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Analyst
Tracy Kogan
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q2 (8 quarters; questions recorded in 4).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 6 of 6 questions from 2 companies
ROSTRoss Stores4 questions · 3 reporting periods · 0 of 4 challenging
Calendar 2026 Q2
I think you guys said domestic freight leverage this quarter, and I was wondering what the driver was there
Show response
Hartshorn noted domestic freight leveraged only 10bps as higher fuel prices limited gains. Guidance assumes elevated fuel prices pressuring both ocean and domestic freight in Q2 and full year.
I was hoping you could talk about some of the other metrics, like average basket, AUR, units, conversion
Show response
Traffic was primary comp driver. Average basket grew but at a much smaller proportion. Units per transaction were flat.
Calendar 2026 Q1
how much of it was driven by better IMU from buying better versus how much was driven by lower markdowns?
Show response
Sheehan attributed 10bps merch margin improvement to better buying. Hartshorn said FY2026 driven by better buying plus recapturing some tariff pressure. Q1 margin headwinds from DC, packaway timing, and incentive comp roughly evenly split.
Calendar 2025 Q2
we should think about the $0.11 to $0.16 in 2Q as including some mitigation because I think you said that you were able to negotiate some costs
Show response
Hartshorn confirmed Q2 guidance includes some vendor cost mitigation. Comp performance was broad-based across income bands with no obvious trade-down pattern.
TPRTapestry, Inc.2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q2
As far as the acceleration you mentioned that's happening in 1Q, I was wondering if you could give a little more detail by region on that
Show response
Joanne confirmed acceleration is widespread across all regions. Todd detailed mid-to-high single-digit AUR growth driven by mix, One Coach full-price in outlet, and innovation pipeline.
Calendar 2024 Q3
I was wondering if you could maybe give us a little more color on how that has varied regionally and what you're expecting for this year for AUR
Show response
Todd explained AUR driven by less discounting, newness with Brooklyn/Tabby, and full-price Tabby in outlet. Consumers don't see channels, they see brand.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| ROST Ross Stores | 4 | 0%none of 4 questions |
| TPR Tapestry, Inc. | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | No questions recorded | — | — |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q4No questions recorded
- 2025 Q1No questions recorded
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q3No questions recorded
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand3
- Pricing3
- Cost Pressure1
- Supply Chain1
- Margin1
- Revenue Growth1
- Geographic Expansion1
- Trade Tariffs1