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    Robby Ohmes • Bank of America

    Robby Ohmes's questions to Williams-Sonoma Inc (WSM) leadership

    Robby Ohmes's questions to Williams-Sonoma Inc (WSM) leadership • Q1 2025

    Question

    On behalf of Robby Ohmes, an analyst asked how much the B2B segment is expected to contribute to comparable sales this year and for an update on the long-term size of the B2B opportunity.

    Answer

    CEO Laura Alber highlighted the strong momentum and growing pipeline in the B2B business. While not providing a specific comp contribution for the year, she reiterated the company's long-term view that B2B represents a $2 billion opportunity.

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    Robby Ohmes's questions to Driven Brands Holdings Inc (DRVN) leadership

    Robby Ohmes's questions to Driven Brands Holdings Inc (DRVN) leadership • Q3 2024

    Question

    Speaking for Robby Ohmes of Bank of America, an analyst asked for an update on collision claims trends and inquired about the long-term membership pricing strategy for the car wash business amid the current competitive environment.

    Answer

    CEO Jonathan Fitzpatrick acknowledged that industry-wide collision claims are down mid-single digits but stated Driven is offsetting this by winning DRP accounts. COO Danny Rivera added that the company is very satisfied with its current car wash membership pricing strategy, implemented in January, and sees no immediate need to change it.

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