SHOO
Footwear & Accessories · Consumer Cyclical
Analyst
BTIG
Equibles does not estimate personal net worth.
Janine Sichter is recorded as Analyst at BTIG. Janine Sichter has spoken on 14 earnings calls across 11 companies, most recently for Rocky Brands, Inc. on October 27, 2026. Those appearances were for Steven Madden, Ltd. (SHOO), J.Jill, Inc. (JILL), Boot Barn Holdings, Inc. (BOOT), Rocky Brands, Inc. (RCKY), lululemon athletica inc. (LULU) and 6 other companies. The companies whose calls Janine Sichter spoke on are classified in the Consumer Cyclical sector.
“I wanted to start out by asking on gross margin. It sounds like it came in for the quarter a bit ahead of your expectations. Maybe speak to what's driving that.”
“Can you elaborate a bit on what you're seeing on the branded side for the wholesale business? Just curious if you're – it sounds like you're now chasing if you're getting reorders in the quarter, and then what the conversations with your wholesale partners have been like for the back half, if there's any change there.”
“I wanted to ask about the direct channel. How do you think about restoring the more full price nature of that channel, or do you think of it as remaining more of a clearance channel?”
“First on marketing, I think you said you're planning for an increase versus your previous plan this year. Maybe quantify that and help us understand where that spend is going, how you're thinking about marketing in general.”
“Jen, I wanted to dig a little bit more into the bottom side of the business. I think in the past you talked about there being just less consensus around maybe the silhouettes that consumers were wearing and bottoms and having to kind of diversify the assortment.”
BTIG
Analyst
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SHOO
Footwear & Accessories · Consumer Cyclical
JILL
Apparel Retail · Consumer Cyclical
RCKY
Footwear & Accessories · Consumer Cyclical
VFC
Apparel Manufacturing · Consumer Cyclical
CURV
Apparel Retail · Consumer Cyclical
RVLV
Internet Retail · Consumer Cyclical
Footwear & Accessories · Consumer Cyclical