At Your Leisure: Key Takeaways from Nantucket Consumer Conference

Research evidence excerpt

At Your Leisure: Key Takeaways from Nantucket Consumer Conference

USA | Lifestyle & Growth Platforms EquityJuneResearch22, 2026

At Your Leisure: Key Takeaways from Nantucket

Consumer Conference

Our 'At Your Leisure' weekly updates highlight key developments and interesting

data points relevant to the Recreation & Leisure space. This week, we highlight

our Nantucket Consumer Conference Recap.

,Nantucket Consumer Conference Recap.

CALY: We hosted CALY's Patrick Burke (SVP, Global Finance, Treasury, and IR) and Andy Ellner•

(Senior Manager, IR and Corporate Communications) for investor meetings at our Nantucket

Consumer Conference and came away bullish on the company's positioning in a broadening

golf market. With a favorable iron cycle ahead, pricing power intact, and margins trending

higher, we view CALY as well-positioned to drive continued share gains and earnings growth.

See here for more details.

GOLF: We hosted Acushnet's David Maher (CEO), Sean Sullivan (CFO), and Cameron Vollmuth•

(IR) at our Nantucket Consumer Conference and came away constructive on the durability of

the company's category leadership and growth outlook. With a leading share in premium balls,

continued capacity and infrastructure investment, and a resilient end-consumer, we see the

company as well-positioned to sustain growth supported by R&D and supply chain advantages.

SN: We hosted SN's Mark Barrocas (CEO), Adam Quigley (CFO), and James Lamb (SVP,•

IR) at our Nantucket Consumer Conference and remain bullish. The three-pillar flywheel:

core reinvigoration, new category creation, and international scaling, is compounding. SN

delivered its 12th straight Q of DD% organic sales growth vs a US market down L-MSD%.

Innovation is creating categories, not just products.