EBAY
Internet Retail · Consumer Cyclical
Analyst
Morgan Stanley (on behalf of Lauren Schenk)
Equibles does not estimate personal net worth.
Nathan Feather is recorded as Analyst at Morgan Stanley (on behalf of Lauren Schenk). Nathan Feather has spoken on 16 earnings calls across 9 companies, most recently for Grindr Inc. on November 5, 2026. Those appearances were for Ebay Inc (EBAY), Grindr Inc. (GRND), FIGS, Inc. (FIGS), Duolingo, Inc. (DUOL), Ww International, Inc. (WW) and 4 other companies. The companies whose calls Nathan Feather spoke on are classified in the Consumer Cyclical, Technology, Healthcare and Communication Services sectors.
“Can you just help us unpack a little bit how we should think about the key revenue drivers here and any kind of sense of stack ranking between Edge, Freddie, and any other drivers?”
“Really exciting to see the traction across the business. I just want to follow up on that team's question. As you started to get into some larger partners here, what have been the key gating factors?”
“First, on the clinic side, you did see a lot of sequential declines there. I can't decompose how much of that was the lapping of the one-year compounded plans versus kind of underlying change.”
“First, just interested to hear on the new Peloton commercial series, what's been the early receptivity to that? And from a client mix, where are you getting the most incremental traction, and how should we think about the ramp and consideration cycle for that product?”
“First, when you talk about focusing more on monetization next year than you did this year, what does it actually mean internally? Is that more people dedicated to monetization tests?”
Morgan Stanley (on behalf of Lauren Schenk)
Analyst
Source not stated
EBAY
Internet Retail · Consumer Cyclical
FIGS
Apparel Manufacturing · Consumer Cyclical
GRND
Software - Application · Technology
DUOL
Software - Application · Technology
Medical Care Facilities · Healthcare
RVLV
Internet Retail · Consumer Cyclical
MTCH
Internet Content & Information · Communication Services
CHWY
Internet Retail · Consumer Cyclical