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Noah Zaskin

Vice President and Equity Research Analyst at Keybanc Capital Markets,inc /oh/

Noah Zaskin is a Vice President and Equity Research Analyst at KeyBanc Capital Markets, specializing in the coverage of the recreational vehicles and leisure products sector with a focus on companies such as Winnebago Industries and Malibu Boats. He is known for his detailed and data-driven analyses on these companies, actively participating in earnings calls and recognized for providing actionable insights to institutional investors. Zaskin began his career in equity research and has held progressively senior roles, joining KeyBanc Capital Markets as VP prior to 2025 after prior analyst experience elsewhere. He holds the necessary FINRA securities licenses for his analyst role and is respected within the sector for his clear communication and thorough approach.

Noah Zaskin's questions to YETI Holdings (YETI) leadership

Question · Q4 2025

Noah Zakin asked for a quantification of how much of the $0.35 tariff headwind (both last year and incremental this year) is specifically related to IEPA tariffs versus other tariffs. He also inquired about any observed changes in the competitive environment from 2025 to 2026, potential shelf space opportunities, and expectations for the promotional environment and industry inventory levels in 2026 compared to the previous year.

Answer

Matt Reintjes, President and CEO, confirmed that the vast majority of the tariff costs are related to the IEPA tariffs. He noted ongoing productive conversations with wholesale partners regarding shelf space expansion for new products and acknowledged a shift in the drinkware category's total space allocation. While it's early to call the promotional environment for 2026, he expects some 'tail' as wholesalers and brands continue to manage drinkware inventory, but YETI's broader portfolio continues to drive growth.

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Noah Zaskin's questions to GARMIN (GRMN) leadership

Question · Q3 2025

Noah Zatskin asked if the raised guidance for the marine segment was purely idiosyncratic or reflected an improving end market. He also requested updated thoughts on tariffs.

Answer

Cliff Pemble, President and CEO, confirmed that the marine end market has stabilized and is showing an uptick, particularly in aftermarket, driven by resilient consumers and market share gains across categories like chart plotters and trolling motors. On tariffs, he stated the situation has been mostly stable, with short-term adjustments made, and the company is now focused on longer-term supply chain optimizations.

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Fintool can predict GARMIN logo GRMN's earnings beat/miss a week before the call

Noah Zaskin's questions to WINNEBAGO INDUSTRIES (WGO) leadership

Question · Q4 2025

Noah Zaskin inquired about expectations for warranty expenses in fiscal year 2026 relative to fiscal year 2025, seeking any notable trends or drivers.

Answer

President and CEO Michael Happe clarified that warranty expense includes both quality-driven costs and significant customer goodwill, citing Barletta's high level of customer support as an example. Senior Vice President and CFO Bryan Hughes noted improved warranty year-over-year in the motorhome segment, with slightly elevated experience in towable and marine segments. He expects consistent warranty rates in fiscal 2026, with no major drivers to operating income yield.

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Fintool can predict WINNEBAGO INDUSTRIES logo WGO's earnings beat/miss a week before the call