RVLV
Internet Retail · Consumer Cyclical
Analyst
Piper Sandler
Analyst
Needham
Equibles does not estimate personal net worth.
Anna Andreeva is recorded as Analyst at Piper Sandler and Analyst at Needham. Anna Andreeva has spoken on 19 earnings calls across 11 companies, most recently for Etsy Inc on October 28, 2026. Those appearances were for Revolve Group, Inc. (RVLV), Crocs, Inc. (CROX), Etsy Inc (ETSY), Wolverine World Wide Inc (WWW), Birkenstock Holding plc (BIRK) and 6 other companies. The companies whose calls Anna Andreeva spoke on are classified in the Consumer Cyclical and Healthcare sectors.
“Now, congrats on nice results and best of luck to Lani. We had just two quick questions. First, a follow-up on frequency. You talked about that extensively. Did that improve sequentially, and what has been the trend in frequency since Etsy started prioritizing those higher-quality listings on the platform?”
“We wanted to follow up on SG&A. Taryn really tightly managed. Dollars up only 2% and 3Q Guide assumes something similar. Just to double check, were there any timing shifts within that, and should we think that very low single-digit growth is the right way to think about SG&A growth going forward?”
“We're just on some more color on the drivers by product category. Verticals?”
“Can you just talk about what's driving the higher G&A for the year? This line item has grown double digits really for some time now, and obviously lots of initiatives that are working.”
Piper Sandler
Analyst
Source not stated
Needham
Analyst
Source not stated
RVLV
Internet Retail · Consumer Cyclical
CROX
Footwear & Accessories · Consumer Cyclical
ETSY
Internet Retail · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
ONON
Footwear & Accessories · Consumer Cyclical
CHWY
Internet Retail · Consumer Cyclical
VFC
Apparel Manufacturing · Consumer Cyclical
WRBY
Medical Instruments & Supplies · Healthcare
SHOO
Footwear & Accessories · Consumer Cyclical