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    Ryan Williams

    Senior Associate who specialized in Consumer and Technology sector research at KeyBanc Capital Markets

    Ryan Williams is a Senior Associate who specialized in Consumer and Technology sector research at KeyBanc Capital Markets, with notable coverage including companies such as Malibu Boats Inc. He demonstrated strong analytical capabilities by actively participating in earnings calls and providing research insights, contributing to firm-wide investment strategies. Before joining TimesSquare in 2025, Williams built his equity research career at KeyBanc Capital Markets, following his graduation from Brown University. His professional credentials include a solid foundation in equity analysis, focusing specifically on major consumer and technology names during his tenure.

    Ryan Williams's questions to MALIBU BOATS (MBUU) leadership

    Ryan Williams's questions to MALIBU BOATS (MBUU) leadership • Q3 2025

    Question

    Ryan Williams, on for Noah Zatzkin, requested additional color on demand trends during the quarter and into April, and asked about the cost-saving levers available to the business if market conditions were to worsen.

    Answer

    CEO Steven Menneto characterized demand as following a seasonal ramp but lacking the 'robust punch' previously hoped for, a trend that continued into April, with new products performing well. CFO Bruce Beckman addressed cost levers by highlighting the company's highly variable cost structure (80-90% variable above gross margin) and its ability to generate cash from the balance sheet, underscoring the business model's resilience.

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