Sign in

    Dan Guglielmo • Capital One Securities

    Dan Guglielmo's questions to Lineage Inc (LINE) leadership

    Dan Guglielmo's questions to Lineage Inc (LINE) leadership • Q2 2025

    Question

    Dan Guglielmo of Capital One Financial asked about the acceleration in the labor expense line during the quarter and whether certain regions were experiencing higher wage pressures.

    Answer

    President & CEO Greg Lehmkuhl attributed the sequential increase primarily to annual wage adjustments, the majority of which occur on April 1st. However, CFO Rob Crisci added that despite this, same-warehouse labor costs were down year-over-year, reflecting successful productivity initiatives that are offsetting wage inflation.

    Ask Fintool Equity Research AI

    Dan Guglielmo's questions to VICI Properties Inc (VICI) leadership

    Dan Guglielmo's questions to VICI Properties Inc (VICI) leadership • Q2 2025

    Question

    Dan Guglielmo of Capital One Financial inquired if VICI's Canadian properties are benefiting from reduced outbound Canadian travel and asked about the company's plans for capital returned from maturing loans if the investment environment is unfavorable.

    Answer

    President & COO John Payne confirmed that VICI has been very pleased with the performance of its Canadian assets and suggested that more Canadians staying local is a contributing factor. Chief Accounting Officer Gabriel Wasserman stated that VICI actively plans for maturing loans, evaluating alternative investments or refinancing options with partners, citing the Great Wolf Perryville loan as a past example of a successful refinancing.

    Ask Fintool Equity Research AI

    Dan Guglielmo's questions to Shake Shack Inc (SHAK) leadership

    Dan Guglielmo's questions to Shake Shack Inc (SHAK) leadership • Q2 2025

    Question

    Dan Guglielmo asked if any of the company's four key three-year financial targets have significant momentum to potentially come in above the stated goals.

    Answer

    CFO Katie Fogertey reiterated the existing targets but highlighted the company's commitment to growing new units, finding productivity, and investing in marketing to drive traffic. She concluded that they expect all of this to result in 'pretty strong adjusted EBITDA growth,' signaling confidence without formally raising the long-term outlook.

    Ask Fintool Equity Research AI

    Dan Guglielmo's questions to Essential Properties Realty Trust Inc (EPRT) leadership

    Dan Guglielmo's questions to Essential Properties Realty Trust Inc (EPRT) leadership • Q2 2025

    Question

    Dan Guglielmo from Capital One Securities asked about the key characteristics Essential Properties looks for when investing in the convenience store space.

    Answer

    CIO AJ Peil clarified that a recent top-10 tenant addition was a rebranding, not a new investment. He explained that for C-stores, they look for operators with scale and underwrite based on gallons sold, inside store sales, and unit-level profitability. They focus on well-positioned stores with strong performance across both fuel and merchandise.

    Ask Fintool Equity Research AI