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    Gregory Badishkanian

    Research Analyst at Wolfe Research, LLC

    Gregory Badishkanian is the Managing Director and Consumer Sector Head at Wolfe Research, LLC, specializing in equity research across leisure, restaurants, and food retail companies including names such as Starbucks, Chipotle Mexican Grill, and SunOpta. Renowned for his analytical rigor, his team has achieved #1 rankings in the Leisure sector for ten consecutive years, #2 in Restaurants, and #3 in Food Retail according to the Extel All-America Research Team poll, while his stock recommendations show a 55% success rate with an average annualized return of 8.7% on TipRanks. Badishkanian joined Wolfe Research in April 2020 after nearly 25 years at Citigroup, where he led top-ranked research teams and served as Associate Director of U.S. Research. He holds a BA in Economics from Drew University, an MBA in Finance from Cornell University, is a member of the All-America Research Hall of Fame, and possesses professional securities licenses required for his role.

    Gregory Badishkanian's questions to Latham Group (SWIM) leadership

    Gregory Badishkanian's questions to Latham Group (SWIM) leadership • Q3 2024

    Question

    Scott Stringer, on behalf of Gregory Badishkanian, asked for the key drivers and detractors for Q4 gross margin. He also questioned whether the growth in cover sales was solely from the Coverstar acquisition or if other market dynamics were at play.

    Answer

    CFO Oliver Gloe detailed the Q4 gross margin outlook, citing a headwind from lower volume that is almost entirely offset by lean/value engineering initiatives, with further tailwinds from supplier optimization. Gloe confirmed that the positive growth in the covers segment was driven by the Coverstar Central acquisition, with integration tracking to expectations.

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