Analyst
Telsey Advisory Group
Equibles does not estimate personal net worth.
Joe Feldman is recorded as Analyst at Telsey Advisory Group. Joe Feldman has spoken on 15 earnings calls and 1 other investor event across 9 companies, most recently for Albertsons Companies, Inc. on October 13, 2026. Those appearances were for Five Below, Inc (FIVE), Grocery Outlet Holding Corp. (GO), Traeger, Inc. (COOK), Vital Farms, Inc. (VITL), Albertsons Companies, Inc. (ACI) and 4 other companies. The companies whose calls Joe Feldman spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
“You know, you've talked a little bit about capital allocation before with buybacks, but how are you thinking about CapEx given the situation right now?”
“And the question I had was you talked a bit about the Five Beyond section in the back of the store and sort of tearing down that wall and allocating some more space.”
“I wanted to dig in on that field operations changes you've made.”
“Does that mean like the Costco roadshows that went away, or are we talking related to the Lowe's rollout? Some vendors, some retail partners got word of that and changed their behavior.”
“At a higher level, can you share some thoughts on the industry and, like, what kind of growth you're seeing in the industry? It seems like you guys are starting to really perform a bit better.”
Telsey Advisory Group
Analyst
Source not stated
FIVE
Specialty Retail · Consumer Cyclical
Grocery Stores · Consumer Defensive
COOK
Furnishings, Fixtures & Appliances · Consumer Cyclical
VITL
Farm Products · Consumer Defensive
HLLY
Auto Parts · Consumer Cyclical
BBY
Specialty Retail · Consumer Cyclical
WMT
Discount Stores · Consumer Defensive
KR
Grocery Stores · Consumer Defensive
