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    Henry Carr • UBS

    Henry Carr is an Associate Director and equity research analyst at UBS, specializing in the Hardlines, Broadlines, and Food Retail sectors. He contributes research coverage on companies within these categories, advising institutional clients on firms such as major retail chains and food distributors. Carr's career includes roles as Equity Research Associate, Equity Research Data Analyst, and Equity Fundamentals Analyst prior to his current position at UBS, indicating a progression of increasing responsibility since entering the financial industry. He brings analytical expertise to his coverage but specific performance rankings, investment returns, or professional credentials such as FINRA registrations are not publicly available.

    Henry Carr's questions to WW leadership

    Henry Carr's questions to WW leadership • Q3 2024

    Question

    Henry Carr, on for Michael Lasser, asked for the rationale behind the confidence that employers will increase weight-loss solution offerings and why WW is well-positioned for this B2B opportunity. He also asked about the drivers of the 30% increase in acquisition costs.

    Answer

    Interim CEO Tara Comonte and Chief Product Officer Donna Boyer responded. Comonte stated that the broad health benefits of GLP-1s will make it difficult for employers to deny coverage long-term, positioning WW's comprehensive suite of solutions as an ideal partner. Boyer added that a positive Q4 B2B selling season is expected to benefit 2025, though growth will be gradual. Regarding acquisition costs, Boyer attributed the increase primarily to heightened competition in the space and general media inflation, with some possible impact from the U.S. election.

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    Henry Carr's questions to WW leadership • Q2 2024

    Question

    Henry Carr from UBS questioned the revised subscriber guidance, asking if promotional strategies are still effective or if churn is increasing, and sought clarification on the metric of lapsed clinical members transitioning to behavioral programs.

    Answer

    CFO Heather Stark stated that long-term commitment plans are working as expected, with the average digital commitment length increasing to 8.9 months from 7.6 months a year ago. CEO Sima Sistani added that overall retention is up 1% quarter-over-quarter and clarified that the 'one membership' strategy allows members to de-escalate from the clinical program to the behavioral program for maintenance, which the 10% metric reflects.

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    Henry Carr's questions to WW leadership • Q1 2024

    Question

    Henry Carr, on behalf of Michael Lasser at UBS, asked how WeightWatchers is addressing member frustration from closing physical locations and how the intensifying competitive landscape for GLP-1s affects its strategy.

    Answer

    CEO Sima Sistani affirmed WW's commitment to in-person meetings through new initiatives like coach-led group chats. Regarding competition, she stated the focus for the clinical business is on retention and member experience due to GLP-1 supply constraints, rather than aggressive acquisition, noting a 40-45% insurance pre-authorization success rate.

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