Sign in

    Robbie Ohmes • Bank of America

    Robbie Ohmes's questions to Grocery Outlet Holding Corp (GO) leadership

    Robbie Ohmes's questions to Grocery Outlet Holding Corp (GO) leadership • Q2 2025

    Question

    Robbie Ohmes from Bank of America asked for more detail on the 'new arrival guide' for IOs and clarification on the duration of the SG&A benefit from ending commission support.

    Answer

    President and CEO Jason Potter explained that the new arrival guide, distinct from the recently rolled-out order guide, will allow IOs to see and reserve opportunistic product outside their normal ordering window, aiding forward planning. CFO Chris Miller clarified that Q2 2025 was the final quarter with a year-over-year SG&A benefit from the cessation of elective commission support, meaning future comparisons will be on a like-for-like basis.

    Ask Fintool Equity Research AI

    Robbie Ohmes's questions to Arhaus Inc (ARHS) leadership

    Robbie Ohmes's questions to Arhaus Inc (ARHS) leadership • Q4 2024

    Question

    An analyst on for Robbie Ohmes asked for guidance on Q1 and full-year 2025 gross margin and SG&A, the timing of software implementations, and what preemptive measures have been taken regarding potential tariffs.

    Answer

    An Arhaus executive stated that Q1 gross margin will see slight deleverage from showroom occupancy, but the full year should be consistent with 2024. SG&A will increase due to expansion and strategic investments. John Reed, CEO, added that the company is well-prepared for tariffs through partner collaboration and a diversified supply chain, including significant US production. The current guidance already reflects the potential impact of known tariffs.

    Ask Fintool Equity Research AI