Analyst
Credit Suisse
Equibles does not estimate personal net worth.
Michael Binetti is recorded as Analyst at Credit Suisse. Michael Binetti has spoken on 5 earnings calls across 3 companies, most recently for Ralph Lauren Corp on May 20, 2021. Those appearances were for Ralph Lauren Corp (RL), Tapestry, Inc. (TPR) and Burlington Stores, Inc. (BURL). The companies whose calls Michael Binetti spoke on are classified in the Consumer Cyclical sector.
“North America has been a big focus for a while. How are you feeling about the North America business now? A lot of the initiatives that you mentioned that you were trying to clean up over the last year are focused in that market.”
“I guess, Joanne, I guess, to kind of dovetail off the questions on gross margin as you look ahead to next fiscal year.”
“Jane, could you clarify, you mentioned shifting to offense and starting to build inventory a little to be preparing to fill demand as stores start to refill here.”
“But you've got a number of projects going on with the distribution channels, the regions, the pricing structure, the store fleet and some of the costs and investment lines here.”
“Very helpful, John, I guess just a little help from the near term first. You mentioned a couple times the inventory reserve you've taken should largely cover the cost of the inventory that you had on hand at the end of the quarter.”
Credit Suisse
Analyst
Source not stated
Apparel Manufacturing · Consumer Cyclical
TPR
Luxury Goods · Consumer Cyclical
