ROST
Apparel Retail · Consumer Cyclical
Analyst
Citigroup (filling in for Paul Lejuez)
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Tracy Kogan is recorded as Analyst at Citigroup (filling in for Paul Lejuez). Tracy Kogan has spoken on 6 earnings calls across 5 companies, most recently for Capri Holdings Ltd on May 27, 2026. Those appearances were for Ross Stores, Inc. (ROST), Capri Holdings Ltd (CPRI), Columbia Sportswear Co (COLM), V F Corp (VFC) and Macy's, Inc. (M). The companies whose calls Tracy Kogan spoke on are classified in the Consumer Cyclical sector.
“I was hoping you could give some more color on how your business trended by month in 4Q for Coors, U.S. full price and outlet channels, and how is it performing now?”
“I think you guys said domestic freight leveraged this quarter, and I was wondering what the driver was there and what you're building in for the year. And then I think ocean is a smaller piece for you, but wondering if you could give some color on what you're seeing on that piece of freight as well.”
“I think you guys said your fall order books support mid-single-digit growth, and I was just wondering how this bleaks out by region and if the U.S. is up a similar amount, And also just wondering what it looks like in units in the U.S., if we're assuming there's a high single-digit price increase in there.”
“I was hoping you could talk more about the drivers of the gross margin beat versus your expectations in this quarter, wondering if you were able to mitigate more.”
“I just wanted to follow up on the last question. I know you said you're just starting to see some price increases, and I was wondering how that is falling out between your own private brands and national brands.”
Citigroup (filling in for Paul Lejuez)
Analyst
Source not stated
ROST
Apparel Retail · Consumer Cyclical
CPRI
Luxury Goods · Consumer Cyclical
Apparel Manufacturing · Consumer Cyclical
VFC
Apparel Manufacturing · Consumer Cyclical
Department Stores · Consumer Cyclical