Zach

Analyst

Baird

Equibles does not estimate personal net worth.

About Zach

Zach is recorded as Analyst at Baird. Zach has spoken on 7 earnings calls across 6 companies, most recently for Yelp Inc on November 5, 2026. Those appearances were for Traeger, Inc. (COOK), Yelp Inc (YELP), Rubrik, Inc. (RBRK), Arhaus, Inc. (ARHS), YETI Holdings, Inc. (YETI) and 1 other company. The companies whose calls Zach spoke on are classified in the Consumer Cyclical, Communication Services and Technology sectors.

Zach on recent calls

“I guess I'm just most curious, as you scale more of the products requiring AI inference, are there any efficiencies you're finding or leveraging within your cost to serve across pricing, product design, or infrastructure efficiency?”

Analyst — Baird, Yelp Announces Date of Third Quarter 2026 Financial Results · November 5, 2026

“And so, you know, one distinctive part of the Rubik's story really has been your ability to organically build successive businesses, cloud, SaaS, you know, now identity, while still selectively using acquisitions to accelerate certain capabilities. these.”

Analyst — Baird, Rubrik Second Quarter Fiscal Year 2027 Results Conference Call · August 27, 2026

“Mike, you mentioned a flattish gross margin view for the year. I think you had previously discussed 60 to 70 basis points of expansion. Can you help us understand the change there and your assumptions for oil and fuel costs over the balance of 2026, and then maybe on the Q2 EBITDA range as well.”

Analyst — Baird, Arhaus, Inc. Q1 FY2026 Earnings Call · May 7, 2026

“Nice to see the additional savings from Gravity. Just curious if you could share more about the SKU rationalization efforts there, maybe which items or categories you plan to address.”

Analyst — Baird, Traeger, Inc. Q4 FY2025 Earnings Call · March 5, 2026

“First one on pricing, Mike, you mentioned taking some select increases this year. You guys mentioned the select increases from Q2 of last year. Can you share any more details on that front?”

Analyst — Baird, YETI Holdings, Inc. 4Q25 Earnings Conference Call · February 19, 2026