Analyst
KeyBanc Capital Markets
Analyst
KeyBanc
Equibles does not estimate personal net worth.
Brad Thomas is recorded as Analyst at KeyBanc Capital Markets and Analyst at KeyBanc. Brad Thomas has spoken on 29 earnings calls and 1 other investor event across 14 companies, most recently for Ollie's Bargain Outlet Holdings, Inc. on September 2, 2026. Those appearances were for Somnigroup International Inc. (SGI), Upbound Group, Inc. (UPBD), PROG Holdings, Inc. (PRG), Caseys General Stores Inc (CASY), Five Below, Inc (FIVE) and 9 other companies. The companies whose calls Brad Thomas spoke on are classified in the Consumer Cyclical, Technology, Industrials and Consumer Defensive sectors.
“I appreciate the updated guidance and wanted to ask about changing behaviors on the consumer front.”
“I want to ask about the health and wellness category and appreciate all the detail you shared this morning. it's really been a outsized contributor to growth over the last few years and still seems to have a bright outlook.”
“I wanted to first ask about the inside merchandise margins. Those continue to be really healthy. Wondering if you you could speak to the opportunity to continue to expand those inside merchandise margins in the back half of the year and going forward?”
“I wanted to just ask about the performance in your showrooms relative to the rest of the market.”
“I wanted to ask about the multi-year financial outlook that when you presented it called for about a 24% CAGR to 2028. I know that a part of that comes from industry growth.”
KeyBanc Capital Markets
Analyst
Source not stated
KeyBanc
Analyst
Source not stated
Furnishings, Fixtures & Appliances · Consumer Cyclical
UPBD
Software - Application · Technology
Rental & Leasing Services · Industrials
Specialty Retail · Consumer Cyclical
FIVE
Specialty Retail · Consumer Cyclical
SNBRQ
Furnishings, Fixtures & Appliances · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Packaged Foods · Consumer Defensive
Internet Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
WMT
Discount Stores · Consumer Defensive
YSWY
Grocery Stores · Consumer Defensive
Furnishings, Fixtures & Appliances · Consumer Cyclical
MUSA
Specialty Retail · Consumer Cyclical
