Analyst
Wolfe Research
Equibles does not estimate personal net worth.
Fred Whiteman is recorded as Analyst at Wolfe Research. Fred Whiteman has spoken on 4 earnings calls across 4 companies, most recently for Lci Industries on February 11, 2025. Those appearances were for Lci Industries (LCII), Harley-Davidson, Inc. (HOG), Mattel Inc (MAT) and OneWater Marine Inc. (ONEW). The companies whose calls Fred Whiteman spoke on are classified in the Consumer Cyclical sector.
“I'm hoping you could just level set sort of what you have contemplated in your outlook for the year as far as steel and aluminum tariffs, maybe where inventory levels stand, how you're thinking about pass-through.”
“If we look back last year, you'd called out some incremental dealer support to clear through non-currents. I think there was a $40 million number initially, and then you upsized that down the road.”
“Could you give us a little bit of color on how you're thinking about Mattel Brick Shop, maybe what the opportunity for that could be, how quickly that could ramp, and maybe what that means for some of the other construction brands that you guys have?”
“I was hoping you could just talk about the cadence of the quarter, Austin. I think when you reported last or held a call last, you talked about some encouraging October trends.”
Wolfe Research
Analyst
Transcript header (unverified)
LCII
Recreational Vehicles · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
MAT
Leisure · Consumer Cyclical
ONEW
Specialty Retail · Consumer Cyclical
