Analyst
Stevens, Inc.
Equibles does not estimate personal net worth.
Thomas Wendler is recorded as Analyst at Stevens, Inc.. Thomas Wendler has spoken on 11 earnings calls across 6 companies, most recently for H&R Block Inc on November 9, 2026. Those appearances were for Monro, Inc. (MNRO), H&R Block Inc (HRB), Boyd Group Services Inc. (BGSI), Valvoline Inc (VVV), CBIZ, Inc. (CBZ) and 1 other company. The companies whose calls Thomas Wendler spoke on are classified in the Consumer Cyclical and Industrials sectors.
“I wanted to touch on the increase in expenses this quarter. I know you said 2Q, you know, expense is going to be consistent. Can you give us an idea if any of those costs are implementation related or annuals more permanent?”
“I wanted to I want to kick things off maybe just with the increase in oil prices you guys were seeing. Can you give us an idea of how much of that 3% growth in service was driven by the increased oil prices?”
“You'd mentioned capacity utilization is maybe an opportunity for the back half of the year. Can you maybe help us think about, you know, what utilization rates are right now and how the company's fixed costs are probably going to lever as we see a little bit better utilization?”
“Just wanted to kick things off with a question on Second Look. You know, it has higher retention. Could you maybe give us a little bit of color on the utilization of Second Look during this quarter?”
“Apologies if I missed this, but could you give us a breakdown of the traffic and ticket in 3Q, and then you'd mentioned additional pricing actions being taken this quarter.”
Stevens, Inc.
Analyst
Transcript header (unverified)
MNRO
Auto Parts · Consumer Cyclical
HRB
Personal Services · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
VVV
Auto & Truck Dealerships · Consumer Cyclical
CBZ
Specialty Business Services · Industrials
Auto & Truck Dealerships · Consumer Cyclical
