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    Joshua Axel

    Managing Director and Certified Financial Planner at UBS

    Joshua Axel is a Managing Director and Certified Financial Planner at UBS Wealth Management, based in Seal Beach, California, where he specializes in financial planning, portfolio construction, and stock option financing for retired individuals, business owners, and non-profit organizations. Axel began his career at UBS in 2000 and has developed a reputation for reliable stewardship and personalized client strategies, though specific investment performance metrics are not publicly documented. Throughout his career, he has remained with UBS, building long-term relationships through a commitment to quality advisory services, and holds professional credentials as a CFP. Axel graduated from California Polytechnic State University, San Luis Obispo, and is actively engaged in charitable work in his community.

    Joshua Axel's questions to Karat Packaging (KRT) leadership

    Joshua Axel's questions to Karat Packaging (KRT) leadership • Q2 2025

    Question

    Joshua Axel from UBS inquired about the growth outlook for the online sales channel in the second half of 2025 and sought commentary on the current M&A landscape and the company's acquisition strategy.

    Answer

    CEO Alan Yu stated that online sales are expected to continue growing, driven by new platforms like the Cisco Marketplace. He noted a strategic shift away from Amazon FBA, which slightly lowered revenue but significantly improved margins and inventory control, and projected a return to double-digit online growth in Q4. On M&A, Mr. Yu commented that while the company is actively looking, valuations in the packaging space remain high. He emphasized that Carrot's M&A focus is on strategic acquisitions that add new locations, client bases, or product lines, and that the company is also exploring partnerships and joint ventures.

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