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    David Keenan

    Research Analyst at Private Investor

    David Keenan is a Research Analyst at Private Investor, specializing in equity research with a focus on corporate earnings, supply chain impacts, and global industry trends. He has analyzed companies impacted by shifting manufacturing bases and tariffs, with recent work probing margin outlooks related to production shifts to Italy and new US tariffs, as seen in the consumer goods and manufacturing sectors. Keenan's career details and prior firm associations remain undisclosed, and there is no available performance ranking or returns data for his recommendations. His professional credentials, financial registrations, and licensure have not been published in public profiles.

    David Keenan's questions to NATUZZI S P A (NTZ) leadership

    David Keenan's questions to NATUZZI S P A (NTZ) leadership • Q1 2025

    Question

    David Keenan, a private investor, questioned the outlook for gross margin given the production shift to Italy and new US tariffs. He also probed the sustainability of lower operating expenses, the tangible results from new retail analytics, the growth prospects of the contract division, and the progress with a potential major e-commerce partner.

    Answer

    CEO Antonio Achille confirmed the company will protect margins via pricing and is considering further production moves, while also expressing confidence in maintaining lower operating expenses. Global Retail Director Diego Babbo described how a new analytics platform is offsetting lower traffic by improving conversion rates. Chief Brand Officer Pasquale Junior Natuzzi highlighted the contract and trade channel as a key growth driver. Chief Wholesale Officer Codrin Coroama reported that talks with a potential e-commerce partner are advancing.

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