Jay Soule
Analyst
UBS
Equibles does not estimate personal net worth.
About Jay Soule
Jay Soule is recorded as Analyst at UBS. Jay Soule has spoken on 9 earnings calls and 1 other investor event across 6 companies, most recently for Deckers Outdoor Corp on October 22, 2026. Those appearances were for American Eagle Outfitters Inc (AEO), Pvh Corp. (PVH), Revolve Group, Inc. (RVLV), Deckers Outdoor Corp (DECK), Macy's, Inc. (M) and 1 other company. The companies whose calls Jay Soule spoke on are classified in the Consumer Cyclical sector.
Jay Soule on recent calls
“I'm going to start with one question, then I do have a follow-up. Stefano, clearly you're protecting the health of the brand. You're playing the long game.”
“Jen, I want to ask you about the women's denim business at American Eagle. Can you just maybe dive into that a little bit more?”
“It sounds like you're scaling the Plus plan across the business, applying it to different categories, having success. Can you just talk about where you are in that journey, how much of the assortment is now being executed the way that's designed in the PVH Plus plan? how much more is there left to go.”
“I just want to follow up on the gross margin discussion. It looks like for EBITDA for Q2, your guide to EBITDA margin down 60 to 90 BIPs, and you're talking about S2&A flat as a percentage of sales, so I guess that implies gross margin should be down about 60 to 90 BIPs.”
“Maybe I'd love to dig into the American Eagle women's business. Jen, you know, you talked about how women's tees and fashion tops are good, but women's bottoms is weak.”
Affiliation history
-
UBS
Analyst
Transcript header (unverified)
Current
Company network
PVH
Apparel Manufacturing · Consumer Cyclical
RVLV
Internet Retail · Consumer Cyclical
DECK
Footwear & Accessories · Consumer Cyclical
Department Stores · Consumer Cyclical
VFC
Apparel Manufacturing · Consumer Cyclical