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    Molly Baum • Bank of America

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

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

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

    Question

    Molly Baum requested an update on optometrist recruiting, noting the contrast between recruiting 10% of the graduating class and earlier comments about a softer recruiting year. She also asked if the increased use of remote exams reduces the need to recruit as many doctors.

    Answer

    CEO Reade Fahs acknowledged the mid-year softness in recruiting but said the team 'rallied' to end the year in a healthy position, securing 10% of graduates for the third consecutive year. He explained that while they lean towards live doctors, remote technology provides crucial flexibility to balance exam capacity, and they now feel they are in an 'encouraging place' on this front.

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

    Question

    Molly Baum of Bank of America asked for an update on the percentage of dark and dim stores, how remote expansion is offsetting this, and for clarification on 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 stores and high-single-digit dim stores, which remote capabilities help offset. CEO Reade Fahs added that remote is now being deployed in Eyeglass World. He clarified that a 40% off second-pair offer for managed care customers is a long-standing, 'always-on' promotion, distinct from the newer, traffic-driving promotions aimed at cash-pay customers.

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

    Molly Baum's questions to Floor & Decor Holdings Inc (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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