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    Brad Thomas • KeyBanc Capital Markets

    Brad Thomas's questions to Somnigroup International Inc (SGI) leadership

    Brad Thomas's questions to Somnigroup International Inc (SGI) leadership • Q2 2025

    Question

    In a follow-up, Brad Thomas asked how the partnership with Full Power and vertical integration with Mattress Firm will affect the pace and nature of product innovation.

    Answer

    Chairman, President & CEO Scott Thompson explained that the combination is a significant 'unlock' for future innovation. It allows the company to align on a single technology platform, which accelerates development and de-risks the process by providing known, large-scale distribution for new, more complex sleep technology products.

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    Brad Thomas's questions to Central Garden & Pet Co (CENT) leadership

    Brad Thomas's questions to Central Garden & Pet Co (CENT) leadership • Q3 2025

    Question

    Brad Thomas of KeyBanc Capital Markets inquired about the sustainability of margin improvements from the 'cost and simplicity' program and the near-term impact of tariffs on profitability.

    Answer

    CEO Niko Lahanas explained that the 'cost and simplicity' program is deeply ingrained and has a long runway for further consolidation and simplification, though he did not provide a specific long-term margin target. CFO Brad Smith added that the primary tariff impact is expected in Q4, with a total fiscal year impact of approximately $10 million, noting that significant sourcing diversification away from China is already underway to mitigate future costs.

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    Brad Thomas's questions to Upbound Group Inc (UPBD) leadership

    Brad Thomas's questions to Upbound Group Inc (UPBD) leadership • Q2 2025

    Question

    Brad Thomas asked for an update on management's confidence in Bridget's long-term financial contribution and inquired about the potential timing for when Rent-A-Center's EBITDA pressure might stabilize and return to growth.

    Answer

    CEO & CFO Fahmi Karam expressed high confidence in Bridget's performance, stating it's on track to meet 2025 guidance and is well-positioned for a 2026 ramp-up. Regarding Rent-A-Center, he projected that the business would begin lapping underwriting changes in the second half of the year and should return to growth in early 2026 as comps normalize and new initiatives take hold.

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    Brad Thomas's questions to Ethan Allen Interiors Inc (ETD) leadership

    Brad Thomas's questions to Ethan Allen Interiors Inc (ETD) leadership • Q4 2025

    Question

    Brad Thomas asked about current home furnishings industry trends, the drivers behind the recent acceleration in orders, the impact of tariffs on the business and its competitive landscape, and potential areas for further operating cost efficiencies.

    Answer

    Chairman & CEO Farooq Kathwari acknowledged the challenging environment but highlighted that written retail orders rose 1.6% in the quarter. He explained that tariffs have a limited impact as approximately 70% of furniture is manufactured in North America. Regarding costs, Mr. Kathwari emphasized that technology and vertical integration have enabled a 35% headcount reduction since 2019 and a shift to more efficient digital marketing, helping to maintain strong margins.

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    Brad Thomas's questions to PROG leadership

    Brad Thomas's questions to PROG leadership • Q2 2025

    Question

    Brad Thomas asked about performance by category and channel, efforts to grow with smaller retailers, and the strategy for the Four Technologies BNPL business, including customer cross-sell and data synergies.

    Answer

    CEO Steven Michaels noted that specific partner initiatives are currently more impactful than soft category trends. Regarding Four Technologies, he explained that it serves as a strong customer acquisition channel for the leasing business and that data from both platforms helps de-risk originations across the ecosystem, though synergies currently flow more from Four to leasing.

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    Brad Thomas's questions to Caseys General Stores Inc (CASY) leadership

    Brad Thomas's questions to Caseys General Stores Inc (CASY) leadership • Q4 2025

    Question

    Brad Thomas asked about the current inflation outlook, its potential impact on consumers, and any specific provisions in pending legislation that might affect Casey's. He also inquired about key learnings from newer markets like Texas and Florida and the outlook for fuel margins in those states.

    Answer

    CEO Darren Rebelez stated that significant commodity or grocery inflation is not currently being observed, and consumer buying behavior remains consistent. He mentioned potential benefits from accelerated depreciation legislation but no major consumer-facing impacts. Regarding new markets, he said Texas and Florida are behaving as expected, with strong pizza performance in converted stores. He confirmed that fuel margins are thinner in these states, but this is offset by higher volumes, consistent with the acquisition model.

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    Brad Thomas's questions to Caseys General Stores Inc (CASY) leadership • Q4 2025

    Question

    Brad Thomas asked about the current impact of inflation on Casey's consumers and any potential effects from pending legislation. He also sought new learnings from expansion into Texas and Florida, particularly regarding the sustainability of fuel margins in those states.

    Answer

    President and CEO Darren Rebelez stated that significant inflation is not currently a major factor, and consumer behavior remains consistent. Regarding new markets, he said Texas and Florida are performing as expected, with strong pizza sales in the rural communities Casey's targets. He reiterated that while fuel margins are thinner in these states, this is offset by higher volumes, a dynamic that was anticipated in the acquisition model.

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    Brad Thomas's questions to Five Below Inc (FIVE) leadership

    Brad Thomas's questions to Five Below Inc (FIVE) leadership • Q1 2025

    Question

    Brad Thomas of KeyBanc Capital Markets questioned if the current slowed pace of store growth is still appropriate, given the recent stabilization and strength in comparable sales.

    Answer

    CEO Winnie Park confirmed that the company plans to accelerate store growth moving forward, citing significant white space in markets like the Pacific Northwest. COO Ken Bull reaffirmed the 3,000+ store potential and noted that improving new store productivity provides more confidence for this acceleration.

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