https://staging.qna.cloud/vouis-luitton/Vouis Luitton is a multinational holding and conglomerate specializing in luxury goodsen-USTelligent Community 13 Non-Productionhttps://staging.qna.cloud/vouis-luitton/f/meeting-room/154372/german-market-akkodis-pressureFri, 29 May 2026 13:42:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:e287149b-2a7c-4944-b38b-d199016e3550Bruce BannerWhat are the challenges and opportunities in the German market, particularly for Akkodis?https://staging.qna.cloud/vouis-luitton/f/meeting-room/154354/anon-post/153350Thu, 14 May 2026 13:48:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:06b9a415-acc1-4a31-8f00-978bc3c922bdJason Lehmantest reply anonhttps://staging.qna.cloud/vouis-luitton/f/meeting-room/154354/anon-postThu, 14 May 2026 04:19:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:3843b266-6df5-4382-8f5c-dc97bf448cfeJason Lehmanpost of anonhttps://staging.qna.cloud/vouis-luitton/f/meeting-room/154353/test-of-imageThu, 14 May 2026 03:27:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:dfc5f6d9-f05b-489a-b8df-00d449f440bfJason LehmanTest of imagehttps://staging.qna.cloud/vouis-luitton/f/meeting-room/154352/data-feed-test-01/153348Tue, 12 May 2026 21:58:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:d0d43f8e-793f-421e-a5f2-b53b3c42a5eeJason Lehmanreply 01.01https://staging.qna.cloud/vouis-luitton/f/meeting-room/154352/data-feed-test-01Tue, 12 May 2026 21:52:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:77bad5f6-ef12-4f56-896d-9d1693d6a8fcJason LehmanTest post 01https://staging.qna.cloud/vouis-luitton/f/meeting-room/154303/impact-of-restrictions-in-straits-of-hormuzWed, 11 Mar 2026 14:12:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:bac87821-cb87-4c72-b619-ab86604bd243SandyJayarajWhat the impacts on shipments to Asia from restrictions on shipping in the Straits of Hormuz?https://staging.qna.cloud/vouis-luitton/f/meeting-room/127646/roi-of-nfl-sunday-ticket-and-youtube-tvSun, 23 Nov 2025 23:56:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:3c9f2a73-dc65-4992-bf35-2199acccc652QnATest BuysiderCan you talk more about NFL Saturday Ticket and just what your key learnings were in year one? How are you thinking about the returns on the investment on both, from an advertising perspective and then also subscribers to both Sunday Ticket and YouTube TV?Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/127646/roi-of-nfl-sunday-ticket-and-youtube-tv/127606Sun, 23 Nov 2025 23:56:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:3d9d836d-404c-4507-846a-a29a1db97ea7QnATest CorporateNFL Saturdayday Ticket supports our long-term strategy and really help solidify YouTube's position as a must-have app on everyone's TV set. We've received great feedback so far. People like the navigation, multiview, the chat, the lack of latency, a really, really positive feedback on this one.Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/22151/slovenia-impactSun, 23 Nov 2025 22:52:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:f8a0a791-4248-4cc0-bac0-4c77d0743749QnATest BuysiderSlovenia, did that impact Aldi as well as Yolkswagen? Or is it just those two brands? Or can you just explain a little bit more?Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/22151/slovenia-impact/22134Sun, 23 Nov 2025 22:52:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:8569f286-bc57-4eaf-b505-10e8ffbfb46aQnATest CorporateThe flooding? Aldi was not impacted. There were a very small impact. Of course, Aldi have some of the MQB cars. But the majority of the effect was brand group core. And within brand group core, the majority effect was brand Yolkswagen.Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/21393/product-related-costsSun, 23 Nov 2025 22:29:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:b2edb673-fae3-44d8-b9df-418155e0a5eaQnATest BuysiderAnd on the product-related costs, my perception is that the problem is that not enough baskets are sold. And that basically is the cell producers, say, want compensation payments they come then maybe unexpected to you, to the whole industry, maybe, not just to Volkswagen, and that triggers basically an additional earnings burden. And should that mean also that for 2024, maybe the tailwind expected from product-related costs could be smaller than we all expect? So maybe some color on what you expect specifically for product-related costs then in 2024 as well.Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/21393/product-related-costs/21376Sun, 23 Nov 2025 22:29:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:53bec42d-544a-4402-bde9-08ff99169ee2QnATest CorporateIt is really too early to make really forecast there. We will give you a forecast when we release our financial results. But from today’s perspective, it’s basically always a year-over-year effect. And we are committed to further product improvement and we see really an improvement at aluminum at steel at lithium and other raw materials, which should have a mitigating effect there as well.Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/60142/optionality-and-m-a-dealsSun, 23 Nov 2025 22:06:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:246146aa-1f2d-4c71-a619-833bdf51f7aeQnATest BuysiderNet debt to EBITDA is down at sort of 1.1 times. Obviously, it does give you a lot of optionality. As you go through 2024, the scope for M&A sort of bolt-on M&A has that increased? Do you think there’s more chance of deals in 2024?Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/60142/optionality-and-m-a-deals/60125Sun, 23 Nov 2025 22:06:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:20a15013-f86a-4e8c-9d18-434e64886377QnATest CorporateNet debt to EBITDA is bang in the middle of our target range. I think as we look forward, that gives us optionality now in terms of how we think about enhancing in the best way total shareholder returns from here. Alongside all of the operational improvements that we’ve been making over the last couple of years, we have been refreshing our sort of M&A playbook and things that we would like to have within the portfolio that will accelerate our organic growth strategy. So, we are now more focused on that. I would hope that we can deploy capital in some bolt-on acquisitions over the next couple of yearsSample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/18163/outlook-on-the-sale-of-used-equipmentSun, 23 Nov 2025 21:32:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:7293d809-7744-4ebd-835f-812524335fedQnATest BuysiderCould you comment on the outlook for the sale of used equipment? Quite a big year in 2024, do you think that was peak levels heading into '25?Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/18163/outlook-on-the-sale-of-used-equipment/18146Sun, 23 Nov 2025 21:32:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:680ffd85-a152-4321-9ce3-0258b17d37c8QnATest CorporateYes, they are. Now I think that's only to be expected, but not significantly so, but they're slightly below peak. So we will expect to have a healthy second half market next year, but we will be selling less in volume.Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/14698/m-a-targetsSun, 23 Nov 2025 21:02:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:d767e788-69fc-49ee-8bf7-e1bf43372cf9QnATest BuysiderRegarding M&A, do you have specific product categories in focus here, or are you looking across the whole portfolio?Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/14698/m-a-targets/14677Sun, 23 Nov 2025 21:02:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:ea3a30bb-ca9d-4145-9f8f-c0716a9f0424QnATest CorporateWe think it’s across the whole portfolio. As we’ve talked about before, the way that we’re sort of thinking about acquisitions is can we identify assets that will accelerate the organic strategy that we have across the business. And that could be in technology, digital AI, as we did with Motion Metrics. It could be a regional infill, as it was with Carriere that required for ESCO and could be also product infills as well. So I wouldn’t say there’s one of those that is more likely than others, but I think we’re trying to push forward on all of those three fronts.Sample Datahttps://staging.qna.cloud/vouis-luitton/f/meeting-room/76329/outlook-on-the-sale-of-used-equipmentSun, 23 Nov 2025 20:14:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:0a3eb045-8473-4db4-9068-ee5e8317715bQnATest BuysiderCould you comment on the outlook for the sale of used equipment? Quite a big year in 2024, do you think that was peak levels heading into '25?Sample Data