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Stefan Vogel

Research Analyst at Jefferies

Stefan Vogel is an analyst at Jefferies, specializing in equity research with a primary coverage focus on companies such as Hertz Global Holdings Inc. His recent activity includes participation in earnings call analysis for Hertz, with available public data showing a distinct focus on expanding company-specific coverage. Vogel's career at Jefferies appears to be in an early or transitional stage, as performance metrics and broader track record data are limited and not widely published. Detailing his credentials and previous experience remains challenging due to a scarcity of public-facing records, with no verified FINRA registration or securities licenses currently attributed.

Stefan Vogel's questions to HERTZ GLOBAL HOLDINGS (HTZ) leadership

Stefan Vogel's questions to HERTZ GLOBAL HOLDINGS (HTZ) leadership • Q4 2024

Question

An analyst on behalf of Stefan Vogel asked for details on vehicle disposal channels and pricing amid heavy de-fleeting, options for refinancing 2026 debt maturities, and whether the changing fleet mix is impacting RPD.

Answer

CEO Wayne West stated the strategy is to increase higher-margin retail sales and use auctions for less than 10% of disposals. CFO Scott Haralson affirmed the company has balance sheet flexibility and is actively addressing upcoming maturities. CCO Sandeep Dube noted that fleet mix decisions are driven by matching customer demand and primarily impact capital cost, not RPD.

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