Analyst
Piper Sandler
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Alexia Morgan is recorded as Analyst at Piper Sandler. Alexia Morgan has spoken on 4 earnings calls across 4 companies, most recently for Savers Value Village, Inc. on February 19, 2026. Those appearances were for Savers Value Village, Inc. (SVV), Leggett & Platt Inc, Boot Barn Holdings, Inc. (BOOT) and Valvoline Inc (VVV). The companies whose calls Alexia Morgan spoke on are classified in the Consumer Cyclical sector.
“Given the typical margin drag associated with new store openings, what gives you confidence in your ability to drive EBITDA margin expansion looking longer term over the coming years? while while keeping unit growth steady are there any specific efficiencies we should be considering that might offset that new store…”
“Maybe to start, regarding the 2026 EPS growth drivers in your guidance, can you elaborate on what the favorable sales mix driver is?”
“We were wondering with the strength of work boots in the quarter and the success of some of those new strategies you've talked about to reinvigorate that category, are you reevaluating where you think the category can go long term?”
“And then my follow up is just more on unit growth, specifically on the franchise side. Are you still on track to, for your longer-term target, 150 franchise opens the year by 2027, or how you're thinking about the bridge to that?”
Piper Sandler
Analyst
Transcript header (unverified)
Specialty Retail · Consumer Cyclical
Leggett & Platt Inc
Furnishings, Fixtures & Appliances · Consumer Cyclical
VVV
Auto & Truck Dealerships · Consumer Cyclical
Leggett & Platt Inc Q4 FY2025 Earnings Call
Leggett & Platt Inc
