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    Xian Siew • BNP Paribas

    Xian Siew's questions to Planet Fitness Inc (PLNT) leadership

    Xian Siew's questions to Planet Fitness Inc (PLNT) leadership • Q2 2025

    Question

    Xian Siew inquired about the behavioral patterns of Gen Z members, including their membership tier choices, utilization, and churn. He also asked if improving unit economics were prompting franchisees to accelerate new club openings.

    Answer

    CEO Colleen Keating noted that while they don't break down data by cohort, overall member utilization is rising as Gen Z becomes the fastest-growing segment. She and CFO Jay Stasz confirmed that positive trends in real estate, build costs, and top-line performance are encouraging for franchisees, and new club cohorts are performing well.

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    Xian Siew's questions to Planet Fitness Inc (PLNT) leadership • Q4 2024

    Question

    Xian Siew asked for color on how the key January sales period performed and whether the 2025 store opening guidance represents the 'consistent growth' cadence or if the pace could accelerate further.

    Answer

    CFO Jay Stasz declined to comment on Q1 performance, stating it would be discussed on the next earnings call. CEO Colleen Keating reiterated that while not guiding beyond 2025, the company is focused on accelerating new club growth in a 'healthy, sustained' manner to eventually reach 200 annual openings, implying a ramp-up from the 2025 level. She promised more specific long-range targets later in the year.

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    Xian Siew's questions to Vail Resorts Inc (MTN) leadership

    Xian Siew's questions to Vail Resorts Inc (MTN) leadership • Q3 2025

    Question

    Xian Siew from BNP Paribas, on for Laurent Basilasu, inquired about the outlook for securing international worker visas and the seasonal labor environment. He also asked for an update on the company's resource efficiency transformation plan.

    Answer

    EVP & CFO Angela Korch explained that the company has managed through various visa environments and has reduced its dependency due to high employee retention rates. Regarding the transformation plan, she noted the company successfully accelerated $8 million in savings into the current fiscal year and is on track to achieve its $100 million annualized goal by fiscal 2026.

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    Xian Siew's questions to BRP Inc (DOOO) leadership

    Xian Siew's questions to BRP Inc (DOOO) leadership • Q1 2026

    Question

    Xian Siew asked for an update on the mix of non-current inventory for BRP versus the industry and how dealer feedback on BRP's cleaner inventory position is influencing market share expectations.

    Answer

    CEO Jose Boisjoli noted that while the industry is improving, BRP is particularly well-positioned, citing the snowmobile business where BRP holds about one-third of the non-current inventory despite having two-thirds of the market share. He stated that while dealers are currently focused on reducing all inventory, BRP's strong product introductions, dealer value proposition, and healthier inventory levels position it to gain momentum and market share in H2.

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    Xian Siew's questions to Royal Caribbean Cruises Ltd (RCL) leadership

    Xian Siew's questions to Royal Caribbean Cruises Ltd (RCL) leadership • Q1 2025

    Question

    Xian Siew asked why the full-year net yield guidance was not raised more significantly following the Q1 beat and strong Q2 outlook. He also inquired about any differing booking trends between new and returning customers.

    Answer

    CFO Naftali Holtz explained that the guidance update primarily reflects the Q1 outperformance. He reiterated that yield growth cadence is affected by timing, with Q1 benefiting from a full quarter of Icon of the Seas and Q3 facing a headwind from the late arrival of Star of the Seas. CEO Jason Liberty added that while demand from new-to-cruise is 'exceptionally high,' the company is seeing significantly more repeat business from loyalty members, driven by successful cross-brand marketing.

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