Latham Group Stock Discussion

Latham's Q4 results exceeded expectations, but its full-year revenue and EBITDA guidance fell short. Despite projected industry softness, it gained market share in 2023. The market reacted negatively to Latham's outlook, causing a 12.3% drop in stock price.

Recent insider selling at Latham Group, despite significant ownership, raises caution. Insiders sold more than they bought over the last year, suggesting careful consideration before investing.

Despite the P/S ratio being in line with the industry, the company's declining revenues and gloomy outlook could potentially impact the share price negatively. The current price levels might be unsustainable given the poor revenue outlook.

The majority of insider transactions for Latham Group over the past year have been sales, indicating a bleak future for the stock. The modest insider ownership indicates alignment with other shareholders, but potential investors are cautioned about a warning sign for the company.

Latham Group's declining ROCE, revenue despite higher capital deployment raises doubts about its competitive edge & market dominance. The market responds negatively as reflected in the significant stock price drop YoY. Considering these trends, investors might look elsewhere.

Oliver Gloe's appointment is likely to boost customer focus and improve leverage of scale at Latham Group, Inc. His role will be vital for the company's ongoing push for fiberglass conversion.

Oliver Gloe's appointment is projected to strengthen customer centricity and scale leverage at Latham Group. His role will be key in the firm's ongoing push for fiberglass conversion.