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    Jefferies Research Team • Jefferies

    The Jefferies Research Team comprises top-ranked professionals specializing in global research and strategy, with a particular focus on ESG strategy and market insights across areas such as emerging markets, corporate credit, and the energy transition. The team is recognized for its #1 ranking in the 2023 U.S. Institutional Investor Research Survey, reflecting a consistent record of high-quality analysis and actionable investment ideas that have influenced major market moves and client decisions. Jefferies’ research experts have advised leading institutional investors and corporate boards, leveraging deep sector knowledge and experience in structuring ESG municipal securities and guiding clients on climate and sustainability investing. Team members hold advanced professional credentials, including CFA charters, and are supported by extensive tenure within Jefferies and backgrounds in prominent financial institutions.

    Jefferies Research Team's questions to Plby Group Inc (PLBY) leadership

    Jefferies Research Team's questions to Plby Group Inc (PLBY) leadership • Q2 2025

    Question

    The research team at Jefferies asked for more detail on the total addressable market (TAM) and future opportunity for new licensing deals in categories like gaming and beauty.

    Answer

    CEO Ben Kohn responded that the company is 'just scratching the surface' of its licensing potential. He reiterated that new deals signed in the quarter exceed seven figures annually and that the company is targeting new categories and expanding in existing ones like gaming where it is 'significantly underpenetrated.' Kohn emphasized a strategic and patient approach, leveraging new content initiatives to grow existing categories and open new ones, rather than chasing deals that could dilute the brand.

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