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    Robert Sult

    Managing Director and Senior Equity Research Analyst at Baird

    Robert Sult is a Managing Director and Senior Equity Research Analyst at Baird, specializing in industrial distribution, building products, and related sectors. He covers prominent companies such as Fastenal, W.W. Grainger, MSC Industrial, SiteOne Landscape Supply, and Ferguson plc, and is known for his insightful coverage and thorough industry analysis. Sult has maintained a strong performance track record, frequently ranking highly on platforms such as TipRanks for accuracy and average return on recommendations, with published success rates in the 60-70% range and double-digit average price target returns. Having begun his financial career in the late 1990s, Robert joined Baird in 2007 following prior roles at firms including Robert W. Baird & Co and held previous financial analysis and research positions; he is FINRA-registered and holds securities licenses including the Series 7, 63, 86, and 87.

    Robert Sult's questions to Latham Group (SWIM) leadership

    Robert Sult's questions to Latham Group (SWIM) leadership • Q1 2025

    Question

    An analyst from Baird, identified as Robert Sult, asked about the effective date of the recent price increases related to tariffs and whether there would be any lag in their mitigating effect. He also inquired about the company's progress in penetrating its target Master Planned Communities (MPCs).

    Answer

    CFO Oliver Gloe stated the tariff-related price increase is effective in early June, timed to align with the financial impact of the tariffs. CEO Scott Rajeski added that the company is initially targeting 3-5 of the 20 largest MPCs in Florida and Texas and plans to ramp up its presence as it secures builder partnerships.

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