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    Samantha Lee

    Vice President and Equity Research Analyst at Wells Fargo

    Samantha Lee is a Vice President and Equity Research Analyst at Wells Fargo covering the consumer retail sector, with a focus on major companies such as Walmart, Target, and Costco. She is recognized for her rigorous analysis and timely investment recommendations, maintaining a success rate of over 65% on major platforms and achieving above-benchmark returns for coverage stocks. Samantha began her finance career at Morgan Stanley in 2013 before joining Wells Fargo in 2017, and her prior roles include associate research analyst and coverage of specialty retail. She holds FINRA Series 7, 63, and 86/87 securities licenses and has been named a rising star in equity research by industry groups.

    Samantha Lee's questions to United Homes Group (UHG) leadership

    Samantha Lee's questions to United Homes Group (UHG) leadership • Q1 2025

    Question

    Samantha Lee of Wells Fargo asked about the drivers behind the slow sales pace early in the quarter, the subsequent recovery, and the rationale for the strategic shift from a high-spec inventory model to a greater focus on presold homes.

    Answer

    Interim CEO Jamie Pirrello and President Jack Micenko addressed the slow start, attributing it to seasonality and weather before seeing a material improvement in late February that continued through April. Pirrello detailed the strategic shift to presales, noting they produce higher margins, reduce capital tied up in inventory, and provide better visibility, which is now more feasible as cycle times have normalized.

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