Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Kate McShane is recorded as Analyst at Goldman Sachs. Kate McShane has spoken on 38 earnings calls and 2 other investor events across 22 companies, most recently for Costco Wholesale Corp on September 24, 2026. Those appearances were for Tractor Supply Co (TSCO), Academy Sports & Outdoors, Inc. (ASO), Walmart Inc. (WMT), Dick's Sporting Goods, Inc. (DKS), Lowes Companies Inc (LOW) and 17 other companies. The companies whose calls Kate McShane spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
“This was mentioned at the very beginning of your presentation about the potential for that sweet spot of trailing 6- to 12-year-old vehicles. Is there any concern that demand could be impacted as the lower new vehicle sales from 2020 starts to flow into the addressable market?”
“We wondered, with regards to the World Cup, do you think there was any cannibalization within the store, just given the demand for the World Cup merchandise. And I know you mentioned in the prepared comments of lapping the World Cup next year.”
“We wanted to first ask about just what you're seeing with regards to the pricing environment and promotions. And obviously, there's been quite a few companies that have reported talking about taking tariff refunds and using it to invest in price, not just this quarter, but into the back half.”
Goldman Sachs
Analyst
Source not stated
TSCO
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
WMT
Discount Stores · Consumer Defensive
Specialty Retail · Consumer Cyclical
Home Improvement Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
Discount Stores · Consumer Defensive
TGT
Discount Stores · Consumer Defensive
Home Improvement Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
Specialty Retail · Consumer Cyclical
Specialty Retail · Consumer Cyclical
FIVE
Specialty Retail · Consumer Cyclical
AZO
Auto Parts · Consumer Cyclical
Specialty Retail · Consumer Cyclical
Discount Stores · Consumer Defensive
Specialty Retail · Consumer Cyclical
GPC
Auto Parts · Consumer Cyclical
