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    Sachin Verma • UBS Group AG

    Sachin Verma's questions to Savers Value Village Inc (SVV) leadership

    Sachin Verma's questions to Savers Value Village Inc (SVV) leadership • Q3 2024

    Question

    Sachin Verma, on behalf of Michael Lasser, asked what actions beyond the near-term strategies in Canada are needed to bridge the gap to the company's long-term growth algorithm and how processing levels will be stabilized.

    Answer

    CFO Michael Maher identified accelerating new store growth as the primary strategic lever to achieve the long-term outlook, complemented by improvements in Canada's comp performance. Executive Jubran Tanious added that processing levels will be stabilized by matching them to transaction volumes and making future adjustments more gradually, keeping production within a narrow band to avoid the sharp swings that negatively impacted recent performance.

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    Sachin Verma's questions to Petco Health and Wellness Company Inc (WOOF) leadership

    Sachin Verma's questions to Petco Health and Wellness Company Inc (WOOF) leadership • Q1 2025

    Question

    Sachin Verma of UBS Group AG inquired about current pet adoption trends and their impact on the full-year outlook, and asked how Petco is ensuring cost reductions are permanent without negatively affecting the customer experience.

    Answer

    CEO Joel Anderson stated that pet adoption trends are stable and that the company's 2025 plan is a 'self-help story' not dependent on category tailwinds. CFO Sabrina Simmons added that the focus is on instilling a new mindset for sustainable SG&A leverage, rather than one-time cuts, to build a strong foundation for future growth.

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