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    Igor Novabase • Lars Capital

    Igor Novabase is a Senior Analyst at Lars Capital, specializing in equity research with a focus on the Latin American financial and consumer sectors. He covers key companies such as Banco do Brasil, Itaú Unibanco, BRF S.A., and Magazine Luiza, consistently delivering actionable insights and outperforming sector benchmarks; his recommendations have achieved a reported average annualized return of 18% and a success rate exceeding 65% on recognized platforms. Novabase began his career at BTG Pactual in 2013, progressed through Bradesco BBI, and joined Lars Capital in 2020, quickly distinguishing himself for his deep sector expertise and thorough analysis. He holds a CFA charter and is FINRA Series 7 and 63 registered, earning recognition for his detailed coverage and thought leadership in the Brazilian equity research community.

    Igor Novabase's questions to Sow Good Inc (SOWG) leadership

    Igor Novabase's questions to Sow Good Inc (SOWG) leadership • Q1 2025

    Question

    Igor Novabase asked why Q1 revenue was materially better than previous guidance suggested. He also inquired about plans for the company's significant spare manufacturing capacity, including private label or subletting opportunities, and questioned the strategy for improving the company's cash position.

    Answer

    CEO Claudia Goldfarb explained that the Q1 revenue recovery was faster than anticipated as consumers returned to the Sow Good brand for its superior quality and assortment after trying new market entrants. She confirmed that the company is actively exploring all options for its idle capacity, including co-manufacturing and private label opportunities, to improve utilization rates. To bolster the cash position, Goldfarb stated the primary focus is on converting existing inventory to cash, which she described as the most meaningful way to improve liquidity, supplemented by ongoing expense management.

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