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    Owen Rickert

    Research Analyst at Northland Securities

    Owen Rickert is Vice President and Senior Equity Research Analyst at Northland Securities, specializing in sustainability, environmental services, and waste management coverage. He covers public companies including Quest Resource Holding Corporation, Aspen Group, and NFT Brands Inc., with a growing reputation for actionable research and engaging directly in corporate earnings calls. After joining Northland full-time in May 2021 as a Research Associate, Rickert was promoted to Senior Research Analyst in April 2024 following earlier experience at First National of Nebraska. He holds FINRA securities licenses and has been recognized for rapidly advancing within his firm, though third-party performance metrics and formal rankings are not yet publicly available.

    Owen Rickert's questions to Quest Resource Holding (QRHC) leadership

    Owen Rickert's questions to Quest Resource Holding (QRHC) leadership • Q2 2025

    Question

    Owen Rickert of Northland Capital Markets asked about the company's capital allocation strategy, specifically how it balances the stated priority of debt paydown with potential reinvestment in technology and other growth initiatives.

    Answer

    CEO Perry Moss affirmed that debt repayment is the number one priority, but clarified that investment in technology and automation is also a key focus for future development. Chairman Daniel Friedberg added that the Board supports both debt reduction and profitable growth, viewing the current focus on fixing underlying processes as a crucial first step that unlocks cash and enables more successful automation and growth in the next phase.

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    Owen Rickert's questions to Quest Resource Holding (QRHC) leadership • Q4 2024

    Question

    Owen Rickert asked about the company's perspective on mergers and acquisitions in the near to medium term, considering the stated focus on operational improvements and debt reduction.

    Answer

    Chairman Daniel M. Friedberg acknowledged that past acquisitions were crucial for building scale but stated that the company's clear priority now is on driving internal efficiencies, generating cash, and paying down debt. He indicated that while strategic acquisitions are still viable, they are not an immediate focus for capital allocation.

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    Owen Rickert's questions to Quest Resource Holding (QRHC) leadership • Q3 2024

    Question

    Inquired about the 'land and expand' strategy, whether the sales team is fully optimized, and the current state of the new business pipeline.

    Answer

    The company is focused on capacity and efficiency, using Sales Development Reps to free up senior sales staff, but there's still room to expand the team. The 'land and expand' strategy is working well, with technology helping to secure expansions with new clients very quickly. The new business pipeline is very strong, beyond expectations, with several key targets in the final stages.

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    Owen Rickert's questions to Quest Resource Holding (QRHC) leadership • Q3 2024

    Question

    Owen Rickert inquired about the company's "land and expand" sales strategy, whether the sales team is considered fully optimized or has room for growth, and for a characterization of the current new business pipeline.

    Answer

    Executive S. Hatch responded that the company's focus is on improving sales team capacity and efficiency through structural changes, like using sales development reps, rather than just headcount. He confirmed they have added experienced personnel and will continue to do so for the right candidates. Hatch described the "land and expand" strategy as performing well, with technology enabling faster expansions with new clients. He characterized the new business pipeline as a "real bright spot" that was "beyond what I was hoping for," noting several key targets have moved to the final stages of the sales funnel.

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    Owen Rickert's questions to Xponential Fitness (XPOF) leadership

    Owen Rickert's questions to Xponential Fitness (XPOF) leadership • Q2 2025

    Question

    An associate for Owen Rickert asked if the company was observing any changes in member churn or retention patterns following Q1 promotions as trial members converted to full memberships.

    Answer

    CFO John Meloun responded that there have been no shifts in member cancellation or freeze trends outside of normal seasonality. He reiterated that Q2 and Q3 are typically slower due to summer vacations and that no off-trend shifts in memberships have been observed.

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    Owen Rickert's questions to Xponential Fitness (XPOF) leadership • Q4 2024

    Question

    Owen Rickert requested more detail on the strategic pillar of becoming a data-driven company, including the new CTO's role and the data warehouse initiative.

    Answer

    CFO John Meloun described the initiative as a 'game changer,' moving the company from being 'spreadsheet-driven' to utilizing a central data lake house. This will power real-time dashboards for finance and operations, allowing field teams to access franchisee performance data remotely. He noted that live dashboards are expected to be in use by the next earnings call.

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    Owen Rickert's questions to Owlet (OWLT) leadership

    Owen Rickert's questions to Owlet (OWLT) leadership • Q2 2025

    Question

    Owen Rickert of Northland Capital Markets asked for a more detailed explanation of the Owlet Connect platform and what makes the company most excited about this offering.

    Answer

    President Jonathan Harris described Owlet Connect as a groundbreaking platform that will enable real-time health data sharing from babies at home to their neonatologists and healthcare providers. He emphasized that this integration into clinical workflows, without changing them, will allow for continuous monitoring of infants discharged from the NICU, marking a significant step forward in pediatric remote care.

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    Owen Rickert's questions to Owlet (OWLT) leadership • Q1 2025

    Question

    Inquired about the company's marketing strategy for 2025 and whether any shifts in consumer behavior are being observed due to macroeconomic conditions.

    Answer

    The marketing strategy continues to focus on leveraging FDA and CE medical clearances and parent testimonials, which is proving effective as shown by strong baby registry growth. The company is not currently seeing negative shifts in consumer behavior and remains cautiously optimistic, monitoring trends through metrics like baby registries.

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    Owen Rickert's questions to Honest Company (HNST) leadership

    Owen Rickert's questions to Honest Company (HNST) leadership • Q2 2025

    Question

    Owen Rickert from Northland Capital Markets inquired about opportunities for incremental shelf space improvement or new category placements with specific retail partners, noting the progress made with the wipes category.

    Answer

    CEO Carla Vernón stated that the company is still in less than 50% of relevant stores compared to peers, indicating significant room for growth. She highlighted an 11% distribution growth in the food, specialty, and drug channels, providing specific examples such as launching new SKUs at Whole Foods, becoming the exclusive diaper brand at Sprouts, and gaining distribution for flushable wipes at H-E-B. She also mentioned new placement in the travel and trial section at Target.

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    Owen Rickert's questions to Honest Company (HNST) leadership • Q1 2025

    Question

    Owen Rickert asked how the company balances promotional intensity between retail and digital channels while pursuing margin expansion. He also inquired about the progress of shifting consumers from the direct-to-consumer (DTC) website to retail partners like Amazon.

    Answer

    CEO Carla Vernon explained that the company's strategy is not to push consumers to a specific channel but to ensure product availability wherever they choose to shop, noting that new distribution is highly incremental. She clarified that honest.com will remain an active channel for information and transactions, but the company is simply exiting the fulfillment and shipping component of the business, which is not expected to be a dramatic shift for the consumer experience.

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    Owen Rickert's questions to Honest Company (HNST) leadership • Q4 2024

    Question

    Owen Rickert of Northland Capital Markets inquired about the progression of relationships with key retailers like Target and Walmart, asking about any shifts in shelf space or promotional activity planned for 2025.

    Answer

    CEO Carla Vernon affirmed that relationships with key retailers are strong and that business performance is balanced across them. She highlighted that consumption was up at Target, Amazon, and Walmart for both Q4 and the full year 2024. Vernon emphasized that Honest plays a crucial role for these partners in attracting high-value consumers both in-store and online, reinforcing the brand's strategic importance.

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    Owen Rickert's questions to Honest Company (HNST) leadership • Q3 2024

    Question

    Owen Rickert from Northland Capital Markets inquired about The Honest Company's strategy and penetration in the dollar store channel and asked for more details on successful marketing initiatives from the quarter.

    Answer

    CEO Carla Vernon stated that while Honest currently has no distribution in the dollar store channel, it represents a compelling future opportunity. She highlighted that overall distribution grew 4% to 50,000 retail doors, with strong velocity growth of 5%. Vernon also detailed marketing successes, including strong performance during retailer events like Amazon Prime Day and the effective 'Skin to Skin' campaign, which reinforced the brand's sensitive-skin benefits across the portfolio.

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    Owen Rickert's questions to Life Time Group Holdings (LTH) leadership

    Owen Rickert's questions to Life Time Group Holdings (LTH) leadership • Q2 2025

    Question

    Owen Rickert asked for an update on in-center revenue initiatives, seeking details on what is performing well beyond established programs and where the company sees opportunities for improvement.

    Answer

    Founder, Chairman, and CEO Bahram Akradi highlighted strong growth from the LTH nutritional supplement line, the successful maturation of the Miura small-format club concept, and the long-term vision for the 'Lacey' AI health companion. He also noted that the Spa and Food & Beverage categories represent further growth opportunities.

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    Owen Rickert's questions to Life Time Group Holdings (LTH) leadership • Q1 2025

    Question

    Owen Rickert of Northland Securities, Inc. asked for a performance update on the LT Health (LTH) growth initiative and questioned whether its products have any exposure to potential tariffs.

    Answer

    Bahram Akradi, Founder, Chairman and CEO, stated that the goal for LT Health is to become a highly trusted nutritional brand, highlighting significant recent growth and a focus on product quality. He also noted that other initiatives like LT Digital and MIORA are on schedule. Erik Weaver, Executive Vice President and CFO, acknowledged a potential for tariff risk on some ingredients but stated the company does not expect it to be material.

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    Owen Rickert's questions to Life Time Group Holdings (LTH) leadership • Q4 2024

    Question

    Owen Rickert of Northland Securities asked for clarification on the 1.7 million digital app subscribers, questioning if this figure is incremental to paying club members. He also inquired about the mix of asset-light versus ground-up new club openings for 2025 and beyond.

    Answer

    CEO Bahram Akradi confirmed the 1.7 million digital subscribers are entirely incremental and do not include paying club members. Regarding new openings, he stated the pipeline is robust for both asset-light and ground-up models, and the company will mix and match based on opportunity rather than guiding to a specific split, focusing on disciplined growth.

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    Owen Rickert's questions to Life Time Group Holdings (LTH) leadership • Q3 2024

    Question

    Owen Rickert inquired about the strategy and goals for the portfolio's underperforming clubs, asking if the focus is on renovations, new offerings, or other improvements.

    Answer

    Founder, Chairman and CEO Bahram Akradi explained that the company is developing a comprehensive business plan for every single location. This detailed, analytical process evaluates the unique vision and opportunity for each club and determines the necessary actions, which could include changes to programming, facilities, or leadership, to maximize its potential.

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    Owen Rickert's questions to ASPEN GROUP (ASPU) leadership

    Owen Rickert's questions to ASPEN GROUP (ASPU) leadership • Q4 2022

    Question

    Owen Rickert of Northland Securities requested an update on the breakeven timelines for the Tampa, Austin, Nashville, and Atlanta campuses, as well as the specific enrollment numbers for each of those locations.

    Answer

    CFO Matt LaVay provided breakeven timelines: Austin is projected for the latter part of fiscal 2024, while Tampa, Nashville, and the new Atlanta campus are on track for fiscal 2025. He noted Atlanta's Tier 1 status allows it to ramp to breakeven more quickly. Chairman & CEO Michael Mathews declined to provide specific enrollment numbers by location, stating it is not the company's practice.

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