Logan Katzman's questions to Sonos Inc (SONO) leadership • Q2 2025
Question
Logan Katzman inquired about any observed impact on demand from recent tariff announcements and sought a high-level view on how potential tariffs might affect the upcoming holiday season.
Answer
CFO Saori Casey reported that the company has not seen any material change to demand since the tariff announcements and that the Q3 guidance reflects this. Regarding the holiday season, Casey and Interim CEO Tom Conrad noted they are actively working to mitigate impacts through production acceleration and are evaluating pricing and promotional strategies daily to balance margin and volume, in close collaboration with retail partners.