Analyst
Citi
Equibles does not estimate personal net worth.
Paul Lejuez is recorded as Analyst at Citi. Paul Lejuez has spoken on 11 earnings calls across 11 companies, most recently for Bath & Body Works, Inc. on August 26, 2026. Those appearances were for Bath & Body Works, Inc. (BBWI), Carters Inc (CRI), Deckers Outdoor Corp (DECK), Academy Sports & Outdoors, Inc. (ASO), Macy's, Inc. (M) and 6 other companies. The companies whose calls Paul Lejuez spoke on are classified in the Consumer Cyclical, Healthcare and Consumer Defensive sectors.
“You know, sales are down 2.3% in 2Q and comparisons ease in the third quarter. So I guess I'm curious with the investments that you're making and the benefits of the consumer first formula building, why you wouldn't expect 3Q to be a bit better than what you guided, just also considering the comparisons.”
“First one, I wanted to understand the wholesale dynamic a little bit better. I'm curious just if you could help connect the dots between wholesale partners wanting product earlier and your comments, Richard, about them being more conservative.”
“I'm curious if you could talk about the Europe market a little bit more, what you're seeing in terms of promotional levels, also a point of sale, and where you're seeing market share gains and what's driving it.”
“I'm curious what it costs from a CapEx and SMA investment to bring a store into the Reimagined program, and also what kind of sales and EBIT dollar lift do you expect in year one and year two?”
Citi
Analyst
Source not stated
Specialty Retail · Consumer Cyclical
CRI
Apparel Retail · Consumer Cyclical
DECK
Footwear & Accessories · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Department Stores · Consumer Cyclical
Specialty Retail · Consumer Cyclical
WRBY
Medical Instruments & Supplies · Healthcare
URBN
Apparel Retail · Consumer Cyclical
KR
Grocery Stores · Consumer Defensive
