PLNT
Leisure · Consumer Cyclical
Analyst
Jefferies
Equibles does not estimate personal net worth.
Randy Koenig is recorded as Analyst at Jefferies. Randy Koenig has spoken on 20 earnings calls across 13 companies, most recently for SharkNinja, Inc. on November 4, 2026. Those appearances were for Planet Fitness, Inc. (PLNT), Signet Jewelers Ltd (SIG), SharkNinja, Inc. (SN), YETI Holdings, Inc. (YETI), Savers Value Village, Inc. (SVV) and 8 other companies. The companies whose calls Randy Koenig spoke on are classified in the Consumer Cyclical sector.
“Mark, I was just looking at our initiation report from three years ago, Time Flies, but in that report, it kind of references your thoughts at the time on the... Total addressable market and a serviceable addressable market, both on a global basis and a U.S. basis.”
“Can you give us some thoughts just high level about how you're thinking through kind of medium term EBITDA margins and just maybe the different moving pieces? Maybe give us some perspective on where we are with own brand penetration, where that's kind of likely to go over the medium term.”
“I guess, Winnie, first to you, I've been doing this for 26 years. I've only seen transformational changes like this very rarely in my career. So congratulations to you guys.”
“I guess, Tom, in the presser and in your remarks on the quarter, you talked about, and the year, you talked about, you know, the capitalist expenditures coming down fairly dramatically from peak levels.”
“Just curious, on churn, again, it was mentioned that it's stable in the last question there. Is there any kind of difference you're seeing between churn statistics of black card versus the classic card at the moment?”
Jefferies
Analyst
Transcript header (unverified)
PLNT
Leisure · Consumer Cyclical
Furnishings, Fixtures & Appliances · Consumer Cyclical
YETI
Leisure · Consumer Cyclical
Specialty Retail · Consumer Cyclical
RVLV
Internet Retail · Consumer Cyclical
FIVE
Specialty Retail · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
NKE
Footwear & Accessories · Consumer Cyclical