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Steve Forbes

Research Analyst at Guggenheim

Steve Forbes's questions to POOL (POOL) leadership

Steve Forbes's questions to POOL (POOL) leadership • Q3 2025

Question

Steve Forbes asked how customer spend or wallet share evolves 6-12 months after initial POOL360 adoption, and what future innovations and technological advances are in the pipeline, particularly those requested by the builder community, to drive digital advantage and share capture.

Answer

President and CEO Peter Arvan explained that customers with strong digital connections tend to grow faster, citing POOL360's role in supporting private label chemical sales through water testing and increasing stickiness for service techs. He emphasized that the focus is on improving the customer experience across all facets of the business, including maintenance, repair, and retailers, rather than solely on builders, by providing tools for quotes, ordering, and inventory management.

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Steve Forbes's questions to RH (RH) leadership

Steve Forbes's questions to RH (RH) leadership • Q2 2026

Question

Steve Forbes asked about the potential for continued net inventory reduction on the balance sheet and the visibility/risk surrounding the planned launch of the new brand extension in spring 2026.

Answer

Chairman and CEO Gary Friedman expressed confidence in the new brand extension launch, contingent on tariff investigations, and emphasized RH's competitive advantage in sourcing. CFO Jack Preston explained that inventory turn rates are expected to improve from mid-twos towards historical highs of 3.0-3.2.

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