Auto & Truck Dealerships · Consumer Cyclical
Tristan Thomas-Martin
Analyst
BMO Capital Markets
Equibles does not estimate personal net worth.
About Tristan Thomas-Martin
Tristan Thomas-Martin is recorded as Analyst at BMO Capital Markets. Tristan Thomas-Martin has spoken on 21 earnings calls and 5 other investor events across 8 companies, most recently for Lci Industries on August 5, 2026. Those appearances were for Camping World Holdings, Inc. (CWH), Patrick Industries Inc (PATK), Lci Industries (LCII), Harley-Davidson, Inc. (HOG), Polaris Inc. (PII) and 3 other companies. The companies whose calls Tristan Thomas-Martin spoke on are classified in the Consumer Cyclical sector.
Tristan Thomas-Martin on recent calls
“I have more of a broad question on end markets and specifically after markets. Can you kind of talk about the dynamics at play there and what your expectations are for the year?”
“Hey, good morning. um okay i jumped in a lot of things so i apologize if any of this is such on but i know you called out gain new unit share through may and i kind of understand the industry dynamics in june and july but like what changed with your performance relative to the industry well i think in some respects we…”
“I'm just a little confused about tariffs in relation to guidance. I get tariffs in relation to like your guided tariff amount. What was the combined $61 million, was that included in the original guidance, or is that part of the benefit and the reason for some of that guidance on course?”
“Just a quick clarification for your 26 wholesale unit guidance. Are you assuming shipments and production are in line?”
“Your line is now live. hey good morning um morning good morning andy now you're drilled down into everything what are you kind of excited about most product wise dlci portfolio um what do you think maybe there's some room for improvement and then just you mentioned affordability a couple times in your preamble in q a…”
Affiliation history
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BMO Capital Markets
Analyst
Source not stated
Current
Company network
Recreational Vehicles · Consumer Cyclical
LCII
Recreational Vehicles · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
PII
Recreational Vehicles · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical