Analyst
Raymond James
Equibles does not estimate personal net worth.
Joe Altobello is recorded as Analyst at Raymond James. Joe Altobello has spoken on 20 earnings calls and 7 other investor events across 13 companies, most recently for YETI Holdings, Inc. on August 13, 2026. Those appearances were for Patrick Industries Inc (PATK), Harley-Davidson, Inc. (HOG), YETI Holdings, Inc. (YETI), Camping World Holdings, Inc. (CWH), Lci Industries (LCII) and 8 other companies. The companies whose calls Joe Altobello spoke on are classified in the Consumer Cyclical and Basic Materials sectors.
“Obviously, significant upside versus what we were expecting. I think what you were expecting as well, even excluding the refunds. You called out pricing discipline as a driver there.”
“A question on SG&A. If I go back two years ago, SG&A to sales was about 15.5%. This year it's about, call it 17.5%. And I know a lot of that increases advertising.”
“First question on the new ASPs, you mentioned, you know, Matt, they were up almost 14% in the quarter. Was that all mixed?”
“So first, you know, Jonathan, could you quantify the impact of production units being below shipments this year? And maybe secondly, give us a sense for how retail cadence was throughout the quarter.”
Raymond James
Analyst
Source not stated
Recreational Vehicles · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
YETI
Leisure · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
LCII
Recreational Vehicles · Consumer Cyclical
PLNT
Leisure · Consumer Cyclical
Agricultural Inputs · Basic Materials
DOO
Recreational Vehicles · Consumer Cyclical
ONEW
Specialty Retail · Consumer Cyclical
Recreational Vehicles · Consumer Cyclical
PII
Recreational Vehicles · Consumer Cyclical
HZO
Specialty Retail · Consumer Cyclical
