Scott Andrew Schneeberger's questions to POOL (POOL) leadership • Q3 2025
Question
Scott Andrew Schneeberger questioned the drivers of Q3 gross margin improvement, specifically asking for more detail on pricing (full impact of tariff increase, competitor reactions, sustainability) and the supply chain piece (how structural and permanent the fixes are, with anecdotes of improvements).
Answer
SVP and CFO Melanie Hart stated that the full quarter impact of mid-season price increases has flushed through, with market acceptance and no significant competitive impact on pricing. President and CEO Peter Arvan highlighted increased sophistication in supply chain management, including better technology and AI tools, leading to sustained gains through optimized buying and vendor partnerships.