Department Stores · Consumer Cyclical
Blake Anderson
Analyst
Jefferies
Equibles does not estimate personal net worth.
About Blake Anderson
Blake Anderson is recorded as Analyst at Jefferies. Blake Anderson has spoken on 14 earnings calls across 6 companies, most recently for LuxExperience B.V. on September 16, 2026. Those appearances were for Macy's, Inc. (M), LuxExperience B.V. (LUXE), Pvh Corp. (PVH), Ralph Lauren Corp (RL), Kontoor Brands, Inc. (KTB) and 1 other company. The companies whose calls Blake Anderson spoke on are classified in the Consumer Cyclical sector.
Blake Anderson on recent calls
“So I wanted to start off with the guidance in terms of the mid to high single digit sales growth. Sounds like you guided high single for Q1, so it's off to a stronger start.”
“So I wanted to start off with, it sounded like you held the second half sales expectations mostly despite the Q2 outperformance. Can you provide any color on the quarter-to-date comp versus the flat guide at the midpoint, which implies a step down?”
“So I wanted to ask first, it would be great to hear Alexei's key priorities into the new CFO role and going forward. And then if you could comment on the U.S. region and the consumer there, there's still higher gas prices.”
“So I wanted to ask one on Europe to start. So you mentioned Europe D2C had improved in May, I think partially impacted by calendar timing. Can you elaborate more on that rate and what it was, excluding the calendar timing and how that compared to April?”
“Can you talk about what you're seeing most recently there, any commentary you can provide on kind of how the comp was throughout the quarter, and then what you're seeing most recently versus your guide?”
Affiliation history
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Jefferies
Analyst
Transcript header (unverified)
Current
Company network
LUXE
Luxury Goods · Consumer Cyclical
PVH
Apparel Manufacturing · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
VFC
Apparel Manufacturing · Consumer Cyclical