Analyst
KeyBanc Capital Markets
Equibles does not estimate personal net worth.
Noah Zetskin is recorded as Analyst at KeyBanc Capital Markets. Noah Zetskin has spoken on 7 earnings calls across 6 companies, most recently for YETI Holdings, Inc. on August 13, 2026. Those appearances were for YETI Holdings, Inc. (YETI), Winnebago Industries Inc (WGO), Harley-Davidson, Inc. (HOG), MasterCraft Boat Holdings, Inc. (MCFT), Polaris Inc. (PII) and 1 other company. The companies whose calls Noah Zetskin spoke on are classified in the Consumer Cyclical and Technology sectors.
“I guess first, is there any way to quantify the incentive comp impact related to tariff refunds in the quarter? Just trying to determine how much of that might be more one time in nature.”
“I guess this is kind of a high-level one, kind of dovetailing off of some of Brett's questions, but when you think about kind of the divergence that we've seen in RV retail versus marine trends this year, I guess both from your perspective and from an industry perspective, what do you think is driving that dynamic?”
“I guess first on the new ad campaign, I know we're maybe kind of 10 days in, but just any color on early reception there who you're think who you're hoping the campaign resonates with as well as maybe any color on timing of ad buys and format of ads thanks yeah i know thanks for asking that um so the campaign i'll…”
“I guess first, if you think about it kind of in terms of maybe the TAM that you had in terms of industry units in the kind of, you know, planned legacy MasterCraft business, and then you think about kind of the TAM that's provided by Robolo and Chaparral, Is there any way that you'd kind of break that down in terms…”
KeyBanc Capital Markets
Analyst
Transcript header (unverified)
YETI
Leisure · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
PII
Recreational Vehicles · Consumer Cyclical
GRMN
Scientific & Technical Instruments · Technology
