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    Sarang Vora • Telsey Advisory Group LLC

    Sarang Vora's questions to Westrock Coffee Co (WEST) leadership

    Sarang Vora's questions to Westrock Coffee Co (WEST) leadership • Q2 2025

    Question

    Sarang Vora of Telsey Advisory Group asked about WestRock's current and future market share in the single-serve coffee space with the new facility coming online. He also questioned how the company is managing its sourcing strategy in light of the new 50% tariff on coffee imports from Brazil.

    Answer

    CEO Scott Ford described the single-serve market as a scale-driven business dominated by Keurig, positioning WestRock as one of the few significant competitors in the remaining market segment. He noted the new facility is modular and will expand as they win contracts. Regarding tariffs, Ford explained that managing the Brazilian tariff is a 'mixed bag.' While they can sometimes substitute beans from other regions, it's not always possible due to specific customer or contract requirements, making it impossible to completely avoid the impact.

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    Sarang Vora's questions to Westrock Coffee Co (WEST) leadership • Q1 2025

    Question

    Sarang Vora from B. Riley Securities inquired about the production timeline at the Conway facility, asking for specific start dates for the can and glass lines, and also questioned the volume ramp-up and expectations for the single-serve coffee business.

    Answer

    CEO Scott Ford detailed the Conway ramp-up, stating the first can line began production in the current month, a second will launch in Q3, and the glass line also starts in Q3, with all three expected to be at full capacity by Q1 2026. For single-serve, Ford attributed recent wins to the company's integrated 'one-stop shop' model. CFO Chris Pledger added that a significant single-serve volume ramp is expected in the latter half of Q2 and will continue growing throughout the year.

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    Sarang Vora's questions to Westrock Coffee Co (WEST) leadership • Q3 2024

    Question

    Sarang Vora requested a deeper dive into the significant volume decline in the single-serve segment and asked about the Conway facility, questioning if delaying one large customer could negatively impact other new clients and why production couldn't be started sooner with more shifts.

    Answer

    CEO Scott Ford attributed the single-serve decline to consumers trading down to smaller pack sizes and a loss of some distribution centers earlier in the year. CFO Chris Pledger addressed the Conway question, stating the delay was a strategic choice to complete all commercialization work upfront, ensuring a highly efficient, steep ramp-up for all customers starting in Q1 2025, which ultimately benefits everyone involved.

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    Sarang Vora's questions to Vital Farms Inc (VITL) leadership

    Sarang Vora's questions to Vital Farms Inc (VITL) leadership • Q2 2025

    Question

    Sarang Vora asked about the ramp-up of family farms needed to support the new $900 million revenue capacity at the Seymour, Indiana facility, inquiring about the expected timeline for adding the roughly 500 farms required.

    Answer

    CEO Russell Diez-Canseco responded that providing a specific curve for new farm additions would be equivalent to issuing a long-term guide, which the company is not prepared to do at this time. He stated that the current plan is to continue adding new family farms at the current pace.

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    Sarang Vora's questions to Vital Farms Inc (VITL) leadership • Q4 2024

    Question

    Sarang Vora requested an overview of the factors impacting the 2025 gross margin outlook and asked for details on the new Accelerator Farms initiative.

    Answer

    CFO Thilo Wrede explained that H1 2025 gross margins face a difficult comparison due to last year's exceptional operational performance and falling commodity costs. He cited current weather disruptions and rising corn prices as headwinds. President and CEO Russell Diez-Canseco described the Accelerator Farms as an R&D lab for testing new equipment and practices to benefit their entire farm network, rather than a significant source of volume.

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    Sarang Vora's questions to Coursera Inc (COUR) leadership

    Sarang Vora's questions to Coursera Inc (COUR) leadership • Q2 2025

    Question

    Sarang Vora from Telsey Advisory Group inquired about the development pipeline and scaling strategy for Coursera Produced Content (CPC), including any specific focus areas.

    Answer

    CEO Greg Hart confirmed that Coursera is increasing its investment in its content engine, including CPC, which provides favorable economics, exclusivity, and a testbed for new features. He noted that the company invested $6 million in CPC in the first half of 2025 and plans to increase the full-year investment over the prior year, signaling it will remain a key strategic area.

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    Sarang Vora's questions to Clear Secure Inc (YOU) leadership

    Sarang Vora's questions to Clear Secure Inc (YOU) leadership • Q3 2024

    Question

    Sarang Vora of Telsey Advisory Group asked about the rollout speed for the new, faster 'NV' hardware across busy airports and followed up on the potential for a tiered membership structure as an alternative to simple price increases.

    Answer

    Executive Caryn Seidman-Becker confirmed the new NV hardware is 3x faster and is beginning its rollout, with JFK and San Francisco as initial test sites. She also noted the digital identity integration is 55-60% complete and expected to reach 90% by year-end. Executive Kenneth Cornick addressed tiered memberships, stating that while it's a consideration for the future, the current focus is on adding value through perks. He mentioned Ambassador Assist is currently a paid transactional perk but could be bundled into a higher tier later.

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