Garik Simha Shmois's questions to POOL (POOL) leadership • Q3 2025
Question
Garik Simha Shmois asked about equipment price increases announced for the next season and whether the approach to early buy programs is taking any different shape than usual. He also sought clarification on the SG&A guide for the year, specifically confirming the 3% growth outlook and its relation to Q3 expenses.
Answer
President and CEO Peter Arvan confirmed that early buy programs are very similar to traditional structures, with no significant changes from vendors, and Pool Corporation is participating strategically. SVP and CFO Melanie Hart clarified that the 5% SG&A increase in Q3 was due to accelerated technology investments, and the expected rate for Q4 will be higher than earlier in the year, in the range of a 3%-4% increase.