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    Nicolas Britten-Jones • Brooks Investment

    Nicolas Britten-Jones is a Managing Director in Brookfield Asset Management’s Real Estate Group, specializing in transactional and corporate activities within Australia’s property markets. He plays a key role in asset management and advisory for investment vehicles such as BOPA Trust and Brookfield Global Property Advisor Limited, with a focus on generating strong risk-adjusted returns for clients through complex real estate transactions. Since joining Brookfield in 2012, he has built on prior experience as a banking and finance specialist at global law firms in London and Melbourne. Britten-Jones holds a Bachelor of Commerce and Bachelor of Laws from Flinders University and a Graduate Diploma of Applied Finance & Investment from the Financial Services Institute of Australasia.

    Nicolas Britten-Jones's questions to Zepp Health Corp (ZEPP) leadership

    Nicolas Britten-Jones's questions to Zepp Health Corp (ZEPP) leadership • Q4 2024

    Question

    Nicolas Britten-Jones of Brooks Investments requested a recap of Zepp Health's new product roadmap for 2025 and asked about the potential impact these new products might have on the company's growth.

    Answer

    Chief Financial Officer Leon Cheng Deng outlined the 2025 product strategy, which targets multiple price points. The entry-level segment is addressed by the new Amazfit Active and Bip series. The mid-to-high-end sports segment is led by the successful T-Rex series, while the mid-tier urban consumer is targeted with the Balance series. Leon emphasized that unlike 2024, which had only one major launch, 2025 will feature new product introductions almost every quarter, which is expected to significantly change demand patterns and drive strong revenue growth.

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    Nicolas Britten-Jones's questions to Zepp Health Corp (ZEPP) leadership • Q3 2024

    Question

    Nicolas Britten-Jones of Brooks Investment sought a deeper explanation for the Q3 net loss in comparison to prior periods and inquired about the long-term sustainability of the projected sales growth.

    Answer

    CFO Leon Cheng Deng attributed the Q3 net loss to three primary factors: a revenue shortfall from T-Rex 3 supply constraints which created a cost coverage issue; a significant foreign exchange headwind that is expected to reverse in Q4; and front-loaded marketing expenses for new partnerships. For long-term growth sustainability, Deng expressed confidence, citing the ongoing success of the T-Rex 3 and a more balanced new product launch cadence planned for 2025 across the Bip, Active, and Balance series, which should drive more consistent year-over-year quarterly growth.

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