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    John-Paul Wollam

    Research Analyst at Roth Capital Partners, LLC

    John-Paul Wollam is an Equity Research Associate at Roth Capital Partners, LLC, with a focus on equity research and company analysis within the consumer and fitness sectors. He has been directly involved in coverage of companies such as The Beachbody Company and Xponential Fitness, regularly participating in earnings calls and providing insights to investors. Wollam joined Roth Capital Partners prior to 2024 and has previously held analyst positions, gaining a strong foundation in research and financial analysis. He holds relevant industry credentials and is registered as a securities professional, contributing to Roth's high standard of research excellence.

    John-Paul Wollam's questions to Xponential Fitness (XPOF) leadership

    John-Paul Wollam's questions to Xponential Fitness (XPOF) leadership • Q2 2025

    Question

    John-Paul Wollam asked if the pricing opportunities discussed for Club Pilates apply to other brands and requested a postmortem analysis on the key takeaways from the divested brands.

    Answer

    President, North America John Kawaja stated the focus on dynamic pricing is keenest at Club Pilates due to its high utilization. CFO John Meloun offered that a key challenge for acquired smaller brands was a lack of brand awareness when expanding nationally too quickly, and that the cycling modality was significantly impacted by COVID and never fully recovered.

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    John-Paul Wollam's questions to Xponential Fitness (XPOF) leadership • Q1 2025

    Question

    John-Paul Wollam asked for details on the rollout and immediate focus of the new field operations team and inquired about current trends in inbound franchise leads now that the company no longer uses a broker network.

    Answer

    CEO Mark King detailed that the field ops team will be rolled out in tranches to reach about 40 people by year-end, with an immediate impact expected as they initially focus on the most challenged franchisees. Regarding leads, King stated the company has moved away from brokers to build its own team, focusing on direct marketing, existing franchisee referrals, and exploring opportunities with private equity firms for multi-unit development.

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    John-Paul Wollam's questions to Xponential Fitness (XPOF) leadership • Q3 2024

    Question

    John-Paul Wollam asked about customer purchasing patterns, including the mix of class packs versus subscriptions and merchandise sales trends. He also inquired if the lower new unit guidance signaled issues with the development environment.

    Answer

    CFO John Meloun stated that the membership mix remains stable and that the decline in retail sales is likely more related to internal inventory management than a consumer pullback. He clarified that the reduced new opening guidance is not due to development issues but rather a strategic decision to prioritize successful franchisee launches over accelerating openings to meet a quarterly target.

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    John-Paul Wollam's questions to GEN Restaurant Group (GENK) leadership

    John-Paul Wollam's questions to GEN Restaurant Group (GENK) leadership • Q2 2025

    Question

    John-Paul Wollam from Roth Capital Partners, LLC asked for an update on full-year guidance for revenue and four-wall margins, details on operational efficiencies being used to offset macro pressures, and whether sourcing quality general managers is the primary bottleneck for accelerating new unit development.

    Answer

    CEO David Kim confirmed that GEN Restaurant Group is maintaining its full-year guidance, including a 17-18% four-wall margin target, despite a challenging quarter. He highlighted the recent deployment of automation and AI tools to improve labor efficiency, with benefits expected in Q3. Kim stated that unit development hurdles include "all of the above," with manager sourcing being a challenge they are actively managing, and promised more details on new efficiencies in the next report.

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

    John-Paul Wollam's questions to Topgolf Callaway Brands (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 Laird Superfood (LSF) leadership

    John-Paul Wollam's questions to Laird Superfood (LSF) leadership • Q1 2025

    Question

    John-Paul Wollam of ROTH MKM inquired about the company's ability to manage potential tariffs, the key drivers of the 35% growth in the wholesale channel, and the market performance of the recently upsized liquid creamer product.

    Answer

    President and CEO Jason Vieth explained that the company can manage currently discussed tariffs within its existing guidance by using other P&L levers and is building inventory to mitigate short-term impacts. He attributed the strong wholesale growth to significant velocity improvements in the coffee solutions portfolio (coffee, creamers, lattes) and successful distribution gains. Regarding the liquid creamer, Vieth noted that while the transition to a larger size was choppy due to retailer reset timing, velocities are tracking close to expectations.

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    John-Paul Wollam's questions to Laird Superfood (LSF) leadership • Q3 2024

    Question

    John-Paul Wollam asked for details on the 2025 promotional strategy, the evolution of the customer base beyond core health enthusiasts, and the company's current cash and liquidity position in relation to its growth and inventory needs.

    Answer

    CEO Jason Vieth stated the company has pivoted from frequent price cuts to 'fewer, deeper' online sales events and a focus on in-store 'quality merchandising' like secondary displays. He described the customer base as expanding from 'health and wellness diehards' to a broader 'health and wellness aware' segment, with conventional grocery expected to attract another new group. CFO Anya Hamill addressed liquidity, noting that while they have an undrawn credit line, they have successfully managed working capital and generated positive cash flow for two consecutive quarters, and do not anticipate needing to draw on the line to fund operations.

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    John-Paul Wollam's questions to Laird Superfood (LSF) leadership • Q2 2024

    Question

    John-Paul Wollam from ROTH MKM inquired about the confidence behind the raised revenue guidance, the potential for further gross margin expansion beyond the current 42% and the new margin management program, and the key long-term growth levers, including marketing mix, channel strategy, and product innovation.

    Answer

    President and CEO Jason Vieth explained that confidence in the guidance stems from second-half seasonality, seasonal product launches, and strong e-commerce momentum, particularly during Black Friday. He noted that while many low-hanging fruit for gross margin have been captured, a new Total Margin Management (TMM) program will identify further savings to offset inflation and keep margins above 40%. For long-term growth, Vieth highlighted the vast potential in increasing brand awareness, expanding retail distribution, leveraging founders Laird and Gabby, and entering new channels like food service. CFO Anya Hamill added that increased marketing spend in the second half will also support revenue growth.

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    John-Paul Wollam's questions to KURA SUSHI USA (KRUS) leadership

    John-Paul Wollam's questions to KURA SUSHI USA (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 Playboy (PLBY) leadership

    John-Paul Wollam's questions to Playboy (PLBY) leadership • Q4 2024

    Question

    John-Paul Wollam inquired about the risk profile of non-guaranteed licensing revenues, potential upside from new gaming deals in 2025, and the company's strategy for reducing G&A expenses following the transition to an asset-light model. He also asked for the rationale behind developing new content ventures like podcasts and how they align with the core licensing business.

    Answer

    Executive Marc Crossman addressed licensing risk by stating the 2025 pipeline was largely set in 2024, providing confidence in projections for overages and new deals. Executive Ben Kohn elaborated on upside, highlighting seven-figure opportunities in the gaming category and significant potential from the Byborg deal. Kohn confirmed that corporate overhead is being restructured to achieve full-year free cash flow positivity. He explained that new content, like podcasts, serves as a low-cost marketing vehicle to engage consumers daily, leveraging brand franchises like the Playmates to create new revenue streams such as sponsorships and fan voting.

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

    John-Paul Wollam's questions to Acushnet Holdings (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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