail names, achieving top-quartile status among peers on leading analyst benchmarking platforms. He began his research career at Citigroup, having joined the firm after completing his academic training, and has since grown into his current leadership position in the retail sector. Moore holds the FINRA Series 7, 63, 86, and 87 licenses and is recognized for his balanced approach to fundamental analysis, driving value for institutional clients.

    Ben Moore's questions to Saia Inc (SAIA) leadership

    Ben Moore's questions to Saia Inc (SAIA) leadership • Q3 2024

    Question

    Ben Moore, on for Ari Rosa at Citigroup, asked how much of Saia's recent pricing strength is due to its service value catching up versus the expanded network reach. He also questioned if the service decline in a recent survey was due to a small customer base in new markets or temporary operational issues.

    Answer

    CEO Fritz Holzgrefe responded that the pricing strength is a function of 'all of the above,' as the expanded network allows Saia to replicate its high service levels for more customers, justifying the value. Regarding the survey, he attributed the results to the challenges of rapid growth, including onboarding many new employees and entering new markets, and reiterated that the company is focused on continuous improvement.

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