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    Joe Altobello • Raymond James

    Joe Altobello's questions to BRP Inc (DOOO) leadership

    Joe Altobello's questions to BRP Inc (DOOO) leadership • Q1 2026

    Question

    Martin Mitela, on behalf of Joe Altobello, asked about a proposed U.S. bill that would allow interest write-offs for products with final assembly in the U.S. and whether it would create a disadvantage for BRP.

    Answer

    CFO Sebastien Martel acknowledged the company is monitoring the bill, which has not yet been enacted. He pointed out potential limitations, such as income caps and usage of itemized deductions, that might reduce its impact. He also suggested that such a provision could be viewed as a subsidy and become a point of discussion in broader trade negotiations like the USMCA review.

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    Joe Altobello's questions to BRP Inc (DOOO) leadership • Q2 2025

    Question

    Speaking on behalf of Joe Altobello, an analyst asked if BRP expects wholesale and retail to align next year or if further destocking is anticipated. He also inquired about the market impact from a competitor's early launch of model year '25 vehicles.

    Answer

    CEO Jose Boisjoli stated it is too early to predict wholesale and retail alignment for next year due to market volatility, but confirmed the focus for H2 remains on inventory reduction. He noted that while a competitor's early launch and discounting affected retail, BRP will not follow their MSRP reduction, viewing it as a poor long-term strategy for the brand.

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    Joe Altobello's questions to OneWater Marine Inc (ONEW) leadership

    Joe Altobello's questions to OneWater Marine Inc (ONEW) leadership • Q1 2025

    Question

    Representing Joe Altobello of Raymond James, an analyst asked for the same-store sales figure excluding the impact of Florida and for a breakdown of the comp between unit sales and average selling price (ASP).

    Answer

    CFO Jack Ezzell stated that excluding Florida, which was impacted by hurricanes, same-store sales growth would have been in the 6% to 7% range. He further clarified that the overall comp growth was driven by a double-digit increase in unit sales, specifically in the 12% to 13% range, which was offset by lower average unit prices.

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    Joe Altobello's questions to Yeti Holdings Inc (YETI) leadership

    Joe Altobello's questions to Yeti Holdings Inc (YETI) leadership • Q3 2024

    Question

    An analyst on behalf of Joe Altobello asked for the rationale behind the Q4 guidance implying flat EPS growth after a strong Q3 and requested an update on the competitive landscape.

    Answer

    CFO Mike McMullen attributed the Q4 outlook to the macroeconomic environment, specific gross margin dynamics like lapping price decreases, and continued strategic investments, emphasizing the strong full-year performance. CEO Matt Reintjes added that there have been no significant changes in the competitive landscape and that YETI's brand strength and portfolio diversification continue to drive results.

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