$HARVIA

[image] No wonder $HARVIA Q2 sales in North America surged +40% fully organically when you can get these kinds of deals from $COST Looking at $COST online delivery options, you can find multiple Almost Heaven Sauna (AHS) models ranging from ~$3k–8k. IMO, this is a very sweet spot price

[image] $POOL is down ~70% from its 2021 peak. Meanwhile, $HARVIA has been compounding its US business at ~40% CAGR, with ~20% EBIT margins. The difference is wild, while $POOL drawdown has been driven by: 1. New pool construction collapsing from ~120k units in 2021 to ~60k today. 2