We’re hosting a ‘fireside chat’ with CEO Ben Kohn, Chief Brand Officer Rachel Webber, and CFO Lance Barton to dive deep into the business. While we’ll touch on some obligatory questions around the quarter and near-term catalysts, the bulk of our time will be to better understand how this company can dramatically transform the profit center of this portfolio of brands, and make its long-term guide of $100mm in EBITDA and the consensus $491mm long-term revenue estimate look like rounding errors.
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