Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Simeon Goodman is recorded as Analyst at Morgan Stanley. Simeon Goodman has spoken on 9 earnings calls across 7 companies, most recently for Acushnet Holdings Corp. on August 6, 2026. Those appearances were for Driven Brands Holdings Inc. (DRVN), Kroger Co (KR), Acushnet Holdings Corp. (GOLF), Sally Beauty Holdings, Inc. (SBH), Valvoline Inc (VVV) and 2 other companies. The companies whose calls Simeon Goodman spoke on are classified in the Consumer Cyclical and Consumer Defensive sectors.
“My first question is, if you look at golf clubs, which grew $82 million in Q2 on constant currency, I don't know if you said this or not, or you're willing to quantify, but how much is attributable to the timing of pulled up launches?”
“I guess, you know, there is a competitor and I'm sure you're, you know, you're expecting this. And I wanted to ask about relative performance. You think there is a price or an inflation component to it or it's a comparison issue?”
“But when Kroger went out and did some big pricing investments, it was in the earlier part of the 2000s, a long time ago, and it took a couple of years for the sales needle to move pretty meaningfully.”
“So if we look over the last, you know, couple of years, there's been, you know, stabilization. I wanted to, in your perspective, you know, the one or two key things that have enabled that stabilization, and then I have a follow-up.”
“Can you talk about milestones, integration, you know, anything good or anything less than good?”
Morgan Stanley
Analyst
Transcript header (unverified)
Auto & Truck Dealerships · Consumer Cyclical
KR
Grocery Stores · Consumer Defensive
Specialty Retail · Consumer Cyclical
VVV
Auto & Truck Dealerships · Consumer Cyclical
TSCO
Specialty Retail · Consumer Cyclical
