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Noah Zetskin

Vice President and Equity Research Analyst at KeyBanc Capital Markets Inc.

Noah Zatzkin is a Vice President and Equity Research Analyst at KeyBanc Capital Markets Inc., specializing in Leisure & Performance Brands covering companies such as YETI, Patrick Industries (PATK), Camping World (CWH), Acushnet (GOLF), Thor Industries (THO), and OneWater Marine (ONEW). With a success rate of approximately 43-46% across his equity research recommendations and an average return of -4.18% per transaction, Zatzkin has demonstrated notable market calls including a +128% return on a buy rating for G-III Apparel Group (GIII). He rejoined KeyBanc Capital Markets in 2021 after serving as Vice President at M3 Partners in private equity and restructuring, previously held roles as an Associate Research Analyst at KBCM and as a consultant at Deloitte, and earned his Bachelor of Business Administration from the University of Michigan's Ross School of Business. He holds FINRA Series 7, 63, 86, and 87 industry licenses.

Noah Zetskin's questions to GARMIN (GRMN) leadership

Question · Q3 2025

Noah Zetskin asked whether the raised guidance for the Marine segment was due to idiosyncratic factors or an improving end market. He also requested updated thoughts on tariffs.

Answer

President and CEO Cliff Pemble stated that the Marine segment's performance reflects a stabilized, if not improving, end market, particularly in aftermarket, coupled with resilient consumer interest and market share gains across categories like chart plotters, trolling motors, audio, and cartography. Regarding tariffs, he noted the situation has been mostly stable, with short-term adjustments already made, and the company is now focused on longer-term optimizations for an efficient supply chain.

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