Analyst
William Blair
Equibles does not estimate personal net worth.
Philip Lee is recorded as Analyst at William Blair. Philip Lee has spoken on 10 earnings calls and 2 other investor events across 8 companies, most recently for Millerknoll, Inc. on September 22, 2026. Those appearances were for Five Below, Inc (FIVE), Driven Brands Holdings Inc. (DRVN), Traeger, Inc. (COOK), Holley Inc. (HLLY), Millerknoll, Inc. (MLKN) and 3 other companies. The companies whose calls Philip Lee spoke on are classified in the Consumer Cyclical sector.
“So So you slightly brought down your sales guide for the year. Can you just provide a bit more color on what specifically you're seeing in NAC and global retail that's giving you that additional caution?”
“So as we just start to think about holiday, I think last year you began to roll out some of your larger omni-channel initiatives, like BOPUS, delivery, et cetera, but maybe had to turn off some of those capabilities due to the high volumes and staffing constraints.”
“So now that you're breaking out the glass business, I guess, how should we think about comps for that business? I understood it can be very choppy, but when we think about, I guess, should we think about some sort of annual target average over the next few years?”
“And then just building on prior question, you called out the new partnership with Lowe's, which is great.”
“I'm the consumer analyst here at William Blair. For a full list of disclosures, please refer to our website. Very excited to have Holly's president and CEO, Matt Stevenson, and CFO, Jesse Weaver.”
William Blair
Analyst
Transcript header (unverified)
FIVE
Specialty Retail · Consumer Cyclical
Auto & Truck Dealerships · Consumer Cyclical
COOK
Furnishings, Fixtures & Appliances · Consumer Cyclical
HLLY
Auto Parts · Consumer Cyclical
MLKN
Furnishings, Fixtures & Appliances · Consumer Cyclical
Home Improvement Retail · Consumer Cyclical
YETI
Leisure · Consumer Cyclical
Furnishings, Fixtures & Appliances · Consumer Cyclical
