OWLT
Medical Devices · Healthcare
Analyst
Northland Capital Markets
Equibles does not estimate personal net worth.
Owen Rickert is recorded as Analyst at Northland Capital Markets. Owen Rickert has spoken on 16 earnings calls across 9 companies, most recently for Stitch Fix, Inc. on September 23, 2026. Those appearances were for Owlet, Inc. (OWLT), Honest Company, Inc. (HNST), Savers Value Village, Inc. (SVV), Better Home & Finance Holding Co (BETR), Life Time Group Holdings, Inc. (LTH) and 4 other companies. The companies whose calls Owen Rickert spoke on are classified in the Healthcare, Consumer Defensive, Consumer Cyclical and Financial Services sectors.
“Firstly, on the RPAC durability, with active clients declining in the quarter, RPAC, I'm assuming, carried the revenue story. I guess how much of this growth in RPAC is being driven by accessories and footwear penetration versus larger fixed sizes?”
“Your line is now open. hey guys thanks for taking my questions here and congrats on a great quarter uh first for me you know the 490 bps of gross margin expansion was really impressive but you called out some accelerated license brand minimum royalty recognition as a partial offset how should we think about the…”
“Thanks for taking my questions here and congrats on a pretty awesome quarter uh first for me can you describe that ai parenting co-pilot offering for us what does the product roadmap look like there how are you thinking about monetization i guess is this a feature within outlet 360 is it separate or something else…”
“For the non-loyalty customer cohort, can you just describe how they are behaviorally? Are they primarily one-time or infrequent visitors?”
“First, for me, how much of the second quarter organic growth acceleration was driven by distribution gains versus velocity improvement? And is that mix shifting any one way or the other?”
Northland Capital Markets
Analyst
Source not stated
OWLT
Medical Devices · Healthcare
HNST
Household & Personal Products · Consumer Defensive
Specialty Retail · Consumer Cyclical
Mortgage Finance · Financial Services
SFIX
Apparel Retail · Consumer Cyclical
FOSL
Footwear & Accessories · Consumer Cyclical