Analyst
KeyBanc Capital Markets
Equibles does not estimate personal net worth.
Noah Zatzkine is recorded as Analyst at KeyBanc Capital Markets. Noah Zatzkine has spoken on 12 earnings calls across 8 companies, most recently for MasterCraft Boat Holdings, Inc. on September 10, 2026. Those appearances were for Garmin Ltd (GRMN), Winnebago Industries Inc (WGO), Callaway Golf Co (CALY), Camping World Holdings, Inc. (CWH), MasterCraft Boat Holdings, Inc. (MCFT) and 3 other companies. The companies whose calls Noah Zatzkine spoke on are classified in the Technology and Consumer Cyclical sectors.
“I guess first, just kind of on the industry retail commentary, what did you kind of see play out through the quarter and maybe what are you seeing now? Any kind of change in retail performance for you guys or the broader industry as things progressed?”
“I guess just to follow up on Circa, any early feedback? I know it's super early from retail partners or consumers you'd like to share. And I noticed on the website, on your website, it seems that the product sold out and now the ship wait time is five to eight weeks.”
“Obviously, UTV was particularly strong in the quarter, so just wondering what drove the sequential retail acceleration there, and was data center construction a meaningful piece of that?”
“I guess first, just wondering what you're seeing in terms of year-over-year price increases from competitors and where you think you stack up there, as well as any thoughts on the current state of channel inventories.”
KeyBanc Capital Markets
Analyst
Transcript header (unverified)
GRMN
Scientific & Technical Instruments · Technology
Recreational Vehicles · Consumer Cyclical
CALY
Leisure · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
PII
Recreational Vehicles · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
