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John Ronan Kennedy

Research Analyst at Barclays PLC

John Ronan Kennedy is an Equity Research Analyst at Barclays PLC, focusing on companies within sectors such as industrials, specifically covering firms like WillScot Mobile Mini Holdings. He has developed a reputation for providing incisive analysis on interest rate and trade policy risks affecting portfolio companies, engaging directly with management teams on earnings calls. Kennedy began his finance career after obtaining relevant securities licenses and registering as a broker with Barclays Capital Inc., gradually building expertise in equity research and advisory roles within the firm. His professional credentials include FINRA registration, and he is recognized for his detailed industry coverage and contributions to analyst calls in the institutional space.

John Ronan Kennedy's questions to Vestis (VSTS) leadership

Question · Q2 2025

John Ronan Kennedy, on for Manav Patnaik, sought to confirm if the suspension of annual guidance was due to internal challenges, asked for a timeline on the company's cultural transformation, and requested an update on the previously mentioned evaluation of strategic alternatives.

Answer

CFO Kelly Janzen attributed the shift to quarterly guidance to a combination of internal forecasting realignment and caution regarding the uncertain macro environment. Interim CEO Phillip Holloman stated there is 'no active activity' regarding strategic alternatives. On culture, Holloman described the transformation as an ongoing process focused on accountability and customer-centricity that will take time and be shaped by the incoming CEO.

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John Ronan Kennedy's questions to WillScot Holdings (WSC) leadership

Question · Q3 2024

Speaking for Manav Patnaik, Ronan Kennedy asked a multi-part question on capital allocation, covering CapEx breakdown, M&A strategy post-McGrath, and buyback cadence. He also inquired about the company's assessment of political risks from the upcoming election.

Answer

CEO Brad Soultz indicated past M&A (~25% modular, 75% storage/adjacencies) is a good guide for the future and the company feels unconstrained. President and CFO Timothy Boswell added that customers are more concerned with political and economic certainty than a specific election outcome, as demand drivers exist under either party.

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