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    Will Brunemann • Northcoast Research

    Will Brunemann's questions to Kelly Services Inc (KELYA) leadership

    Will Brunemann's questions to Kelly Services Inc (KELYA) leadership • Q1 2025

    Question

    Will Brunemann from Northcoast Research asked if margin benefits from the MRP acquisition were meeting expectations, questioned intra-quarter business trends through April, and inquired about the current pricing environment.

    Answer

    Chief Financial Officer Troy Anderson stated that while the MRP earn-out period had previously restricted actions, significant margin improvement opportunities exist and are expected to materialize through 2025 and 2026 as integration progresses. He noted that business trends were positive, with Education and ETM staffing improving after a slow, weather-impacted January. On pricing, he described a mixed environment with some compression in industrial but better bill rates in SET and Education.

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    Will Brunemann's questions to VVI leadership

    Will Brunemann's questions to VVI leadership • Q2 2024

    Question

    Asked about corporate spending trends at Spiro, potential M&A for the GES business, the pricing environment for GES, and the possibility of receiving insurance proceeds for compromised visitation in 2025.

    Answer

    Corporate spending at Spiro remains very strong. The company's M&A priority is scaling Pursuit, not GES. The pricing environment for GES is healthy, with continued price increases. Insurance for business interruption could potentially extend into 2025, but it will be a long and complex process to determine.

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