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    Jim Chartier

    Senior Equity Research Analyst at Monness, Crespi, Hardt & Co., Inc.

    Jim Chartier is a Senior Equity Research Analyst at Monness, Crespi, Hardt & Co., Inc., specializing in coverage of the consumer cyclical sector with a focus on companies such as Vista Outdoor, Mattel, and Shoe Carnival. He has published over 30 stock ratings, maintaining a historical price target met ratio near 48% and a success rate of approximately 54%, with select recommendations—such as his call on Vista Outdoor—delivering double-digit short-term returns. Chartier’s career at Monness, Crespi, Hardt includes years of ongoing coverage of key consumer names, and he is listed as an analyst on multiple company investor relations pages, underscoring his industry presence. He holds relevant securities credentials and is recognized for his equity research performance and stock forecasting within his sector.

    Jim Chartier's questions to CENTRAL GARDEN & PET (CENT) leadership

    Jim Chartier's questions to CENTRAL GARDEN & PET (CENT) leadership • Q3 2025

    Question

    Jim Chartier of Monness, Crespi, Hardt & Co., Inc. sought to quantify the sales impact from exited product lines and asked if the new e-commerce facility offers revenue-enhancing capabilities.

    Answer

    Management, including John Hanson and JD Walker, explained that while specific figures were not provided, the exited product lines were primarily low-margin durables, aquatics, and pottery, making the exits strategically beneficial for profitability. CEO Niko Lahanas clarified that the new Salt Lake City facility is primarily a cost-out and efficiency initiative designed to simplify logistics and improve service levels, which could indirectly support sales growth.

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    Jim Chartier's questions to CARTERS (CRI) leadership

    Jim Chartier's questions to CARTERS (CRI) leadership • Q2 2025

    Question

    Jim Chartier from Monness, Crespi, Hardt & Co., Inc. asked for quantification of the investments needed to drive growth and whether these investments would be dilutive to margins in the near term. He also inquired about the inventory mix and focus on the 'best' product category in the second half of the year compared to the first half.

    Answer

    CEO Douglas Palladini did not quantify the investment amount but stated the focus is on demand creation, specifically driving store traffic and consumer loyalty, where the return on investment is proving to be outstanding. He confirmed that the 'best' product assortments will be expanded in the second half with more inventory and higher AURs, emphasizing a strategy of injecting more newness more frequently across all platforms.

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    Jim Chartier's questions to CARTERS (CRI) leadership • Q2 2025

    Question

    Jim Chartier questioned the magnitude of investments required to drive growth and their potential near-term impact on margins. He also asked how the product assortment, particularly in the 'best' product tier, will evolve in the second half of the year compared to the first.

    Answer

    CEO Douglas Palladini stated that while he would not quantify the investments, the company has historically underinvested in demand creation and sees significant ROI from increased spending on store traffic and consumer loyalty. He confirmed that the 'best' product assortment will continue to expand in the second half with more inventory and newness due to strong consumer resonance.

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    Jim Chartier's questions to SHOE CARNIVAL (SCVL) leadership

    Jim Chartier's questions to SHOE CARNIVAL (SCVL) leadership • Q1 2025

    Question

    Jim Chartier of Monness, Crespi, Hardt & Co., Inc. asked for details on sales trends throughout the first quarter, specifically comparing February to the March and April period, and inquired about the trend assumptions embedded in the company's second-quarter guidance.

    Answer

    Mark Worden, President & CEO, characterized February as 'tough' due to a muted tax refund season, while the combined March-April period was 'okay.' He noted that the underlying trend of Shoe Station's outperformance and Shoe Carnival's underperformance was consistent throughout the quarter. Tanya Gordon, EVP & Chief Merchandising Officer, added that while the sandal business was softer than a record prior year, the two-year stacked growth was up low-double digits, indicating a healthy normalization of the category.

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    Jim Chartier's questions to SHOE CARNIVAL (SCVL) leadership • Q1 2025

    Question

    Jim Chartier of Monness, Crespi, Hardt & Co., Inc. asked for color on intra-quarter sales trends during Q1, specifically comparing March and April to February, and questioned what sales trend assumptions are embedded in the Q2 guidance.

    Answer

    President & CEO Mark Worden described February as 'tough' due to a weak tax refund season, with March-April being better but showing no material change in the underlying banner trends of a weak Shoe Carnival and a strong Shoe Station. He stated Q2 guidance assumes these trends continue. EVP & Chief Merchandising Officer Tanya Gordon added that the key sandal category showed a normalization, with strong two-year stacked growth despite being down against a record prior year.

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    Jim Chartier's questions to VSTO leadership

    Jim Chartier's questions to VSTO leadership • Q3 2024

    Question

    Inquired about recent POS trends for both segments, the timing for POS stabilization, the reason for Revelyst's full-year EBITDA margin being at the low end of guidance, and whether positive POS is expected for Revelyst in Q4.

    Answer

    Executives reported that POS trends are generally flattish across both segments, with strength in D2C channels offsetting weakness in specialty retail. Kinetic's market is normalizing after a Q3 surge. Revelyst's full-year EBITDA margin is at the low end of the range because the significant Q4 margin improvement isn't quite enough to lift the full-year average higher. Revelyst's Q4 sales growth will be driven by a mix of positive POS from new products (like in golf) and retailer restocking in other categories where POS is expected to be flat.

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