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    Martin Mitela • Raymond James

    Martin Mitela's questions to Acushnet Holdings Corp (GOLF) leadership

    Martin Mitela's questions to Acushnet Holdings Corp (GOLF) leadership • Q2 2025

    Question

    Martin Mitela, on behalf of Joseph Altobello at Raymond James, asked for commentary on demand trends, specifically regarding sell-in versus sell-through. He also inquired about the factors that would drive a return to growth in the Asian markets.

    Answer

    David Maher, President & CEO, stated that strong sell-in results and normalized channel inventory levels indicate healthy sell-through, with the dedicated golfer remaining engaged despite macro concerns. Regarding Asia (Japan and Korea), Maher differentiated between the steady equipment business and the softer apparel and footwear segments, which are undergoing a market correction after a COVID-era boom. He expects the region to stabilize in the second half of the year as the market rationalizes.

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    Martin Mitela's questions to Scotts Miracle-Gro Co (SMG) leadership

    Martin Mitela's questions to Scotts Miracle-Gro Co (SMG) leadership • Q3 2025

    Question

    Martin Mitela, on behalf of Joe Altobello at Raymond James, asked for more details on the trend of retailers shifting their replenishment activities to better align with the POS curve and inquired about the current state of retail inventories.

    Answer

    President & COO Nate Baxter explained that retailers are reverting to a pre-pandemic '50/50' first-half/second-half load-in schedule, a move the company supports as it helps level-load its supply chain. He noted that underlying consumer demand remains healthy. EVP & CFO Mark Scheiwer added that a reduction in retail inventory was anticipated in their annual plan and that future timing shifts are expected to occur between Q2 and Q3 rather than impacting the full year.

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    Martin Mitela's questions to Planet Fitness Inc (PLNT) leadership

    Martin Mitela's questions to Planet Fitness Inc (PLNT) leadership • Q1 2025

    Question

    Martin Mitela, on for Joe Altobello, asked if the quarter's member growth was within expectations and inquired about churn trends, separate from the 'Click to Cancel' initiative, particularly in light of the recent price increase.

    Answer

    CFO Jay Stasz confirmed that member growth was within their expectations and that the company felt good about the result. He stated that churn continues to run in line with expectations and historical norms, having normalized quickly after last year's price increase, and remains pretty consistent year-over-year.

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