Sign in

    Benjamin Luke McFadden • William Blair & Company, L.L.C.

    Benjamin Luke McFadden's questions to Vestis Corp (VSTS) leadership

    Benjamin Luke McFadden's questions to Vestis Corp (VSTS) leadership • Q2 2025

    Question

    Benjamin Luke McFadden, on for Tim Mulrooney, asked when the gap between new and lost business is expected to turn positive and for an update on the demand environment, including client conversations about tariffs and the macro outlook.

    Answer

    CFO Kelly Janzen expressed optimism that the new vs. lost business gap will continue to narrow but did not provide a specific timeline for it to turn positive, citing strong momentum in new sales. Interim CEO Phillip Holloman added that the sales team is now fully staffed and productivity is rising. Regarding demand, Holloman stated they have not seen a 'groundswell' of concern from customers about staffing or needs and that new business momentum indicates a strong market.

    Ask Fintool Equity Research AI

    Benjamin Luke McFadden's questions to WillScot Holdings Corp (WSC) leadership

    Benjamin Luke McFadden's questions to WillScot Holdings Corp (WSC) leadership • Q3 2024

    Question

    Speaking for Tim Mulrooney, Benjamin Luke McFadden questioned the potential impact of falling interest rates on transactional modular units and asked about the outlook for seasonal retail demand in the storage business for Q4.

    Answer

    President and CFO Timothy Boswell stated that certainty around interest rates is as important as the cuts themselves and will be a net benefit for transactional volumes. He confirmed that the seasonal Q4 build in storage units is occurring as expected, with unit counts rising sequentially into October, aligning with prior forecasts for the retail sector.

    Ask Fintool Equity Research AI