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    John-Paul Wollam • ROTH Capital Partners

    John-Paul Wollam's questions to Topgolf Callaway Brands Corp (MODG) leadership

    John-Paul Wollam's questions to Topgolf Callaway Brands Corp (MODG) leadership • Q1 2025

    Question

    John-Paul Wollam sought to quantify the effective price reduction at Topgolf from its value reset and asked about the risk of industry-wide tariff-driven price hikes slowing consumer demand later in the year.

    Answer

    Topgolf CEO Artie Starrs explained the value strategy is methodical and day-part specific, not a simple percentage cut. President and CEO Chip Brewer addressed tariffs, stating he believes the Golf Equipment business has strong pricing power to pass on costs with minimal demand impact, while acknowledging other segments are more price-sensitive. He also highlighted the company's limited sourcing from China as a mitigating factor.

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    John-Paul Wollam's questions to Kura Sushi USA Inc (KRUS) leadership

    John-Paul Wollam's questions to Kura Sushi USA Inc (KRUS) leadership • Q2 2025

    Question

    John-Paul Wollam inquired about the rollout timeline for the new reservation system and other potential volume-driving levers, and also asked for thoughts on how tariffs might affect competitors and Kura's relative value proposition.

    Answer

    CFO Jeff Uttz stated the reservation system is expected to be rolled out system-wide by the end of the fiscal year, with a goal to accelerate it for Q4 seasonality. He noted it will drive loyalty program sign-ups. Hajime Uba, via interpreter Benjamin Porten, asserted that Kura can turn the tariff situation into a competitive advantage over smaller restaurants due to its strong cash position, superior buying power, and ability to absorb short-term margin pressure, ultimately widening its value delta.

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    John-Paul Wollam's questions to Acushnet Holdings Corp (GOLF) leadership

    John-Paul Wollam's questions to Acushnet Holdings Corp (GOLF) leadership • Q4 2024

    Question

    John-Paul Wollam asked about the drivers of Pro V1's strength in 2024, a non-launch year, and what that implies for the 2025 launch. He also asked what gives management confidence that the FootJoy business has bottomed out.

    Answer

    CEO David Maher attributed the golf ball strength to product innovation, expanded fitting networks, and strong performance across the entire line. For 2025, he anticipates nice growth driven by the new product and marketing investment. For FootJoy, he cited a strong new product pipeline, line rationalization, and a belief that the broader footwear marketplace has corrected and will normalize in 2025, providing a healthier backdrop.

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