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Scott Schrier

Managing Director and Senior Analyst at Wolfe Research

Scott Group is a Managing Director and Senior Analyst at Wolfe Research, specializing in Freight Transportation, Airlines, and Truck Machinery sectors. He covers specific companies such as FedEx (FDX), PACCAR (PCAR), and Saia (SAIA), with a strong performance track record including a 59% success rate on TipRanks, an average return of +8.4% per rating, and his most profitable call delivering +186.2% on TFI International; he has been ranked #1 Airfreight & Surface Transportation Analyst for nine straight years and top Airline Analyst for three years in Extel polls. One of Wolfe Research's founding members since its inception in 2008, he previously spent over three years as a research associate and Vice President covering Transports at Bear Stearns and two years as a fixed-income research analyst at Merrill Lynch. Scott holds a BS in Economics from the Wharton School at the University of Pennsylvania.

Scott Schrier's questions to Latham Group (SWIM) leadership

Question · Q4 2025

Scott Schrier asked about the outlook for pricing in 2026, potential industry pricing power, and the impact of customer financing and interest rates on the flat pool install outlook.

Answer

Oliver Gloe (CFO, Latham Group) stated that 2026 pricing would benefit from the full-year impact of the June 2025 tariff-related price increase and normal annual inflation-driven increases, expecting a 2% addition to the top line. He noted that while lower interest rates are helpful, they haven't yet led to a pickup in pool buying, as homeowners might be waiting for stable rates.

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Question · Q4 2025

Scott Schrier asked about Latham's pricing outlook for 2026, considering muted industry pricing in recent years, and the impact of customer financing and lower interest rates on pool installations.

Answer

Oliver Gloe (CFO, Latham Group) stated that 2026 pricing would benefit from the full-year impact of the June 2025 price increase (addressing tariff headwinds) and standard annual increases for inflation, projecting a 2% addition to the top line. He acknowledged that lower interest rates are helpful but haven't yet spurred demand, as homeowners might be deferring purchases in anticipation of further rate drops. He hopes for stable interest rates to incentivize buying decisions.

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