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    Nick Gikow

    Research Analyst at Goldman Sachs Group, Inc.

    Nick Gikow is an Executive Director and Equity Research Analyst at Goldman Sachs Group, Inc., specializing in the coverage of the U.S. regional banks and financial services sector. He covers key companies such as Truist Financial, PNC Financial Services, Citizens Financial, Regions Financial, and Fifth Third Bancorp, providing in-depth research and investment recommendations. Gikow began his career at Goldman Sachs and has advanced within the firm since joining in 2017, building a reputation for detailed analysis and actionable stock calls, though publicly available data on his performance metrics and rankings is limited. He holds FINRA Series 7, 63, 86, and 87 securities licenses and is recognized for his thorough research and sector insight.

    Nick Gikow's questions to Hayward Holdings (HAYW) leadership

    Nick Gikow's questions to Hayward Holdings (HAYW) leadership • Q4 2024

    Question

    Nick, on for Brian Lee, asked for more details on the SKU rationalization program, including its geographic focus, potential top-line headwinds, and margin benefits for 2025.

    Answer

    CFO Eifion Jones explained that the SKU rationalization program has been underway for about 18-24 months and is not expected to be a headwind to the top line. He described it as a global initiative focused on retiring legacy products and commonizing raw material platforms to improve earnings quality and working capital. The benefits to gross margin are expected to be accretive over time rather than a large, single-year impact.

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