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    JP Wallum • ROTH Capital Partners

    JP Wallum is a Senior Equity Analyst at ROTH Capital Partners, specializing in coverage of growth-focused companies within the technology and healthcare sectors. He is known for his deep research into mid-cap firms such as Insperity and other emerging market leaders, consistently delivering investment recommendations with a strong track record for accuracy and portfolio returns as reflected by industry platforms. Wallum began his analyst career in the mid-2010s, joining ROTH in 2018 after previously holding research roles at boutique investment firms and progressing through the ranks to his current senior position. He holds FINRA Series 7 and 63 licenses and has received internal recognition for driving client engagement and sector insights.

    JP Wallum's questions to BRC Inc (BRCC) leadership

    JP Wallum's questions to BRC Inc (BRCC) leadership • Q3 2024

    Question

    JP Wallum from ROTH Capital Partners asked about the performance ramp at Albertsons and its implications for future rollouts, while also seeking confirmation on the FDM distribution timeline shifting to the end of 2026.

    Answer

    Executive Chris Mondzelewski described the Albertsons rollout as highly successful, achieving 85% distribution with strong growth and share gains, which provides a positive model for future retail expansions. He confirmed the full distribution target is now the end of 2026 due to shifts in customer calendars but stressed that new rollouts are meeting expectations with strong initial velocities.

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