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    Griffin Bryan • D.A. Davidson & Co.

    Griffin Bryan's questions to MarineMax Inc (HZO) leadership

    Griffin Bryan's questions to MarineMax Inc (HZO) leadership • Q4 2024

    Question

    Griffin Bryan asked for clarification on the retail assumptions at the high and low ends of guidance, whether the high end assumes full recovery of lost business from the hurricanes, and if an uplift from insurance claims is expected.

    Answer

    CFO Michael McLamb explained the guidance range is based on flattish same-store sales, with the high end assuming slightly better sales and margins. He clarified the guidance assumes the company makes up for the current business disruption, not a full market recovery in Florida. Regarding insurance, he noted that while a replacement cycle for destroyed boats is expected, the timing is difficult to gauge, but significant service work is anticipated.

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    Griffin Bryan's questions to Malibu Boats Inc (MBUU) leadership

    Griffin Bryan's questions to Malibu Boats Inc (MBUU) leadership • Q1 2025

    Question

    Griffin Bryan asked about the drivers of strong retail trends in September and whether recent hurricanes might lead to insurance-related replacement demand that could help with dealer destocking.

    Answer

    CEO Steven Menneto attributed the September retail strength to a combination of reporting lags, the flow-through of Q4 promotions, and the Tommy's inventory liquidation. CFO Bruce Beckman stated that while they hear anecdotally about replacement demand, they do not base guidance on the timing of insurance payouts.

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