The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Jacqueline Li - Bank of America - Analyst
: Thanks, Clara. Good morning, everyone, and thanks for taking my questions. I have two, so I'm happy to go one at a time. My first question is on
your guidance for 2024. Appreciate it, Bruce, you've provided some color on it already. I'm wondering if you could talk through, perhaps quantify
some of your assumptions in arriving at that guidance. So in terms of the upper end and lower end, what do those numbers mean or imply for
pricing, new build volumes, remodel, and then aftermarket in 2024? Thank you.
Question: Jacqueline Li - Bank of America - Analyst
: Okay, great. Thank you. If I could sneak in a quick follow-up on that. What was the price versus volume split in terms of the organic constant currency
impact in Q4?
Question: Jacqueline Li - Bank of America - Analyst
: Yes. Price versus volume in Q4.
Question: Jacqueline Li - Bank of America - Analyst
: Okay, thank you. And then final question. You mentioned Europe versus the US. What's your outlook in terms of those different markets, in terms
of demand in 2024? Maybe you can provide some color on the trends you're seeing in different European countries, Spain, France, et cetera. Thank
you.
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FEBRUARY 29, 2024 / 9:00AM, FLUI.MC - Q4 2023 Fluidra SA Earnings Call
Question: Jacqueline Li - Bank of America - Analyst
: That's very helpful. Thank you very much.
Question: Jacqueline Li - Bank of America - Analyst
: Hi, everyone. Thanks for taking my follow-up question. It's a clarification point about the EUR100 million potential sales benefit, and how you've
arrived in that estimate. Have you based this number on, for example, your view of inventory days at distributors, or is the EUR100 million based
on maybe your assumption of normal sell-in volumes versus 2019? If you could help us there, that would be great. Thanks.
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FEBRUARY 29, 2024 / 9:00AM, FLUI.MC - Q4 2023 Fluidra SA Earnings Call
Question: Jacqueline Li - Bank of America - Analyst
: Okay, great. Thank you very much.
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