Analyst
Evercore
Equibles does not estimate personal net worth.
Michael Bonetti is recorded as Analyst at Evercore. Michael Bonetti has spoken on 8 earnings calls across 8 companies, most recently for V F Corp on October 28, 2026. Those appearances were for V F Corp (VFC), Pvh Corp. (PVH), Tapestry, Inc. (TPR), Ralph Lauren Corp (RL), Canada Goose Holdings Inc. (GOOS) and 3 other companies. The companies whose calls Michael Bonetti spoke on are classified in the Consumer Cyclical sector.
“I was just reading the 10Q. It looks like the active segment wholesale was down 18. I think a lot of that would be vans. And then we've got some inventory. We've got the guidance for third quarter.”
“Stefan, you talked about the EMEA spring orders for next year down mid-singles. Thanks for that.”
“Guys, first off, let me just say thanks for bringing us out to headquarters tomorrow. Looking forward to seeing you guys and learning about AI. Now, can I just ask a little clarification on Ike's question?”
“On the near term, maybe just on the second quarter, North America revenue guide composition. I think, Justin, you said mid-singles. Can you just talk about how we get there a little?”
“Maybe, would you mind unpacking a little bit your comments on the industry trends in Europe? I think, you know, how much do you think logistics changes there are causing some impact, maybe some self-inflicted versus comments you made on tough operating environment?”
Evercore
Analyst
Transcript header (unverified)
VFC
Apparel Manufacturing · Consumer Cyclical
PVH
Apparel Manufacturing · Consumer Cyclical
TPR
Luxury Goods · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical
RVLV
Internet Retail · Consumer Cyclical
