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    Sabrina Baxamusa • Jefferies

    Sabrina Baxamusa's questions to Arhaus Inc (ARHS) leadership

    Sabrina Baxamusa's questions to Arhaus Inc (ARHS) leadership • Q1 2025

    Question

    Sabrina Baxamusa of Barclays asked for the rationale behind the new negative 5% low-end of the comparable growth guidance and how to reconcile the Q2 outlook with the implied performance for the second half of the year.

    Answer

    SVP of Finance Ryan Brody explained that the widened guidance range is designed to account for the potential continuation of the 'choppy' demand trends observed year-to-date. He noted the company is adjusting its plans based on monthly performance reads to account for potential volatility through the rest of the year.

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    Sabrina Baxamusa's questions to Arhaus Inc (ARHS) leadership • Q3 2024

    Question

    Sabrina Baxamusa, on for Philip Blee, requested color on Arhaus's performance by customer income cohort and geography, and asked if there was any notable softening or strength in particular product categories.

    Answer

    CMO Jennifer Porter explained that while the company monitors demographics closely, it avoids commenting on short-term shifts from a single quarter. She stated that the overall client profile has remained 'pretty consistent,' with the only notable geographic factor being temporary weather disruptions from hurricanes in the Southeast.

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    Sabrina Baxamusa's questions to Traeger Inc (COOK) leadership

    Sabrina Baxamusa's questions to Traeger Inc (COOK) leadership • Q1 2025

    Question

    Sabrina Baxamusa of Jefferies asked for details on Traeger's strategic price increases to counter tariffs and how the company approaches new product pricing. She also inquired about the strategy and capital allocation for the underperforming MEATER segment.

    Answer

    CEO Jeremy Andrus explained that pricing increases are not uniform but are based on sophisticated SKU-level elasticity analysis, considering the brand's premium positioning. He noted that the long-term product innovation roadmap is not designed to react to short-term market conditions. CFO Dom Blosil addressed MEATER, stating the long-term thesis is intact but the strategy is shifting towards wholesale channels where Traeger has a competitive advantage, away from the crowded online space. He acknowledged short-term pain is expected as they work to stabilize profitability and optimize the cost structure.

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    Sabrina Baxamusa's questions to Driven Brands Holdings Inc (DRVN) leadership

    Sabrina Baxamusa's questions to Driven Brands Holdings Inc (DRVN) leadership • Q3 2024

    Question

    On behalf of Phillip Blee from William Blair, Sabrina Baxamusa asked for views on the competitive landscape and industry consolidation. She also inquired about differences in purchasing behavior between the company's direct-to-consumer and B2B channels.

    Answer

    CEO Jonathan Fitzpatrick stated that he expects industry consolidation to continue due to the auto service sector's attractive macro tailwinds. He also highlighted the importance of the B2B channel, noting that these sticky, predictable commercial partnerships account for over 50% of system sales and remain a key growth focus.

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