Analyst
BNP Paribas
Equibles does not estimate personal net worth.
Aubrey Tianello is recorded as Analyst at BNP Paribas. Aubrey Tianello has spoken on 5 earnings calls and 1 other investor event across 3 companies, most recently for On Holding AG on August 11, 2026. Those appearances were for On Holding AG (ONON), Crocs, Inc. (CROX) and Steven Madden, Ltd. (SHOO). The companies whose calls Aubrey Tianello spoke on are classified in the Consumer Cyclical sector.
“I wanted to ask about the revenue guidance and should we assume that the change in revenue guidance is entirely coming from a lower wholesale outlook? I think last quarter you mentioned that the DTC growth we saw in Q1 in the high 20s was the right way to think about the full year for DTC.”
“I wanted to ask about the EBIT margin guide for the year, which you reiterated. Given your comments about the marketplace change as being a benefit to EBIT, is there any help you can give us on the magnitude of that accretion?”
“I wanted to ask on SG&A and how we should be thinking about the cadence of SG&A growth and into the next quarter and then into the back half of the year when you've lapped the Kurt Geiger acquisition.”
“I wanted to ask on the cost savings program. Last quarter, you mentioned it was too early to say how much of the $100 million will drop through the bottom line.”
BNP Paribas
Analyst
Source not stated
ONON
Footwear & Accessories · Consumer Cyclical
CROX
Footwear & Accessories · Consumer Cyclical
SHOO
Footwear & Accessories · Consumer Cyclical
