Analyst
TD Cowen
Equibles does not estimate personal net worth.
Max Rakhlenko is recorded as Analyst at TD Cowen. Max Rakhlenko has spoken on 6 earnings calls across 4 companies, most recently for Rh on September 10, 2026. Those appearances were for Planet Fitness, Inc. (PLNT), Rh (RH), Floor & Decor Holdings, Inc. (FND) and ONESPAWORLD HOLDINGS Ltd (OSW). The companies whose calls Max Rakhlenko spoke on are classified in the Consumer Cyclical sector.
“So first question, when we think about the 4Q contribution from estates, that's on a delivered basis. So just curious how we should think about how much higher the demand could be.”
“So first, Colleen, can you remind us historically the mix of joins that would come during promotion versus non-promotion periods? As there are some concerns that this price test that you're doing on the classic card could eventually become almost the shadow price decrease.”
“So, can you provide more color on the work that your new pricing team is doing? What's ahead, and how can we see your portfolio approach to pricing evolve in the medium term?”
“Please proceed with your question. hey guys uh thanks a lot congrats on a really nice quarter so i just want to touch on first the call out in seemingly uh improving pre-booking revenues so what was the unlock in the quarter and what does it inform you of where it can go over the medium term and then if you can tie…”
“And then can you just unpack the implied 4Q comms guide for us as there are some puts and takes and how we should think about that versus 3Q 6.9 and just comments around, you know, sort of better and especially exiting the quarter, just how we should think about mix and member rate as well.”
TD Cowen
Analyst
Transcript header (unverified)
PLNT
Leisure · Consumer Cyclical
RH
Specialty Retail · Consumer Cyclical
Home Improvement Retail · Consumer Cyclical
