Analyst
Raymond James
Equibles does not estimate personal net worth.
Joe Altebello is recorded as Analyst at Raymond James. Joe Altebello has spoken on 11 earnings calls and 1 other investor event across 9 companies, most recently for MasterCraft Boat Holdings, Inc. on November 10, 2026. Those appearances were for Polaris Inc. (PII), MasterCraft Boat Holdings, Inc. (MCFT), Planet Fitness, Inc. (PLNT), Xponential Fitness, Inc. (XPOF), Marinemax Inc (HZO) and 4 other companies. The companies whose calls Joe Altebello spoke on are classified in the Consumer Cyclical sector.
“You obviously raised the transition period guidance, but it seems like the September quarter was better than you originally thought, and the December quarter maybe a tad lighter than you originally thought.”
“First question, I want to kind of talk about incremental margins for next year, right? If we assume modest unit growth, let's say, how do you see incremental margins playing out given all the puts and takes you just laid out, Mike?”
“So, Mike, I just want to pick up where you left off there regarding the promo environment. You mentioned that it was easing a little bit here. And obviously, you know, tariffs are a bad guy for you guys, but they're, I think, worse of a bad guy for some of your competitors.”
“Just want to follow up on the tariff commentary, make sure I understood you right. So if we assume nothing changes, and I know that's a big assumption at this point, it It sounds like, at worst, tariffs are neutral and could potentially be a tailwind for 27?”
Raymond James
Analyst
Transcript header (unverified)
PII
Recreational Vehicles · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
PLNT
Leisure · Consumer Cyclical
HZO
Specialty Retail · Consumer Cyclical
YETI
Leisure · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
LCII
Recreational Vehicles · Consumer Cyclical
