Analyst
Citigroup
Equibles does not estimate personal net worth.
Sean Wagner is recorded as Analyst at Citigroup. Sean Wagner has spoken on 6 earnings calls across 5 companies, most recently for Winnebago Industries Inc on March 25, 2026. Those appearances were for Polaris Inc. (PII), Winnebago Industries Inc (WGO), Marinemax Inc (HZO), Harley-Davidson, Inc. (HOG) and Six Flags Entertainment Corporation (FUN). The companies whose calls Sean Wagner spoke on are classified in the Consumer Cyclical sector.
“I just wanted to first confirm, so you said nearly 11% same-store sales growth in the quarter. Unit volumes, I think you said, declined low to mid-single digits, and ASPs were down.”
“I wonder if you can provide any color on how you're thinking about fourth quarter. What are you assuming for fourth quarter retail and how did October retail perform?”
“I guess first, I think initially fourth quarter was expected to be maybe a lot better than third quarter. Was there any shift in earnings power between the two?”
“I guess, can you help us bridge last year's 2Q with this year's? retail was flat but eps down almost a dollar how much of that was under shipping the channel which um would in theory return next year if you guys are feeling good about where your inventory stand which it seems like you do um and then how much has…”
Citigroup
Analyst
Transcript header (unverified)
PII
Recreational Vehicles · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
HZO
Specialty Retail · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
