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    Victoria Piskarev

    Research Analyst at Bank of America

    Victoria Piskarev is an Equity Research Associate at Bank of America, specializing in the Homebuilders and Building Products sector. She covers companies such as Somnigroup International Inc., contributing to the firm's research output by engaging directly with company management on earnings calls and supporting senior analysts. Piskarev began her current role at Bank of America in late 2022 and has since focused on fundamental equity analysis within her specialty sector. Her professional background includes nearly two years of experience at Bank of America, and she holds relevant securities industry credentials, though specific FINRA registrations are not publicly listed.

    Victoria Piskarev's questions to SOMNIGROUP INTERNATIONAL (SGI) leadership

    Victoria Piskarev's questions to SOMNIGROUP INTERNATIONAL (SGI) leadership • Q2 2025

    Question

    Victoria Piskarev, on for Rafe Jadrzyk, asked for details on the company's tariff exposure, including the specific components affected and the mitigating actions being taken.

    Answer

    CFO Bhaskar Rao stated that the company's view on tariffs hasn't significantly changed, with the primary exposure related to steel and aluminum for adjustable bases, and a lesser impact from textiles due to USMCA issues. CEO Scott Thompson added that the industry as a whole has effectively mitigated the known tariff exposure through supply chain adjustments, cost savings, and minor price increases.

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