Analyst
Guggenheim Partners
Equibles does not estimate personal net worth.
Simeon Siegel is recorded as Analyst at Guggenheim Partners. Simeon Siegel has spoken on 4 earnings calls across 4 companies, most recently for Macy's, Inc. on September 10, 2026. Those appearances were for Macy's, Inc. (M), Capri Holdings Ltd (CPRI), Victoria's Secret & Co. (VSXY) and Bath & Body Works, Inc. (BBWI). The companies whose calls Simeon Siegel spoke on are classified in the Consumer Cyclical sector.
“Tony or Tom, maybe just within your comments about the different AUR dynamics by brand. So could you share what AUR versus students were by banner? And then I was hoping you could flesh out the traffic versus conversion comments you had made earlier in the call.”
“Tyler, can you elaborate just a little bit more on the lower-than-ticipated inventory? Maybe discuss both what happened and the why within that inventory. How much of that is reduction in markdown versus full price?”
“So Hilary and team, obviously, you have this nice year behind you. You're seeing what's working, what isn't. Maybe it feels like you have a really nice handle on the brand.”
“Daniel, and sorry if I missed if you said this, obviously early, but is there any way to quantify the initial reads from Amazon, maybe how you're thinking about both Amazon and the other incremental wholesale partnerships within the full year guide for next year?”
Guggenheim Partners
Analyst
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Department Stores · Consumer Cyclical
CPRI
Luxury Goods · Consumer Cyclical
Specialty Retail · Consumer Cyclical
