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    Madison Callinan • Canaccord Genuity

    Madison Callinan's questions to Spectrum Brands Holdings Inc (SPB) leadership

    Madison Callinan's questions to Spectrum Brands Holdings Inc (SPB) leadership • Q3 2025

    Question

    Madison Callinan of Canaccord Genuity inquired about the quantifiable sales impact from stopped shipments in Q3, any lingering effects into Q4, and the rationale for withholding guidance when peers have reinstated theirs.

    Answer

    CFO Jeremy Smeltzer estimated the Q3 sales impact at approximately $30 million, with a significantly smaller effect expected in Q4. CEO David Maura defended the decision to withhold guidance, citing the ongoing fluidity and unpredictability of global trade, stating it would be irresponsible to forecast in such an environment. He emphasized the company's focus on its strong start to Q4 and setting up for a better fiscal 2026.

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    Madison Callinan's questions to Central Garden & Pet Co (CENT) leadership

    Madison Callinan's questions to Central Garden & Pet Co (CENT) leadership • Q3 2025

    Question

    Madison Callinan of Canaccord Genuity, on behalf of Brian McNamara, asked about the path for the Garden segment to return to consistent growth and the rationale for prioritizing share repurchases over M&A.

    Answer

    JD Walker, President of Garden Consumer Products, stated that favorable weather is a key factor for growth, but noted the underlying business is strong with growth in branded and private label products. CEO Niko Lahanas added that strong POS data on good weather days shows high consumer engagement. Regarding capital allocation, Lahanas explained that given a lack of quality M&A opportunities, the company viewed its own stock as the best value for returning capital to shareholders.

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    Madison Callinan's questions to Planet Fitness Inc (PLNT) leadership

    Madison Callinan's questions to Planet Fitness Inc (PLNT) leadership • Q2 2025

    Question

    On behalf of Brian McNamara, Madison Callinan asked why the net new unit guidance was not adjusted despite increased visibility and whether there is an internal timeline to return to pre-pandemic levels of 200+ annual openings.

    Answer

    CFO Jay Stasz emphasized the focus is on steady, sustainable growth rather than a single 'bumper crop' year. CEO Colleen Keating added that while they have good visibility into the guided range, the high concentration of openings in Q4 introduces execution risk, making the current guidance appropriate.

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    Madison Callinan's questions to Hillman Solutions Corp (HLMN) leadership

    Madison Callinan's questions to Hillman Solutions Corp (HLMN) leadership • Q1 2025

    Question

    Madison Callinan, on for Brian McNamara, asked when the announced price increases are expected to be reflected on retail shelves and whether competitors have already raised prices. She also inquired about how current macroeconomic uncertainty is affecting the M&A landscape.

    Answer

    President and CEO Jon Michael Adinolfi stated he couldn't specify the timing of retail shelf price changes but confirmed transparent collaboration with retail partners. Regarding M&A, he noted the pipeline is strong with potential for inbound interest, but active acquisitions are on hold as it is 'virtually impossible' to value businesses accurately amidst the current tariff uncertainty.

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    Madison Callinan's questions to Driven Brands Holdings Inc (DRVN) leadership

    Madison Callinan's questions to Driven Brands Holdings Inc (DRVN) leadership • Q4 2024

    Question

    Madison Callinan asked for details on the maintenance CapEx for the U.S. Carwash business, the drivers behind the collision segment's outperformance versus the industry, and the reason for higher corporate costs in Q4.

    Answer

    EVP & CFO Michael Diamond explained that U.S. Carwash CapEx will be in discontinued operations and was elevated in 2024 due to asset sale preparations. President & CEO Jonathan Fitzpatrick attributed collision outperformance to strong franchisee execution on Direct Repair Programs (DRPs). Michael Diamond added that higher Q4 corporate costs were due to performance-based compensation and lapped share-based compensation from the IPO.

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    Madison Callinan's questions to Driven Brands Holdings Inc (DRVN) leadership • Q3 2024

    Question

    Speaking on behalf of Brian McNamara, Madison Callinan of Canaccord Genuity asked if there was evidence of consumers delaying oil changes due to macro pressures outside of hurricane-affected areas, and whether future comp growth would rely more on ticket or car counts from new stores.

    Answer

    CEO Jonathan Fitzpatrick responded that the company is not observing any major changes in consumer behavior and expressed confidence by reiterating full-year guidance. He emphasized that Take 5 Oil Change continues to be a 'juggernaut' with a clear growth path to 2,000 units, driven by sales and traffic across its entire store base.

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