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    William Carter • Stifel Financial Corp

    William Carter's questions to Hillman Solutions Corp (HLMN) leadership

    William Carter's questions to Hillman Solutions Corp (HLMN) leadership • Q2 2025

    Question

    William Carter from Stifel questioned the assumptions behind the 2026 outlook, specifically if the 'new business wins' component assumes a return to historical levels. He also asked for clarity on the $150 million annualized tariff impact, questioning the level of visibility and potential fluidity in pricing.

    Answer

    CFO Robert Kraft clarified that the 2026 outlook assumes a flat market scenario for prudence, not as a formal guide, and that the company expects to achieve its typical 2-3% in new business wins. He confirmed the $150 million tariff figure is fluid and depends on volumes but stated Hillman is confident it has covered its net exposure and has worked effectively with customers on pricing.

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    William Carter's questions to Scotts Miracle-Gro Co (SMG) leadership

    William Carter's questions to Scotts Miracle-Gro Co (SMG) leadership • Q1 2025

    Question

    Speaking for William Carter of Stifel, an analyst asked for clarification on the Q3 gross margin outlook, the nature of the new $30 million cost savings challenge, and whether extensive cost-cutting in the supply chain creates risk in meeting future demand.

    Answer

    An executive clarified that Q3 gross margin should see a slight year-over-year improvement. Regarding the supply chain, Executive Nate Baxter and Executive Mark Scheiwer assured that the transformation is focused on flexibility and technology, supported by a $25 million increase in CapEx, to prevent overcutting and ensure capacity. Executive James Hagedorn added that the new $30 million savings target is a company-wide initiative that will involve corporate functions, not just the supply chain.

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