Collin Andrew Verron's questions to POOL (POOL) leadership • Q3 2025
Question
Collin Andrew Verron asked about the magnitude of Pool Corporation's technology spend, how much more SG&A investment is left for these initiatives, and when the company expects to reap the benefits in 2026 and 2027. He also requested quantification of the weather benefit from last year's Q4 that is not expected to repeat this year.
Answer
President and CEO Peter Arvan described technology spend as not alarming for a company of Pool Corporation's size, emphasizing that it's an ongoing investment to maintain relevant, value-creating tools, rather than a one-time project. He noted that AI will impact development and deployment, and while not done spending, the company aims to be efficient. SVP and CFO Melanie Hart quantified the Q4 2024 weather benefit as a 1% top-line sales increase that is not expected to reoccur.