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    Molly Baum

    Vice President in Equity Research at Bank of America

    Molly Baum is a Vice President in Equity Research at Bank of America, specializing in managed care and facilities coverage within the healthcare sector. She is recognized for her analytical expertise in major healthcare companies, leveraging her deep sector knowledge to inform institutional clients, though specific performance metrics or TipRanks rankings are not publicly available. Molly began her career as a Senior Equity Research Analyst before joining Bank of America, and has steadily advanced to her current leadership role. She maintains relevant securities industry qualifications as required for her role, reflecting a strong foundation in financial analysis and regulatory compliance.

    Molly Baum's questions to Life Time Group Holdings (LTH) leadership

    Molly Baum's questions to Life Time Group Holdings (LTH) leadership • Q2 2025

    Question

    Molly Baum asked for a comparison of same-store sales performance between mature and newer clubs, and whether the new club ramp-up profile is expected to change with the shift towards opening larger-format locations.

    Answer

    Founder, Chairman, and CEO Bahram Akradi and EVP & CFO Erik Weaver both stated that strong performance is being seen across the board in mature, new, and ramping clubs, and is not isolated to any specific group. Weaver added that all in-center business lines are up, indicating system-wide health, and that some newer clubs are ramping faster than historical builds.

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    Molly Baum's questions to National Vision Holdings (EYE) leadership

    Molly Baum's questions to National Vision Holdings (EYE) leadership • Q4 2024

    Question

    Molly Baum sought clarification on optometrist recruiting, asking to reconcile mid-year softness with strong year-end results, and questioned if fewer doctors are needed now due to the growth of remote exams.

    Answer

    CEO L. Fahs acknowledged the mid-year lag but said the team 'rallied' to end in a 'healthy place,' securing 10% of the graduating class for a third consecutive year. He explained that while remote exams (now 12% of total) provide crucial flexibility, the company still prefers live doctors, and they are now in an 'encouraging place' regarding overall exam capacity.

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    Molly Baum's questions to National Vision Holdings (EYE) leadership • Q3 2024

    Question

    Molly Baum asked for an update on the percentage of 'dark and dim' stores and how remote technology is offsetting these capacity constraints. She also sought clarification on a slight sequential decline in remote exam penetration and the promotional strategy for managed care customers.

    Answer

    CFO Melissa Rasmussen stated that dark and dim store levels remain consistent, with America's Best having low-single-digit dark and high-single-digit dim stores, which remote technology helps offset. CEO Reade Fahs attributed the slight dip in remote exam penetration to minor, de minimis tech-related issues. He clarified that the '40% off a second pair' offer for managed care customers is a long-standing, always-on promotion.

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    Molly Baum's questions to Floor & Decor Holdings (FND) leadership

    Molly Baum's questions to Floor & Decor Holdings (FND) leadership • Q3 2024

    Question

    Molly Baum of Bank of America asked about Floor & Decor's competitive price positioning, particularly in its 'good' tier products, and whether the company is still observing relative elasticity from any price reductions.

    Answer

    CEO Tom Taylor stated that the company feels good about its price spread versus competitors like home improvement centers on an apples-to-apples basis. He noted that they have seen good reactions to targeted price adjustments, particularly in installation materials aimed at increasing wallet share with Pro customers, and that these actions are paying dividends.

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