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    Dan Silverstein

    Vice President and Equity Research Analyst at UBS Group

    Dan Silverstein is a Vice President and Equity Research Analyst at UBS Group, specializing in coverage of companies within the consumer discretionary and retail sectors. He provides research and target price recommendations for firms such as Somnigroup International and has demonstrated a strong performance metric, including recent ratings linked to stock price moves showing over 20% target return potential. Silverstein began his finance career in the early 2010s and joined UBS after analyst roles at boutique equity research firms, building expertise in both qualitative and quantitative stock evaluation. He holds multiple FINRA securities licenses and is recognized for insightful company-specific analysis in professional investment research circles.

    Dan Silverstein's questions to SOMNIGROUP INTERNATIONAL (SGI) leadership

    Dan Silverstein's questions to SOMNIGROUP INTERNATIONAL (SGI) leadership • Q2 2025

    Question

    Dan Silverstein asked why the newly identified sales and marketing synergies wouldn't necessarily support a higher long-term earnings target relative to the existing $4.85 goal.

    Answer

    CEO Scott Thompson explained that while the company-specific performance and synergies are ahead of expectations and would be additive, this is offset by the underlying industry recovery being slower than initially assumed when the target was set. He stated that the company will update its long-term perspective at year-end, considering all the puts and takes.

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    Dan Silverstein's questions to Sleep Number (SNBR) leadership

    Dan Silverstein's questions to Sleep Number (SNBR) leadership • Q2 2025

    Question

    Inquired about the composition of additional cost savings beyond marketing, the long-term impacts of these cuts, and the strategy for future digital and retail partnerships.

    Answer

    The company stated that the $130M in savings follows previous patterns, focusing on structural changes in G&A and R&D for future scalability. Regarding partnerships, the goal is to enhance the existing vertically integrated model with new distribution channels that maintain strong margins and increase brand awareness.

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    Dan Silverstein's questions to Sleep Number (SNBR) leadership • Q2 2025

    Question

    Dan Silverstein asked for a breakdown of the additional cost savings beyond marketing and how the company is balancing these cuts with long-term goals. He also inquired about the strategy for exploring new distribution channels like digital-first and retail partnerships.

    Answer

    Linda Findley, President & CEO, explained that the cost savings are structural changes primarily in G&A and R&D, designed to scale as the business grows. She noted that marketing reinvestment will be at a higher efficiency level. Regarding distribution, Findley emphasized that the goal is to build upon the existing vertically integrated model, not replace it, by exploring an ecosystem of channels that can enhance distribution while maintaining a strong margin profile.

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    Dan Silverstein's questions to Purple Innovation (PRPL) leadership

    Dan Silverstein's questions to Purple Innovation (PRPL) leadership • Q2 2025

    Question

    Dan Silverstein of UBS Group inquired about the expected revenue contribution from the expanded Mattress Firm partnership and asked for context on the growth opportunity within non-traditional retail channels like Costco and Walmart.

    Answer

    CEO Robert DeMartini confirmed the Mattress Firm partnership will expand the retail footprint to 12,000 slots by early next year, more than doubling the previous base. He framed the non-traditional channel strategy as a source of accretive growth that enhances the brand, highlighting the expansion of a Costco promotion from 170 to 450 clubs as a significant step forward.

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    Dan Silverstein's questions to Origin Agritech (SEED) leadership

    Dan Silverstein's questions to Origin Agritech (SEED) leadership • Q3 2016

    Question

    Dan Silverstein from Heuristic Management questioned whether Origin Agritech has academic partnerships and if it is interested in developing them further.

    Answer

    CEO Bill Niebur confirmed that academic partnerships are foundational to the company's biotech trait development, highlighting the existing relationship with the Chinese Academy of Agricultural Sciences. He affirmed that Origin is actively working to extend these relationships to other academic institutions to access technologies like genome-editing and advanced molecular breeding.

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