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    William Dawson • Oppenheimer & Co. Inc.

    William Dawson's questions to GrowGeneration Corp (GRWG) leadership

    William Dawson's questions to GrowGeneration Corp (GRWG) leadership • Q4 2024

    Question

    William Dawson, on behalf of Brian Nagel from Oppenheimer & Co. Inc., asked about the underlying demand and growth assumptions in the 2025 guidance and sought updated views on the potential impact of federal cannabis regulatory changes.

    Answer

    CFO Greg Sanders detailed that the 2025 outlook assumes a rebound in the MMI business and growth driven by proprietary brands and B2B adoption. Executive Darren Lampert clarified that the current guidance for $170M-$180M in revenue assumes no federal regulatory changes in 2025, but he remains optimistic that rescheduling would be a significant positive catalyst for the industry and GrowGen.

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    William Dawson's questions to Lovesac Co (LOVE) leadership

    William Dawson's questions to Lovesac Co (LOVE) leadership • Q4 2025

    Question

    William Dawson, on for Brian Nagel at Oppenheimer, asked for clarification on how Lovesac's higher margins allow for smaller price increases to offset tariffs, questioned how its promotional strategy has changed amid competitor price hikes, and inquired about the expected contribution from new products to the fiscal 2026 growth guide, specifically asking about the Recliner's performance.

    Answer

    CFO Keith Siegner explained that the company's high product margin means a smaller net sales price increase is required to offset a rise in COGS. President and COO Mary Fox added that while competitors raised MSRPs and kept promotions high, Lovesac has maintained its successful flash event strategy. CEO Shawn Nelson described the Recliner launch as possibly their most successful ever, exceeding expectations with over 18,500 units sold and an even split between new and repeat customers, all before a major marketing campaign.

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