Analyst
Bank of America
Equibles does not estimate personal net worth.
Sean Kalman is recorded as Analyst at Bank of America. Sean Kalman has spoken on 6 earnings calls across 5 companies, most recently for SiteOne Landscape Supply, Inc. on July 29, 2026. Those appearances were for SiteOne Landscape Supply, Inc. (SITE), Whirlpool Corp (WHR), Pool Corp (POOL), Latham Group, Inc. (SWIM) and Hayward Holdings, Inc. (HAYW). The companies whose calls Sean Kalman spoke on are classified in the Industrials and Consumer Cyclical sectors.
“I wanted to follow up on the fixed budgets impacting maintenance demands. Are these typically reset at calendar year, or is it more staggered and dependent on, like, who the customer itself?”
“Just first one, you guys are raising price a little more than your competitors despite the higher tariff impact for them. Are you expecting them to have to catch up on the price increases?”
“Just first, can you kind of quantify the improvement in volumes that you're seeing in April, and should we expect 2Q to be the highest growth quarter, just given the shift in sales from 1Q to 2Q, and then the fertilizer pricing increase with April being a big month for that?”
“Just first, can you talk about what you think drove the Better Early Buy this year? Do you think customers are more worried about potential price increases, or do you think this is like a view that they're more optimistic on 2026?”
“Going back to the SG&A, so the year-over-year growth in the first half was much higher than this quarter, and you still had the inclusion of acquisition. So I'm just curious, did you guys slow any of the marketing spend?”
Bank of America
Analyst
Transcript header (unverified)
Industrial Distribution · Industrials
WHR
Furnishings, Fixtures & Appliances · Consumer Cyclical
POOL
Industrial Distribution · Industrials
SWIM
Building Products & Equipment · Industrials
Electrical Equipment & Parts · Industrials
