Analyst
Wolfe Research
Equibles does not estimate personal net worth.
Spencer Hanus is recorded as Analyst at Wolfe Research. Spencer Hanus has spoken on 3 earnings calls across 3 companies, most recently for Dollar General Corp on August 27, 2026. Those appearances were for Dollar General Corp (DG), Five Below, Inc (FIVE) and Tractor Supply Co (TSCO). The companies whose calls Spencer Hanus spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
“I just wanted to ask on tariff refunds and how you're thinking about the sales lift that you're going to get from those reinvestments that you're going to be making in the second half.”
“I'm just curious how much runway you think you have to continue to shift the mix to higher AUR products over time, just as you try to mechanically cycle some of these tough comps if the underlying rate here is a high single-digit comp?”
“I just wanted to ask on store growth, stepping up for next year, where do you see most of that growth being centered? Is it new or infill markets? And then how are you thinking about the cannibalization from that growth and then the returns on those stores as well?”
Wolfe Research
Analyst
Transcript header (unverified)
Discount Stores · Consumer Defensive
FIVE
Specialty Retail · Consumer Cyclical
TSCO
Specialty Retail · Consumer Cyclical
