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Mackenzie

Vice President and Equity Research Analyst at Evercore

Mackenzie is a Vice President and Equity Research Analyst at Evercore ISI, specializing in the consumer and retail sector with a focus on specialty retail, apparel, and footwear companies. She covers key names such as Lululemon Athletica, Nike, Under Armour, and VF Corporation, boasting a strong performance track record with a 68% success rate on TipRanks, ranking in the top 10% of retail analysts, and average return per rating of 12.5% over the past year. Mackenzie joined Evercore ISI in 2021 after previous roles at Jefferies as a research associate from 2018 to 2021 and starting her career at Barclays in 2016; she holds Series 7, 63, and 86/87 FINRA licenses along with an MBA from the Wharton School.

Mackenzie's questions to Twist Bioscience (TWST) leadership

Question · Q1 2026

Mackenzie inquired about the nature and timing of the strategic investments made in the quarter, and asked for a breakdown of the $25 million in Fiscal 2025 AI-driven orders, specifically how much came in Q4 and what was seen in Q1.

Answer

Emily Leproust, CEO and Co-Founder of Twist Bioscience, clarified that the $25 million in AI-driven orders from FY25 were backloaded, contributing to both Q4 and Q1 performance, with high confidence in repeat orders. She categorized investments into structural (e.g., hiring sales/commercial staff ahead of growth) and transient (e.g., improving digital infrastructure, like the new NGS e-commerce platform), emphasizing these investments are made without jeopardizing Q4 Adjusted EBITDA break-even.

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