Analyst
William Blair
Equibles does not estimate personal net worth.
Sharon Zakia is recorded as Analyst at William Blair. Sharon Zakia has spoken on 6 earnings calls across 4 companies, most recently for Carvana Co. on July 29, 2026. Those appearances were for Carvana Co. (CVNA), BJs RESTAURANTS INC (BJRI), Planet Fitness, Inc. (PLNT) and Portillo's Inc. (PTLO). The companies whose calls Sharon Zakia spoke on are classified in the Consumer Cyclical sector.
“And, you know, given the degradation we've seen kind of over the past year, which I think has run between 200 to 150 a quarter, do you expect that to narrow as we get into the third quarter?”
“You know, it's really interesting to continue to hear about the LTOs on the Pazookies bringing in younger demographics, and it sounds like it really accelerated for you in the fourth quarter.”
“And, you know, I think one of the big wild cards you had entering this year was the increase to the math fund.”
“You know, I guess the topic, hi, the topic du jour is kind of subprime loans, and I know we can see a lot of your subprime loan performance and your prime loan performance through various different vehicles, but can you talk about kind of the health of the portfolio, whether you foresee needing to take incremental…”
“First, on the mix in the quarter, I was a little surprised to see it go negative, just given the kiosk usage increasing. So maybe if we could get some clarity on what's going on with mix.”
William Blair
Analyst
Transcript header (unverified)
CVNA
Auto & Truck Dealerships · Consumer Cyclical
BJRI
Restaurants · Consumer Cyclical
PLNT
Leisure · Consumer Cyclical
PTLO
Restaurants · Consumer Cyclical
