Analyst
Evercore ISI
Equibles does not estimate personal net worth.
Oliver Wintermantel is recorded as Analyst at Evercore ISI. Oliver Wintermantel has spoken on 10 earnings calls across 5 companies, most recently for Bob's Discount Furniture, Inc. on November 5, 2026. Those appearances were for Bob's Discount Furniture, Inc. (BOBS), Petco Health & Wellness Company, Inc. (WOOF), Williams Sonoma Inc (WSM), Wayfair Inc. (W) and Tractor Supply Co (TSCO). The companies whose calls Oliver Wintermantel spoke on are classified in the Consumer Cyclical sector.
“Carl, can you break down the 3.8% comp into traffic conversion and average order value and remind us how that trended versus the second quarter, please?”
“So your contribution margin reached 16.1% despite lower gross margins. And as we think about 4Q and next year, how much of that improvement is sustainable, and where do you think you have to reinvest?”
“You called out absorbing ongoing supply chain headwinds in the second half. Can you maybe give us a little bit more details on that, maybe a dollar or basis point number on what it is?”
“Are you seeing any change in competitive promotional intensity as peers absorb their own tariff costs?”
“So you opened five stores in one queue, excuse me, and expect 20 for the rest of the year. How are the newest cohorts performing versus underwriting, especially in the greenfield markets? and has anything changed in your view of mature store productivity or ramp timing?”
Evercore ISI
Analyst
Source not stated
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
TSCO
Specialty Retail · Consumer Cyclical
