If you have not taken in the Oppenheimer presentation, you really should review the cost and revenue synergies these guys are signed up on... $10m this year and $40m+ annually after three years. Revenue ramp will be serious value added. We have the best brands, best technology, best accessories and defined roles for each of the major brands. Rapid debt paydowns in program now as FCF/debt is ramping fast from here.
Earnings tomorrow -- super fun to see people trying to take this down. I would too if I was short in hopes that we can find cover for large below $50. Meanwhile, the TPX team has been very self assured at 2Q conferences re guidance (given May 1) and the new models they have now finished putting into stores. Now they lapped the tough comps, and listen to their comments on Asia kicking ash for them in recent months.