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Sam Reed

Vice President and Equity Analyst at Wells Fargo & Company/mn

Sam Reid is a Vice President and Equity Analyst at Wells Fargo Securities LLC, specializing in the services sector with coverage of companies such as Spectrum Brands Holdings (SPB), Lennar (LEN), and Toll Brothers (TOL). He has issued 19 stock ratings with a 55.64% success rate and delivered an average return per recommendation of 0.10%, with his most profitable call generating a 121.5% return on TOL. Reid began his analyst career prior to joining Wells Fargo, where he has built a track record of quantitative research and equity analysis. He holds FINRA securities licenses and is recognized for his performance on platforms like TipRanks, where his recommendations have achieved a 39% profitable rating.

Sam Reed's questions to POOL (POOL) leadership

Question · Q3 2025

Sam Reed inquired about the historical relationship between home equity line of credit (HELOC) rates and demand for remodel and new pools, asking about the typical lag between lower HELOC rates and increased discretionary spending. He also asked for high-level thoughts on what might be shared at the upcoming analyst day, such as an update to the growth algorithm.

Answer

President and CEO Peter Arvan stated that while he couldn't quantify a precise link between HELOC rates and project decisions, he believes lower rates and increased liquidity will generally bode well for large renovation projects and new pool construction, as homeowners have high equity. Regarding the analyst day, Mr. Arvan indicated it's too early to share specifics but assured that it would be worthwhile, showcasing the company's strengths and future confidence.

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