Analyst
ROTH Capital
Equibles does not estimate personal net worth.
Matt Coranda is recorded as Analyst at ROTH Capital. Matt Coranda has spoken on 21 earnings calls and 1 other investor event across 14 companies, most recently for Sportsman's Warehouse Holdings, Inc. on September 1, 2026. Those appearances were for Purple Innovation, Inc. (PRPL), FIGS, Inc. (FIGS), Aebi Schmidt Holding AG (AEBI), Lifetime Brands, Inc (LCUT), ThredUp Inc. (TDUP) and 9 other companies. The companies whose calls Matt Coranda spoke on are classified in the Consumer Cyclical and Industrials sectors.
“Maybe could you dimension for us the size of the IEPA refund benefit in the quarter? And then you said I think you invested in price. Any particular categories, I guess, where that showed up most acutely, I guess?”
“Maybe just could you first unpack some of the temporary impacts that you're investing in, I guess, in the supply chain that are driving the slight shift in the leverage target at the end of the year?”
“I guess just in terms of the reduced sales guide, is that all coming from a weaker wholesale channel? Are you assuming, I guess, that DTC sales continue to grow just given the strength that you highlighted in showroom?”
“I guess you're raising the EBITDA guide by $37 million at the midpoint. I guess the IEPA refund was roughly $40 million. Is the delta there, I guess, the reinvestment that you were talking about in the prepared remarks?”
“And then just going forward, I guess, what are you thinking in terms of what's embedded into the sales growth outlook from an active customer standpoint?”
ROTH Capital
Analyst
Transcript header (unverified)
Furnishings, Fixtures & Appliances · Consumer Cyclical
FIGS
Apparel Manufacturing · Consumer Cyclical
Farm & Heavy Construction Machinery · Industrials
LCUT
Furnishings, Fixtures & Appliances · Consumer Cyclical
TDUP
Internet Retail · Consumer Cyclical
RVLV
Internet Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
REAL
Luxury Goods · Consumer Cyclical
CLAR
Leisure · Consumer Cyclical
Kits Eyecare Ltd.
Specialty Retail · Consumer Cyclical
KITS Eyecare Fourth Quarter and Full Year 2025 Conference Call
Kits Eyecare Ltd.
