SWIM
Building Products & Equipment · Industrials
Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Charles Perron is recorded as Analyst at Goldman Sachs. Charles Perron has spoken on 12 earnings calls across 10 companies, most recently for Latham Group, Inc. on November 3, 2026. Those appearances were for Latham Group, Inc. (SWIM), Csw Industrials, Inc. (CSW), JELD-WEN Holding, Inc. (JELD), SiteOne Landscape Supply, Inc. (SITE), Carlisle Companies Inc (CSL) and 5 other companies. The companies whose calls Charles Perron spoke on are classified in the Industrials, Real Estate and Consumer Cyclical sectors.
“Just first, I want to, recognizing, you know, the strength that you saw in order sales and traffic throughout the quarter, but given the macro uncertainty, I was wondering if you can help us parse out the trends in the quarter, in the sand state, and through October, you've seen on web traffic and on conversion in…”
“I guess my first question, I just want to talk a little bit more about what you're seeing in terms of contractor solution. Are you seeing maybe a little bit more shift to repair versus replacement given the macro environment that we're in today?”
“First, I want to talk about customer service. Bill, I think you mentioned in your prepared remarks, your effort to address the freight challenges on service level in the near term.”
“First, I just want to go back on the SG&A. You know, you talk about SG&A leverage flat for the full year, which represented improvement versus the first half. I realize the improvement in volumes will be a key driver, but I think you mentioned in your prepared remarks additional actions to drive productivity.”
“First, I'd like to shift gear a little bit and talk about the auto cover and the opportunities that you see in this market.”
Goldman Sachs
Analyst
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SWIM
Building Products & Equipment · Industrials
Specialty Industrial Machinery · Industrials
Building Products & Equipment · Industrials
Industrial Distribution · Industrials
Building Products & Equipment · Industrials
WHR
Furnishings, Fixtures & Appliances · Consumer Cyclical
Building Products & Equipment · Industrials
Building Products & Equipment · Industrials