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    Elle Niebuhr • Lake Street Capital Markets

    Elle Niebuhr's questions to QuinStreet Inc (QNST) leadership

    Elle Niebuhr's questions to QuinStreet Inc (QNST) leadership • Q4 2025

    Question

    Elle Niebuhr of Lake Street Capital Markets asked about the potential incremental growth in the Home Services segment in a lower interest rate environment and inquired about the key areas of focus for product development investments.

    Answer

    CEO Douglas Valenti responded that a lower interest rate environment would likely be a positive for Home Services by stimulating home buying activity, but this potential upside is not factored into the company's current models. For product development, he highlighted investments in the QRP platform, the '360 Finance' product for contractors, the next-generation QMP media optimization platform, and a new unified call center platform to replace legacy systems.

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    Elle Niebuhr's questions to Chefs' Warehouse Inc (CHEF) leadership

    Elle Niebuhr's questions to Chefs' Warehouse Inc (CHEF) leadership • Q2 2025

    Question

    Elle Niebuhr from Lake Street Capital Markets asked how the strong results in the first half of the year relate to the company's long-term 2028 goals and whether the catalysts outlined in that plan are already contributing to performance.

    Answer

    CFO James Leddy confirmed that many of the initiatives outlined in their 2028 plan are already contributing to the positive results. He highlighted progress in procurement, pricing, route consolidation, inventory management technology, and digital platform growth, with digital now accounting for around 60% of specialty orders. He characterized these initiatives as being in the "early innings" but already delivering tangible benefits.

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    Elle Niebuhr's questions to Chefs' Warehouse Inc (CHEF) leadership • Q4 2024

    Question

    Elle Niebuhr, on for Ben Klieve, asked for an update on utilization levels at the new Texas, California, and Florida facilities and inquired about the 2025 CapEx breakdown between growth and maintenance spending.

    Answer

    CFO James Leddy responded that while specific utilization levels are not disclosed, the new Northern California facility is in its early innings with significant room for growth. In Texas, the company is optimizing space by trading out non-core business to grow specialty and protein. For 2025 CapEx, Leddy guided to $40-$50 million, with about 80% for growth, primarily for a Philadelphia facility retrofit and a Portland, Oregon facility build-out. The remainder is for technology and maintenance.

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