Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Alex Straton is recorded as Analyst at Morgan Stanley. Alex Straton has spoken on 13 earnings calls across 8 companies, most recently for NIKE, Inc. on October 1, 2026. Those appearances were for NIKE, Inc. (NKE), Macy's, Inc. (M), American Eagle Outfitters Inc (AEO), Bath & Body Works, Inc. (BBWI), Gap Inc (GAP) and 3 other companies. The companies whose calls Alex Straton spoke on are classified in the Consumer Cyclical sector.
“Maybe just a big picture one for you, Elliot. If we just go back a couple years when you first started, I feel like we knew what the main or we were having a better understanding of what the main pressure points were with Jordan, with China, with sportswear.”
“Tom, I just wanted to clarify quickly just on the updated full-year guidance. It's clear that your backup sales assumptions are the same as last quarter, but excluding And Gareth, has your back half margin outlook evolved at all across gross or SG&A?”
“My first one is just on SG&A. It looks like the streets modeling this as mostly an SG&A leverage story, more so than gross margin expansion. So either for Hallie or Joshua, can you just speak to your confidence and your ability to leverage this line item over time?”
“Maybe for Robby and Mike, if our math is right at refunds, it just looks like you're trimming the full year EBIT guidance just slightly compared to last quarter.”
“Can you just talk about, from a strategic perspective, like where you're at in your journey with stores and reducing SKUs and making it a better experience and any fleet rationalization considerations going forward?”
Morgan Stanley
Analyst
Source not stated
NKE
Footwear & Accessories · Consumer Cyclical
Department Stores · Consumer Cyclical
Specialty Retail · Consumer Cyclical
GAP
Apparel Retail · Consumer Cyclical
REF
Apparel Retail · Consumer Cyclical
URBN
Apparel Retail · Consumer Cyclical
